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May 31, 2011

June and July FIN UL Meetings and Action Items

The June 15, 2011, FIN UL meeting is canceled. But the July 20 meeting is on, as scheduled. The July agenda is not yet finalized, but we recommend you attend to get just-in-time information about the Financials/Physical Resources 9.1upgrade, which is scheduled to occur the first weekend in August.
Note: The July meeting will be videotaped.

Preparing Your Unit for the Upgrade
The changes the upgrade will bring are fairly minimal for most users, but it is important that users have the information they need. Prior to the July meeting, there are a number of ways that you can help prepare.
• Read copies of upgrade-related emails directed to your unit users, and forward them to others in your unit as needed.
• Get familiar with and regularly check the upgrade web information, as it has the most up-to-date information.
• Encourage others in your unit to refer to the web as well.
• Attend the July 20 meeting for final upgrade unit readiness information.

As always, thanks much for your help, and we look forward to seeing you in July.

To: Financial Unit Liaisons
From: Margaret Loveless
Subject: June and July FIN UL Meetings and Action Items
Date: May 31, 2011

Posted by nancyf at 09:35 AM

May 24, 2011

Financials System Upgrade - August 2011

ITS is upgrading the M-Pathways Financials and Physical Resources System to version 9.1 on August 9, 2011. Work on the upgrade is well underway, and we are partnering with business process owners and units to ensure a smooth transition.

What Does This Mean for Me?

Overall, the level of system and/or business process change is low, with little or no impact in some areas (such as Space Management). You can expect a new look and feel for some transactions (for example, ePro req, online journal entry), however the data entry steps haven't changed. The majority of your work may not be impacted.

No changes to your individual workstations are needed for this upgrade.

How Can I Prepare for the Upgrade?

Refer to the FIN 9.1 Upgrade web pages to learn more. New information will be posted in the coming months, including:
--Key dates (such as system outage and transaction cut-off timeframes)
--Table changes impacting queries and reports
--Training opportunities

Look for future upgrade emails concerning training and change documentation.

Questions? Contact the ITS Service Center
Phone: 734-964-4357 (4-HELP)
Email: itsadminhelpdesk@umich.edu
Web: http://its.umich.edu/help

To: All Financial/Physical Resource System & Data Set Users
cc: Financial Unit Liaisons
From: ITS-Inform
Subject: Financials System Upgrade - August 2011
Date: May 24, 2011

Posted by nancyf at 11:46 AM

Unofficial Information Available in Third Week Count Data Set

The data in the Third Week Count data set and its related SA05 BusinessObjects universe for Spring 2011 and Spring-Summer 2011 was extracted and loaded on May 24, 2011. As soon as the data has been checked for accuracy, an email will be sent indicating the counts are official.

FOR ASSISTANCE OR QUESTIONS:
Contact the ITS Service Center:
Phone: 734-764-4357 (4-HELP)
E-mail: itsadminhelpdesk@umich.edu
Web: http://its.umich.edu/help


The ITS Help Desk is now the ITS Service Center! Our phone prompts have changed. Please see http://its.umich.edu/help/4help-prompts.php for details.

To: Third Week Count Data Set Users
cc: Student Administration Unit Liaisons
From: ITS-Inform
Subject: Unofficial Information Available in Third Week Count Data Set
Date: May 24, 2011

Posted by nancyf at 08:43 AM

May 20, 2011

DEV UL May 20 Meeting Agenda & Materials

Posted by lburgamy at 04:14 PM

May 19, 2011

HRMS May 20 Meeting Agenda & Materials

Posted by nge at 09:54 AM

May 17, 2011

Getting ready- unit prep activities

During March, Unit Liaisons provided information on over 90 supplemental and shadow systems across campus. The project team is compiling that data with other information on more than 150 interfaces, legacy batch jobs, and reports that schools/colleges/units use to support their development business. They will evaluate and prioritize which of these systems, interfaces, jobs, and reports DART can accommodate at Go Live in Spring 2012.

