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One Hierarchy Project

One Hierarchy Project. Financial Planning and Analysis Outreach. What is One Hierarchy?.

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One Hierarchy Project

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  1. One Hierarchy Project

    Financial Planning and Analysis Outreach
  2. What is One Hierarchy? A Financial Planning & Analysis Outreach project to redesign the BFS Entity Hierarchy to better align with reporting and operational needs and to create one entity hierarchy source for all enterprise systems across campus.
  3. Status Alignment of reporting and operational needs complete: An alternate entity hierarchy has been built in BFS based on entity hierarchy redesigns completed by 35 divisions across campus. CalPlan and CalRptg are sourcing this alternate hierarchy for the FY13 Forecast and FY14 Operating Budget process. L3 Division and L4 Department levels are aligned across campus which will allow for comparability between divisions and the ability to support standardized reports. One entity hierarchy source work is ongoing: Enterprise Systems across campus have been notified of the project and an impacts assessment document has been created based on feedback from those systems.
  4. What’s Next? One Entity Hierarchy Source across all Enterprise Systems: At Fiscal Year-end (July 5th) the alternate entity hierarchy will replace the BFS Master Org Tree for all Enterprise Systems. The transition to one entity hierarchy will require a partnership between central enterprise systems and the divisions. Most system changes will be done centrally by the Enterprise System Owners. Detailed guidelines will be provided to the divisions for any tasks that cannot be handled centrally.
  5. Financial Planning in Context August July July March April May June CalPlanningTraining (CalPlan, CalRptg, HCP) Working Sessions by Outreach/CBO After FY13-14 Budget Submission Release of analytical HCPRptg data CalPlanning Tool Office Hours Potential timing for changeover based on Enterprise System Moratorium on BFS Entity changes (No inactivations, description changes or hierarchy changes---DeptID movements. New DeptIDs & new nodes---w/ new DeptIDs only---are okay.) 3/8-3/11 Black Out (Includes 2 weekend days.) Target: 7/5 BFS live w/ new hierarchy and updated chartstrings BFS master org tree retired Bulk in-activation of unused CoAs 3/15Deadline to check COA mapping Outreach Campus Budget Office 4/12Deadline to check DeptID mapping Full-scale DeptID & node clean-up TBD CalPlanning 3/7 FY12-13 Forecast update due 4/5 Budget Submission due w/ FY13-14 Operating Budget 6/28 Unit Budgets Completed Mid April-mid May Budget Hearings Early June Budget Process Results
  6. New Hierarchy: L3 Division
  7. Resources/Questions For One Hierarchy Project questions, please contact Maya Woodson Turman at mwoodson@berkeley.edu or 510-642-1044 For Enterprise System Impacts, please contact Kirk Tans at ktans@huronconsultinggroup.com Visit http://www.bai.berkeley.edu/BFS/BudgetGL/treeReports.htm to view the current and alternate BFS entity hierarchies Outreach Team contact email is outreachteam@lists.berkeley.edu
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