Entries tagged with “Summit” from Financial System

Summit and BuyWays Training schedules have been added for the new academic year.  Please check the UMass Lowell calendar or use the links below to register for the session that best fits your schedule.





The Summit Finance System will be unavailable this Friday, 3/14/14, as a patch set is being applied to the Summit tool.  One enhancement that users will notice immediately is the “bread crumbing” at the bottom of each Summit page.  Users will now be able to see how they navigated to a particular page of a dashboard.  (For example, FDM: Department  Admin: Summary > FDM: Department Admin: Budget Balance Activity > Budget Balance – Expense Summary – All Accounts)  While users can still use the “return” link to go back to the previous page, users will also be able to use the “bread crumbing” to return to a previous dashboard page. 

Due to a planned server maintenance event happening early Saturday morning ,10/26/13, all Summit Dashboards will not be available on Saturday morning until about 10:30am.

Summit will not be running our normal Finance and HR Batch processes on Friday evening as well so when the systems are available on Saturday the data will be as of Thursday night’s batch run.

Batches will run as normal on Sunday evening.

11/5/12 Summit Training Scheduled

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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)

9/26/12 - New Report in Summit

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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)

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.

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.

 

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.

2012 Summit Training

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There is new Summit Training 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.  This is the same training that was offered during the fall when the Finance System was upgraded.

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

The schedule is as follows:

  • Friday, Jan 20 2012 9:00AM-11:00AM O'Leary 237 
  • Monday, Jan 30 2012 9:00AM-11:00AM Southwick 302 
  • Monday, Feb 13 2012 9:00AM-11:00AM O'Leary 200A
    UPDATE on 1/30/12 -- the Summit Training scheduled for Monday 2/13 has been moved to Thursday 2/16 same time 9:00-11:00 but new location OLE-237
  • Wednesday, Feb 29 2012 9:00AM-11:00AM Southwick 302 

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

As part of the ongoing efforts to enhance features and functionality of the Summit Finance dashboards, the following updates will be available as of 12/16/11:

  1. Activity Pages across dashboards will now include Expenses, Expenditures(e.g. Employee Reimbursements), Open Requisitions, and NPO Voucher details.
  2. Hours worked added to  Payroll Transaction Details across dashboards.
  3. Fiscal Reporting Dashboard will now include a Project filter.
  4. PI Dashboard – Active projects will appear in Summary Pages and Inactive projects will now be accessible via separate link on page.

If you have comments or questions please contact Maura Shield at x3515

NOTE: The following was sent to all authorized Summit users on 11/22.  Other employees seeking to get access to Summit should contact Maura Shield in the Controller's Office.

 

In response to Summit user requests for additional  training sessions we have added the following dates.   If you were unable to attend our initial Summit offerings or want to attend a follow up session, you are welcome to attend any of the dates listed below.

 

Note, while you may attend any of the training sessions, each session will be somewhat geared to a particular audience based on who is in attendance.(i.e. academic administrators dealing with sponsored projects, department administrators and PI’s). 

 

  • Tuesday, November 29   9:00-11:00   Southwick 317 (North Campus)
  • Thursday, December 1    9:30-11:30 Oleary 200B (South Campus)
  • Tuesday, December 6    9:00-11:00 Southwick 302 (North Campus)
  • Thursday, December 15  9:00-11:00 O'Leary 237 (South Campus) -CHANGED FROM 12/14
  • Thursday, December 22  9:00-11:00  Southwick 302 (North Campus)
  • *Academic Users – Typically manages department budgets and sponsored projects.

 

Please  RSVP  today and thank you in advance for your support of the Summit roll-out!

Summit Reporting Newsletter

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A newsletter announcing the arrival of Summit for Finanical reporting is being sent to users who have been granted access to the Summit application.   Essentially, this includes all current e*mpac users who previously had access to PeopleSoft reporting or the FAIR reporting tool.

Summit Newsletter - Fall 2011_v3.pdf

 

Users can also check out the training information in the "Information for Departmental Users" section of the e*mpac web page.

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