Real-Time Financials: Report Enhancements

To utilize additional Payroll, Benefit, and Financial Aid estimates in the M-Pathways systems and U-M Data Warehouse, ITS has created new reports and updated existing ones. These reports allow you to view summarized estimate data in relation to your unit or Project/Grant budget or to obtain detail data for a specific type of estimate.

• M-Pathways Reports with Financial Estimate Data

BusinessObjects Reports with Financial Estimates Data

In April 2007, the following reports were made available in the BusinessObjects corporate document repository. If you previously saved a version of these reports in BusinessObjects v.5, you must download the new version of the report to display the estimate information.

• Payroll, Benefit, Financial Aid Estimates Summary for Dept or Dept Grp
• Project Grant Budget Status with Estimates
• Summary of Projects by Project Director with Estimates
• Payroll Estimates for Department or Department Group and Fiscal Year
• Payroll Estimates by Employee and Fiscal Year
• Student Financial Aid Estimate Detail by Project Grant

Payroll, Benefit, Financial Aid Estimates Summary for Dept or Dept Grp [FN01 RevExp Pay, Ben, FA Estimates Summary for Dept or Dept Grp.rep]

• Use this report to view breakdowns of the summarized estimate data for a specified Accounting Period and Fiscal Year. The report provides four sub-totaled breakdowns by ChartField combination, Fund and Source/Use category, Program code, or Project/Grant.
• Use the appropriate views to help identify and plan for future payroll, employee benefit, and financial aid award expenses for your department or for a department group.
• This report replaces the FN01 RevExp Payroll Estimates Summary for Dept or Dept. Grp.rep as of April 9, 2007.

Project Grant Budget Status with Estimates (CMB Project Grant Budget Status with Estimates [FN01 FN05 FN06 PY01 SA04].rep)]

• Use this report to track your Project/Grant expenditures in relation to its budget lines.
• This report also displays summary and detail expense estimate data by Budget Category for payroll, employee benefit, financial aid award, and other unit-defined commitment data for the Project/Grant.
• Use the estimate and commitment data to forecast expenses and help determine the project balance.
• The prior version of this report, CMB Project Grant Budget Status [FN01 FN05 FN06].rep will be deleted from the repository as of June 2007.

Summary of Projects by Project Director with Estimates (CMB Summary of Projects by Project Director with Estimates [FN01 FN05 HR01].rep)

• Use this report to obtain a high-level financial activity summary and percentage of effort for the Project/Grants associated with a Project Director.
• This report also displays summarized payroll, employee benefit, and financial aid estimate data from the General Ledger for the applicable Project/Grants.
• The prior version of this report, CMB Summary of Projects by Project Director [FN01 FN05 HR01].rep will be deleted from the repository as of June 2007.

Payroll Estimates for Department or Department Group and Fiscal Year (PY01 Pay Payroll Estimates for Dept or Dept Grp.rep)

• Use this report to obtain estimated Gross Pay, University Contribution Deductions, and Payroll taxes (FICA) for regular employees within a Fiscal Year by Appointing Department ID.
• The report contains actual and estimate data and provides a variance comparison between the two. Use the appropriate detail views to help you analyze and plan for future payroll and benefit expenses for your department or for a department group.

Payroll Estimates by Employee and Fiscal Year (PY01 Pay Payroll Estimates by Employee and Fiscal Year.rep) Dept or Dept Grp.rep)

• Use this report to obtain estimated Gross Pay, University Contribution Deductions, and Payroll taxes (FICA) for one employee for a Fiscal Year. It displays all funding Departments within a Fiscal Year by Accounting Period.
• This report contains three views of the estimate data to provide actual payroll and benefit data, variance comparisons between actual and estimate data, and estimate data displayed by appointment data. Use the appropriate view to help you analyze and plan for future expenses for the employee's pay.

Student Financial Aid Estimate Detail by Project Grant (SA04 StuFin Student Financial Aid Estimate Detail - by Project Grant.rep)

• Use this new BusinessObjects report to analyze and plan for future financial aid award expenses. Future expenses related to Financial Aid awards are projected through the current Aid year only (i.e., September - August)

A complete description of these reports, including navigation and prompts, is available in the Predefined Reports Directory.

M-Pathways Reports with Financial Estimate Data

In June 2007, updated versions of the Project/Grant Budget Status Report (PBSR) will be available in FINODS and mailed in the May month-end reports package to Single Administrative Points of Contact.

• PBSR Report Sample

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Other Real-Time Financials Pages
Project Introduction |  Overview |  Learning Opportunities