Jun-24-15
Fiscal Admin Mtg
Managerial Reporting
Update
Fiscal Administrators Meeting 6-24-15
1
Fiscal Admin Mtg
Jun-24-15
Where we are now…
User Feedback and Iteration
2
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Development & Release Cycle
3
Requirements in Agile
• User Story: A specific reporting use case – i.e. Expenditure
Detail by Project Report
Fiscal Admin Mtg
• Feature: Broad themes that cover how users need to use the
data and the tools – i.e. Drill from Summary to Detail or
Analyze Across Time
Jun-24-15
• Epic: Subject Area for quarterly release – i.e. R1 Uses of Funds
What does the requirements process look like?
4
R1- Uses of Funds features
Uses of Funds
Project
Award
Org
Expenditure Type
Task
PTAEO Attributes
All existing Attributes
(Including Fund Sources)
User-defined Groupings &
Attributes (i.e. Base/NonBase, Functional)
Manage Restricted Funds
Cost Transfers
ETF
Manage Capital Projects
External Reporting Groups
Audit Projects for authorized
Expense Types
Link Proposal Details
(GAS/ResearchUVA) to
AW/PR
Award owning
HR Org
Expense Categories
Wage
Fringe
Hours
Analyze Across Time
Trending - by Year,
by Month
YTD - current yr,
previous yr(s)
Project to Date
Compare to Budget
Slice by PAE
Track & Reconcile
flow of funds from
Installment to
budget to actual
Project Future Spend
Commitments
(Purchasing)
Encumberances
(Labor)
Auto Reconcile
Accounts
To Fund Source
Against HR Labor D
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Slice by PTAEO elements
Drill from Summary to Analyze & Manage
Detail
Labor Costs
Activity Center Slice by PAO
MBU - Org
Project owning
Salary
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Analyze & Manage Expenses
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What we need from you…
• Think Creatively
• Can we enhance the report to remove downstream processing
and formatting?
• Can we consolidate/standardize reports and use prompts & filters
to provide flexibility of use and prevent report proliferation?
• Can a dashboard or proactive alerting process eliminate the need
to review detailed reports?
If you want to learn more or find out how to get involved, go to
http://managerialreporting.virginia.edu/
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• What decisions are being made from these reports?
• Can we simplify?
• Can we deliver information directly into the hands of those who
need it?
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• Think Critically
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Appendix
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• Which of the following items have been considered to utilize the capabilities of
the new reporting environment:
• Standardization (to reduce multiple versions) by incorporating additional filters
and parameters (user-based session variables, row filtering, column filtering,
presentation options at run-time)
• Aggregation and drill-down paths
• Visualizations (charts, graphs, etc.)
• Exception reporting and alerts to automate monitoring processes
Fiscal Admin Mtg
• How is the data/information in the request used today (reconciliation,
monitoring, decision-making, external reporting)?
• Who is making decisions based on this information and what decisions are
being made?
• Is the information consumed as is out of Discoverer or is there further
manipulation, summarization, aggregation, cleansing, grouping, and/or data
joins done outside of Discoverer (in Excel or elsewhere)?
• Are there multiple versions/flavors of this “report” used across Grounds? If so,
what causes the variation? Filters, aggregation and grouping levels, timing, etc.
• Is this information used for External Reporting of any type (Federal, State,
Sponsor, Accrediting Body, BOV, etc.)?
Jun-24-15
Report Req. Questions
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