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Enhancements in TM1 Budgeting System – Overview & Features

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Discover the key updates in the TM1 Budgeting system as of September 2013. This overview highlights changes in data access, supported browsers, web advantages, and system performance improvements. Key features include enhanced salary budget entries, streamlined documentation access, and improved reporting options. The system now offers two additional years of budget projections, bug fixes in dropdowns, and increased limits for staffing budgets. For support, contact us via phone or email. Explore the full documentation for more detailed guidance.

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Enhancements in TM1 Budgeting System – Overview & Features

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Presentation Transcript

  1. TM1 Budgeting September 2013

  2. Agenda • What’s Different • Help & Documentation • What’s Available - Data • Main Menu • Salary Template • Operating Budget • Reports

  3. What’s Different • Access via a web browser - http://fbs.anu.edu.au/accounts/tm1-budgeting

  4. What’s Different – cont. • Supported browsers: • IE 6, 7, 8 • Firefox – not supported but appears to work • Chrome – don’t bother • Other – Untested • Access to client install has been removed

  5. What’s Different – cont. Web Advantages: • Easier Deployment • Auto Calc – don’t have to turn off • Unable to accidently delete formula’s • No Confusion re Excel features • Improved Mobility • Can run a separate instance of Excel • Use off campus via a VPN (https://anuvpn.anu.edu.au) • Easy to export to Excel for quick report

  6. What’s Different – cont. • Accounts Codes: • Budgeting is at a subset of the account codes • Reporting will include all account codes • Budget Data Entry Screens: • No longer contains prior year data • Only used for budget entry • Includes an additional 2 years of projections • Recommend running the Budget Summary report on second screen

  7. What’s Different – cont. System Performance Hopefully and not

  8. What’s Different – cont. Salary: • Comments field added • Increased max limit for additional staff • Fixed issues re account code mapping • Fixed bugs in drop down lists • Can salary budget for a whole department/budget unit

  9. Help & Documentation • Call – Ext 54321and follow the prompts • Email – fbs-bso@anu.edu.au • Doco - http://fbs.anu.edu.au/accounts/tm1-budgeting • Request Drop In Session – Call or Email BSO

  10. Documentation – Available on Web

  11. Documentation Cont..

  12. Documentation Cont..

  13. Documentation Cont..

  14. What’s Available - Data • Budgeting for 2014 • Forecasting – untested and data not populated • Original Budget for 2013 – Loaded from P/Soft Financials • Actuals for 2013 loaded to P9 • Salary Date – extracted from HR 6th September • Chart fields and Tree Structure - extracted from Finance 6th September

  15. Main Menu

  16. Salary Template - Demo Over to Stevie

  17. Salary Budget Entry Template

  18. Staffing Budget Report

  19. Staffing Profile Report

  20. Operating Budget - Demo Over to Simone

  21. Operating Budget Entry

  22. Reports Over to Yoon-Jin

  23. Reports Cont..

  24. Reports Cont.. • Changing parameters: • Year; • Reporting Level; or • Account. • Export reports to Excel: Snapshot to Excel • At the summary account level; or • At the account level.

  25. Reports Cont.. • Salaries and on-costs budget reports • Staffing Budget Report: employees under department • Salary Profile Report: salary level, benefit program, cost centre or employee ID

  26. Reports Cont.. • Operational budget reports • Budget Summary Report: summary + prior actuals by account • Cost Centre Drill Report: summary + prior actuals by school/department/project • Budget Analysis Report: budget by period and by account • Cost Centre Analysis Report: budget by period and by school/department/project

  27. Questions?

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