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Golden Gate University

Golden Gate University. Welcome to an Overview of the PROPHIX budget tool. Goal. To enter budget data for the 2005 & Spring 04 Update using PROPHIX. Learning Objectives. By the end of this session, you will be able to: Log on to the new PROPHIX GGU Model. CHECK OUT data.

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Golden Gate University

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Presentation Transcript

  1. Golden Gate University Welcome to an Overview of the PROPHIX budget tool

  2. Goal • To enter budget data for the 2005 & Spring 04 Update using PROPHIX

  3. Learning Objectives • By the end of this session, you will be able to: • Log on to the new PROPHIX GGU Model. • CHECK OUT data. • Enter data through account views. • Save data. • Consolidate data. • Submit budget data. • Run budget reports.

  4. Log on to PROPHIX Click the PROPHIX icon on your desktop 4

  5. Launch PROPHIX for the First Time • PROPHIX takes several minutes to launch the first time. The following screen displays: Click Ok

  6. Launch PROPHIX -- continued • Select File Open Model… • The Welcome to PROPHIX screen displays: • Click Browser

  7. The Following Window Displays:

  8. Launch PROPHIX -- continued • PROPHIX creates a default local work directory. Click yes to confirm.

  9. Start PROPHIX -- continued

  10. Start PROPHIX –- continued Menu Bar Items Toolbar Database Name PROPHIX BAR Current Version Workflow Hierarchy Workflow Information Area

  11. Start Prophix –- Continued Budget Process Current Version

  12. Check Out Data in PROPHIX Click the green Check Out arrow to check out your data.

  13. Check Out Data in PROPHIX -- continued Check out dialog box • After clicking the Check Out icon, the box pops up to confirm the check out. Press Yes to continue with the check out or No to cancel it. Always leave the option to Copy comments… selected to ensure everything is checked out. • Once the data has been checked out successfully, PROPHIX time stamps this on the workflow screen. Also note that the Work in Progress is highlighted in yellow to show that the user has started his/her budget.

  14. Data Entry

  15. Data Entry -- continued Check for the appropriate view Check for the appropriate Organization Click on the “Open” button

  16. Change Organization

  17. Data Entry -- continued • Make sure that the data entry screen has Accounts selected under Down. • When all selections are correct, click Open.

  18. Data Entry -- continued

  19. Data Entry -- continued

  20. Consolidate Data 1 2 3

  21. Submit Budget Data

  22. Submit budget data • Once you click the submit button, you will be prompted to submit data. • Make sure that the “submit supporting details to parent database” is checked. • Click Yes to submit data.

  23. OLAP Reporting

  24. OLAP Reporting -- continued

  25. OLAP Reporting -- continued

  26. OLAP Reporting -- continued

  27. OLAP Reporting -- continued

  28. OLAP Reporting -- continued

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