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RAPS Budgeting User ForumOctober 18, 2012

REPORTING, ANALYSIS AND PLANNING SYSTEM

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Agenda

• Welcome – Pam Fournie

• FY14 Deployment Schedule – Pam Fournie

• Compensation Budgeting Demo – Jean Shuler

• FY14 Reporting –Debbie Vasel

• Revenue & Expense Demo – Eva Ostrow

• FY14 Training – Eva Ostrow

• Wrap Up – Pam Fournie

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FY14 Deployment Schedule

•Medical School Compensation Budgetingdeployed

•Medical School Revenue and Expense Budgeting                              coming soon

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Compensation Budgeting Demo

• The url to the RAPS website is as follows: http://raps.wustl.edu/(Getting Started/RAPS Login Home Page)

•The url to access the new system is as follows: https://repsvcs-prod.wustl.edu/ibmcognos/

• Use your wustl key to logon, from the Main Menu select Budgeting and Planning Menu.

•The url to access the old FY13 Budgeting models and reports use: https://rapsplan.wustl.edu/cognos8/

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Compensation Budgeting Demo• New Jobs

•SourcingWhat’s required

•Sourcing ApprovalsOpen, Approve, Pending, Reject

•Sourcing StatusesOutside your departmentSourcing RemaindersSourcing RedirectsAll Sourcing Lines

• Sourcing DetailProposed versus AppliedFringes

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FY14 Reporting

CB Reports Currently Available:

Source Detail by EmployeeSource Detail by Dept FundSource Detail by SubClassSource Detail by Appt DeptSalary Budgeting Worksheet

Salary Change & Reason Analysis Report

What does it mean?

PROPOSED VS. APPLIED ON REPORTS

Proposed Applied

• Proposed = Where you want to charge the sourcing.

• Applied = Where the sourcing is currently with regard to the sourcing approvals.

• Applied is the default in all financial reports

REPORT SELECTION

EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046

In a Proposed version of a CB financial report for Dept 3046Based on the information shown at rightWhat data would you expect on your report?

Why would you ever run a Proposed version of a financial report?

EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046

In a Proposed version of a CB financial report for Dept 3046The data would be3046-50088X $7,048The data for 3170 would appear on a Proposed version financial report for 3170Run a proposed version Of a financial report to see who all wants to source to you.

EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046

In a Applied version of a CB financial report for Dept 3046

The data would be3046-50088X $7,0483046-91299 4,958

SOURCING STATUS

In the case as shown to the right when all sourcing is system approved, running a CB report as PROPOSED or APPLIED will give you the same data.

APPLIED should always be your final report

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FY14 Reporting

IMPORTANT CHANGE NOTICE

Report Name Report Type New Location

* CB Salary and FTE Exception Report CB Integrity HR Personnel

Reports

* CB HR Data Changes Report CB IntegrityHR Personnel

Reports

Reminder : Request HR Reporting Access

Security Authorization Forms are on RAPS Home page

http://RAPS.wustl.edu

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Revenue & Expense Demonstration

New and enhanced features will be demonstrated in the following FY14 models:

• Medical School General Operating

• Medical School Specific Purpose

• PRB

New features include

• Compensation Budgeting import button.

• There is now a Find function.

• Users can budget specific purpose funds at the fund level.

• Medical School users will have a Margins tab at the department level.

Revenue & Expense Reports are coming soon.

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FY14 Training

Training for FY14 budgeting models.

• Departments have been contacted about training needs and a variety of training sessions have been scheduled. Please call 935-3890 with your training needs.

• Manuals available• Compensation Budgeting Manual is available on the RAPS

Home Page > http://raps.wustl.edu• Revenue & Expense manual will be available next week.

• Classroom training includes:• Overview of changes to models• Users will log into models and ask questions related to user’s

data• Department training includes:

• Overview of changes to models• RAPS team members will answer questions from users.

• One-on-one training can be scheduled in advance. • Via Adobe Connect with a RAPS team member.• On-site at the users desk.

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Wrap Up

Next meeting January, 2013

RAPS Website & Tips of the Week

Q & A