Charles Darwin University

Cognos Budget

University Finance

Quick Guide

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Master Document located at:   W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx  IR# 2733   R3‐07‐16       University Finance          Finance Systems              Work Instruction   

 

1. Logon to Cognos http://www.cdu.edu.au/finance  

 

There are two separate Contributor Portals 

‐ Cognos Budget login  

Planning (Budget) url is http://musvit/ibmcognosep/cgi‐bin/cognosisapi.dll  

‐ Cognos Reports login  

BI (Reports & Analysis) url is http://musvit/ibmcognos/cgi‐bin/cognosisapi.dll  

2. The login Screen

 

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Master Document located at:   W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx  IR# 2733   R3‐07‐16                                             University Finance                                                Work Instruction   

3. Navigate to Budget Contributors Dashboard

4. Select the HR Model. Navigate to the cost centre you wish to work on, ‘Right click to Open Grid’ (area and activity ie 0207-1701)

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Master Document located at:   W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx  IR# 2733   R3‐07‐16                                             University Finance                                                Work Instruction   

Select the 0207-1701 – Administration and check the Existing Positions

  When completed export data to excel and print. Users can Export their data into an Excel Spreadsheet by clicking on File – Export – Quick Export.

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Master Document located at:   W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx  IR# 2733   R3‐07‐16                                             University Finance                                                Work Instruction   

 

Update Employees detail 

information 

‐ Level ‐ Effective Increment Month ‐ Employment Type ‐ Employment Status ‐ Award ‐ Superfund (SSAU%) ‐ Start Month ‐ End Month ‐ Hours ‐ Allowance

Note: Absence of data in one of 

these fields may result in incorrect 

calculations 

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Master Document located at:   W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx  IR# 2733   R3‐07‐16                                             University Finance                                                Work Instruction   

5. Navigate to the Revenue and Expenses (RE Model) Navigate to the cost centre you wish to work on 

6. Import the data from HR Model

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Master Document located at:   W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx  IR# 2733   R3‐07‐16                                             University Finance                                                Work Instruction   

Click on “System Links” Tab. Highlight the “HR_MODEL” Link and click “Run”.

7. Enter expenses for the current budget year, guided by budget and actual from previous year updating prior spending patterns

 

Note: Expenses should be entered at the sub account level; the model will calculate the total expenditure at the natural account level

You can now complete the remainder of the data at an Account Level entering by Month / Quarter or Year utilising the Break Back option.

Important Note: **When using the option to ‘Break Back’ for the full year, amount must be divisible by 12 must not include any decimal values**

When all data has been entered into Revenue & Expenses application you may save

the data and then submit by clicking the Submit Icon .

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Master Document located at:   W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx  IR# 2733   R3‐07‐16                                             University Finance                                                Work Instruction   

8. Hints and Tips Short Cut Keys

K Enter the value in Thousands Type 3K (3000)

+ Adds a number to the cell value

Sub Subtracts a number from the cell value

Type sub8 (subtracts 8 from the cell value)

A minus sign (-) is not permitted for subtraction in contributor cells as it will display a negative value

Percent, per, % Mutiplies the cell values by a number added as a percentage

Type per5 (Gives 5% of the original cell value)

Increase, Inc Increases the cell value by a number added as a percentage

Inc5 (Increases the cell values by 5%)

> Copies value across all cells

< Copies value backwards by Quarters

: Copies value down all cells

^ Copies value up all cells

Hol Holds the cell value from breakback calculations

Rel Releases held cells

Zer Makes the cell values a Zero

Res Resets selected cell values to the last saved version

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Master Document located at:   W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx  IR# 2733   R3‐07‐16                                             University Finance                                                Work Instruction   

Exporting Data File – Export – Quick Export

Your data should be displayed in excel format, save and use as required.