Here are your tips for the week of March 25:
Tip 1: Confused by negatives and positives, debits and credits? We can help!
- Confused by negatives and positives, debits and credits? A reference guide for transaction signs has been created under Quick Reference Materials for Practitioners in the Training Library.
Tip 2: Need more hands-on experience with the new Project Status Report?
Several working sessions have been scheduled between now and April 28 to share information and answer questions about this report.
- Format: These are 90-minute interactive sessions, open to faculty and staff, with the opportunity to view your own projects in a computer lab.
- Other Tools: Discussion on other grants reporting tools is welcome as well.
- Schedule & Registration: To view the schedule, log into UGA’s Professional Education Portal (PEP), then browse trainings for the word “Project.” Once logged into PEP, this link will take you to the schedule as well.
Tip 2+: Data Warehouse updates are now available!
Position Funding Cube:
- Provides payroll expense details and encumbrance amounts by chartstring by employee. The report can be used as a personal services detail or payroll cost report.
- Includes Payroll Actuals from 7/1/2018-12/31/2018 have been added from legacy.
- For Accounting Periods beginning January 2019, drill-through action will now display the related Journal_ID.
- NOTE: Currently, you must drill through on the Budget Amount or Encumbrance Amount fields. Drill through is not available on calculated fields like Actual Amount. However, drill-through returns all values for the entire row related to Budget, Encumbrance and Actuals.
- HR_DEPARTMENT dimension added, which means that users can choose specific HR Departments or use the DEPTSECURITY tree to rollup departments.
- POSITION dimension updated. Dept ID Descr moved to new HR_DEPARTMENT dimension; BOR Job Title attribute added.
- A Position Funding Cube Workshop is planned for Tuesday, May 28, at the Georgia Center, Mahler Hall. More information will be sent closer to the event.
Project Status Cube:
- Analysis Type may now be used to reference allocated dollars to Budget, Encumbrance and Actuals.
- The field order in the drill through action has been updated.
Remember: Data in the Data Warehouse gets refreshed nightly (Ex. new transactions and new department numbers). A best practice is to review filters on a regular basis to ensure you are pulling any new data your existing filters may exclude. Occasionally new data elements are added which may create user impacts (Ex. HR department in the Position Funding Cube), requiring adjustments to filters to repopulate data.
Tip 2++: It’s here, the new OneSource Roadmap!
- The OneSource Roadmap includes information about system downtime, upgrades, and enhancements for the UGA Financial Management System, the UGA Budget Management System and OneUSG Connect.
- The OneSource Roadmap will be updated quarterly or as new information becomes available.
- Enhancement requests, including BSAG committee projects, will be mapped to feature release dates.
Known Issues and Enhancements: Check out the new OneSource Roadmap to stay current on the latest known issues and planned project enhancements. Check back often in the months ahead as we refine and revise the Roadmap. Your suggestions for improvement are welcomed and needed!
We are committed to the enhancement of the UGA Budget and Financial Management Systems and OneUSG Connect. All enhancement requests are submitted to the Business Services Advisory Group (BSAG) for review, approval, prioritization, and scheduling. Once scheduled, they will be mapped to a feature release date on the OneSource Roadmap website.
Training: Check the Training Resource Page to stay current on the latest training classes available.
Submit a tip: Do you have tip to share? Email it to us at [email protected].
You can find all the Tuesday Tip emails on the Tuesday Tips resource page on the OneSource website.
