Cadency for Entity Viewers
Sony Pictures Entertainment’s Financial Close Management Tool
COURSE INTRODUCTION
Cadency Curriculum
101Introduction to Cadency
102Cadency for
Performers, Reviewers & Secondary Reviewers
103Additional Functionality
for Reviewers and Secondary Reviewers
104Cadency for Entity
Viewers
105Cadency for Entity Owners and Close
Administrators
106Additional Functionality for Close Administrators
Curriculum Materials & Key
Participant Guide Cadency Site on
mySPE
Follow Along! Participant Page Guide
##
Cadency 104 OverviewThis training course is designed students to prepare participants to use Cadency, SPE’s financial close management tool.
Specifically targeted to Entity Viewers, during this course you will learn: How to monitor the status of the SPE’s financial close in Cadency View entity and task set-ups in Cadency Configure and run reports Generate eBinders 2
Upon completion of this course, you should be able to:
Monitor the status of the close for your assigned entities using the Home Page and/or Consoles
View task and entity set-up within Cadency
Configure and run reports
Generate eBinders
Course Agenda Monitoring Close in Cadency Viewing Task and Entity Set-Ups Cadency Reports and eBinders Course Conclusion
Entity Viewer Role RecapResponsibilities Monitor status of close
using Cadency consoles Run reports on close
status as needed Generate eBinders as
needed
Key Take Away Are “View Only” users
within Cadency. View is limited by the
entities they are assigned to within Cadency
MONITORING CLOSE IN CADENCY
Upon completion of this chapter, you should be able to:
Customize your Home Tab to view status of close for assigned entities
Use consoles to monitor status of Close Tasks and outstanding issues
Close Tasks
Activities necessary to complete each Close
Can occur on monthly, quarterly or annual basis
Action Plan is created for every relevant period
Close Issues
Challenges or roadblock Close Task Performers or Reviewers encounter when conducting close
Tied to a specific Action Plan
Close Tasks vs. Close Issues
Home Page Review
Home Tab contains customizable information specialized to each user
Entity Viewers have additional windows they can use to monitor Close status 3
Having 2 Roles : Entity Viewer & Preparer/Reviewer
3
Close Summary Summary of the most
recent open period “Completed Task” will go
to Task Status console “Open Issues” will show
list of issues for the relevant period and their status
Close Calendar Graphical view of the
current close calendar Click on date to see
all Action Plans due that day
Default View = Current Open Period
Close Task Status All Close Tasks
within assigned entities
Click on chart for list view with RYG status
Close Issues All issues created
within assigned entities
Click on chart for list view of all issues
My Reports Lists reports you
have configured in Cadency
Learn report configuration in upcoming chapter
Scheduled Reports Lists reports you have
scheduled to run automatically
Reports delivered to Inbox
Learn to schedule in upcoming Chapter
Viewing dependent tasks in an Action Plan
Delegating tasks in Cadency Viewing tasks delegated to
you in Cadency Reviewing proxies in
Cadency
Chapter XX, pp. ##-## Consoles are an additional tool for monitoring status of Close
Filter and drill down to show detailed information
Bookmark for easy return to information
Cadency Consoles
Cadency Consoles 3 Consoles are
Close Task Status Dependency Tasklist
Status Console Real-time
monitoring of all Action Plans for assigned entities
Shows issues for related Close Tasks as well
Tasklist Console Tasks grouped by
due day Quick view of
status
Dependency Console Status and
Relationship between all dependent Action Plans for assigned entities
Filter by Period and Task Name
Demonstration Topics
Monitoring Close from Cadency Home Page
Three Cadency Consoles: Close Task Status, Dependency and Tasklist
Bookmarking Consoles
To Follow Along
Demonstration #1
4
Demonstration #1
Monitoring Close in Cadency
LINK TO CADENCY
Demonstration #1 RecapDemonstration Topics Monitoring Close from Cadency Home Page Three Cadency Consoles: Status, Dependency and
Tasklist Bookmarking Consoles
You have reached the end of the chapter.
You should now be able to:
Use consoles to monitor status of Close Tasks and outstanding issues
Customize your Home Tab to view status of close for assigned entities
VIEWING TASK AND ENTITY SET-UPS
Upon completion of this chapter, you should be able to:
Access hierarchies for Entities you have been assigned
Understand the relationship between Close Tasks and Action Plans.
Access Close Tasks and review them in Cadency
Entity Hierarchy Overview
Entities represents various business units, functions and territories
Organized into a hierarchy for status management and reporting
Each entity serves as a repository of Close Tasks and their assigned Action Plans 9
Entity Hierarchy SamplesEntity Hierarchy SamplesSPE
Profit Center Group
LOB
Territory
Sub-Profit Center
SSC/ITF
Function
Level 1
Level 2
Level 3
Level 4
Level 5
Level 6
Level 7
SPE
INT
MP
AT
EMEA
SSC
COS
SPE
DOM
MP
US
COL
ITF
AMT
ManagementReporting
View
Close Tasks Within These
Entities
10
Viewing the Entity Hierarchy Only view entities you
have been assigned in the hierarchy
“Tree View” is most common
Tasks appear under lowest level in hierarchy
Close Task Overview
Specific tasks that comprise financial close at SPE
Cadency collects variety of information on each task
Each Close Task will have an Action Plan for every relevant period 10
Close Task Details Page View Close Task
set-ups Breadcrumb
shows entity hierarchy
View Action Plans Run Audit reports
Demonstration Topics
Viewing the Entity Hierarchy Accessing Close Tasks from
the Entity Hierarchy View Close Task from Close
Task Details Page Running an Audit Report for
a Close Task
To Follow Along
Demonstration #2
11
Demonstration #2
Viewing Entity and Close Task Setups
LINK TO CADENCY
Demonstration Topics Viewing the Entity Hierarchy Accessing Close Tasks from the Entity Hierarchy View Close Task from Close Task Details Page Running an Audit Report for a Close Task
Demonstration #2 Recap
If you notice that something needs to be updated/changed in an entity or task set-up you can contact the Cadency Help Desk to request the update be made.
