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Financial Desktop InitiativeExtension Project
March 2010
MyFinancial.Desktop
Online Expense Transfers
Budget
Worksheet
Online
Reconciliation
Online Transactio
n and Budget
Summary Reports & Queries
Existing MyFDFunctionality
New Deliverables
Planned
Project Extension TimelineJan-June 2011July-Dec 2010July-Dec 2009 Jan-June 2010
Enhancements:• FTE Sub-Totals • Direct/Indirect Sub-Totals• Expense Transfer Form: Copy Down• Others TBD
Requirements Gathering
Release #1Budget
Worksheet
Release #2Transaction-
level Reconciliation
Release #3Budget Sign-Off
Release #2: Transaction Reconciliation Ability to conduct reconciliation activities
online Supporting policies & procedures New MyFD transaction report WITH:
Ability to indicate reconciliation status of expense, revenue and budget revision transactions
Optional notes for posted transactions
Focus groups and feedback session are planned for April-May
Release #3: Budget Sign-off Ability to indicate reconciliation status of the
budget Ability to approve or sign-off on a budget Optional notes for a budget Budget reconciliation dashboard report Supporting policies & procedures
Release #1: Budget Worksheet Budget planning tool Each person can make their own budget
worksheets New MyFD report WITH:
Actual “to date” budget and posted transactions
Budget adjustments you enter Transaction amounts you enterSee impact on budget balance
Release #1: Budget Worksheet
Release #1: Budget Worksheet
Status: Alpha Testing Complete: February 2010 Beta Testing Underway: March-April 2010 Campus Rollout: April 2010
Communications and Learning Opportunities: Watch for announcements in MyFD and FM
newsletters (https://mailman2.u.washington.edu/mailman/listinfo/myfd_info)
e-learning will be available Workshops will be available for in-person help
Questions?
Get involved!We are always updating our list of volunteers to
help test and participate in focus groups.
Email: [email protected]
Project Contacts:Melissa Bravo, Project Manager:
[email protected] Lambert, Business Analyst: [email protected] Grand, Customer Support: [email protected]
