February 29, 2012
New! Payroll Estimate Options for Financial Reporting
You can now choose when payroll estimates end in your financial reports!
At the Funding End Date for an employee'sappointment (to a project or department), or
At the financial end date (i.e., Budget Period for a sponsored project, fiscal year for a non-sponsored project, fiscal year for a dept/dept group)
The Show Estimates Only Through Funding End Date prompt allows you to select the option you prefer. The narrowest estimate, Funding End Date, is the default setting. To use the broadest estimate (i.e., financial end date) uncheck the prompt box (M-Pathways reports) or enter “N” in the prompt box (BusinessObjects reports).
- In M-Pathways:
- Project/Grant Budget Status
- Parent Summary Budget Status
- In BusinessObjects (UM Maintained):
- CMB Project Grant Budget Status with Estimates (three versions)
- CMB Reporting Bdgt Ledger NonSponsored Reconciler by FundDeptPrgm
- CMB Reporting Bdgt Ledger NonSponsored Reconciler by PG
- CMB Summary of Projects by Project Director with Estimates (two versions)
- FN01 RevExp Pay, Ben, FA Estimates Summary for Dept or Dept Grp
- In U-M Data Warehouse, the Pay Estimate Through Funding Date field has been added to the Estimates Summary Ledger table in the Financial data set.
The following resources have been updated:
To: Financial Data Set Users and Single Administrative Points of Contact
Subject: New! Payroll Estimate Options for Financial Reporting Date: February 29, 2012
Posted by nancyf at 02:20 PM
February 21, 2012
My LINC Outage 2/28-3/5
A My LINC system upgrade is scheduled for 4 p.m., Tuesday, February 28, 2012 - 6 a.m., Monday, March 5, 2012. My LINC will be unavailable during this time. It is recommended, but not required, that users complete any in progress eLearning courses by February 28.
Posted by doughb at 01:54 PM
February 15, 2012
(HRMS Termination Workflow, IMAP to Google Mail, A Briefing on the NextGen Michigan Unit Representative Program, My LINC Upgrade – Feb/March 2012, Announcement: eRecruit & Graduate Students)
Posted by mrschlei at 09:21 AM
(DART Project: Development and Financial UL Update, Financial Operations Announcements)
Posted by mrschlei at 09:19 AM
February 14, 2012
MTokens Needed to Access DART
Two-Factor Authorization using an MToken will be required for all users (Development and Financials) to access DART. This protects the private personal information of our faculty, staff, and students. You will log in with a Tokencode (a six-digit number) as well as your UMICH Kerberos password and ID.
Many of you already have MTokens based on the access you had to DAC. If you do not have a token, please go to http://www.mais.umich.edu/mtoken/mtoken_distribution.html to view a list of distribution centers. This includes the Ann Arbor, Flint, and Dearborn campuses.
Please contact Jason Kefalas firstname.lastname@example.org if you have further questions about access to DART.
Posted by kellydr at 05:32 PM
DART Development View eLearning Course Available February 13th
The eLearning version of DART Basics for the Development Community was launched on February 13th. You received a registration email that will allow you to sign up for this course in My LINC.
Completing this course, DEVE101 DART Basics for the Development Community, will grant access to the Development View Role, which is the base role all users in the Development Community must complete.
Note: If you have taken the preview version of this course, you must still complete the course to receive course credit and access to DART.
Why would you want to take this eLearning course instead of the Instructor Led version?
• You were on a design team or have tested DART
• You have to take multiple DART training courses
• You want the flexibility of taking a course on your own schedule
• You want to spend less time in training (1 hour shorter)
What if you’ve already signed up for the Instructor Led course and want to take the eLearning version instead?
Please cancel your course registration in My LINC before signing up for the eLearning version.
1. Log in to My LINC and click the course title to view the course.
2. Click the Cancel button on the course page.
3. A confirmation screen will appear. Click the Cancel Marked button at the top of the page.
4. Click the Register button to sign up for DEVE101
Posted by kellydr at 05:29 PM
DART Preparation Checklist
DART will go live on March 26th. What can you do to help prepare for the transition and minimize work disruptions later?
Follow this checklist to help you get started.
Access & Compliance Form – signed
- If you do not have an access & compliance form on file, Jason Kefalas will contact you.
Kerberos ID (uniqname) & Password
- Login used to view your Paycheck.
- Many DAC and EIS users already have MTokens. Jason Kefalas will contact those of you who still need a token.
- Learn more about tokens: http://www.mais.umich.edu/mtoken/
- MToken distribution centers: http://www.mais.umich.edu/mtoken/mtoken_distribution.html
Verify Computer Meets System Requirements
- The project team is working with administrators from all schools, colleges and units to ensure the optimal use of DART for the Development & Financial communities.
- For the optimal use of DART & performance, the following settings are recommended.
