01/23/2014

Longview Overview Session

G10 Biotech

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Agenda

• Project Overview – Butch Labrecque, Project Manager• Project Goals• Project Approaches• System Overview• Data Flow Overview• Project Schedule Going Forward

• Longview Overview – Jolene Scaglione, Project Director• Revenue and Expense Planning• Position/Salary Planning• SIP• Reporting• In the Works

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Project Goals

• Implement a budget planning, development, forecasting, analysis, & management tool

• Solutions for Operating, Trustee, and Capital budget planning

• “Open for business” year-round

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Project Approaches

• Vendor selection• Gartner analysis, marketplace analysis, RFP• Longview, IBM, SAP, & Oracle “made the cut”• On-site presentations to campus & CIT• Longview voted unanimous winner

• Functionally led and guided• Pilot group established early

• http://dbp.cornell.edu/offices/university-budget-office/bmt-longview • UBOG guidance

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Longview System Overview

• Operational application and reporting – not separate• Longview data will not be fed to data warehouses

• Integrated with KFS and Workday

• Components• IE browser to access planning apps & published reports

• Portal-like web page• Longview for Excel

• Use Excel to connect to database• Build & run Excel reports

• Analysis & Reporting• Build formatted reports

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Data Flow Overview

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Schedule Going Forward

• Early February launch • Targeting the week of Feb 10th • Focusing on final fixes, finishing touches and data validation

• Client software installations can begin at the end of this month• Expect to hear from your college/unit budget leaders

• Launch announcement• Broadcast from UBO• Again, expect to hear from their college/unit budget leaders

• Continuing releases through March

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Longview OverviewJolene Scaglione – Project Director

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Longview Overview

• Revenue and Expense Planning

• Position/Salary Planning

• SIP

• Reporting

• In the Works

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Longview Overview: Portal

• Portal launches after Login• Will differ depending on level of access• UBO Staff view represented here.• Launchpad to access:

• Reports• Planning applications• Documentation

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Longview Overview: Rev & Exp Planning

• Plan at account level; view by account, department, college

• Monthly Planning

• Annual Planning

• Annual Planning with History

• Upload Revenue and Expense Planning data

• Export Revenue and Expense Planning data to Excel

• Plan Transfer Detail

• Enter Notes for each object

• Enter Cell Comments

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Revenue & Expense Planning Navigation

Revenue & Expense Planning by Account• Initialize planning Budget

from Current year base budget

• Or hand-enter amounts• Or increase/decrease by

percentage• Add a new Object Code• Export to Excel

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Rev & Exp Planning: Transfer Details

• Right-click to add Transfer

• Other ubiquitous Right-click options:• Add Comment to

a cell• Add Attachment

to a cell

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Rev & Exp Planning : Transfer Details (cont)

Transfer window• Add addition planned

Transfers in one screen• Note the Title bar

shows useful info• Specify Amounts,

College/Unit, Account• Add a Note

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Longview Overview: Position/Salary Planning

• Plan at account level; view by account, department, college

• Change Cost Allocations

• Automatic Calculation of Fringe

• No action required for Positions that will not change

• Leave Planning

• Plan multiple leaves for the same position

• Plan Cost Allocations across Departments

• Export Position/Salary Data to Excel

Longview Overview: Salary Details

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• Fields include Position #, Name, Change Position # and description, Employee Name and EMPID, Calculated Salary, Base Budget Salary and Total Leave amounts planned.

• Sorted by Last Name within Department• Pull up additional Position information

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Longview Overview: SIP

• Plan at account level; view by account, department, college

• Export SIP Roster

• Import SIP

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Longview Overview: Reporting

• Ad hoc reporting capability will be distributed

• Nearly 40 reports developed, including:

• Validation

• Variance by Object, Fund, etc

• Endowed/Contract

• Trustee Budget View for all levels

• Position & Incumbent

• Position Cost Allocations

• Export from all reports

Reports

Base Budget 2015 - New Budget (in progress)

Trustee Budget 2015 – New Year Trustee Budget (will reside in budget system)Base Budget 2014 – Initial Budget Load (frozen during budget season)

Trustee Budget 2014 – Current Year Trustee Budget Base Budget 2015 - New Budget

Actuals 2014 – YTD (one business day lag)

Actuals 2013 – Full YearActuals 2012 – Full Year

Left Click - Drill one level down or back up one level Right Click - Option to expand or collapse all

Refresh

Quick Print Option (to default printer)

Print Options (can print paper copy or to PDF )

Display Options

Orientation & Symbol Selections

Show Comments

File Attachments

Export to Excel

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Longview Overview: In the Works

• Revenue and Expense Planning

• Plan Allocation Detail

• Include Notes in Upload

• In-year Forecasting

• Out-year Forecasting

• Capital Project Planning

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Longview Overview

Questions?

http://dbp.cornell.edu/offices/university-budget-office