1 2001-08-01 17:30:48-07 Lisa Leishman 2001-08-20 00:00:00.00 4 506-7305 2001-08-20 00:00:00.00 Working Titles Need Redoing for Dept 64 (McDOT) Take existing working titles and replace with list provided by lisa. 3 2001-08-02 09:03:15-07 Mary Ann Burns 2001-08-06 00:00:00.00 4 2001-08-06 00:00:00.00 Get Agency / Department List For Human Resources Get with duane and mary ann to resolve what HR needs for agencies / departments. 7 2001-08-16 17:33:18-07 2001-08-16 00:00:00.00 4 2001-08-16 00:00:00.00 Run HR Actuals Dome and other departments need HR Actuals only the remappings reran. 8 2001-08-16 17:40:38-07 2001-08-16 00:00:00.00 4 2001-08-16 00:00:00.00 Get Library Mismatch Error When Running Restrict Access When running restrict access on dept 16 it cant find a library so bomb. 9 2001-08-17 10:29:08-07 B Arnold 2001-08-17 00:00:00.00 3 60130 2001-08-20 00:00:00.00 Setup Training Room For Excel Class Make sure all machines point to omb_test and that they work. 2 2001-08-02 09:01:34-07 Stephanie Nelson 2001-08-14 00:00:00.00 4 506-7291 2001-08-14 00:00:00.00 Verify Our Chart of Account Information To Finance Compare org2, fagy, agency, object code tables to finance and human resources 31 2001-08-21 00:00:00-07 2001-08-21 00:00:00.00 4 2001-08-21 00:00:00.00 Check On Position Control Numbers For Doug See why 19945 and 19946 did not pull forward into maintenance. 34 2001-08-22 00:00:00-07 Chris Bradley 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 New Departmental focussed reports Analyst Adjust/Variance Report YearToDate Variance by Agency Rep 38 2001-08-22 00:00:00-07 Adaytum 2000-11-07 00:00:00.00 5 2001-08-22 00:00:00.00 Request Adaytum code enhancements Tool to view Lock file and User File Aday SR# 1-3636695 Received and Installed on ATC sent Email copy to OMB; Note must open planning directly. Reporter with planning does not allow access. 42 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 This was cancelled and text incorporated into 000041 Aday SR# 10/30 1-3654201 Talked with Dean Haley about alternatives 43 2001-08-22 00:00:00-07 Adaytum 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 Allow Macro's to sort dcubes Request Complete 44 2001-08-22 00:00:00-07 Adaytum 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 Allow macros to turn on /off Zero suppress Not needed 45 2001-08-22 00:00:00-07 Adaytum 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 NT and Win 98 system have blow ups when they try to show detail on a cube that has them hidden. Aday SR# 1-3636663 Adaytum Help Desk said that can happen when you have the fix T22d0026.up1; Waiting on a correction 46 2001-08-22 00:00:00-07 Adaytum 2001-03-19 00:00:00.00 5 2001-08-22 00:00:00.00 In the Position Cubes sometimes pay rates that are equal show as not equal. Aday SR#1-3758056 Unresolved- Adaytum not able to handle double precision fields from Access Data Bases. We developed a workaround. 47 2001-04-11 00:00:00-07 Chris Bradley 2001-04-11 00:00:00.00 5 2001-04-04 00:00:00.00 Develop Dept level ExpAndRevByFund/Object Report similar to Agency/Object Have sample in book. 48 2001-08-22 00:00:00-07 Chris Bradley 2001-06-22 00:00:00.00 5 2001-08-22 00:00:00.00 Create Actuals Detail links to Actuals Summary; Part of 000015 Create 4 component consolidations when Actuals are imported. Currently Summaries are updated when the departments run "Update Summary" 51 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 Closed History Closed 52 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 hist hist 53 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 hist h 54 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 hist h 56 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 58 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 60 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 61 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 62 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 63 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 65 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 