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TM1 Budgeting

TM1 Budgeting. September 2013. Agenda. What’s Different Help & Documentation What’s Available - Data Main Menu Salary Template Operating Budget Reports. What’s Different. Access via a web browser - http://fbs.anu.edu.au/accounts/tm1-budgeting. What’s Different – cont.

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TM1 Budgeting

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  1. TM1 Budgeting September 2013

  2. Agenda • What’s Different • Help & Documentation • What’s Available - Data • Main Menu • Salary Template • Operating Budget • Reports

  3. What’s Different • Access via a web browser - http://fbs.anu.edu.au/accounts/tm1-budgeting

  4. What’s Different – cont. • Supported browsers: • IE 6, 7, 8 • Firefox – not supported but appears to work • Chrome – don’t bother • Other – Untested • Access to client install has been removed

  5. What’s Different – cont. Web Advantages: • Easier Deployment • Auto Calc – don’t have to turn off • Unable to accidently delete formula’s • No Confusion re Excel features • Improved Mobility • Can run a separate instance of Excel • Use off campus via a VPN (https://anuvpn.anu.edu.au) • Easy to export to Excel for quick report

  6. What’s Different – cont. • Accounts Codes: • Budgeting is at a subset of the account codes • Reporting will include all account codes • Budget Data Entry Screens: • No longer contains prior year data • Only used for budget entry • Includes an additional 2 years of projections • Recommend running the Budget Summary report on second screen

  7. What’s Different – cont. System Performance Hopefully and not

  8. What’s Different – cont. Salary: • Comments field added • Increased max limit for additional staff • Fixed issues re account code mapping • Fixed bugs in drop down lists • Can salary budget for a whole department/budget unit

  9. Help & Documentation • Call – Ext 54321and follow the prompts • Email – fbs-bso@anu.edu.au • Doco - http://fbs.anu.edu.au/accounts/tm1-budgeting • Request Drop In Session – Call or Email BSO

  10. Documentation – Available on Web

  11. Documentation Cont..

  12. Documentation Cont..

  13. Documentation Cont..

  14. What’s Available - Data • Budgeting for 2014 • Forecasting – untested and data not populated • Original Budget for 2013 – Loaded from P/Soft Financials • Actuals for 2013 loaded to P9 • Salary Date – extracted from HR 6th September • Chart fields and Tree Structure - extracted from Finance 6th September

  15. Main Menu

  16. Salary Template - Demo Over to Stevie

  17. Salary Budget Entry Template

  18. Staffing Budget Report

  19. Staffing Profile Report

  20. Operating Budget - Demo Over to Simone

  21. Operating Budget Entry

  22. Reports Over to Yoon-Jin

  23. Reports Cont..

  24. Reports Cont.. • Changing parameters: • Year; • Reporting Level; or • Account. • Export reports to Excel: Snapshot to Excel • At the summary account level; or • At the account level.

  25. Reports Cont.. • Salaries and on-costs budget reports • Staffing Budget Report: employees under department • Salary Profile Report: salary level, benefit program, cost centre or employee ID

  26. Reports Cont.. • Operational budget reports • Budget Summary Report: summary + prior actuals by account • Cost Centre Drill Report: summary + prior actuals by school/department/project • Budget Analysis Report: budget by period and by account • Cost Centre Analysis Report: budget by period and by school/department/project

  27. Questions?

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