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Sharecase 2009 Salary Projections Expense Projections. Patty Camacho Assistant Department Business Officer Department of Neurosciences x48854, pcamacho@ucsd.edu. PROJECTIONS . What are projections used for?

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sharecase 2009 salary projections expense projections

Sharecase 2009Salary ProjectionsExpense Projections

Patty Camacho

Assistant Department Business Officer

Department of Neurosciences

x48854, pcamacho@ucsd.edu

projections
PROJECTIONS

What are projections used for?

Forecasting salaries and expenses in order to determine a projected balance at the end of a budget and/or project period.

agenda
AGENDA
  • New Salary Projection Tool
  • New Expense Projection Tool
  • How they interact with Budget Reporting
salary projection tool
Salary Projection Tool

Different Look…

salary projections
Salary Projections
  • Salary Data still pulled from PPS
  • Payroll and Benefits based on the prior

months charges including the general

liability costs

  • Still View Salary projections by:

*Employee ID *Index

*Fund *Project Code

salary projections1
Salary Projections
  • Now you can:

*Type in and Find Employee Name

*Override options:

-Add, Copy or Delete

-Index

-Percentage

-Rate

*Input expiration date on payroll distribution overrides,

preventing duplicate entries when PPS updates are done

*No longer need group identifier; only authorized users allowed to use the tool

*What if scenarios

  • Increase in the tool’s performance / speed
slide17

View of Updated ProjectionDistribution Copied, New index reflectedOld Distribution Deleted Overrides noted with an ‘O’ on the left hand side

slide22

What If Button? What is that? *This gives you the ability to play around with various scenarios of personnel changes with real time views of the financial impact.*They are saved in the projection tool only

projections expense projections
PROJECTIONS Expense Projections
  • Data still pulled from prior 12 month average,

by account code

  • Group Identifier still used to access tool
  • Still can pull up projections by:

*Index *Fund *Project Code

projections expense projections1
PROJECTIONS Expense Projections
  • Now you can:

*Process a Mass update of an end date on all

projections at once

*Delete selected items or Delete All button

*Can create expiration date for items that will be

reflected in IFIS before the end of the month (i.e.

POs)

*Auto populate project code when doing a find

  • Increase in the tool’s performance / speed
editing a projection
Editing a projection

Click here to edit this transaction

deleting a projection
Deleting A Projection

Click here to delete this transaction

delete all projections
Delete All Projections

Click here to delete all transactions

how do projections interact with reports
How Do Projections Interact with Reports?
  • Use with the Expanded Budget Summary (EBS) by Index
  • Request to include Payroll or Expense

Projections, or both

  • This financial status report provides

detailed information using projections

ebs report with projections reflected
EBS Report with Projections Reflected

$5s7,423.63

Sub 0 : $57,423.63

Sub 1: $41,620,11

Sub 6: $32,791.73

Total Sal+Ben $131,835.47

ebs report with projections reflected1
EBS Report with Projections Reflected

$5s7,423.63

Sub 3: $3,500.16

Total Supplies $3,500.16

conclusion
CONCLUSION
  • This concludes our session today
  • Be sure to check out helpful video podcasts on BlinkCast such as:

*Transaction Sampling

*Transaction Sampling Management Report

*Cost Center Management (CCM)

*MyFunds

*Ledger Reviewer