Sharecase 2009 Salary Projections Expense Projections

1. Sharecase 2009Salary ProjectionsExpense Projections Patty Camacho Assistant Department Business Officer Department of Neurosciences x48854, pcamacho@ucsd.edu

2. PROJECTIONS What are projections used for? Forecasting salaries and expenses in order to determine a projected balance at the end of a budget and/or project period.

3. AGENDA • New Salary Projection Tool • New Expense Projection Tool • How they interact with Budget Reporting

4. New Salary Projection Tool! Same Location…

6. Salary Projection Tool Different Look…

7. New Header Screen

8. Salary Projections • Salary Data still pulled from PPS • Payroll and Benefits based on the prior months charges including the general liability costs • Still View Salary projections by: *Employee ID *Index *Fund *Project Code

9. Salary Projections • Now you can: *Type in and Find Employee Name *Override options: -Add, Copy or Delete -Index -Percentage -Rate *Input expiration date on payroll distribution overrides, preventing duplicate entries when PPS updates are done *No longer need group identifier; only authorized users allowed to use the tool *What if scenarios • Increase in the tool’s performance / speed

11. Edit choosing Employee Name

12. Current Distributions and Projection Details on a Selected Employee

13. Example: Copy the Distribution and Edit Type new index

14. Copied Distribution Updated

15. Delete the distribution that was copied

16. Final Updated Projection

17. View of Updated ProjectionDistribution Copied, New index reflectedOld Distribution Deleted Overrides noted with an ‘O’ on the left hand side

18. Use the New Button to Add an Employee

19. Adding an Employee

20. New Employee Reflected and Total Updated

21. Change the %, Rate , Dates, Set Expiration

22. What If Button? What is that? *This gives you the ability to play around with various scenarios of personnel changes with real time views of the financial impact.*They are saved in the projection tool only

25. PROJECTIONSNew Expense Projection Tool! Same Location…

27. PROJECTIONSNew Expense Projection Tool! Different Look…

28. 1st Screen of the New Expense Projection Maintenance Tool

29. 2nd Screen View of New Expense Projection Maintenance Tool

30. PROJECTIONS Expense Projections • Data still pulled from prior 12 month average, by account code • Group Identifier still used to access tool • Still can pull up projections by: *Index *Fund *Project Code

31. PROJECTIONS Expense Projections • Now you can: *Process a Mass update of an end date on all projections at once *Delete selected items or Delete All button *Can create expiration date for items that will be reflected in IFIS before the end of the month (i.e. POs) *Auto populate project code when doing a find • Increase in the tool’s performance / speed

32. How to Mass Update

33. New Mass Update Screen

34. Editing a projection Click here to edit this transaction

35. Expense Projections Edit Override Screen for a Projection

36. Deleting A Projection Click here to delete this transaction

37. Delete All Projections Click here to delete all transactions

38. View of Projections after Mass Delete

39. How do you Undelete? Edit the Projection. Click here to edit

40. Edit the projection to “undelete”

41. View reinstated projection

42. Find Project

43. Enter Partial Information to find it

44. Select to Auto Populate the Project Code field

46. How Do Projections Interact with Reports? • Use with the Expanded Budget Summary (EBS) by Index • Request to include Payroll or Expense Projections, or both • This financial status report provides detailed information using projections

47. EBS Request Screen – No Projections

48. EBS Report with No Projections Reflected

49. EBS Request Screen – With Projections

50. EBS Report with Projections Reflected $5s7,423.63 Sub 0 : $57,423.63 Sub 1: $41,620,11 Sub 6: $32,791.73 Total Sal+Ben $131,835.47