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Longview Overview Session

Longview Overview Session. G10 Biotech. 01/23/2014. Agenda. Project Overview – Butch Labrecque , Project Manager Project Goals Project Approaches System Overview Data Flow Overview Project Schedule Going Forward Longview Overview – Jolene Scaglione, Project Director

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Longview Overview Session

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  1. Longview Overview Session G10 Biotech 01/23/2014

  2. Agenda • Project Overview – Butch Labrecque, Project Manager • Project Goals • Project Approaches • System Overview • Data Flow Overview • Project Schedule Going Forward • Longview Overview – Jolene Scaglione, Project Director • Revenue and Expense Planning • Position/Salary Planning • SIP • Reporting • In the Works

  3. Project Goals • Implement a budget planning, development, forecasting, analysis, & management tool • Solutions for Operating, Trustee, and Capital budget planning • “Open for business” year-round

  4. Project Approaches • Vendor selection • Gartner analysis, marketplace analysis, RFP • Longview, IBM, SAP, & Oracle “made the cut” • On-site presentations to campus & CIT • Longview voted unanimous winner • Functionally led and guided • Pilot group established early • http://dbp.cornell.edu/offices/university-budget-office/bmt-longview • UBOG guidance

  5. Longview System Overview • Operational application and reporting – not separate • Longview data will not be fed to data warehouses • Integrated with KFS and Workday • Components • IE browser to access planning apps & published reports • Portal-like web page • Longview for Excel • Use Excel to connect to database • Build & run Excel reports • Analysis & Reporting • Build formatted reports

  6. Data Flow Overview

  7. Schedule Going Forward • Early February launch • Targeting the week of Feb 10th • Focusing on final fixes, finishing touches and data validation • Client software installations can begin at the end of this month • Expect to hear from your college/unit budget leaders • Launch announcement • Broadcast from UBO • Again, expect to hear from their college/unit budget leaders • Continuing releases through March

  8. Longview Overview Jolene Scaglione – Project Director

  9. Longview Overview • Revenue and Expense Planning • Position/Salary Planning • SIP • Reporting • In the Works

  10. Longview Overview: Portal • Portal launches after Login • Will differ depending on level of access • UBO Staff view represented here. • Launchpad to access: • Reports • Planning applications • Documentation

  11. Longview Overview: Rev & Exp Planning • Plan at account level; view by account, department, college • Monthly Planning • Annual Planning • Annual Planning with History • Upload Revenue and Expense Planning data • Export Revenue and Expense Planning data to Excel • Plan Transfer Detail • Enter Notes for each object • Enter Cell Comments

  12. Revenue & Expense Planning Navigation • Revenue & Expense Planning by Account • Initialize planning Budget from Current year base budget • Or hand-enter amounts • Or increase/decrease by percentage • Add a new Object Code • Export to Excel

  13. Rev & Exp Planning: Transfer Details • Right-click to add Transfer • Other ubiquitous Right-click options: • Add Comment to a cell • Add Attachment to a cell

  14. Rev & Exp Planning : Transfer Details (cont) • Transfer window • Add addition planned Transfers in one screen • Note the Title bar shows useful info • Specify Amounts, College/Unit, Account • Add a Note

  15. Longview Overview: Position/Salary Planning • Plan at account level; view by account, department, college • Change Cost Allocations • Automatic Calculation of Fringe • No action required for Positions that will not change • Leave Planning • Plan multiple leaves for the same position • Plan Cost Allocations across Departments • Export Position/Salary Data to Excel

  16. Longview Overview: Salary Details • Fields include Position #, Name, Change Position # and description, Employee Name and EMPID, Calculated Salary, Base Budget Salary and Total Leave amounts planned. • Sorted by Last Name within Department • Pull up additional Position information

  17. Longview Overview: SIP • Plan at account level; view by account, department, college • Export SIP Roster • Import SIP

  18. Longview Overview: Reporting • Ad hoc reporting capability will be distributed • Nearly 40 reports developed, including: • Validation • Variance by Object, Fund, etc • Endowed/Contract • Trustee Budget View for all levels • Position & Incumbent • Position Cost Allocations • Export from all reports

  19. Reports

  20. Base Budget 2015 - New Budget (in progress) Trustee Budget 2015 – New Year Trustee Budget (will reside in budget system) Base Budget 2014 – Initial Budget Load (frozen during budget season) Trustee Budget 2014 – Current Year Trustee Budget Base Budget 2015 - New Budget Actuals 2014 – YTD (one business day lag) Actuals 2013 – Full Year Actuals 2012 –Full Year

  21. Left Click - Drill one level down or back up one level Right Click - Option to expand or collapse all

  22. Export to Excel Print Options (can print paper copy or to PDF) Refresh Quick Print Option (to default printer) Orientation & Symbol Selections Display Options File Attachments Show Comments

  23. Longview Overview: In the Works • Revenue and Expense Planning • Plan Allocation Detail • Include Notes in Upload • In-year Forecasting • Out-year Forecasting • Capital Project Planning

  24. Longview Overview Questions? http://dbp.cornell.edu/offices/university-budget-office

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