February 3 2014 Agenda Description of the two Reporting SIGs Company Level Users Proposed members NonCompany Level Users Proposed members TBD Project Plan for Company Level Reporting SIG ID: 830331
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UR Financials Project
Company Level Reporting SIG
February 3, 2014
Slide2Agenda
Description of the two Reporting SIG’s
Company Level Users
Proposed members
Non-Company Level UsersProposed members TBDProject Plan for Company Level Reporting SIGPlanned meetingsProject Plan for Non-Company Level Reporting SIG
UR Financials – Company Level Reporting SIG
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Slide3Primary purposes of the Reporting SIG’s
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.
UR Financials – Company Level Reporting SIG
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Company Level
Informal & Early Training & Know-How:
Members will receive greater demonstrations and informal training.
Members will run and review key reports.
Non- Company Level
Slide4Proposed members for Company Level SIG --- a mixture of ~ 30 members across Central & Divisional finance departments.
Managers / Leads welcome to attend.
UR Financials – Company Level Reporting SIG
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Company / DivisionCost Center / DepartmentCost Center / Department Lead Name
Cost Center / Department Analyst Name
010 Central
Budget Office
Cheryl Bennett
Tim Woodward
010 Central
Christle Pajrowski010 Central Financial ReportingKaren SodomaJonathan Peterson010 Central Anne Tucker010 Central Carrie Ballou
010 Central
Kate Nguyen
010 Central
Administration
Judy Emory-Clark
Lisa Mekeel
010 Central
Marta Herman
Jim Dobbertin
010 Central
Ginny Yuna
010 Central
Mike Bonanno
010 Central
Grants
Jeff Sullivan
Kim Meszler
010 Central
Lori Hume
010 Central
Advancement
Lucy Prytyskach
Patricia Gray
010 Central
Lisa Koch
Ryan Balys
010 Central
Facilities
Tom Smith
Darrin Meszler
010 Central
Theresa Fleming
010 Central
Administration
Marta Herman
Elica Krasimirova Krasteva
020 River Campus Colleges
021 School of Arts & Sciences
Finance
Andy Dillenbeck
Ken Simolo
022 E Hajim School of Engineering
Finance
Tony Green
Kristin Antosh
022 E Hajim School of Engineering
LLE
John Schoen
Jacqueline Wambach
022 E Hajim School of Engineering
David VanWey
023 W Simon Graduate School
Finance
JC Stevens
Dave Vore
024 M Warner Graduate School
Finance
Molly Kirchhoff
030 Eastman School of Music
Finance
Shannon Ozkum
Kathleen Neubeck
030 Eastman School of Music
Finance
Michele Gibson
Jeananne
Thomas
Slide5Proposed members for Company Level SIG --- a mixture of ~ 30 members across Central & Divisional finance departments.
Managers / Leads welcome to attend.
UR Financials – Company Level Reporting SIG
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Company / DivisionCost 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 Vanwuyckhuyse050 Strong Memorial HospitalFinancePatty StevensDina Donohue050 Strong Memorial Hospital
Christine Sands
060 School of Nursing
Finance
Kelly Talarczyk
Pam Sawdey
070 Memorial Art Gallery
Finance
Sheryl Burgstrom
Patti Walker
080 Unviersity General
090 Health Sciences
Finance
Kathy Strojny
Donna Dawley
091 UR Medical Faculty Group
Finance
Jill Hetterich
Kris Wood
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
Slide6Project Plan – Company Level SIG
UR Financials – Company Level Reporting SIG
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Feb
Mar
Apr
May
June
WD22
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
Reviewing Reports:
Run & test key reports
Stump the experts
Financial Statement definitions
Advanced report scheduling
Advanced business object details
Slide7Planned Meetings – 6 planned meetings in Feb & March. April – June meetings will be planned in the future.
UR Financials – Company Level Reporting SIG
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Feb
Mar
Apr
May
June
WD22
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 3
rd
– 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 4
th
.
3
3
TBD
Slide8Project Plan – Non - Company Level SIG
(Note: Proposed Members TBD)
UR Financials – Company Level Reporting SIG
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Feb
Mar
Apr
May
June
WD22
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.
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