The redesigned Finance Dashboard will be available Monday, Feb. 5.  The dashboard has been updated for a better user experience.  You will find it familiar and easy to use, but the improvements include:

Updated tabs

Old: Budget Status, Budget to Actuals, Journal Detail, Subledger Detail, Wages and Fellow Payments, Labor Distribution Detail, Accounts Receivable, Fund Balance Report, Other Links and Help

New: Budget Status Summary, Budget Status Details, Budget Details, Transactional Summary, Transactional Details, Non-Labor Encumbrance Details, Wages and Fellow Payments, Labor Distribution Detail, Labor Encumbrance Details, Fund Balance Summary

What changed:

• All the features you loved from Budget Status are now on Budget Status Summary (with additional chart segments on Budget Status Detail)
• All the features you loved from Journal Detail are now on Transactional Summary with the addition of vendor name and invoice number or expense report number (with even more information on Transactional Details)
• New! Non-Labor Encumbrance Details for information on open POs
• New! Budget Details for information on budget actions
• New! Labor Encumbrance Detail so you can see what makes up that calculated amount

Updated prompts

Currently different tabs have different prompt (or filter) boxes (where you enter the search terms, the desired org or whatever).  The prompt boxes are now consistent, with one box per chart segment.  You will select whatever hierarchy level you desire within the box.

For example, if you want the Physics and Astronomy department you will still type or select 24300.  It will appear as  * * * * * 24300 Physics and Astronomy.

If you want the division you will still type or select C2400.  It will appear as * * C2400 Wiess School of Natural Sciences.

The difference is that both of these options are now selected from the same box.

Expanded features

• More opportunities to drill down into encumbrance information.
• Group by parent level account B701/B702/B703 to see salaries/S&E/capital
• Now preventing mis-match of fiscal year and period
• Now available – query by GL code combination
• Fund Balance tab now offers comparative information for prior year

Streamlined experience

• Streamlined transactional detail – one tab or one export rather than two
• Streamlined prompts – all the options are still there, fewer confusing boxes

Carrie put together a great toolkit which is available at https://ioevolution.rice.edu or download here: iO Dashboard Tool Kit (1)

There are four upcoming online office hours for follow-up questions:

VIRTUAL SESSIONS

Monday, February 5        1 pm – 2 pm

Tuesday, February 6        2 pm – 3 pm

Thursday, February 8      10 am – 11 am

Meeting ID 483 218 8671 passcode 698099

https://riceuniversity.zoom.us/j/4832188671?pwd=bTlpU3VUdTFvZ0EwaDQ4bnF2cG9EUT09&omn=99987652987

Wednesday, February 14              1 pm – 2 pm

Regular office hour meeting ID 931 3453 3306 passcode 282821

https://riceuniversity.zoom.us/j/93134533306?pwd=ckNHRXpsR3ZHUThoWU5wWXZLcWlpdz09

The recorded webinar will be available at https://ioevolution.rice.edu and you can sign up there if you would like to attend an in-person session.  The dates for those sessions:

LIVE SESSIONS HANDS-ON

Tuesday, February 13     2 pm – 3:30 pm

Wed, February 14             9 am – 10:30 am

Thursday, February 15    1:30 pm – 3 pm

Friday, February 16          9:30 am – 11 am

All at Symonds II lab in Duncan Hall, must register in advance