Evaluating and prioritizing for Go Live
Members of the project team, selected for their technical and business expertise, are taking some time to evaluate all the systems, interfaces, jobs, and reports. Each item in the inventory will be ranked and prioritized based on its impact to business processes and the resources needed to resolve the item before Go Live.

How this affects your unit
Later this summer, we’ll communicate which items your unit can expect DART to handle at Go Live. (We will work with Unit Liaisons to share this information). The project team cannot accommodate every item. However, taking the time to do this prioritization effort helps us all in our planning efforts. It will help us to plan for capturing and moving data over to DART with existing tools (e.g. DAC/EIS) prior to Go Live. It also helps us see what kind of training is necessary, and allows time to determine alternative solutions for those not included.

Learn more in our FAQ about the strategy and process for prioritizing shadow and supplemental systems.

Posted by amhooper at 04:08 PM

Looking Ahead for Go Live

The following presentation illustrates how preparation activities fit on the project timeline (shown by calendar year). Go Live is scheduled for Spring 2012. Training, unit preparations, and other communications will be more intensive as we get closer to our Go Live target.

DART Change Management Update graphic depicting preparedness for production by technical team, training team, ULs and communication team Training
Project team is developing and testing materials. These include job aids, classroom training, and online materials. Units will receive more information on training schedules, courses, and more at the start of 2012.

Unit Preparations
Unit Liaisons are working with the project team on a series of preparation activities, to ensure that each unit is ready for Go Live. For example, ULs and the project team are determining how the DART transition affect alumni and development systems (a.k.a. supplemental and shadow systems) that units may maintain outside of EIS/DAC. Unit preparation activities will intensify this summer and fall.

Communications
The project team will continue to communications and presentations (Development Council, Budget Administrators Group, etc.). In addition, community members will have more opportunities to see software demonstrations.

Posted by amhooper at 01:02 PM

Successful Update to BusinessObjects WebI

On Monday, May 16, 2011, ITS successfully updated the current version of BusinessObjects WebI. Enhancements include query on query (filter a query on the results of a query from a different data set) and the ability to fold breaks and sections. The update also fixes some bugs, including hanging reports and slowness when using Save As.

For a summary of the changes, please refer to My LINC.

For Assistance or Questions

ITS Service Center
Phone: 734-764-4357 (4-HELP)
E-mail: itsadminhelpdesk@umich.edu
Web: http://www.mais.umich.edu/help/

The ITS Help Desk is now the ITS Service Center! Our phone prompts have changed. Please see http://its.umich.edu/help/4help-prompts.php for details.

To: BusinessObjects Users
From: ITS-Inform@umich.edu
Subject: Successful Update to BusinessObjects WebI
Date: May 17, 2011

Posted by nancyf at 11:40 AM

FIN May 18 Meeting Agenda & Materials

Posted by nge at 10:39 AM

May 11, 2011

Update to BusinessObjects this Weekend

This is a reminder that ITS is preparing to update the current version of BusinessObjects WebI this weekend. BusinessObjects will be unavailable from 8:30 p.m., Friday, May 13, to 5 p.m., Sunday, May 15, while ITS completes the update. This interruption affects all BusinessObjects universes, but data sets will be available. The outage will not affect data set refresh schedules.

Any changes you make to reports in your Favorites folder after May 12 will not be carried forward to the new environment.

The User-Shared folder will be copied over the weekend of May 14-15. If you edit reports in your Favorites on Friday, copy the changed reports to User-Shared to make sure they are moved to the new version.

Visit the May 2011 WebI Update page for more information. Thank you for your assistance with this request, and we apologize for any inconvenience.