69 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 70 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 71 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 72 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 78 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 83 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 84 2001-08-22 00:00:00-07 Adaytum 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 On Bill's Win 95 Machine the upgrade from 2.2 to 2.4 created incorrect results Adaytum couldn't duplicate so need to do Webx test with us. 85 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 86 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 h h 90 2001-08-23 00:00:00-07 2001-08-23 00:00:00.00 4 2001-08-23 00:00:00.00 Help Produce MIHS Reporting Get with Matt to show some excel tricks to do lookups on MIHS reports. 30 2001-08-21 00:00:00-07 2001-08-21 00:00:00.00 4 2001-08-21 00:00:00.00 Change Description of Correctional Health Org Name Change 2631 description from ANCILLARY SERVICES to DENTAL SERVICES. 67 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 4 2001-08-21 00:00:00.00 Run HRMS Actuals Into Adaytum Run HRMS actuals into adaytum. 23 2001-08-21 00:00:00-07 2001-08-21 00:00:00.00 4 2001-08-20 00:00:00.00 Obtain FY 00 Extract from finance. Meet with Stephanie to get extract file 24 2001-08-21 00:00:00-07 2001-08-21 00:00:00.00 4 2001-08-20 00:00:00.00 Create DCube / DLists for FY 00 Create DList Departments / Object Codes from the acutals file itself. Then from this create the DCube 25 2001-08-21 00:00:00-07 2001-08-21 00:00:00.00 4 2001-08-20 00:00:00.00 Verify FY 00 Actuals Cube Data Verify the numbers brought into the cube vs. real financial numbers. 39 2001-05-25 00:00:00-07 Adaytum 2001-05-25 00:00:00.00 5 2001-08-22 00:00:00.00 Request Adaytum code corrections to Export sorted cubes without halting Aday renumbered and combined with 1-3380308 was SR#1-3355201 1/4 John Dave -Tested ok in 2.4 50 2001-09-18 00:00:00-07 Adaytum 2001-08-24 00:00:00.00 5 2002-08-22 00:00:00.00 Enable macro to allow unprotect/unlock without being impacted by users having those options grayed Aday SR# 1-3085718 See sr000017; Sent to developer 12/4, doable if when 41 2001-09-27 00:00:00-07 Adaytum 2001-08-24 00:00:00.00 5 2002-08-22 00:00:00.00 Need a better install process We are needing to upgrade 70+ PC's to 2.4 easily. Migrate model from test 2.4 to live 2.4 Need to be able to prevent 2.2 users from logging in to a 2.4 system when we upgrade Aday SR#1-3654201 6/4/01 asked for Wise Script .11/8 Glen Prager to follow-up. 10/30 Talked with Dean Haley about alternatives, 2.2 and 2.3 might be able to cohabitate. Adaytum suggest using the Setup32 process. When we orginal installed that process did not work properly. They might write a script for us for a price. Or use sms scripting DENIED ACCESS to Scripts 92 2001-08-24 00:00:00-07 2001-08-24 00:00:00.00 4 2001-08-24 00:00:00.00 Upload To Finance Get upload to finance before august close. 26 2001-08-21 00:00:00-07 2001-08-21 00:00:00.00 4 2001-08-20 00:00:00.00 Create Allocation Tables from FY 00 to FY 02 Take actuals cube and do mappings for DList w/ Chris' help. 27 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 4 2001-08-20 00:00:00.00 Run Numbers and Verify for FY 00 to FY 02 Run numbers with allocation tables and review numbers. 28 2001-08-24 00:00:00-07 2001-08-24 00:00:00.00 3 2001-08-20 00:00:00.00 Create Report w/ FY 00 Actuals in It. Create/Modify necessary reports to include FY 00. 93 2001-08-30 00:00:00-07 2001-08-30 00:00:00.00 3 2001-08-27 00:00:00.00 Research and Implement YTD in Periods DList Look at impact of putting YTD in Periods, create change order for it and implement. 94 2001-08-28 00:00:00-07 Don Colvin 2001-08-28 00:00:00.00 3 6-2385 2001-08-30 00:00:00.00 Need to close July in all departments Some departmetns have been given only 11 mos of salary increase money. Since July is not closed the system is charging 12 mos. I need to check with Don, for an OK on any special handling of a given department. 