Financial System tag:blog.uml.edu,2009-09-11:/financialsystem/55 2013-04-23T17:56:06Z Movable Type Enterprise 4.24-en 4/23/2013 Summit Financials Training tag:blog.uml.edu,2013:/financialsystem//55.2479 2013-04-23T17:54:30Z 2013-04-23T17:56:06Z Whether you are an experienced user or entirely new to Summit, you are invited to the following Summit Training Sessions for Finance Users. This training will focus on access to the Finance System dashboards that support department administrators, managers, and... Clark, Norma Whether you are an experienced user or entirely new to Summit, you are invited to the following Summit Training Sessions for Finance Users.

This training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs. 

Training is conducted by the Comptroller's Office with Maura Shield as the lead contact. 

Training dates:
Monday                                May 20                  9-11:00      Southwick 302
Friday                                    May 31                  9-11:00      Southwick 302
Tuesday                               June 11                   9-11:00      O'Leary 237

Wednesday                        June 19                   9-11:00       O’Leary 237

                                  

RSVP to Norma Clark

]]> 4/16/13 Summit Upgrade is Complete tag:blog.uml.edu,2013:/financialsystem//55.2475 2013-04-16T16:00:29Z 2013-04-16T16:05:18Z Richard Conley

Over the weekend SUMMIT dashboards for Finance and HR Direct was upgraded to version 11G and is now available.  This upgrade is mostly technical in nature however you will notice a few changes to prompts, navigation and general formatting. This upgrade puts us in a position to utilize new technology and features enabling us to roll out enhancements in the near future.

 

Below is important information you should be aware of regarding the upgrade. 

Logging in for the First Time?

 

·         New URL – If you log into Summit from the Empac home page or HR Direct, no action is required.  If you have saved the Summit URL as a favorite, please use the new URL to access SUMMIT.  For more information, please see 

Summit Upgrade - updating your bookmarks.pdf

 

·         Home Page –you will notice the home page has changed. To access your dashboards use the “Dashboard” drop down list found at the top mid right

summit1.jpg

 

A list of your available dashboards will appear, click on the dashboard you would like to access, note Finance dashboards are listed under FDM Reports and HR dashboards are listed under HCM Reports.

  summit2.jpg

 

 
You do have the ability to save a default dashboard and bypass the home page, see detailed instructions ---

Summit 11G Setting a Default Dashbaord.pdf

 

What’s New?

 

·         Filters – now include the ability to access a search function to find criteria based upon text entered. Clicking the More/Search… Box will open a pop-up window which allows you to search for the criteria.

 

·         Apply Button – this button replaces the “GO” button, use this button to retrieve your data.

 

·         Reset Button – this button replaces the “Clear Filter” button, use this button to clear your filter criteria.

 

·         Return to Summary link – this now appears as a link rather than a button and can be found at the top and bottom of most Activity pages.

 

·         Export Link - replaces the Download/Print option on individual widgets, accessing this link will give you the option to download to PDF, Excel, PowerPoint, Web, or to download data only.

 

If you have any questions or issues please email Maura Shield at Maura_Shield@uml.edu or Nancy Ritchie at Nancy_Ritchie@uml.edu

]]> 4/12/13 Summit Upgrade has begun and.... tag:blog.uml.edu,2013:/financialsystem//55.2474 2013-04-12T21:30:03Z 2013-04-12T23:26:34Z Richard Conley As planned, the Summit system is now unavailable for finance and human resource dashboard reporting.    The Summit system is being upgraded to version 11g of Oracle's enterprise reporting / business intelligence software.   The project team began the upgrade process starting at 5:30pm Friday and expect to release the updated system for all users by Tuesday afternoon.

More information will be posted on http://empac.uml.edu as the new system becomes available.  

]]> 4/10/13 Summit Upgrade This Weekend tag:blog.uml.edu,2013:/financialsystem//55.2472 2013-04-10T18:39:30Z 2013-04-11T13:10:11Z Clark, Norma This coming weekend we will be upgrading SUMMIT Financials and HR dashboards. While most of the changes are technical in nature you will notice a few changes to prompts, navigation and general formatting. Please make use of the attached 

Summit Fundamentals Quick Reference Guide_v11g.doc .

 

The go-live date for the new version of SUMMIT is scheduled for Tuesday, April 16th  SUMMIT will be unavailable beginning Friday April 12th  at 5:30pm until mid-day on Tuesday April 16th. We will notify users as soon as SUMMIT is available. 

 

Please note: Saved filters or prompts you currently use in SUMMIT will not be available in the upgraded version. You will be able to recreate your prompts once the system is available, therefore you may want to make note of your saved filters and prompts before the system becomes unavailable on Friday April 12th at 5:30pm.

]]> 11/5/12 Summit Training Scheduled tag:blog.uml.edu,2012:/financialsystem//55.2332 2012-11-05T17:11:34Z 2012-11-20T14:33:01Z Richard Conley Summit Training sessions are being offered this Fall to support Finance System users.   This training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs. 