For Assistance or Questions
ITS Service Center
Phone: 734-764-4357 (4-HELP)
E-mail: itsadminhelpdesk@umich.edu
Web: http://www.mais.umich.edu/help/

Posted by nge at 02:56 PM

May 06, 2011

April 2011 Business is Closed

April business closed on May 5, 2011. FINODS, the Financial data set and the associated BusinessObjects universes in the U-M Data Warehouse were refreshed early in the morning of May 6, 2011.

U-M now closes the Accounting Period on the fourth (4th) business day of the subsequent month.

To run the monthly financial reports from FINODS, see the applicable My LINC documents at:

To learn about additional Statement of Activity report options, see the Alternatives to Printed Statements web page.

FOR ASSISTANCE OR QUESTIONS:
Contact the ITS Service Center:
Phone: 734-764-4357 (4-HELP)
E-mail: itsadminhelpdesk@umich.edu
Web: http://www.mais.umich.edu/help/

The ITS Help Desk is now the ITS Service Center! Our phone prompts have changed. Please see http://its.umich.edu/help/4help-prompts.php for details.

_______
This message is sent monthly to the monthendclosenotification e-mail group. This is a joinable group, which means you can add or remove yourself from this group.

To: monthendclosenotification
From: ITS-Inform
Subject: April 2011 Business Closed
Date: May 6, 2011

Posted by marialyn at 11:19 AM

May 05, 2011

BITV#20: CTools for Project Management and Collaboration

Think CTools is just for teaching? In addition to teaching and learning tools, CTools offers a rich set of communication, authoring, and management features with practical application in a wide range of projects and work tasks. To learn more and see a demo of CTools collaboration and project management features, plan to join John Johnston and Diana Perpich in this live webinar.

Date and Time -- Tuesday, May 24, 9-9:30 a.m.
Registration -- Sign up for this 30-minute webinar in My LINC: http://maislinc.umich.edu/maislinc/lang-en/taxonomy/TAX_Search.asp?UserMode=0&SearchStr=MSW202-1067

Please let others in your unit know about this event. You can view it on the computer at your desk, or gather with your colleagues in a conference room to participate together.

If your schedule doesn’t permit you to watch the webinar live, you can watch the recording on demand. For links to recordings of all BITV (Business Intelligence TV) episodes, see: https://maislinc.umich.edu/mais/html/BOTV.htm

For Assistance or Questions:
Contact the ITS Service Center:
Phone: 734-764-4357 (4-HELP)
E-mail: itsadminhelpdesk@umich.edu
Web: http://www.mais.umich.edu/help/

The ITS Help Desk is now the ITS Service Center! Our phone prompts have changed. Please see http://its.umich.edu/help/4help-prompts.php for details.

To: ITS Unit Liaisons
From: UL Inform [UL.Inform@umich.edu]
Subject: BITV#20: CTools for Project Management and Collaboration
Date: May 5, 2011

Posted by nancyf at 10:42 AM

May 03, 2011

Reminder: Final DBE Workflow Interchange

This is a reminder that the final DBE Workflow Interchange will take place on Wednesday, May 4, from 2-3pm at the UMHS Ford Auditorium.

The new process enables units to enter data for distribution and short code changes directly into M-Pathways. The process utilizes workflow functionality which generates approval requests from the proper sources before the transaction is posted to an employee's record in real-time.

Please invite all staff responsible for submitting DBE changes to learn more about the new DBE Workflow process.

The DBE Workflow Interchange will include:
• Overview and demonstration of how to create, approve, and review DBE Workflow Transactions.
• Tips, tricks, and other important information.
• How to get access and training information.

Handouts are available on the Unit Liaison Web site to assist you and your unit in making the transition to DBE Workflow. All units are expected to be using the new process by June 30, 2011.

For consulting requests or questions, please contact Valerie VanHaaften vvanhaaf@umich.edu.

To: HRMS Unit Liaisons
From: UL Inform [ul.inform@umich.edu]
Subject: Reminder: Final DBE Workflow Interchange
Date: May 3, 2011

Posted by nancyf at 01:23 PM