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Program Fee & Differential Tuition (PFDT) Dashboard

Published byJeffrey Cummings Modified over 5 years ago

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Presentation on theme: "Program Fee & Differential Tuition (PFDT) Dashboard"— Presentation transcript:

1 Program Fee & Differential Tuition (PFDT) Dashboard
Office of the Provost and University Analytics & Institutional Research  April 16, 2019

2 INTRODUCTION

3 AGENDA PFDT OVERVIEW BUDGET AND FINANCIAL MANAGEMENT
FINANCIAL AID SET-ASIDE (FAS) CHARGES & PAYMENTS OVER/UNDER REALIZED REVENUE YEAR-END REPORTING LIVE DEMONSTRATION

4 PFDT DASHBOARD UAccess Analytics> Dashboards> Student>
Course and Fee Management> Program Fee and Differential Tuition (tab)>

5 PFDT OVERVIEW Actuals Budget vs Actuals Budget Balance + Encumbrances
Allocation from Net Revenues Income vs Expense Trend Expenditure by Category Trend Notifications

6 PFDT Overview Fee Management Financial Management FAS Management
Beginning Balance Income Expense Current Balance % of Usage Fee Management Students Charged YTD Charged to Students Outstanding amount Avg. Charge / student FAS Management Students Awarded YTD Awarded YTD amount Available to Award Pending Disbursement Disbursed amount YTD

7 Budget & Financial Management
Actuals & Budget Actuals YTD (Categories) Budget Vs. Actuals YTD Budget Balance + Encumbrances YTD Visuals Allocations from Net Revenue Income Vs. Expenses Trend Expenditures by Category Trend

8 Financial Aid Set Aside – Student Awards
View Capabilities Summary by Account Org Summary by Student/ Aid Year Summary by Account Rollup

9 Charges & Payments Charged Amount Payment Amount Balance Amount
Totals at College Level & Per Student Charged Amount Payment Amount Balance Amount

10 Over/ Under Realized Revenue
Budget Report Current YR Budget Support Center Expense Recovery (SCR) Total Income & Transfer In Strategic Investment Fund (SIF) Variance Ops Adj FAS Adj

11 Year-End Reporting

12 Year-End Reporting Pre-Populated Form
Verify Data - Correct fiscal year One form for each PFDT Attach any additional pages Justification & Narrative Signatures

13 Dashboard Demonstration

14 Contact Information Martha Sesteaga, University Fees Program Manager (520) Eddie Caratachea, Business Intelligence Developer (520)

15 QUESTIONS?

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