Training is conducted by the Comptroller's Office with Maura Shield as the lead contact. 

Training dates:
Friday               November 9  9-11:00      O’Leary 237
Wednesday        November 14  2-4:00      Southwick 302
Monday             November 19   9-11:00    O'Leary 237

Tuesday            November 20   2-4:00       Southwick 302 (CANCELLED)

]]> ARRIVING IN 2013: UMASS BUYWAYS - Purchasing Made Easy tag:blog.uml.edu,2012:/financialsystem//55.2312 2012-10-02T13:05:59Z 2012-10-02T13:12:51Z Richard Conley Buyways.jpg

See the first newsletter on this exciting new purchasing tool being implemented at UMass.

 

]]> 9/26/12 - New Report in Summit tag:blog.uml.edu,2012:/financialsystem//55.2307 2012-09-26T13:13:18Z 2012-09-26T13:21:04Z Richard Conley NOTICE: Deans’ Quarterly Report by College – Sponsored Projects

There is a new report that has been placed out on the Academic Admin & PI dashboards in Summit called ‘Deans’ Quarterly Report by College – Sponsored Projects’.  The report can be used by all who have access to the Academic Admin & PI dashboards in Summit.  The report returns quarterly expenditure data based on the criteria that you select on the main page.   Attached are instructions on how to run the report and retrieve the data.

 

Deans Report navigation Guide (pdf)

]]> Planned Maintenance Outage on Sat.,9/22 tag:blog.uml.edu,2012:/financialsystem//55.2303 2012-09-19T12:47:32Z 2012-09-19T12:52:47Z NOTICE: Planned Maintenance Production Outage – Saturday September 22nd. During the morning of Saturday, September 22, a maintenance event will occur in the Production South Street Shrewsbury Data Center. This event will result in multiple services being offline as noted... Richard Conley NOTICE: Planned Maintenance Production Outage – Saturday September 22nd.

During the morning of Saturday, September 22, a maintenance event will occur in the Production South Street Shrewsbury Data Center. This event will result in multiple services being offline as noted below. This is an expansion of a normal monthly maintenance window. It has been expanded due to the amount of work required and the estimated time to complete
_______________________________________________________________________________________________________________________________________________________

WHAT: All services housed in the production South Street Data Center will be unavailable.

WHEN: Saturday September 22, 2012 from 4:00 am until 12 noon.

WHY: Primarily UITS will be upgrading data storage software and introducing new equipment into the data center. These changes will provide enhanced performance and reliability for the applications in the data center.

IMPACT FOR FINANCE APPLICATIONS: From 4:00 am until noon on Saturday September 22, services in the Production, South Street,  data center will be unavailable. This includes:

  • Finance Production PeopleSoft (e*mpac)
  • Summit Reporting
  • ECRT (Effort Certification)
  • SharePoint(Workspaces)
  • E-mail to umassp.edu.  We will not be able to respond to any e-mails for part or all of this downtime window.
]]> Apology for 9/10/12 Service Interruption tag:blog.uml.edu,2012:/financialsystem//55.2298 2012-09-11T19:51:26Z 2012-09-11T19:55:14Z Richard Conley Yesterday afternoon, at approximately 4:45 PM, the University Information Technology Services (UITS) data center experienced a software failure at the storage level of their infrastructure.  Unfortunately, although they designed their systems to be redundant and able to withstand this type of event, that wasn’t the case in this situation.  Although roughly half of the (redundant)  servers were not directly impacted, users could still not access many of our applications.  UITS escalated to the vendor immediately and their technical team was fully engaged to resolve the situation.  Systems were starting to come up around 9:00 PM, that process continued for 1-2 hours.  UITS and our Lowell campus resources will review this event thoroughly and will incorporate changes to systems and operations as appropriate.

 

All IT groups sincerely apologize for the inconvenience and disruption this event caused.

 

If you have suggestions on how Lowell can better manage these outages, please email our Administrative Systems Integration team at asi@uml.edu

]]> 5/31/12 - Fiscal Year End Information tag:blog.uml.edu,2012:/financialsystem//55.2268 2012-05-31T12:17:58Z 2012-06-05T14:58:49Z Richard Conley 6/6/12 UPDATE - Powerpoint presentation added

The following was sent to campus finance system users by Tom Hoole on May 29th regarding fiscal year end:

 

Please find the annual Fiscal Year End memo and presentation with specific financial cut-off dates and open meeting schedule. 

FY12 End of Year Memo.docx

 

FY12 Year End Meeting Presentation.pptx

 

There will be three open meetings to discuss year-end issues and answer questions.  Please feel free to attend any one of the meetings listed below:

 

North Campus

Monday, June 4

11AM – Noon

Cumnock Hall, Trustees Room

 

South Campus

Tuesday, June 5

1-2 PM

Dugan Hall, Room 105

 

 

East Campus

Thursday, June 7

1-2 PM

Wannalancit Business Center, Room 415

 

]]> 5/30/12 Summer Summit Finance Training tag:blog.uml.edu,2012:/financialsystem//55.2266 2012-05-30T15:45:48Z 2012-05-30T15:49:48Z Richard Conley Summit Training sessions are being offered this summer to support Finance System users.   This training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs. 

