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REPORTING, ANALYSIS AND PLANNING SYSTEM

REPORTING, ANALYSIS AND PLANNING SYSTEM. RAPS Budgeting User Forum July 20, 2011. Agenda. FY13 Deployment Schedule – Jean Shuler FY13 Budget Enhancements Compensation Budgeting - Jean Shuler General Operating/Specific Purpose - Eva Ostrow

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REPORTING, ANALYSIS AND PLANNING SYSTEM

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  1. REPORTING, ANALYSIS AND PLANNING SYSTEM RAPS Budgeting User Forum July 20, 2011

  2. Agenda • FY13 Deployment Schedule – Jean Shuler • FY13 Budget Enhancements • Compensation Budgeting - Jean Shuler • General Operating/Specific Purpose - Eva Ostrow • Progress on Performance Improvements - Tim Redmond • Focus Group Updates • Budgeting Reports Focus Group – Debbie Vasel • Simplifying the Compensation Budgeting Model for FY14 – Jean Shuler • Training Needs for FY13 – Pam Fournie • Wrap up CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  3. FY13 Deployment Schedule Sept 27 Deadline for new accounts for Oct load (FIS Profiles) Oct 6 CB CFU Facilities department Oct 13 GO & SP CFU Facilities department Oct 17 GO & SP apps for Danforth Campus Schools, Auxes, and CFU departments Nov 23 Deadline for new accounts for Dec load (FIS Profiles) Dec 7 - 12 CB apps for Danforth Campus Schools & Auxes Dec 27 Deadline for new accounts for Jan CFU load (FIS Profiles) Jan 19 CB, GO, & SP Remaining CFU departments **TENTATIVE** CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  4. FY13 Enhancements Compensation Budgeting • Ability to adjust current FTE after budget model is loaded • Importing last year’s aggregates to prior year fields • Ability to override node on Specific purpose generic sourcing to drive expense to a different department CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  5. FY13 Enhancements Snapshot of dddd override on source tab CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  6. FY13 Enhancements General Operating & Specific Purpose • Credits displayed in the model as a negative • Combined Budget Input, Projections & History Tabs • Subclass Object description removed • FY12 SP Budget loaded from last year’s budget datamart • 94xxx Funds moved back to GO model CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  7. FY13 Enhancements

  8. Performance Improvements in the model • Improvements on Saving • Opening is unchanged PC Dependent • Minimum recommended hardware • On RAPS home page under Getting Started: http://raps.wustl.edu • Multiple open applications will impact performance End-user performance testing • Will provide guided test plans • Strictly volunteer basis CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  9. Focus groups

  10. Focus groups Budgeting Reports Focus Group Enhance Existing Reports: • R&E - Departmental Budget Analysis • R&E - CFU Budget Template Report • CB – Job Salary & Fringes • CB – Source Detail by Node • CB – Source Detail by Employee • CB – Source Detail by Object Group • CB – Source Detail by SubClass • CB – Source Detail by SubClass Object • CB – Variance Compensation Report • CB – Variance Other Earnings • CB – Variance Salary & Other Earnings by SCOB or Obj Group • CB – Variance Source by Dept-Fund • CB – Variance Source by Employee CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  11. Focus groups Budgeting Reports Focus Group • Update CB and R&E Report Manuals which are available at http://RAPS.wustl.edu andhttps://raps.wustl.edu/cognos8 • Sub Committee formed to work directly with Auxiliaries on overall reporting needs. • Create new reports as needed • Identify key reports/data attributes that need to be potentially available real time in FY14. CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  12. Focus groups

  13. Focus groups Simplifying the Compensation Budgeting Model • Keep organization of employees by job within department • Support different functionality of Academic, Staff, and Other employees. • Keep Track/NonTrack groupings, Adjuncts needed? • Compensation data will remain static during the budget cycle and will not be reloaded • Try combining Prime, Secondary, and HR Data tabs by eliminating redundant data, HR data not needed for Salary Planning, and title only jobs. • Change how Pool Checks work via summarizing on another tab that shows aggregated components of the Pool CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  14. Focus groups Simplifying the Compensation Budgeting Model • Keep Primary History but break out Bonuses to own column • Keep New Job tab and add additional slots CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

  15. Training Needs for FY13 • Weekly tips • Computer Based Training modules (CBTs) are available at http://raps.wustl.edu • Webinars for ‘What’s New’ • Workshops? • New Employee training – need to identify how many to determine solution • Other needs?

  16. Wrap Up • New access or changes to security forms should be sent to RAPS Support at campus box 1110 • Proposed Agenda Items for October meeting: • Updates from Focus Groups • Tips and Techniques for FY13 Budget Process • Send proposed agenda items to pamela.fournie@wustl.edu • Q&A

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