Transcript
Cognos for Dummies
Administrative SessionMarch 14 & 16, 2011
Setting up your computer
• Log on to computer as the administrative user
• Open Internet Explorer (not Firefox or Safari)
• http://cognos.wheaton.edu
Enter you regular Novell user name and password
Click Plan and Forecast
Click Budget PlanningCognos will install controls if necessary
Click Download …
Click Install
Log-out of Cognos
Log-off as Administrator of Computer (if applicable)
Enter you regular Novell user name and password
http://cognos.wheaton.edu
Operating budget to edit or review your overall budgetsStaff Labor to request or review salaries (do this first)
Account Tree
Access List – Click to Select
Status
Details
General Instructions
Operating Budgets
Data Grid
Page Dimensions
Tabs
ToolbarMenus
Possible Page Dimensions
Current Page Dimensions
Take OWNERSHIP
By Program CODE orTOTAL PROGRAMS
Export > Quick ExportSends current view to Excel - useful
Reset All – Returns all fields to values at the last SAVE
Save – Warning values changed prior to save can’t be recovered
Save Print Annotate
Positive Income Lines
Negative Expense Lines
Pat’s budget assumptions
Some ORGS have both Unrestricted and Temp-Restricted Accounts
Save Print and/or Export SUBMIT
Specific Instructions
HR Budgets
Staff Labor to request or review salaries (do this first)
PositionNameSalaryBudgetPremiumBudgetHourlyWageAnnualSalary% IncreaseProjected Salary BudgetProjected Overtime Budget**Req. Hr. Wage**Requested Annual Salary**Requested Salary Budget**Requested Overtime BudgetTotal Requested Salary BudgetBenefits %Requested Benefits Budget
Total Requested CompensationYearly HoursSuffix
IDPayrollTypeEmployeeGroupEmployeeClassJobTitleGradeFundAccountProgramPIDMHeadcount
Information Displayed on Staff Screen
Requested Hourly Wage
Requested Annual Salary
Requested Salary Budget
Requested Overtime Budget
- Grayed out sections CAN’T be edited- Changes marked in blue until a SAVE- New positions can only be added by HR- Eliminated positions should just have budget zeroed out
Total Requested Salary Budget
Requested Benefits Budget
Total Requested Compensation
Get Data
Staff Labor > UnrestrictedOpBudOrgs with R2* or R8* labor need to get data
using appropriate links
System Links
Run
Budget Review Process
Individuals that review multiple “child” ORGS
TOTAL DEAN OF TECHNOLOGY AND RESEARCH (All)Aggregates all child orgs
List of ORGS for which I have review rightsThey can be processed one at a time or in aggregate
Reject
Dimensions of Budget Cube
• Account Codes/TOTAL (Default rows)• Base Year, Projected, Requested (Default
columns)• Org Codes/TOTAL (drop-down)• Fund Codes/TOTAL (drop-down)• Program Codes/TOTAL (drop-down)• $ (sum)
Columns now Program CodesSwapped with Requested by highlighting the littlebar to the left of the drop-down and dragging it tothe column label area (blue bar at top)
ROWS: ORG CodesCOLS: Base, Projected, RequestedTOTAL AccountsFund 1000TOTAL Programs
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