As of February 21, 2020 the new Summit Finance FDM: Department Management Dashboard is available in production. This new dashboard consolidates four existing dashboards and gives users access to common financial reports in one place. The dashboards that are being combined are:

FDM: Academic Admin
FDM: Department Admin
FDM: PI
FDM: Transaction Detail Analysis

Access to these four ‘Old’ dashboards will be available through May 2020 but we would request that you start using the new FDM: Department Management dashboard right away. For a list of changes from the old dashboards and the new functionality please click here. Please contact Maura_Shield@uml.edu  or Andrew_Dewing@uml.edu with any questions or comments. Thank you.

2018 Fiscal Year End Reminders:

July Reports– Prior to the close of the FY18 fiscal year on Friday, July 13, users may not see all of their Fiscal Year Fund Balance type funds (i.e., PI Overhead and Department Discretionary funds) in SUMMIT

o If the fund has not had any activity in FY19, the fund will not be listed on the Summary page in SUMMIT. Once the initial close of FY18 is done on Friday, July 13, the FY18 ending balances will be carried forward as the FY19 beginning fund balances, and users will see all of their Fiscal Year Fund Balance type funds in SUMMIT.
o If a user’s fund has had activity in July, the fund will be listed on the summary page in SUMMIT, but the beginning fund balance will be 0.00 until the initial close of FY18 is done on Friday, July 13.
o If a user changes the “Through Fiscal Period” filter back to 2018-12 (Jun, 2018), the user will see all of their Fiscal Year Fund Balance type funds and the ending balance at June 30, 2018.

For more details, please see the full memo at:https://www.uml.edu/Today/Submissions/2018/2018-06-01-16-44-20-FY-2018-Year-End-Close-Dates-and-Pr.aspx

2017

Prior to the close of the FY17 fiscal year on Friday, July 14th, users may not see all of their Fiscal Year Fund Balance type funds (i.e., PI Overhead and Department Discretionary funds) in SUMMIT:
o If the fund has not had any activity in FY18, the fund will not be listed on the Summary page in SUMMIT. Once the initial close of FY17 is done on Friday, July 14th, the FY17 ending balances will be carried forward as the FY18 beginning fund balances, and users will see all of their Fiscal Year Fund Balance type funds in SUMMIT.
o If a user’s fund has had activity in July, the fund will be listed on the summary page in SUMMIT, but the beginning fund balance will be 0.00 until the initial close of FY17 is done on Friday, July 14th.
o If a user changes the “Through Fiscal Period” filter back to 2017-12 (Jun, 2017), the user will see all of their Fiscal Year Fund Balance type funds and the ending balance at June 30, 2017.

For help reading reports, contact SUMMITFeedback@uml.edu.

As stated in earlier announcements, Financial Reporting will be retiring on March 31,2017.

Please use Finance Production or Summit for your reporting needs.

Please direct any questions to Budget_Office@uml.edu or Controller_Feedback@uml.edu.

Summit – Year End and New Fiscal Year

In July, prior to the close of the FY16 fiscal year, users may not see all of their Fiscal Year Fund Balance type funds (i.e. PI Overhead & Department Discretionary) in Summit. If the fund has not had any activity in FY17, the fund will not be listed on the Summary page in Summit. Once the initial close of FY16 is done on Friday, July 15th, the FY16 ending balances will be carried forward as the FY17 beginning fund balances and users will see all of their Fiscal Year Fund Balance type funds in Summit. If a user’s fund has had activity in July, the fund will be listed on the Summary page in Summit, but the beginning fund balance will be 0.00 until the initial close of FY16 is done on Friday, July 15th. If the user changes the ‘Through Fiscal Period’ back to 2016-12 (Jun, 2016), the user will see all of their Fiscal Year Fund Balance type funds and the ending balance at June 30, 2016.

This is a reminder that the Finance Tools and Database Upgrade begins on Thursday, May 12, at the close of business (5:00 PM).

1. Finance Production: will not be available Thursday (after 5 PM), Friday, Saturday or Sunday; May 12 (5 PM) – May 15.

2. Finance Reporting: will be available on Friday, May 13 with data as of Wednesday, May 11 (post batch). Finance Reporting will not be available on Saturday or Sunday.

3. Finance Production and Reporting: will be available on Monday morning, May 16. Batch will have run on Sunday so data will be up to date in both environments.

4. Summit:
a. Summit availability will not change during this time. Summit Finance data during the event will be as of Wednesday, May 11 (post batch).
b. Summit batch will have run on Sunday so Finance data will be up to date on Monday morning, May 16.

5. Buyways: users can login and perform searches, but there is no communication to PeopleSoft during the downtime.

You will receive status messages throughout the weekend informing you of our progress.

The look and feel of the log in page for BuyWays, Financials, HR Direct, SiS, Summit and other systemsis changing so that it is mobile friendly. The URL’s are not changing and once you get into the system, there are no changes to the look and feel. It only effects the look of the log in page.

Changes go into place on Monday, October 26^th.

Screenshots of the new login page and list of systems being updated are shown below.

‘ SiS

‘ Salesforce

‘ HR Direct

‘ Finance

‘ Summit

‘ Document Imaging WebNow

‘ Effort Certificaiton

‘ UMass BuyWays

‘ Student Success Collaborative (SSC)

‘ Salesforce Employee

‘ Atomic Learning

New training dates have been added for BuyWays and Summit.

Finance & BuyWays Security Audit

In accordance with new University Audit requirements, UMass Lowell Information Technology is conducting a review of user access to the PeopleSoft Finance and BuyWays systems. Managers will be required to recertify their employee’s access to these systems.

In an effort to complete this process efficiently and without paper, we will be utilizing an electronic signature tool called DocuSign.

Starting April 1st, managers will be sent an email from Docusign.net on behalf of UMass Lowell IT Security Administration. The email will contain a link to a DocuSign eForms document. Managers are asked to review the document, and then use the electronic signature feature to review and sign the form.

If you have any questions, please contact Ken Boisvert, IT Security Administrator. 978-934-3604 or Kenneth_Boisvert@uml.edu.