Wondering about position budgeting?
Friday, December 18, 2009
Friday, December 11, 2009
RRC Summary -- December 2009
December RRC Meeting summary.
My monthly RRC summaries will be posted to the blog from now on. Old summaries will remain archived on the website. DJP
RRC 2009-12-09.doc
My monthly RRC summaries will be posted to the blog from now on. Old summaries will remain archived on the website. DJP
RRC 2009-12-09.doc
Thursday, December 3, 2009
FY09 Data Sheet
Spreadsheet containing FY09 financial information.
The spreadsheet attached to this post contains FY09 activity on every IT chartstring (8,519 of them!). The base data are from the chartfield string budget status report in UM Reports. I've "enhanced" this by adding filters on the columns, adding a column and coding every row for zDeptID (I've called it "Department"), and by hiding the "budget" columns in the report. Since FY09 is over, I find it most useful to boil the report down to CFWD, actual columns, and ending balance, but the budget columns are there if you want to unhide them.
One note on the column I coded as Department -- it does not exactly follow the zDeptID tree. I broke out some major centers that are technically under a departmental zDeptID.
Using this spreadsheet just with the filters is quick and useful, but the real power is in using pivot tables. I created a worksheet in the file that is the shell of a pivot table, and, if the agenda allows it, I am planning to spend 20-30 minutes at the 12/10/09 admin meeting demonstrating how to use pivot tables to do financial analysis with this spreadsheet.
Since this information is out of UM Reports, I'm not using any password protection on the spreadsheet. This information is already available to anyone reading this. DJP
IT FY09.xls
The spreadsheet attached to this post contains FY09 activity on every IT chartstring (8,519 of them!). The base data are from the chartfield string budget status report in UM Reports. I've "enhanced" this by adding filters on the columns, adding a column and coding every row for zDeptID (I've called it "Department"), and by hiding the "budget" columns in the report. Since FY09 is over, I find it most useful to boil the report down to CFWD, actual columns, and ending balance, but the budget columns are there if you want to unhide them.
One note on the column I coded as Department -- it does not exactly follow the zDeptID tree. I broke out some major centers that are technically under a departmental zDeptID.
Using this spreadsheet just with the filters is quick and useful, but the real power is in using pivot tables. I created a worksheet in the file that is the shell of a pivot table, and, if the agenda allows it, I am planning to spend 20-30 minutes at the 12/10/09 admin meeting demonstrating how to use pivot tables to do financial analysis with this spreadsheet.
Since this information is out of UM Reports, I'm not using any password protection on the spreadsheet. This information is already available to anyone reading this. DJP
IT FY09.xls
Tuesday, December 1, 2009
Faculty Reports Focus Group
This is a brief summary of the discussion at the first meeting of the faculty reports focus group. More details to come.
Friday, November 20, 2009
Thursday, November 12, 2009
ICR Report
If you are interested in how much ICR a project or PI has generated, there is a UM Report for that.
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