BASIS Coffee Talk – April 28, 2011

BASIS Coffee Talk – April 28, 2011

How webBASIS can work for you

Welcome – Polly Parnell

• I’m so glad to see so many familiar as well as new ones.• Introduce BASIS team- • How many of you currently use webBASIS? • First – Jennifer will review all the HR (personal information).

Donna – will review the travel, invoice, e-business, PO information as well as our TARGET. I – will review the asset and financial data. Also preview some new information related to sponsored cost centers.

• We want this session to be interactive so please feel free to ask questions. We may defer some of the questions if it’s something we will cover later in our presentation.

• Turning this over to Jennifer

A-21

• Just point out what it is – administrative certifications.

Assets

Question?

• Who knows what information may be changed on an asset? There are three primary pieces of information – can anyone give me one of those?

Search for Assets

There are several different search criteria. Today, I’m going to search for the capital assets for my BU: BASI.•Serial Number•Responsible employee•Disposed of assets•Departmental Asset information•Room (location)•Asset tag number

Capital Assets for BASIS

Action to perform:•View Asset Information•Email Asset Info•Change Asset Location, BU, Responsible Employee

I’m changing to Change Asset Location……

Change Request Asset BU – transfer to another BUResponsible EmployeeLocation – Room Tag or Off-site location

Comment

Validate / Save

Creates a TARGET transaction that must be approved by…..

Questions?

• Questions regarding AIMS data.

• Turning it back over to Donna

Financial Data

Various search criteria.

Search for BU

Action to Perform•Summary Maint or LTD Balances•Browse Summary Category Balances•Browse Rollup Center Summary Bal•View CCC Data Sheet

Maint CCCDrill down information

I always recommend viewing balances through the end of the fiscal year.

Can anyone tell me why?Salary Encumbrances.

N/A for this CCC

Drill Down on Dollar amounts

Don’t use the Category – this feature is for Report codes

Drill down using the amount fields.

Drill Down

• Expense• Encumbrance• Pending – e-business charges• Planned –

• Questions??

Sponsored CCC - LTD

Action to perform – changed option to Summary Maint or LTD Balances

New feature that has not been to production, but will be next week.

LTD – no option for begin or end dates

Balance information looks more like LBSP – all budget and expenditure information

Drill down will also give you all information regardless of FY.

New feature – Download to excel spreadsheet.

Another example

Drill down information

Sub-total before Indirect Cost

Download option!!

Report Code Information

• These two options – for report code information.

• More advanced topic that would be happy to discuss in a smaller group or individually.

Questions??

Donna – website review

Thank you!