NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its...
Transcript of NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its...
![Page 1: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/1.jpg)
NUPlans Application Changes – Fall 2015Enhancements and IBM Product Upgrade
![Page 2: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/2.jpg)
Overview• Simplified Log On/Off with Single Sign On (SSO)• NUPlans Forecasting and NUPlans Budgeting Enhancements by NUIT Administrative Systems
Improvements by IBM to its product Cognos TM1
• Application changes only (Web and Contributor)• Business processes are unaffected.• In budgeting, ownership is now both take and release!
![Page 3: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/3.jpg)
Single Sign-On (SSO) Login
• Use the NUPortal to avoid re-entering credentials• The NU Online Passport appears:
o when using the Financial Applications Gatewayo and after log off/log out
![Page 4: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/4.jpg)
NUPlans WebForecasting and Budgeting
![Page 5: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/5.jpg)
NUPlans Web Forecasting Home
• Cleaner appearance.• “Administrative” folder is hidden.
![Page 6: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/6.jpg)
Auto-Recalculation
• Gold highlights offer better contrast.• Auto-recalculation is faster!
Does not refresh the page Does not reposition the grid!
![Page 7: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/7.jpg)
Forecasting - Adjustments
• Recalculate icon has new look.
![Page 8: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/8.jpg)
Forecasting – All Funds PerformanceOn this screen, the only changes are on the toolbar: Recalculate and Actions Menu.
Also, linked training is updated.
![Page 9: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/9.jpg)
Forecasting – All Funds PerformanceActions menu groups some icons.
• Results are formatted with numeric symbols (% and $).
• Cancel button is available.
1
23
4
![Page 10: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/10.jpg)
NUPlans Web Budgeting Home
You can pre-select a budget grouping in NUPlans Web Budgeting.
New! In both Forecasting and Budgeting, users in the same office with the same access cannot overwrite one another.
![Page 11: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/11.jpg)
Select Budget Grouping• Selection dialogs offer a text-
based Quick Search.• Only child budget groupings
are shown in the list.
![Page 12: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/12.jpg)
Cell Comments – Add Comment
• Right-click in a cell.• Click Add Comment.
![Page 13: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/13.jpg)
Cell Comment – Add Comment
Add/Browse• Cannot be edited• Cannot be deleted
![Page 14: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/14.jpg)
Cell Comment – Browse Comments
Cell is marked with red flag.
![Page 15: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/15.jpg)
NUPlans ContributorDashboard and Budget Preparation File
![Page 16: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/16.jpg)
Use method A or B to open the budget preparation file. Ignore “Open Do not use.”
A
B
![Page 17: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/17.jpg)
After you take ownership, the Release Ownership icon appears on your Dashboard. When you finish working on the budget, you must Release Ownership to enable the next person to take ownership.
1
![Page 18: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/18.jpg)
The budget preparation file now has a Home page.
Navigational tabs occupy a single row.
Arrows lead to more tabs “off screen.”
![Page 19: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/19.jpg)
Changes related to Take Ownership:• You cannot take it away from someone else.• An error message appears if you try.• You are allowed if “Current Owner” is None.
![Page 20: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/20.jpg)
Same gold highlights indicate location.Same speedy recalculation.Same cell Comments feature.
![Page 21: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/21.jpg)
Navigational drop-down menu.
Recalculate.
New menu.
![Page 22: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/22.jpg)
No changes to default layout of Fund Views.
Some changes to Rows and Columns Subset Editors.
1
![Page 23: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/23.jpg)
2
Subset Editor opens into the expanded view (formerly called “Advanced”).
Subsets are alternate layouts.
![Page 24: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/24.jpg)
3This layout removes Totals from the top of the page.
4
![Page 25: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/25.jpg)
New! Your choice of layout now persists from view to view.
“Total Chart Strings” is not displayed.
![Page 26: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/26.jpg)
New! Your choice of layout now persists from view to view.
![Page 27: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/27.jpg)
The Actions Menu groups several icons:• Export• Reset Data• Reset View• Close (X)
![Page 28: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/28.jpg)
1
Show/Hide columns has three minor changes:
• The “Show” icon has a new look.
• Filter by wildcard is now called “Filter by expression.”
• Like rows, your choice to show/hide columns persists from view to view.
3
4
2
Show/Hide Columns1. Open the
ColumnsSubset Editor.
2. Select columns to show/hide.
3. Click Show or Hide.
4. Click OK.
Show/Hide Columns
![Page 29: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/29.jpg)
Remember: View Help is available!
![Page 30: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/30.jpg)
After you take ownership, the Release Ownership icon appears on your Dashboard. When you finish working on the budget, you must Release Ownership to enable the next person to take ownership.
1
![Page 31: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/31.jpg)
2
If you are unavailable, a Prep File Manager can release ownership on your behalf. Others who also have access to the budget grouping can see that you are the current owner.
![Page 32: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/32.jpg)
Scroll right to find Commentary Status and click!
Click the yellow icon to add notes and attachments!
![Page 33: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/33.jpg)
Add commentary and attach files.
![Page 34: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/34.jpg)
Each one is stamped with date/time and user.
![Page 35: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/35.jpg)
Next Steps• Download the presentation, reference, and job aid at right.• Share the materials with colleagues.• Visit us in class to see and use the new features.• Questions? Let’s talk in the chat pod below:
![Page 36: NUPlans Application Changes - Fall 2015 › bin › docs › admin... · Improvements by IBM to its product Cognos TM1 • Application changes only (Web and Contributor) • Business](https://reader034.fdocuments.us/reader034/viewer/2022050715/5f1ed50ea48c03604600e1c4/html5/thumbnails/36.jpg)
Recap• Contributor ownership is now both take and release!• Improved color palette and contrast• Faster recalculation• Cell comments• Single Sign On (SSO)• Web and Contributor now share a single “session” They are linked navigationally Use your choice of Chrome, Firefox, or IE No need to use different browsers when using both simultaneously