Department Manager Dashboard. Kelly Saxon Information Technology Services

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1 Department Manager Dashboard Kelly Saxon Information Technology Services

2 Agenda What is the Department Manager Dashboard? Target Users Dashboard Benefits and Functionality Known Issue Steps to Implement Future Reports & Updates

3 Department Manager Dashboard New functionality that will allow Department Managers to view financial data, including budgets, pre-encumbrances, encumbrances, expenses, and the detail behind these numbers in one place. Dashboards available in the GeorgiaFIRST Financials annual maintenance release scheduled for the weekend of December 1 st 1 st phase will include: 1. Department Manager Expense Dashboard 2. Department Manager Revenue Dashboard

4 Target Users The Dashboard is geared toward nontraditional financial users such as faculty and department managers Users that do not have current access to PeopleSoft Financials Current istrategy users

5 Dashboard Benefits Real-time data rather than previous day data Department Level Security Drilldown capability Export to Excel Option to save search criteria Mobile functionality

6 Real-Time Data Users can view real-time data rather than previous days data Reporting Database in previous years would refresh every Sunday. - Only a subset of tables would refresh and the process would sometimes cause tables to get behind istrategy currently refreshes nightly and doesn t provide real-time data

7 Real-Time Data Transactions entered into PeopleSoft with a valid edit and budget check but not posted yet, will reflect in the real-time drilldown activity. Transactions entered into PeopleSoft that are posted will reflect in the Dashboard s real-time data calculations. Data refreshes with chartfield filter changes or when user clicks the search button.

8 Department Manager Dashboard Navigation: BOR Menus > BOR General Ledger

9 Dashboard Preview APPROP Budget data displays on the Department Manager Expense Dashboard

10 Dashboard Preview PROJ_GRT Budget data displays on the Department Manager Expense Dashboard

11 Dashboard Preview Revenue Budget data displays on the Department Manager Revenue Dashboard

12 Known Issue Pivot Grid amounts are displayed with three decimal places and without commas. - Ticket submitted with Oracle, because formatting of the amounts breaks the ability to drilldown into the data.

13 Department Level Security Allows Department Managers to view financial data, including budgets, pre-encumbrances, encumbrances, expenses, and the detail behind these numbers in one place. Reduces need for core financial users to reports daily, weekly, etc. to department managers and faculty, as well as, reduces the need to maintain the recurrence run controls. Only have access to the departments they manage

14 Department Level Security Test User from Business Unit 53000: Department Manager for two departments

15 Drilldown Capability Allows users to drill into the budget data Easily view vouchers, purchase orders, requisition, and journals as it relates to their budget Access to transaction pages is determined by user s security roles

16 Drilldown Capability Test User from Business Unit with all department access:

17 Drilldown Capability

18 Drilldown Capability Drill to Budget details:

19 Drilldown Capability Click link to view budget journal:

20 Drilldown Capability User will receive message stating they do not have access to page if security role is not present.

21 Drilldown Capability Drill to Pre-Encumbrance details:

22 Drilldown Capability Click link to view requisition inquiry page:

23 Requisition inquiry: Drilldown Capability Click link to view requisition detail page:

24 Drilldown Capability Drill to Encumbrance details:

25 Drilldown Capability Click link to view purchase order inquiry page:

26 Drilldown Capability Drill to Encumbrance details:

27 Drilldown Capability Click link to view voucher entry page:

28 Drilldown Capability Drill to Expense details:

29 Drilldown Capability Click to view journal entry page:

30 Export to Excel Results displayed in grid are able to be exported to Excel

31 Export to Excel

32 Option to Save Search Criteria Save options: 1. Save 2. Save As 3. Saved Views

33 Option to Save Search Criteria User can save a home page or additional searches:

34 All budget data viewable to user

35 Option to Save Search Criteria

36 Sorting Options

37 Option to Save Search Criteria Save As option allows user to save chartfield criteria to access in the future:

38 Option to Save Search Criteria Saved Views option allows user to view all saved searches and allows for quick access between saved reports

39 Option to Save Search Criteria

40 Mobile Capability Dashboard is not available through selfservice, but can be accessed on mobile devices. How the Dashboard displays may vary across mobile device types and sizes.

41 Mobile Capability iphone Example

42 Mobile Capability ipad Example

43 Steps to Implement Users will need one of these two security roles to access the dashboard: 1. BOR_GL_ALLDEPT_ACCESS 2. BOR_GL_SELECT_DEPT_ACCESS - Department level security will also need to be added via PeopleTools > Security > User Profiles > istrategy Department Security

44 Steps to Implement Default Business Unit is User will need to define their Business Unit before using dashboard

45 Steps to Implement Release 5.30 Job Aid will be provided with the implementation steps outlined.

46 Future Reports & Updates Goal is to continue to expand the dashboard features in future releases. Future report ideas: - Vendor Spend - ACTUALS Analysis Future update ideas: - Fiscal Year criteria - Accounting Period criteria

47 Questions