RAPS Budgeting User Forum Agenda Performance Update Whats New
in FY15 Budgeting Datamart Update Cycle FY15 Deployment Schedule
Recommended Configuration System and Support Availability Training
Options
Slide 3
Performance Update Source Update Process Update Sourcing/CB
Import Statistics CB Source Detail by Dept-Fund Statistics User
Interface Peak Usage Simulation Test
Slide 4
Performance Update Source Update Process Simplified and reduced
usage of rule-based logic. Removed the dddd generic substitution.
Eliminated need to apply security to the newly created generic
during the process. Result: A dramatic improvement in processing
time. Even better when generics are involved. Dddd has been
replaced with dept number. Comp Bud Main Menu
Slide 5
Performance Update Update Sourcing/Import CB In Seconds STAGE =
Copy of FY14 PROD on PROD server DEV = FY15 Development environment
on DEV server Departments used have large number of employees in
all roles. Test results were conducted with one user on system. Why
did 3040 see more processing efficiency relative to 3255 and 3329?
003040 - 3248 lines of sourcing 003255 - 6746 lines of sourcing
003329 - 6982 lines of sourcing
Slide 6
Performance Update CB Source Detail by Dept-Fund Departments
used have large number of employees in all roles. In Seconds STAGE
= Copy of FY14 PROD on PROD server DEV = FY15 Development
environment on DEV server Test results were conducted with one user
on system.
Slide 7
Performance Update User Interface Use of drop-downs for entry
of sources and other drop down usage. Hint: Use of mouse to select
from drop down wont cause prompt to save. Should be faster.
Suppressing and unsuppressing rows on the Revenue and Expense
templates.
Slide 8
Performance Update Peak Usage Simulation Test Peak usage
simulation activity was attempted in September with 30+ people
successfully participating. Overall system is performing much
better than last year. Some degradation in performance can occur as
compared to non-peak times. Templates can take longer to open.
On-line entry can become sluggish. Processes and reports can take
longer to run.
Slide 9
Whats New in FY15 Budgeting Architecture FY 15 Budgeting
Environment Revenue and Expense Entry Compensation Entry Limited
real time Reporting Models Datamart Revenue And Expense Reporting
Compensation Reporting Highly formatted, extensive prompting and
filtering Update 3 times per day Source Rept Source Update CB Entry
RE Entry CB Import
Slide 10
Whats New in FY15 Budgeting Revenue and Expense Model Priority
Resource Budgeting Model Compensation Budgeting Budgeting Datamart
and Reports
Slide 11
Budget Input Selection Prompt Changes Specific Purpose Example
Drop down for real fund Drop down for aggregate Scroll bar is at
bottom and no white space displays. Filters based on applicability.
Can still use function detail button.
Slide 12
Revenue and Expense Model Account Structure Usage Changes
Departments and Dept-funds that dont fit current selection criteria
are now eliminated from the models. Disabled LC-21 AIS Budget
entries. Locked old subclass objects so they cannot continue to be
used. Disabled access to LCs that are not appropriate based on fund
type.
Slide 13
Revenue and Expense Model Margin Entries Margin Entry template
is accessible off of the Medical School Revenue and Expense menu.
Mapping has been tied out to the Medical School Hyperion
application using FY14 budget data. Medical School Budget Office
will maintain the mapping definition to ensure margin calculations
are accurate.
Slide 14
Compensation Budgeting to Revenue and Expense Balancing Report
Answers the question do I need to Import CB data. Note: If the
Update Sourcing has not been processed then pending CB changes may
not be reflected. Applies to data in the models, not the datamart.
Located under Reports section off the Compensation Budgeting
Menu
Slide 15
Revenue and Expense CB Import The CB Import button is now more
conveniently located on the Budget Input templates. It is also
still available off the Revenue and Expense Budget menus. It runs
much faster. Tests on idle system show results from 2 to 5
seconds.
Slide 16
Revenue and Expense Model Refined Definition of GSSP/NGOV The
GSSP and NGOV calculations have been modified. The new definition
will apply to all Revenue and Expense model data including
historical years. Historical Compensation Budgeting detail is
unchanged. If you had budgeted Specific Purpose in aggregate for
these two categories last year, it is not known how much applies to
each fund category. Please consult your Business Analyst if further
definition is needed.
