UR Financials Project
Company Level Reporting SIG
February 3, 2014
Agenda
1. Description of the two Reporting SIG’s
– Company Level Users
• Proposed members
– Non-Company Level Users
• Proposed members TBD
2. Project Plan for Company Level Reporting SIG
– Planned meetings
3. Project Plan for Non-Company Level Reporting SIG
UR Financials – Company Level
Reporting SIG
February 3, 2014
2
Primary purposes of the Reporting SIG’s
Company Level
Informal & Early Training:
• Members will receive greater demonstrations and informal training.
Running & Reviewing Reports:
• Members will run reports and help validate key reports in Workday.
Potential for Report Writer Access post Go-Live:
• As members become more experienced with Workday Reporting
some members may be able to gain Report Writer access.
Non- Company
Level
Informal & Early Training & Know-How:
• Members will receive greater demonstrations and informal training.
• Members will run and review key reports.
UR Financials – Company Level
Reporting SIG
February 3, 2014
3
Proposed members for Company Level SIG --- a mixture of ~ 30 members across Central
& Divisional finance departments. Managers / Leads welcome to attend.
Company / Division
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
010 Central
020 River Campus Colleges
021 School of Arts & Sciences
022 E Hajim School of Engineering
022 E Hajim School of Engineering
022 E Hajim School of Engineering
023 W Simon Graduate School
024 M Warner Graduate School
030 Eastman School of Music
030 Eastman School of Music
Cost Center / Department
Budget Office
Cost Center / Department Lead Name
Cheryl Bennett
Financial Reporting
Karen Sodoma
Administration
Judy Emory-Clark
Marta Herman
Grants
Jeff Sullivan
Advancement
Facilities
Lucy Prytyskach
Lisa Koch
Tom Smith
Administration
Marta Herman
Finance
Finance
LLE
Andy Dillenbeck
Tony Green
John Schoen
Finance
Finance
Finance
Finance
JC Stevens
Molly Kirchhoff
Shannon Ozkum
Michele Gibson
UR Financials – Company Level
Reporting SIG
February 3, 2014
Cost Center / Department Analyst Name
Tim Woodward
Christle Pajrowski
Jonathan Peterson
Anne Tucker
Carrie Ballou
Kate Nguyen
Lisa Mekeel
Jim Dobbertin
Ginny Yuna
Mike Bonanno
Kim Meszler
Lori Hume
Patricia Gray
Ryan Balys
Darrin Meszler
Theresa Fleming
Elica Krasimirova Krasteva
Ken Simolo
Kristin Antosh
Jacqueline Wambach
David VanWey
Dave Vore
Kathleen Neubeck
Jeananne Thomas
4
Proposed members for Company Level SIG --- a mixture of ~ 30 members across Central
& Divisional finance departments. Managers / Leads welcome to attend.
Company / Division
Cost Center / Department
Cost Center / Department Lead Name
Cost Center / Department Analyst Name
040 School of Medicine and Dentistry
Finance
Bill Passalacqua
Mark Greisberger
040 School of Medicine and Dentistry
Jeff Bloss
040 School of Medicine and Dentistry
Brian Vanwuyckhuyse
050 Strong Memorial Hospital
Finance
Patty Stevens
050 Strong Memorial Hospital
Dina Donohue
Christine Sands
060 School of Nursing
Finance
Kelly Talarczyk
Pam Sawdey
070 Memorial Art Gallery
Finance
Sheryl Burgstrom
Patti Walker
090 Health Sciences
Finance
Kathy Strojny
Donna Dawley
091 UR Medical Faculty Group
Finance
Jill Hetterich
Kris Wood
080 Unviersity General
091 UR Medical Faculty Group
Maureen Gates
091 UR Medical Faculty Group
Mary Brooks
092 Eastman Institue for Oral Health
Finance
Ed Reif
Ryan Taylor
Tom Smith
UR Financials – Company Level
Reporting SIG
February 3, 2014
5
Project Plan – Company Level SIG
Feb
Mar
Informal Training
WD
22
Apr
Reviewing Reports
Informal Training:
• Accessing, running & saving report filters
• Introduction to scheduling reports and the
W:Drive
• Review report book and report types
• Financial Statements
• Key Reports
• Introduction to report security and business
objects
UR Financials – Company Level
Reporting SIG
May
June 
Formal Training
Reviewing Reports:
• Run & test key reports
• Stump the experts
• Financial Statement definitions
• Advanced report scheduling
• Advanced business object details
February 3, 2014
6
Planned Meetings – 6 planned meetings in Feb & March. April –
June meetings will be planned in the future.
Mar
Feb
3
Informal Training
3
WD
22
Apr
June 
May
TBD
Reviewing Reports
Formal Training
February:
• Tuesday, February 18: 3 – 5 pm in Saunders Room 1301
• Tuesday, February 25: 3 – 5 pm in Saunders Room 1301
• Thursday, February 27: 3 – 5pm in Genesee Room at Scottsville Road (limited space)
March:
• Week of March 3rd – during Test Cycle 3. Time and Room TBD.
• Tuesday, March 18: 3 – 5 pm in Saunders Room 1301
• Friday, March 21: 2 – 5 pm in Genesee Room at Scottsville Road (limited space)
Note: Meeting reservations to be sent out during the week of February 4th.
UR Financials – Company Level
Reporting SIG
February 3, 2014
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Project Plan – Non - Company Level SIG
(Note: Proposed Members TBD)
Feb
Mar
Apr
WD
22
May
Informal Training
June 
Formal
Training
Informal Training:
•
•
•
•
•
Accessing, running & saving report filters
Introduction to scheduling reports and the
W:Drive
Review Manager Financial Reports (Monthly
Ledger)
Run and Review key Reports
Advanced report scheduling
Note: WD22 brings needed functionality for additional reports for Non-Company Level users.
UR Financials – Company Level
Reporting SIG
February 3, 2014
8