Introduction to CatPlan

Agenda  Explain the basics of CatPlan  Discuss Chartstrings  Review the task list  Log into CatPlan  Run a test report

What is CatPlan?  Cloud-based budget planning application Data feeds between FMS, HR and CatPlan systems  Provides improved month-to-month forecasting Ability to budget goods and services at the account detail Ability to view/forecast salary and benefit data by position  Multiple users can view changes in real time Planners have the ability to manipulate the data and run reports Viewers have the ability to view the data and run reports  Gives departments access to adjust their own forecasts

Why it’s Useful  No more sharing multiple spreadsheets  Offers an ability to adjust budget forecasts Provides “what if” scenario planning Able to run reports at different hierarchy levels (division, dept)  Gives the end-user more power!  Helps keep departments on the same page  Increased communication and transparency

What Else is Going On?  Chart of Accounts  PID to Chartstring transition  What does that have to do with CatPlan? For CatPlan to provide accurate data you must know your Chartstring Chartstring = Department, Fund, Program, Operating Unit and Component Speedkeys are not used in CatPlan. Speedkeys are for travel, purchase requisitions, motor pool, etc.

Navigating in CatPlan  Planner – Monthly Task List Used for monthly planning Most of the year you will be in the monthly task list Run reports to see variances Update forecast Review reports when balanced Side note: to expand the field and drill down you must click the small grey arrow to the left of the folder.

Navigating in CatPlan The Monthly Task List is mainly for planners. If you are a planner and want to learn more about forms forecasting, attend our upcoming forms training, or call us x2305 for a 1:1 appointment. CatPlan Web Form/Forecasting, Course #CAT009, Upcoming Trainings: Session Nbr 0003 – Wednesday, September 30 from 10:00am to 11:00am Session Nbr 0004 – Wednesday, October 7 from 4:00pm to 5:00pm Session Nbr 0005 – Wednesday, October 21 from 10:00am to 11:00am Session Nbr 0006 – Wednesday, October 28 from 10:00am to 11:00am

Exercis e Log into CatPlan through MyCWU Live productionTest  The Identity Domain is always: uscentralwash48889  Username should be your full CWU address  Password is specific to CatPlan, it is not single sign on

Exercis e Turn on User Point of View 1. Click File 2. Click Preferences 3. Click Financial Reporting 4. In the User Point of View box, select On 5. Hit OK

Exercis e Running a Test Report (Valid Budget Combo) 1. Click Explore 2. Click End User Reports in the left hand menu 3. Double click Valid Budget Combinations and Balance in the center menu

Exercis e Running a Test Report (Valid Budget Combo) 5. Follow the same steps for Scenario (Budget) and Version (Working) Click the blue Select Box 2. Select the small gray arrow to the left of Years to expand the selection 3. Select FY16 4. Hit OK 5.

Exercis e Set your Rows  While you are searching for your department number set your total number of rows to 500

Exercis e Running a Test Report (Valid Budget Combo) 1. Click on the magnifying glass 2. Behind the * type in your department number and hit enter on your keyboard

Exercis e Running a Test Report (Valid Budget Combo) 1. Check the box to the left of your department number 2. Click OK 3. Again, check the box the left of your department number 4. Click OK

Exercis e Running a Test Report (Valid Budget Combo) Ensure your department number is in the selection box and click OK

Exercis e Running a Test Report (Valid Budget Combo) Your final report should look like this. This report gives you all of your department chartstring information and includes total resources allocated for each chartstring.

Reports For more in depth training on reports please sign up for our report training class. CatPlan & Foundation Reports Training, Course #CAT008, Upcoming Trainings: Session Nbr 0004 – Monday, October 5 from 10:00am to 11:00am Session Nbr 0005 – Wednesday, October 14 from 4:00pm to 5:00pm Session Nbr 0006 – Monday, October 26 from 10:00am to 11:00am

Resources Our website provides a great up-to-date information!