96 2001-08-29 00:00:00-07 Rodney Rauch 2001-08-29 00:00:00.00 3 6-8641 2001-08-28 00:00:00.00 Capital cube opening with versions as column instead of periods. dept 64 Changed opening version. Need to check other depts Dept 66 has same issues, suspect all do. 40 2001-09-10 00:00:00-07 Adaytum 5 2002-08-22 00:00:00.00 Sort of Acct Code 1 field in Position Cube incorrect for Dept 19. Bill tested still does not work 5/25/01. Also plain text does not sort (working Title) Aday SR#1-3740540 sorts on iid list. 77 2001-09-11 00:00:00-07 Adaytum 5 2002-08-22 00:00:00.00 Request that Adaytum have base product handle allowing or disallowing a negative sign in a cell. Or a process to flag when they exist. It appears we can cause these checks to be run by the Liaison rather than OMB. Checks at Data entry time have been formally requested and is under consideration by Adaytum. 87 2001-09-17 00:00:00-07 Adaytum 5 2002-08-22 00:00:00.00 Improve Security and library setup processes to allow easier mass changes Copy of API sent to see if that can aide. Didn't help 35 2001-09-17 00:00:00-07 Bill Arnold 5 2002-08-22 00:00:00.00 Request Adaytum code enhancements Disable Unlock and release from Users machine Not handled in 2.4 See sr000017 89 2001-09-28 00:00:00-07 5 2002-08-22 00:00:00.00 FY 02-03 Prep Report Changes Not sure what this is 20 2001-09-13 00:00:00-07 2001-09-13 00:00:00.00 4 2001-08-01 00:00:00.00 Verify That Actuals Are Available In DB2 Make sure job exists and is run. Make sure that the numbers look slightly accurate against report web. 21 2001-09-21 00:00:00-07 2001-09-21 00:00:00.00 4 2001-08-20 00:00:00.00 Create DLinks To Bring In LGFS Actuals Create DLinks to bring in total year actuals. 100 2001-09-21 00:00:00-07 2001-09-21 00:00:00.00 4 2001-09-25 00:00:00.00 Add Orgs Dept 39 Add Orgs for Dept 39 101 2001-09-21 00:00:00-07 2001-09-21 00:00:00.00 4 2001-09-25 00:00:00.00 Remove Orgs From Dept 64 Remove some old obsolete orgs from dept 64. 6 2001-08-06 00:00:00-07 Jim Thomas 2001-08-06 00:00:00.00 4 2001-08-06 00:00:00.00 Get Financial Actuals Coming Into Adaytum From DB2 Get data set from DB2 coming into Adaytum. Blast out for FY02. 102 2001-09-21 00:00:00-07 2001-09-21 00:00:00.00 4 2001-09-25 00:00:00.00 Create New Agencies for Dept 50 & 27 Create new agencies for Dept 50 and 27. 91 2001-08-24 00:00:00-07 Chris Bradley 2001-08-24 00:00:00.00 4 2001-08-24 00:00:00.00 Update OMB Working Titles Chris has requested that OMB have a working title reworking. 106 2001-10-16 00:00:00-07 2001-10-16 00:00:00.00 4 2001-10-17 00:00:00.00 Create Test Plan Devise test plan to test interfaces for 2.1.1 upgrade. 111 2001-10-18 00:00:00-07 2001-10-18 00:00:00.00 4 2001-10-17 00:00:00.00 Change orgs for Superior Court (38) Implement changes for superior court. 107 2001-10-17 00:00:00-07 2001-10-17 00:00:00.00 4 2001-10-17 00:00:00.00 Contact Paul about working with Exchange Contact EBC to see if we can use Exchange SMTP. 107 2001-10-18 00:00:00-07 2001-10-18 00:00:00.00 4 2001-10-17 00:00:00.00 Get DCL workflow working Try to get DCL workflow to work with Exchange or route via internet. 4 2001-08-06 00:00:00-07 Stephanie Nelson 2001-08-06 00:00:00.00 4 506-7291 2001-08-06 00:00:00.00 Create Form For FRRC Create a add/modify form for FRRC changes 114 2001-11-20 00:00:00-07 2001-11-29 00:00:00.00 4 2001-11-20 00:00:00.00 Document security suggestion As discuessed in yesterdays session. 106 2001-10-29 00:00:00-07 2001-11-29 00:00:00.00 4 2001-11-20 00:00:00.00 Test Financial Interfaces w/ Advantage 2.1.1 Run test cases for all financial interfaces to ensure they work with new version of Advantage. 