Longview Overview Session
G10 Biotech
01/23/2014
Agenda
• Project Overview – Butch Labrecque, Project Manager
• Project Goals
• Project Approaches
• System Overview
• Data Flow Overview
• Project Schedule Going Forward
• Longview Overview – Jolene Scaglione, Project Director
• Revenue and Expense Planning
• Position/Salary Planning
• SIP
• Reporting
• In the Works
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Project Goals
• Implement a budget planning, development,
forecasting, analysis, & management tool
• Solutions for Operating, Trustee, and Capital
budget planning
• “Open for business” year-round
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Project Approaches
• Vendor selection
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Gartner analysis, marketplace analysis, RFP
Longview, IBM, SAP, & Oracle “made the cut”
On-site presentations to campus & CIT
Longview voted unanimous winner
• Functionally led and guided
• Pilot group established early
•
http://dbp.cornell.edu/offices/university-budget-office/bmt-longview
• UBOG guidance
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Longview System Overview
• Operational application and reporting – not separate
• Longview data will not be fed to data warehouses
• Integrated with KFS and Workday
• Components
• IE browser to access planning apps & published reports
• Portal-like web page
• Longview for Excel
• Use Excel to connect to database
• Build & run Excel reports
• Analysis & Reporting
• Build formatted reports
5
Data Flow Overview
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Schedule Going Forward
• Early February launch
• Targeting the week of Feb 10th
• Focusing on final fixes, finishing touches and data validation
• Client software installations can begin at the end of
this month
• Expect to hear from your college/unit budget leaders
• Launch announcement
• Broadcast from UBO
• Again, expect to hear from their college/unit budget leaders
• Continuing releases through March
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Longview Overview
Jolene Scaglione – Project Director
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Longview Overview
• Revenue and Expense Planning
• Position/Salary Planning
• SIP
• Reporting
• In the Works
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Longview Overview: Portal
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Portal launches after Login
Will differ depending on level of access
UBO Staff view represented here.
Launchpad to access:
• Reports
• Planning applications
• Documentation
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Longview Overview: Rev & Exp Planning
• Plan at account level; view by account, department, college
• Monthly Planning
• Annual Planning
• Annual Planning with History
• Upload Revenue and Expense Planning data
• Export Revenue and Expense Planning data to Excel
• Plan Transfer Detail
• Enter Notes for each object
• Enter Cell Comments
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Revenue & Expense Planning Navigation
Revenue & Expense Planning by
Account
• Initialize planning Budget
from Current year base
budget
• Or hand-enter amounts
• Or increase/decrease by
percentage
• Add a new Object Code
• Export to Excel
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Rev & Exp Planning: Transfer Details
• Right-click to add
Transfer
• Other ubiquitous
Right-click options:
• Add Comment to
a cell
• Add Attachment
to a cell
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Rev & Exp Planning : Transfer Details (cont)
Transfer window
• Add addition planned
Transfers in one screen
• Note the Title bar
shows useful info
• Specify Amounts,
College/Unit, Account
• Add a Note
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Longview Overview: Position/Salary Planning
• Plan at account level; view by account, department, college
• Change Cost Allocations
• Automatic Calculation of Fringe
• No action required for Positions that will not change
• Leave Planning
• Plan multiple leaves for the same position
• Plan Cost Allocations across Departments
• Export Position/Salary Data to Excel
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Longview Overview: Salary Details
• Fields include Position #, Name, Change
Position # and description, Employee
Name and EMPID, Calculated Salary,
Base Budget Salary and Total Leave
amounts planned.
• Sorted by Last Name within Department
• Pull up additional Position information
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Longview Overview: SIP
• Plan at account level; view by account, department, college
• Export SIP Roster
• Import SIP
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Longview Overview: Reporting
• Ad hoc reporting capability will be distributed
• Nearly 40 reports developed, including:
• Validation
• Variance by Object, Fund, etc
• Endowed/Contract
• Trustee Budget View for all levels
• Position & Incumbent
• Position Cost Allocations
• Export from all reports
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Reports
Base Budget 2015 - New Budget (in progress)
Trustee Budget 2015 – New Year Trustee Budget (will reside in budget system)
Base Budget 2014 – Initial Budget Load (frozen during budget season)
Trustee Budget 2014 – Current Year Trustee Budget
Base Budget 2015 - New Budget
Actuals 2014 – YTD (one business day lag)
Actuals 2013 – Full Year
Actuals 2012 – Full Year
Left Click - Drill one level down or back up one level
Right Click - Option to expand or collapse all
Export to Excel
Refresh
Print Options (can print paper copy or to PDF )
Quick Print Option (to default printer)
Orientation & Symbol Selections
Display Options
File Attachments
Show Comments
Longview Overview: In the Works
• Revenue and Expense Planning
• Plan Allocation Detail
• Include Notes in Upload
• In-year Forecasting
• Out-year Forecasting
• Capital Project Planning
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Longview Overview
Questions?
http://dbp.cornell.edu/offices/university-budget-office
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