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RAPS Budgeting User ForumJuly 18, 2012

REPORTING, ANALYSIS AND PLANNING SYSTEM

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Agenda

• Welcome – Pam Fournie

• FY14 Deployment Schedule – Jean Shuler

• FY14 Reporting –Debbie Vasel

• Revenue & Expense topics – Eva Ostrow

• FY14 Training – Eva Ostrow

• Wrap Up – Pam Fournie

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FY14 Deployment Schedule

•CFU Facilities Compensation Budgeting                              October 8th

•CFU Facilities Revenue and Expense Budgeting               October 16th

•Danforth School & Auxes Compensation Budgeting                    December 10th

•Danforth School & Auxes Revenue and Expense Budgeting           December 17th

•CFU Compensation Budgeting                                                                   January 18th

•CFU Revenue and Expense Budgeting                                                    January 18th

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FY14 ReportingBudgeting Reports Focus GroupLeader: Deborah Vasel – CFU/RAPS

Members:

Mike Genthon Engineering

Brent Jenson Business

Lisa Fields Social Work

Joyce Markowski Auxiliaries

Bill Reitz Auxiliaries

Marilyn Pollack CFU

Lilia Campbell CFU

Linda Ritter CFU

Anne Keck School Accounting/Business

Lynn Jegle School Accounting/Sam Fox & Law

Barry Goldstein RAPS

Todd Zimmerman/Adam Buffa

RAPS Technical Experts

Kristen Singer CFU/RAPS

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FY14 Reporting

Report NameReport Type

# of Runs Priority

* CB - Source Detail by Dept-Fund CB Financial 1173 1

* Departmental Budget Analysis Report RE 1067 2

* CB - Source Detail by Employee CB Financial 651 3

* CB - Source Detail by Node (Role) CB Model 581 4

* CB - Salary Budgeting Worksheet CB Model 209 5

* CFU Budget Template Report RE 541 6

* Tower Report (Med School PRB report) RE 286 7

* Compare Proposed FY OBUD to Current FY OBUD RE 234 8

* CB - Salary Change and Reason Analysis CB Model 211 9

* CB - Source Detail by SubClass CB Financial 164 10

* CB – Exclude from Budget Listing CB Model

* CB – New Job Listing CB Model

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FY14 Reporting

IMPORTANT CHANGE NOTICE

Report Name Report Type New Location

* CB Salary and Exception Report CB Integrity HR Personnel Reports

* CB HR Data Changes Report CB Integrity HR Personnel Reports

Reminder : Request HR Reporting Access

Security Authorization Forms are on RAPS Home page

http://RAPS.wustl.edu

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FY14 Reporting

Highlights Some Reports will be available within the model

Sourcing Summary Dept Sourcing Remainder

Formatted reports will be available from a report menu

Availability date – October 1 for top 10 reports Additional Reports developed for December

Deployment

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FY14 Reporting

Highlights Reports will contain a Tree Structure rather than

Cascading Prompts

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FY14 Reporting

Highlights Test Data is available to enable Report

Training Webinars On site with Departments One on One at user’s desk

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FY14 Reporting

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Revenue & Expense Topics

New and enhanced feature highlights in the FY14 model

• Performance is enhanced.

• There is now a Find function. Users can find a specific department that prompts the model to

filter for funds associated with that department.

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

aggregate will continue to do so – there is no loss of functionality.

• Danforth users will have a transfers tab at the school level.

• There are many similarities between the FY13 and FY14 models.

• Adapting to the new models may be painless.

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FY14 Training

Training issues to consider for FY14 budgeting models.

• Many existing users require an overview of model changes.

• Some users with more/different responsibilities require targeted training.

• New users require more in-depth model training but we expect few new users.

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FY14 Training

 

Ideas for training methods include:

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FY14 Training

1. Webinars where specific model changes are demonstrated.

• Compensation budgeting model• Revenue & Expense budgeting model including

General Operating Specific Purpose

o Pro: A large population can be reached efficiently. o Con: Generic material does not apply to all users.

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FY14 Training

2. Brief pre-recorded topic based web sessions that include specific tab functionality.

 o Pro: Users can go directly to a topic of interest at any time. o Con: The pre-recorded session may not answer a user’s

specific question.

3. Department training 

o Pro: Training material can be specifically directed to the needs of a department.

o Con: Many trainers/ training sessions are required.

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FY14 Training

4. One-on-one training 

o Pro: Training material can be specifically directed to the needs of an individual. Individual users probably get the most benefit from one-on-one training.

o Con: Many trainers/ training sessions are required.

5. Classroom training 

o Pro: Users get hands-on training and can ask questions in class.

o Con: Generic material does not apply to all users and training classes move too quickly/too slowly because of a wide variety of users.

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FY14 Training

Conclusions regarding training

• Training needs to be timely, useful, and will require a combination of methods.

• We will contact department representatives about training requirements.

Internal staff is the best judge of training needs.

• Training will begin in October 2012. We will send a training schedule via e-mail and also post

information on the RAPS website.

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Wrap Up

Next meeting October, 2012

Q & A