To Request Changes
You have reached the end of the chapter.
You should now be able to
Access hierarchies for Entities you have been assigned
Understand the relationship between Close Tasks and Action Plans.
Access Close Tasks and review them
REPORTS AND EBINDERS IN CADENCY
Upon completion of this chapter, you should be able to:
Identify the three types of report types available in Cadency
Configure and run reports in Cadency
Add graphics to your reports
Schedule reports to run automatically in Cadency
Generate eBinders
Viewing dependent tasks in an Action Plan
Delegating tasks in Cadency Viewing tasks delegated to
you in Cadency Reviewing proxies in
Cadency
Chapter XX, pp. ##-##
Reports & eBinders OverviewReports eBinder Shared
Features• Run by individuals for
your own reporting purposes
• Filterable and customizable
• Scheduled to run automatically
• Publish in HTML, Excel, .csv or PDF
• Created/Maintained by Entity Owners & Close Administrators
• Contain all Action Plans and support documentation for a given period
• Exportable for offline use
• Accessible from home page
• Entity permissions determine data shown
Viewing dependent tasks in an Action Plan
Delegating tasks in Cadency Viewing tasks delegated to
you in Cadency Reviewing proxies in
Cadency
Chapter XX, pp. ##-##
3 Report TypesFramework &
Setup Results Analytics
Provides set-up and descriptive information on the Cadency tool
Provides detailed information contained in task Action Plans or issue Action Plans
Provides analytical information on dependent tasks and Close Task issues
• Audit Trail Report• Task Questions
Report
• Task Issues Report• Task Information
Export
• Task Analytics
19
Viewing dependent tasks in an Action Plan
Delegating tasks in Cadency Viewing tasks delegated to
you in Cadency Reviewing proxies in
Cadency
Chapter XX, pp. ##-##
Configuring Reports
Standard report customizations include: Adding/removing fields Defining report filters Perform groupings Add totaling Sort data Define highlights Adding graphics
Viewing dependent tasks in an Action Plan
Delegating tasks in Cadency Viewing tasks delegated to
you in Cadency Reviewing proxies in
Cadency
Chapter XX, pp. ##-##
Report GraphicsMatrices Charts
• Tables of data• Placed at end of report• User defined
row/column/summary fields
• Graphically represents data
• Placed at beginning of the report
• User defined fields for charts
Viewing dependent tasks in an Action Plan
Delegating tasks in Cadency Viewing tasks delegated to
you in Cadency Reviewing proxies in
Cadency
Chapter XX, pp. ##-##
Scheduling Reports
Run automatically Delivered to Cadency inbox Ability to not run report if no new data
exists
20
Viewing dependent tasks in an Action Plan
Delegating tasks in Cadency Viewing tasks delegated to
you in Cadency Reviewing proxies in
Cadency
Chapter XX, pp. ##-##
eBinders Overview Pre-set binders that contain all Action Plans and
supporting documentation for a given period Exportable for offline use
.zip format Action Plans are PDFs Supporting documents are in original format
Only see data for entities you have been assigned Generate eBinders for closed periods only 20
Demonstration Topics
Running a report Configuring reports Scheduling reports Generating an eBinder
To Follow Along
Demonstration #3
20
Demonstration #3
Reporting in Cadency
LINK TO CADENCY
Demonstration #3 RecapDemonstration Topics Running a report Configuring reports Scheduling Reports Generating an eBinder
Exercise Activities Run & customize
reports in Cadency Schedule reports
Step By Step Instructions
Student Exercise #1
28
Reports in Cadency
Run & Customize Reports
Schedule Reports
Generate eBinders
Student Exercise DebriefExercise Activities Run & customize reports in Cadency Schedule reports
You have now reached the end of the chapter.
You should now be able to:
Identify the three types of report types available in Cadency
Configure and run reports in Cadency
Add graphics to your reports
Schedule reports to run automatically in Cadency
Generate eBinders
COURSE CONCLUSION
As an Entity Viewer you have the ability to monitor the status of the close and any outstanding issues impact the close
As an Entity Viewer you can customize your home page with additional information to help monitor and manage the close process for your assigned entities
You can configure and run reports within Cadency. Reports will show only the data you have permission to see and can be formatted and filtered to show the most pertinent information
Reports can be scheduled to run automatically You can generate eBinders, an exportable .zip file containing all Action
Plans and support documentation for a period.
Course Key Takeaways
Here are some additional resources to help you use Cadency upon returning to work. Reports Simulation Cadency Help Button (in the tool) SPE Close Calendar List of Abbreviations, Task Type, Task Functions, Key Definitions Time Conversion Chart List of Minimum Standard Tasks
All resources can be found on the Cadency SharePoint site and you can contact support directly at [email protected]
Additional Resources
You have reached the end of the course.
You should now be able to:
Monitor the status of the close for your assigned entities using the Home Page and/or Consoles
View task and entity set-up within Cadency
Configure and run reports
Generate eBinders
THANK YOU FOR ATTENDING OUR TRAINING!
Please take the End of Course Survey