Training is conducted by the Comptroller's Office with Maura Shield as the lead contact. 

Training dates:
Wednesday   June 13  9-11:00      Southwick 302
Wednesday   June 20  9-11:00      O'Leary 237
Tuesday        July 17   9-11:00       O'Leary 237
Wednesday   July 18   9-11:00       Southwick 302
Wednesday   August 1   9-11:00     Southwick 302
Wednesday   August 15  9-11:00   O'Leary 237

Please contact Norma Clark (norma_clark@uml.edu or x4764) to reserve your spot in one of these classes.

]]> 5/30/12 - Summit Finance Navigation Refresher & New Funcitonality tag:blog.uml.edu,2012:/financialsystem//55.2265 2012-05-30T15:34:00Z 2012-05-30T15:50:53Z Summit Finance Navigation Refresher and New Functionality When you log into Summit Finance, you will default to the Summary Page of the FDM: Academic Admin, FDM: Department Admin or FDM: PI Dashboard. Without entering any information in the prompt section... Richard Conley Summit Finance Navigation Refresher and New Functionality

  • When you log into Summit Finance, you will default to the Summary Page of the FDM: Academic Admin, FDM: Department Admin or FDM: PI Dashboard.
  • Without entering any information in the prompt section of the Summary page, you can scroll down the page and view a one line summary for all of the fund/departments and projects that you have security for.  If you have security for a large number of departments, you may want to enter information in the prompt section (i.e. fund, department id, etc) and only view specific fund/departments and projects.  (Remember, anytime you change information in the prompt section, you must hit “Go”.)
  • From the Summary page, you can then select the project or fund to review the project activity or fund/department activity further. 
  • This navigates you away from the Summary page to an activity page.  The activity page provides a snapshot of the project or fund/department, including a Revenue and Expense Summary.  New Functionality - At the activity page, you will now have the ability to drill on any amount (month to date, year to date, project to date or encumbrance) in the Revenue and Expense Summary and see the transactions that make up the drilled upon amount.

    • Please note that there is a known issue with printing to PDF for all of the new transaction detail reports.  If you do receive an error message, please print to HTML or download to Excel.


The new “transaction detail” functionality should make it easier to review activity in your projects and fund/departments.  Please continue to provide feedback on the Summit Finance tool as enhancements are constantly being made to Summit Finance. 

FYI - In case you missed the original announcement, Summit Finance is now one day behind PS Production. 

If you have any questions or comments, please contact Maura Shield at Maura_Shield@uml.edu or x3515.

 

]]> 3/13/12 - March/April Summit Training Available tag:blog.uml.edu,2012:/financialsystem//55.2201 2012-03-13T13:51:58Z 2012-03-13T13:56:22Z Richard Conley Summit Training sessions are being offered to support Finance System users.   This training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs. 

Training is conducted by the Comptroller's Office with Maura Shield as the lead contact.

The schedule is as follows:

  • Friday, March 16 2012 9:00AM-11:00AM Southwick 302 
  • Friday, March 30 2012 9:00AM-11:00AM Southwick 302 
  • Tuesday, April 3 2012 9:00AM-11:00AM O'Leary 237

 

    Please contact Norma Clark (norma_clark@uml.edu or x4764) to reserve your spot in one of these classes.

]]> 3/3/12 - Upgrade Complete -- Users Encouraged to Clean Browsers tag:blog.uml.edu,2012:/financialsystem//55.2188 2012-03-03T23:09:34Z 2012-03-02T19:14:25Z Richard Conley On Saturday, March 3rd the technology support team completed an upgrade to the back end technical tools which power e*mpac Financials. 

To ensure optimal system performance, users are encouraged to clean browser history before using e*mpac Production or Reporting.  This can help prevent performance issues and keep users from receiving data integrity errors. 

Here is a quick job aid to show how to clear history and cache for some common web browsers.

See this job aid to  Clear Your Browser History.pdf

]]> 2/27/12 - Requisition Training Available through the Purchasing Office tag:blog.uml.edu,2012:/financialsystem//55.2182 2012-02-27T15:14:58Z 2012-02-27T15:17:11Z Richard Conley The Purchasing Office is pleased to invite you to PeopleSoft Requisition Training for new and current end users.  Whether you enter one or multiple requisitions, this training is designed to take you through the requisitioning process from beginning to end.

 

Training Sessions will be held on:

 

Thursday

March 8, 2012

9:00-11:00am   Wannalancit 407

Thursday

April 5, 2012

9:00-11:00am   Wannalancit 407

Thursday

May 3, 2012

9:00-11:00am   Wannalancit 407

Friday

June 8, 2012

9:00-11:00am   Wannalancit 407

 

 

Please RSVP to Purchasing@uml.edu

]]>