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UR Financials Project Company Level Reporting SIG February 3, 2014.

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Presentation on theme: "UR Financials Project Company Level Reporting SIG February 3, 2014."— Presentation transcript:

1 UR Financials Project Company Level Reporting SIG February 3, 2014

2 Agenda 1.Description of the two Reporting SIG’s –Company Level Users Proposed members –Non-Company Level Users Proposed members TBD 2.Project Plan for Company Level Reporting SIG –Planned meetings 3.Project Plan for Non-Company Level Reporting SIG UR Financials – Company Level Reporting SIG 2

3 February 3, 2014 Primary purposes of the Reporting SIG’s Informal & Early Training: Members will receive greater demonstrations and informal training. Running & Reviewing Reports: Members will run reports and help validate key reports in Workday. Potential for Report Writer Access post Go-Live: As members become more experienced with Workday Reporting some members may be able to gain Report Writer access. UR Financials – Company Level Reporting SIG 3 Company Level Informal & Early Training & Know-How: Members will receive greater demonstrations and informal training. Members will run and review key reports. Non- Company Level

4 February 3, 2014 Proposed members for Company Level SIG --- a mixture of ~ 30 members across Central & Divisional finance departments. Managers / Leads welcome to attend. UR Financials – Company Level Reporting SIG 4 Company / DivisionCost Center / DepartmentCost Center / Department Lead NameCost Center / Department Analyst Name 010 CentralBudget OfficeCheryl BennettTim Woodward 010 Central Christle Pajrowski 010 CentralFinancial ReportingKaren SodomaJonathan Peterson 010 CentralAnne Tucker 010 CentralCarrie Ballou 010 Central Kate Nguyen 010 CentralAdministrationJudy Emory-ClarkLisa Mekeel 010 CentralMarta HermanJim Dobbertin 010 CentralGinny Yuna 010 Central Mike Bonanno 010 CentralGrantsJeff SullivanKim Meszler 010 CentralLori Hume 010 CentralAdvancementLucy PrytyskachPatricia Gray 010 Central Lisa KochRyan Balys 010 CentralFacilitiesTom SmithDarrin Meszler 010 Central Theresa Fleming 010 CentralAdministrationMarta HermanElica Krasimirova Krasteva 020 River Campus Colleges 021 School of Arts & SciencesFinanceAndy DillenbeckKen Simolo 022 E Hajim School of EngineeringFinanceTony GreenKristin Antosh 022 E Hajim School of EngineeringLLEJohn SchoenJacqueline Wambach 022 E Hajim School of Engineering David VanWey 023 W Simon Graduate SchoolFinanceJC StevensDave Vore 024 M Warner Graduate SchoolFinanceMolly Kirchhoff 030 Eastman School of MusicFinanceShannon OzkumKathleen Neubeck 030 Eastman School of MusicFinanceMichele GibsonJeananne Thomas

5 February 3, 2014 Proposed members for Company Level SIG --- a mixture of ~ 30 members across Central & Divisional finance departments. Managers / Leads welcome to attend. UR Financials – Company Level Reporting SIG 5 Company / DivisionCost Center / DepartmentCost Center / Department Lead NameCost Center / Department Analyst Name 040 School of Medicine and DentistryFinanceBill PassalacquaMark Greisberger 040 School of Medicine and DentistryJeff Bloss 040 School of Medicine and Dentistry Brian Vanwuyckhuyse 050 Strong Memorial HospitalFinancePatty StevensDina Donohue 050 Strong Memorial Hospital Christine Sands 060 School of NursingFinanceKelly TalarczykPam Sawdey 070 Memorial Art GalleryFinanceSheryl BurgstromPatti Walker 080 Unviersity General 090 Health SciencesFinanceKathy StrojnyDonna Dawley 091 UR Medical Faculty GroupFinanceJill HetterichKris Wood 091 UR Medical Faculty GroupMaureen Gates 091 UR Medical Faculty GroupMary Brooks 092 Eastman Institue for Oral HealthFinanceEd ReifRyan Taylor Tom Smith

6 February 3, 2014 Project Plan – Company Level SIG UR Financials – Company Level Reporting SIG 6 Informal TrainingReviewing ReportsFormal Training Feb Mar AprMayJune  WD 22 Informal Training: Accessing, running & saving report filters Introduction to scheduling reports and the W:Drive Review report book and report types Financial Statements Key Reports Introduction to report security and business objects Reviewing Reports: Run & test key reports Stump the experts Financial Statement definitions Advanced report scheduling Advanced business object details

7 February 3, 2014 Planned Meetings – 6 planned meetings in Feb & March. April – June meetings will be planned in the future. UR Financials – Company Level Reporting SIG 7 Informal TrainingReviewing ReportsFormal Training Feb Mar AprMayJune  WD 22 February: Tuesday, February 18: 3 – 5 pm in Saunders Room 1301 Tuesday, February 25: 3 – 5 pm in Saunders Room 1301 Thursday, February 27: 3 – 5pm in Genesee Room at Scottsville Road (limited space) March: Week of March 3 rd – during Test Cycle 3. Time and Room TBD. Tuesday, March 18: 3 – 5 pm in Saunders Room 1301 Friday, March 21: 2 – 5 pm in Genesee Room at Scottsville Road (limited space) Note: Meeting reservations to be sent out during the week of February 4 th. 33TBD

8 February 3, 2014 Project Plan – Non - Company Level SIG (Note: Proposed Members TBD) UR Financials – Company Level Reporting SIG 8 Feb Mar AprMayJune  WD 22 Informal Training: Accessing, running & saving report filters Introduction to scheduling reports and the W:Drive Review Manager Financial Reports (Monthly Ledger) Run and Review key Reports Advanced report scheduling Informal Training Formal Training Note: WD22 brings needed functionality for additional reports for Non-Company Level users.

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