CFS-Consolidated Finance System CMS Central Data Warehouse

CFS Implementation CFS Project Goals - Systemwide common financial application - Common codes and business practices - Central financial reporting environment - Reduce complexity of CMS environment - Improve data security

CFS Implementation CFS Common Codes / Business Processes  Chart of Accounts  General Ledger  Purchasing  Accounts Payable  Accounts Receivable / Billing  Asset Management  Grants Management  Reporting  Security

CFS Implementation All modules (PO, AP, AM, AR, BI, GL) will be common to all 23 campuses including CO. Delivered PeopleSoft functionality will be used. One Consolidated Database.

CFS Implementation CFS modifications - enhancements and new Enhancement of current Journal Upload process Enhancement of PO Voucher Distribution Line Display New ProCard Application PO Life Cycle Report

CFS Implementation CFS modifications - enhancements and new Requisition Form Requisition to Check End User Notification Customer Invoices and Dunning Letters New Grants Module Central Accounting and Purchasing

CFS Implementation CFS Data Warehouse Reporting > Systemwide Data Warehouse – updated nightly > Access via centralized reporting infrastructure (OBIEE) > Security framework controls data access > Data Warehouse overview

Data Warehouse The Data Warehouse (DW) will replace the campus custom reports such as nVision and the 020 Report as well as others for Central reporting, PO and requisitions. The DW offers a variety of basic and advanced reporting formats users. Report options give user the ability to create the report the way they want to see it. Basic DW Training will be offered beginning late November. Advanced training will begin in 2011.

Sample DW page and report

CFS Implementation January 2011 Users will have access to the old database to run reports through December Beginning Jan. 2011, new transactions will only be in CFS and the DW. Summary ledger balances for 2009 and July –Dec 2010 will be copied into CFS and the DW CFS and DW will be accessed through a CSU Portal Link

How to get ready now QUERIES Queries have to conform to CFS guidelines Some query names have changed Some queries will not be in CFS Refer to the CFS query list for name changes TIP: Change your Favorite Query list to the new names, delete the old names from your list

How to get ready now, cont. The MyCoyote Finance “shortcut” page will not be available in the CSU Portal. Some Finance users already use the 9.0 Menu structure. Begin using the FIN 9.0 link on MyCoyote Finance Tab now to become familiar with the structure. The 9.0 Main Menu is similar to what we will see in CFS Use the Navigation Guide and begin using the 9.0 format now. You can still set up My Favorites for your reports and processes. Navigate to the page and click the Add to My Favorites in the upper Right corner of the page

My Coyote FIN page

FIN 9.0 Menu This is the menu we will use in CFS. It is recommended to begin using it now to become familiar with the navigation. The CSU Custom Rpts/Interfaces link will not be in CFS Return to My Coyote link will not be in CFS

The CSU Custom Rpt/Interfaces link and related reports will not be available in CFS. You may add these as Favorites on the 9.0 Menu and use them until Dec. 31, 2010.

CFS Calendar CFS Common Code Implementation > July 2010 – January 2011 CFS Data Warehouse Power User Training and Testing – October 2010 CFS DW Campus Training starts late November – early Dec CFS Go Live – January 2011

CFS Impacts Finance Human Resources Student Financials

Questions Charlie Tabbut – CMS Project Director Muriel Vita – CMS Finance Project Manager Andrea Beechko – CMS Finance Lead and COA Administrator