FAST Budget and Forecasting Rob McMicking

So what should we talk about What did we discuss last year? What have we done in the last year? Demo of the new items? What are the future enhancement requests? Where do you get hung up the most? Administration Review?

Oh the lies I told

Oh the lies I told… …well I did do some of them!

What’s new and noteworthy Create Reporting Views Additional security for data at row level –config 8,9,10 Add Spreading Model to Budget Transfer details How to Change XL Import Spec (also lots of new field available) Admin import now posts directly to Development Updated names of tabs to better reflect function New Form: Budget Assumptions Last IMUC was version Currently 4.3 Major release Add Budget Type fields to Dev Entry Favorite Approvers Add Budget Balance Checking on Budget Transfers Originator on completion of Budget Transfers New Report: Approval and Completion Status XL import now tied to an ID, easier to delete entire import if necessary Add page notes to Budget Transfer screens

Create Reporting Views FASTBUDGET.REPORTING_DEVELOPMENT FASTBUDGET.REPORTING_BUDGETADMIN

Case: Additional security for data at row level Security updates for report and row-level security Updated how we use configuration settings #9 and #10, and added a new setting #8: #8: "Treat users with P access Fund/Orgn security as if they had B access when viewing? (Y/N)" (default value = N) #9: "Treat users with Q access Fund/Orgn security as if they had B access for editing? (Y/N)" (default value = N) #10: "Check editable row level security on each line? (Y/N)" (default value = N)

Case: Add Spreading Model to Budget Transfer details * logic change Add spreading model to Budget Transfer Add ability to store spreading models on the Budget Transfer page for each transfer record. The effective date will still determine the valid coding and batch date, but the spreading model will determine which budget periods to post the records to.

How to change xl import spec Most cases come from xl import

Admin import now posts directly to Development Importing using the Admin import, both from XL and direct from Banner will now allow you to post directly to any Development series in that fiscal year. This should cut out many steps from the roll process.

Case: Manage Budget Series tab names Updated Manage Budget Series tab names Updated the names of the Manage Budget Series tabs to reflect application changes: Create Series is now Copy between Admin Series Web Development is now Copy to Dev Series Maintenance is now Create Series

Case: Budget Assumptions Budget Assumptions pop-up Added new field on Budget Admin Trx and Development Entry pages called Assumptions. Clicking on this field will load a pop-up form for the new Budget Assumptions page, limited to the coding fields for that record. The Budget Assumptions page allows for a central collection area of changes you are making to the budget. This information can then be used for high level reporting on major areas of change to the budget.

Administration Training There are 4 Key areas that are so simple and offer YOU so much control over your own Student application: Define Roles Groups Menu Access Basic Report Level Administration It will save you the time and effort of asking for help when you can take charge and do it yourself!

Define Roles This is where you have the chance to create additional User Roles and also have the ability to define any “Role” as also being a “Group”

What are Groups? By checking the “Group” indicator for a Role, you can allow members of that Group (all staff within the Role), to share data between them such as Group Pinned Reports and Group Dashboards. You could also define Roles and Groups to display by ‘function’ such as:  Admissions Officers Group  Department AO Group  Records Staff Group

Menu Access – aka – Who Sees What Common question = “Why can’t Joe see this new report?? – is FAST broken?” Answer = “FAST is never broken….” All reports – new and old – require an administrator to decide WHO gets to see them.

Menu Access for Custom Reporting Pages

Menu Access You have a very fine-grained level of control over access in FAST – down to the report and even columns within each report! To assign a group to a report, just drag & drop from the Available Roles List! Everyone IN that Role, will then be able to see that report!

Report Level Administration - Intro Don’t like the look of a report for your institution?? – Change it !! Couple things you need to remember: Every report has an Administration Tab Only those with the Master Role will see this tab Modifying these settings will have a global impact …in other words these changes will apply to everyone using the report!

Stuff you can modify:

Don’t Forget your Page Notes!

Discussion Any final thoughts, questions, feedback or requests?