6/6/12 UPDATE – Powerpoint presentation added

The following was sent to campus finance system users by Tom Hoole on May 29th regarding fiscal year end:

Please find the annual Fiscal Year End memo and presentation with specific financial cut-off dates and open meeting schedule.

There will be three open meetings to discuss year-end issues and answer questions. Please feel free to attend any one of the meetings listed below:

Summit Training sessions are being offered this summer to support Finance System users. This training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs.

Training is conducted by the Comptroller’s Office with Maura Shield as the lead contact.

Training dates:
Wednesday June 13 9-11:00 Southwick 302
Wednesday June 20 9-11:00 O’Leary 237
Tuesday July 17 9-11:00 O’Leary 237
Wednesday July 18 9-11:00 Southwick 302
Wednesday August 1 9-11:00Southwick 302
Wednesday August 15 9-11:00 O’Leary 237

Please contact Norma Clark (norma_clark@uml.edu or x4764) to reserve your spot in one of these classes.

Summit Finance Navigation Refresher and New Functionality

• When you log into Summit Finance, you will default to the Summary Page of the FDM: Academic Admin, FDM: Department Admin or FDM: PI Dashboard.
• Without entering any information in the prompt section of the Summary page, you can scroll down the page and view a one line summary for all of the fund/departments and projects that you have security for. If you have security for a large number of departments, you may want to enter information in the prompt section (i.e. fund, department id, etc) and only view specific fund/departments and projects. (Remember, anytime you change information in the prompt section, you must hit ‘Go’.)
• From the Summary page, you can then select the project or fund to review the project activity or fund/department activity further.
• This navigates you away from the Summary page to an activity page. The activity page provides a snapshot of the project or fund/department, including a Revenue and Expense Summary. New Functionality – At the activity page, you will now have the ability to drill on any amount (month to date, year to date, project to date or encumbrance) in the Revenue and Expense Summary and see the transactions that make up the drilled upon amount.

Please note that there is a known issue with printing to PDF for all of the new transaction detail reports. If you do receive an error message, please print to HTML or download to Excel.

The new ‘transaction detail’ functionality should make it easier to review activity in your projects and fund/departments. Please continue to provide feedback on the Summit Finance tool as enhancements are constantly being made to Summit Finance.

FYI – In case you missed the original announcement, Summit Finance is now one day behind PS Production.

If you have any questions or comments, please contact Maura Shield at Maura_Shield@uml.edu or x3515.

Summit Training sessions are being offered to support Finance System users. This training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs.

Training is conducted by the Comptroller’s Office with Maura Shield as the lead contact.

The schedule is as follows:

• Friday, March 16 2012 9:00AM-11:00AMSouthwick 302
• Friday, March30 2012 9:00AM-11:00AM Southwick 302
• Tuesday, April 3 2012 9:00AM-11:00AM O’Leary 237

Please contact Norma Clark (norma_clark@uml.edu or x4764) to reserve your spot in one of these classes.

On Saturday, March 3rd the technology support team completed an upgrade to the back end technical tools whichpower e*mpac Financials.

To ensure optimal system performance, users are encouraged to clean browser history before using e*mpac Production or Reporting. This can help prevent performance issues and keep users from receiving data integrity errors.

Here is a quick job aid to show how to clear history and cache for some common web browsers.

See this job aid to Clear Your Browser History.pdf

The Purchasing Office is pleased to invite you to PeopleSoft Requisition Training for new and current end users. Whether you enter one or multiple requisitions, this training is designed to take you through the requisitioning process from beginning to end.

Training Sessions will be held on:

Please RSVPto Purchasing@uml.edu

There is new Summit Training being offered to support Finance System users. This training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs. This is the same training that was offered during the fall when the Finance System was upgraded.

Training is conducted by the Comptroller’s Office with Maura Shield as the lead contact.

The schedule is as follows:

• Friday, Jan 20 2012 9:00AM-11:00AMO’Leary 237
• Monday, Jan 30 2012 9:00AM-11:00AM Southwick 302
• Monday, Feb 13 2012 9:00AM-11:00AM O’Leary 200A
  UPDATE on 1/30/12 — the Summit Training scheduled for Monday 2/13 has been moved to Thursday 2/16 same time 9:00-11:00 but new location OLE-237
  
• Wednesday, Feb 29 2012 9:00AM-11:00AMSouthwick 302

Please contact Norma Clark (norma_clark@uml.edu or x4764) to reserve your spot in one of these classes.

As part of the ongoing efforts to enhance features and functionality of the Summit Finance dashboards, the following updates will be available as of 12/16/11:

1. Activity Pages across dashboards will now include Expenses, Expenditures(e.g. Employee Reimbursements), Open Requisitions, and NPO Voucher details.
2. Hours worked added to Payroll Transaction Details across dashboards.
3. Fiscal Reporting Dashboard will now include a Project filter.
4. PI Dashboard ‘ Active projects will appear in Summary Pages and Inactive projects will now be accessible via separate link on page.

If you have comments or questionsplease contact Maura Shield at x3515

NOTE: The following was sent to all authorized Summit users on 11/22. Other employees seeking to get access to Summit should contact Maura Shield in the Controller’s Office.

In response to Summit user requests for additional training sessions we have added the following dates. If you were unable to attend our initial Summit offerings or want to attend a follow up session, you are welcome to attend any of the dates listed below.

Note, while you may attend any of the training sessions, each session will be somewhat geared to a particular audience based on who is in attendance.(i.e. academic administrators dealing with sponsored projects, department administrators and PI’s).

• Tuesday, November 29 9:00-11:00Southwick 317(North Campus)
• Thursday, December1 9:30-11:30 Oleary 200B (South Campus)
• Tuesday, December 6 9:00-11:00 Southwick 302 (North Campus)
• Thursday, December 15 9:00-11:00 O’Leary 237 (South Campus) -CHANGED FROM 12/14
• Thursday, December 22 9:00-11:00 Southwick 302 (North Campus)

*Academic Users ‘ Typically manages department budgets and sponsored projects.

Please RSVP today and thank you in advance for your support of the Summit roll-out!

The following message was sent to Finance Cabinet, Campus Project Managers (CPMs), and Module Stewards on 1/2/12. This is an update from the FIN Upgrade Project.

Follow-up on the Finance 9.1 Go-Live Update

We have now been live on the new system for six weeks.

We are pleased to report that the major issues noted below have been resolved:

a. Performance Issues: Since we have scheduled the clearing of Application Server cache on a regular basis, there have been no reports of users being kicked out of the system.

b. Expense Approval Issues: A fix was put into Production last week that will correct some of the approval issues. The core team and UITS continue to test other scenarios. Please note that the issues reported are not widespread or large in volume.

c. Citibank Travel Card: File successfully posts to Citibank and US Bank.

In addition to process improvements, we are continuing to find and fix issues to ensure continued stability of the system.

This will be the last update published in this single blog entry.