Golden Gate University

Golden Gate University

Welcome to an Overviewof the PROPHIX budget tool

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Goal

To enter budget data for the 2005 & Spring 04 Update using PROPHIX

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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.

Log on to PROPHIX

Click the PROPHIX icon on your desktop

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Launch PROPHIX for the First Time

PROPHIX takes several minutes to launch the first time. The following screen displays:

Click Ok

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Launch PROPHIX -- continued

Select File Open Model…

The Welcome to PROPHIX screen displays:

Click Browser

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The Following Window Displays:

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Launch PROPHIX -- continued

PROPHIX creates a default local work directory. Click yes to confirm.

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Start PROPHIX -- continued

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Start PROPHIX –- continued

Toolbar

PROPHIX BAR

Workflow Hierarchy

Menu Bar Items

Database Name

Workflow Information Area

Current Version

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Start Prophix –- Continued

Budget Process

Current Version

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Check Out Data in PROPHIX

Click the green Check Out arrow to check out your data.

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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.

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Data Entry

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Data Entry -- continued

Check for the appropriate Organization

Check for the appropriate view

Click on the “Open” button

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Change Organization

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Data Entry -- continued

Make sure that the data entry screen has Accounts selected under Down.

When all selections are correct, click Open.

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Data Entry -- continued

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Data Entry -- continued

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Consolidate Data

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Submit Budget Data

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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.

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OLAP Reporting

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OLAP Reporting -- continued

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OLAP Reporting -- continued

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OLAP Reporting -- continued

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OLAP Reporting -- continued

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OLAP Reporting -- continued