BASIS Coffee Talk – April 28, 2011 How webBASIS can work for you.

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Presentation transcript:

BASIS Coffee Talk – April 28, 2011 How webBASIS can work for you

Welcome – Polly Parnell I’m so glad to see so many familiar as well as new ones. Introduce BASIS team- How many of you currently use webBASIS? First – Jennifer will review all the HR (personal information). Donna – will review the travel, invoice, e-business, PO information as well as our TARGET. I – will review the asset and financial data. Also preview some new information related to sponsored cost centers. We want this session to be interactive so please feel free to ask questions. We may defer some of the questions if it’s something we will cover later in our presentation. Turning this over to Jennifer

A-21 Just point out what it is – administrative certifications.

Assets

Question? Who knows what information may be changed on an asset? There are three primary pieces of information – can anyone give me one of those?

Search for Assets There are several different search criteria. Today, I’m going to search for the capital assets for my BU: BASI. Serial Number Responsible employee Disposed of assets Departmental Asset information Room (location) Asset tag number

Capital Assets for BASIS Action to perform: View Asset Information Asset Info Change Asset Location, BU, Responsible Employee I’m changing to Change Asset Location……

Change Request Asset BU – transfer to another BU Responsible Employee Location – Room Tag or Off-site location Comment Validate / Save Creates a TARGET transaction that must be approved by…..

Questions? Questions regarding AIMS data. Turning it back over to Donna

Financial Data Various search criteria.

Search for BU Action to Perform Summary Maint or LTD Balances Browse Summary Category Balances Browse Rollup Center Summary Bal View CCC Data Sheet

Maint CCC Drill down information I always recommend viewing balances through the end of the fiscal year. Can anyone tell me why? Salary Encumbrances. N/A for this CCC

Drill Down on Dollar amounts Don’t use the Category – this feature is for Report codes Drill down using the amount fields.

Drill Down Expense Encumbrance Pending – e-business charges Planned – Questions??

Sponsored CCC - LTD Action to perform – changed option to Summary Maint or LTD Balances New feature that has not been to production, but will be next week.

LTD – no option for begin or end dates Balance information looks more like LBSP – all budget and expenditure information Drill down will also give you all information regardless of FY. New feature – Download to excel spreadsheet.

Another example Drill down information Sub-total before Indirect Cost Download option!!

Report Code Information These two options – for report code information. More advanced topic that would be happy to discuss in a smaller group or individually.

Questions?? Donna – website review Thank you!