-- Windows 7
-- Internet Explorer 8
-- View full list: http://www.mais.umich.edu/systeminfo/browser_os.html
• Leave yourself time to take training
• Leave yourself time to learn the new system
Training and Education
Register for & complete required training
- You will receive registration emails sent for required classes
- Register for classes
- MTokens are not required for training.
Review online resources
- Business process/policy documents
- For example, types of events entered in DART
Review new terms
- For example, Constituent = entity
Refreshers - Review resources to support your use of DART
- Online help
- Quick reference card
- Materials covered in training classes
Posted by kellydr at 03:27 PM
DART Training Courses Available
Registration emails for the DART Instructor Led (classroom) Training courses went out on January 17th.
You can now register for the following Instructor Led courses:
DEVC101 - DART Basics for the Development Community
PRMC201 - Portfolio Plan Management
PRMC211 - Portfolio Plan Maintenance
EVTC101 - Manage Events
STWC101 - Donor Stewardship
If you have requested additional roles, you may have noticed you have not yet received a registration email for those courses.
Several of the DART training courses needed for those roles will only be available as eLearning courses (ELT). These courses can be taken on any computer where you can access MyLinc (home, work, PC or MAC) and can be taken any time it’s convenient for you. ELTs also allow you to go at your own pace; you can pause the course and come back to it later.
The eLearning courses will be available on a rolling schedule. If you need that role for access, you will receive a registration email when each course is available.
Additional training registration emails will be sent:
February 13, 2012
- DEVE101 DART Basics for the Development Community (DART Development View Role)
- PRME101 Portfolio Basics
March 9, 2012
- EVTE201 Maintain Events – eLearning
- DEVE100 DART Basics for the Non-Development Community
- DART BusinessObjects Universe
View suggested order to take training courses: https://private.www.umich.edu/~mais/dart/dart-coursemap.jpg
Learn more about DART training courses: https://dart.dev.umich.edu/node/58#overlay-context=node/58
Posted by kellydr at 03:02 PM
February 09, 2012
Textbook Entry Enhancements!
The Textbook Order Entry pages in M-Pathways and Wolverine Access Faculty Business have been updated to include the following enhancements:
When searching for a textbook
-- Enhanced ISBN, author, or title search returns results that are more precise. Keyword search is no longer available.
-- Dashes, spaces, and special characters are accepted in the search fields, making it easier for you to copy and paste textbook information from external web sources.
-- Direct links to more information about the books returned in ISBN search results, including cover images, book details, reviews, and information about the local library holdings.
Entering Class Textbook step-by-step procedures and support material are updated to reflect the system enhancements and can be referenced for more detailed information on entering class textbook information for staff and faculty.
Faculty will be notified of these enhancements in their regularly scheduled Enter Textbook Information reminder email sent in March, July, and October.
To: M-Pathways users with SR TEXTBOOK MAINTAINER &/or SR CLASS MAINTAINER role
cc.: Student Administration Unit Liaisons
Subject: Textbook Entry Enhancements!
Date: February 9, 2012
Posted by nancyf at 01:50 PM
February 08, 2012
Official Fall 2011 Information Available in CRAS Data Set
The data in the M-Pathways CRAS data set and its associated CR01 BusinessObjects universe for Fall 2011 are official as of February 8, 2012. You may use the data as necessary and/or use the queries in the BusinessObjects UM-Maintained reports folder for reporting purposes.
To: M-Pathways CRAS Data Set Users
cc: Student Administration Unit Liaisons
From: ITS-Inform [email@example.com]
Subject: Official Fall 2011 Information Available in CRAS Data Set
Date: February 8, 2012
Posted by nancyf at 12:00 PM
February 07, 2012
Official Information Available in Third Week Count Data Set
The Winter 2012 data in the M-Pathways Third Week Count data set and its related SA05 BusinessObjects universe, which was captured as of the end of business on January 24, 2012, is now official. You may use the predefined queries in the BusinessObjects UM-Maintained folder for counting purposes. For your convenience, the Official Third Week Count reports are also located on the Web at: http://www.umich.edu/~regoff/enrollment/
To: Third Week Count Data Set Users
cc: Student Administration Unit Liaisons
From: ITS.Inform [firstname.lastname@example.org]
Subject: Official Information Available in Third Week Count Data Set
Date: February 7, 2012
Posted by lcsteele at 04:42 PM
Updated Project/Grant Financial Reports in M-Reports
To view the current financial status for your project/grants, access M-Reports on Wolverine Access http://wolverineaccess.umich.edu/.
The navigation path is: Faculty & Staff > M-Reports. Once in M-Reports, click the appropriate tab(s), as follows, to view your reports:
-- If you are responsible for both sponsored research and non-sponsored projects, click the Research tab and toggle between the Sponsored P/G and UM-Funded/Gifts/Other P/Gs sub-tabs, as needed.
-- If you are responsible for only UM-Funded, Gift, or Other projects, click the Fin. Mgmt tab.
-- Official balances, as of January 2012 business close.