Slide 17
Revenue and Expense Model Allocation Detail Template Changes
There are now 50 lines available for allocation detail entry. The
lines above the first allocation entry have been grayed out for
clarity. Department entry is now 6-digit.
Slide 18
Priority Resource Budgeting Model Tower Report Real time.
Available off of PRB main menu under reports section.
Slide 19
Priority Resource Budgeting Model Specific Purpose Budgeting
PRB Users with Specific Purpose funds can now budget them using the
SP Budget Input template off of the PRB menu. They can view those
funds under Budget Summary. Note: It is no longer necessary to have
access to the Medical School menu.
Slide 20
Compensation Budgeting Model Sourcing to Generics Function
Required Sourcing to Generics requires selection of a function
before the Sourcing Remainder will change.
Slide 21
Compensation Budgeting Model Earnings Code Changes There are
two more earnings codes available. Bonus now only applies to
Discretionary. BON Bonus Discretionary BND Bonus Nondiscretionary
COM - Commissions
Slide 22
Compensation Budgeting Model Other Earnings on Aggregates
1.Enter a description for the Aggregate Slot. 2.Add the budgeted
amount on the Monthly Budget template using the Other Earnings row.
3.Use the Source template to source in the Other Earnings
section.
Slide 23
Compensation Budgeting Model PostDoc Non-Employee Fringe
Override The ability to override the calculated fringe for Health
& Other Allowance is available again.
Slide 24
Compensation Budgeting Budget Review Template
Slide 25
Slide 26
Budgeting Datamart and Reporting The Budgeting Datamart is
back! Reports are identical in format to the FY13 and previous
report set. Most reports are available again.
Slide 27
Budgeting Datamart and Reporting Compensation Budgeting
Financial Reports CB - Source Detail by Dept-Fund CB - Source
Detail by Employee CB Source Detail by SubClass CB Source Detail by
SubClass Object CB Source Detail for Salary and Other Earnings
Monthly Medical School Reports CB Job Salary Across Function CB
Source Detail Across Function Model Reports CB Compa Ratio by Job
CB Exclude From Budget Listing CB New Job Listing CB Proposed Job
Salary and Fringe CB Proposed Job Salary and Fringe Monthly CB
Salary Budgeting Worksheet CB Salary Change and Reason Analysis CB
Source Detail By Node Variance Reports CB Source Variance by
Dept-Fund CB Variance Job by Employee
Slide 28
Budgeting Datamart and Reporting Revenue and Expense Budgeting
Financial Reports CFU Budget Template Report Departmental Budget
Analysis Report RUI and Computing Charges Report Integrity Report
R&E Reconciliation to Compensation Budgeting Medical School
Reports Clinical Practice Overhead Report Compare Proposed FY OBUD
to Current FY OBUD Report Compare Proposed FY OBUD to Prior FY
Actual Report I&R Overhead Report
Slide 29
Datamart Update Cycle Model Save 11 AM 12:30 PM Datamart
current Model Save 2 PM 3:30 PM Datamart current Model Save 2 AM 7
AM Datamart current (includes all Source Updates and all CB to RE
processing) Note: Midday processing has been decreased by 1 hour
over last year. Expect to hear from the Medical School Budget
Office regarding timing of Hyperion updates.
Slide 30
FY15 Deployment Schedule HRMS changes entered New account adds
entered in AIS Models and Reports available for Medical School
departments. September 26th October 4th October 16 HRMS data as of
end of day processing September 26 th. FIS data as of end of
September close.
Slide 31
Recommended Configuration
Slide 32
System and Support Availability Model Availability Datamart
Availability RAPS Help Desk Support RAPS Help Desk After Hours
Support 7 AM 9 PM, Mon Sat 8 AM 5 PM, Mon Fri 5 PM 9PM, Mon Fri*
*If caller leaves voice mail, the on call person will follow-up
with user regarding urgent concerns. Website: RAPS.WUSTL.EDU
Slide 33
Training Options Revised Budgeting Overview documents RAPS Tips
One-on-one sessions for new users Mini session recordings Budget
Review Template Source Approvals Datamart Update Schedule Data
entry versus selection from pick-list Other?