-- Projected balances, recalculated daily to reflect recent activity and upcoming commitments (e.g., salary, financial aid, purchasing, departmental).
-- Links to underlying transaction details.
ITS will resume running the weekly PO Reconciliation process to close Purchase Orders beginning in February 2012. This process updates the Purchasing Commitments and Projected Balance data in M-Reports, enabling more real-time information in the reports.
-- Coming soon: Look for an M-Reports announcement confirming the process has run.
-- To learn about the criteria to close a PO in M-Pathways, see the PO Reconciliation document in My LINC at:
To: Principal Investigators and Project Administrators
From: U-M Financial Operations [email@example.com]
Subject: Updated Project/Grant Financial Reports in M-Reports
Date: February 7, 2012
Posted by nancyf at 10:02 AM
January 2012 Business Closed
January business closed on Monday, February 6, 2012. FINODS, the Financial data set and the associated BusinessObjects universes in the U-M Data Warehouse were refreshed early in the morning of Tuesday, Febraury 7, 2012.
To run the monthly financial reports from FINODS, see the applicable My LINC documents at:
- ‘Run and View the Financial Report Package Using the “SOA Reports by” Options’
- ‘Run and View the Financial Report Package in M-Pathways’
To learn about additional Statement of Activity report options, see the Alternatives to Printed Statements web page.
For Assistance or Questions
Subject: January 2012 Business Closed
Date: February 7, 2012
Posted by nancyf at 08:55 AM
February 01, 2012
FY2012 Year-End Space Survey
This e-mail is being sent to all M-Pathways users with access to the Space Module. If you believe this was sent to you in error, please contact your Financial Unit Liaison and ask that they process an M1 form to remove your M-Pathways Space System access. A list of Unit Liaisons is provided on the M-Pathways website at: http://www.mais.umich.edu/groups/liaisonlist.html.
We’re writing to let you know that the university’s 2012 Year-End Space Survey is now underway. The survey covers the Ann Arbor, Dearborn, and Flint campuses as well as the U-M Health System.
Among other things, the survey formally documents how the university’s space is actually used and plays a critical role in our successful indirect cost recovery efforts. In addition, the survey results are used to meet state and federal reporting requirements and by university administrators and departmental managers when determining how to use our space to best meet the institution’s needs.
The survey essentially covers every university-owned and leased building, and it’s important to note that your department is ultimately responsible for the accuracy of the data.
Please visit the Space Analysis web page at http://www.finance.umich.edu/analysis/space to access a variety of helpful tools and resources designed to help you successfully complete the survey in a timely manner. The web page includes, among other things, a where-to-start document, a complete set of instructions, a list of Room Type definitions, and a list of Room Use Function Code definitions.
Please note that Room Use Function Codes and the usage percentages you indicate on the survey must reflect the average use of each room over the fiscal year ending June 30, 2012. All other information should be reported as it exists at the time when you complete your survey.
Noteworthy for 2012
To reduce barriers to being active at work and help promote a culture of good health, MHealthy and the Alternative Transportation team (a spring 2012 bike rental program!) would like to identify showers that are available for employee use. On your 2012 Space Survey, we ask that you indicate any staff showers by noting these rooms as Office Service (room type 310) and Staff Shower (sub-type 21).
Also, over the past few years we have seen an increase in two specific reporting errors: 1) reported square footage changes or renovations that – upon investigation – have been determined to not actually be square foot changes, and 2) conference rooms (room type 350) coded with multiple room use function codes when only one is allowed. Please consult the detailed instructions before reporting these two types of change.
- Ann Arbor, Dearborn, or Flint campus: Contact the Office of Space Analysis at (734) 763-1196 or email: firstname.lastname@example.org.
- UMHS: Contact the UMHS Facilities Office at (734) 936-2554 or email: email@example.com.
- Technical questions about the survey tool should be directed to the ITS Service Center (formerly Online Help Desk) at 734-764-4357 (4-HELP), or you can visit http://its.umich.edu/help/ for additional contact information.
If you have access to the M-Pathways Space Module, you can begin updating your data immediately. If you are new to the space survey process or need a refresher course, please check the ITS website located at http://www.mais.umich.edu/training/index.html for system access and training information.
Surveys from the Ann Arbor, Flint, and Dearborn campuses and U-M Hospitals and Health Centers are due by March 23, 2012.
If you’re from the Medical School or the College of Engineering, please continue to make routine updates to your space data. The Medical School’s year-end survey is due May 18, 2012, while the College of Engineering’s year-end survey is due April 20, 2012.
Thank you for supporting this important university initiative. We appreciate your time and effort in completing your survey.
Mary Ellen Lyon, Business Operations Manager, Financial Analysis
David Rose, Support Services Financial Director, UMH Facilities Projects
To: All M-Pathways Space Management Users
From: U-M Office of Space Analysis and UMH Planning & Development (firstname.lastname@example.org)
Subject: FY2012 Year-End Space Survey
Date: February 1, 2012
Posted by nancyf at 09:55 AM