59 2001-07-01 00:00:00-07 Chris Bradley 2001-07-01 00:00:00.00 5 2001-07-01 00:00:00.00 When we move from Prep to Maintenance Inactivate items should not be brought in. The rules for removing blank lines apply here as well as in number 000056 57 2001-08-22 00:00:00-07 Chris Bradley 2001-08-22 00:00:00.00 5 2001-07-01 00:00:00.00 Add Critical error in Bud Maint Model when an inactivated position has an active actual HRMS posit Change position dlists 80 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-07-22 00:00:00.00 Change how FY 01-02 Maint handles Controls The control will focus on Total Expenditures and Total Resources; the other Component controls of Personnel and Operations are to be eliminated or not use. 68 2001-07-01 00:00:00-07 2001-07-01 00:00:00.00 5 2001-08-22 00:00:00.00 Provide flexible rate entry for Fixed and Variable Benefit rates by Budget Version. Includes the fringes for 705 710; Variable already works 97 2001-08-29 00:00:00-07 Brian Hushek, Chris Bradley 2001-08-29 00:00:00.00 5 6-0350 2001-08-22 00:00:00.00 Need FYI 99-00 Actual added to Consol Rev/Exp by FundType/dept/fund reports Import from Fin Actual fy 99-00 and restate to 00-01 then 01-02 bring into the eisting reports from Final and drop requested column. 74 2001-03-26 00:00:00-07 Chris Bradley 2001-03-26 00:00:00.00 5 2001-08-22 00:00:00.00 Create Maintenance system for FY01-02 The current design does not effectively roll over between fiscal years. The basis for the FY01-02 Maintenance is the FY01-02 Prep model. Approximately, 4-6 staff months is needed to take the base Prep model and rebuild the maintenance functions of Liaison entry, Analyst promotions, In bound interfaces from HRMS and Advantage, out bound interfaces to Advantage and the HR Dept menu processes. 82 2001-08-01 00:00:00-07 2001-08-01 00:00:00.00 5 2001-08-22 00:00:00.00 FY 01-02 Maint needs to include an additional projected version New Reports for David Smith need to be developed as well. Building the cubes will be part of Maint base release. Reporting will follow after Liaisons are live. There will be a Department version and an OMB version. 99 2001-09-07 00:00:00-07 Chris Bradley 2001-11-09 00:00:00.00 5 2001-09-05 00:00:00.00 Liaison and OMB move budget data to projected Liaison -Provide button to: copy open months' of "Revised" or optionally "Revised Dept" data into Proj Actual Dept. OMB - Provide button to copy open months' "Revised Dept" "Revised" or "Proj Actual Dept" to "Proj Actual". 114 2001-11-28 00:00:00-07 Don Colvin 2001-11-28 00:00:00.00 5 62385 2001-11-28 00:00:00.00 Add next year's budget capability in this years Maint model Add Next Year Dept and Next Year versions, Update Reports and model. Use Revised Dept positions to populate Next Year budget for 701 and 750 99 2001-09-05 00:00:00-07 2001-11-09 00:00:00.00 3 2001-09-05 00:00:00.00 Liaison Buttons work with derek 112 2001-10-31 00:00:00-07 LeeAnn Bohn 2001-10-31 00:00:00.00 3 6-1916 2001-10-31 00:00:00.00 Protect object codes 804, 920, 930, and 950 as soon as possible Protect these object codes in all budget versions 37 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-07-22 00:00:00.00 Request Adaytum code enhancements - allow remove Planning access from Reporter Aday SR#1-3109588 A reporter driven user system can circumvent security by clicking on the Adaytum Icon "Planning" when they are in Excel add-in Fix made but for wrong release - we are on 2.2 See sr 000017 76 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 User gets a Notification flag for "actual pos % below budget" , but they both equal 100. Similar to the Pay rate problems we had earlier. 22 2001-11-27 00:00:00-07 2001-11-27 00:00:00.00 5 2001-12-12 00:00:00.00 Fill Actuals into Projected Budget Version Verified 11/27/2001 15 2001-08-24 00:00:00-07 2001-08-24 00:00:00.00 4 2001-08-20 00:00:00.00 Review That Negative Check is Getting Proper Versions and Objects. Make sure only correct version and object codes are being validated. 11 2001-08-28 00:00:00-07 2001-08-28 00:00:00.00 3 2001-08-20 00:00:00.00 Test and Implement Update Promote StatusM Review macro for promote status and its links and cubes. Make sure it is workign properly and then copy out. Should affect SummaryM:PromoteStatusM and PosDtlErrChkM:PromoteStatus. 12 2001-08-21 00:00:00-07 2001-08-21 00:00:00.00 3 2001-08-20 00:00:00.00 Test and Implement Updates to Objects for New Promotion Process Update Protect&UpdateEntireModelM to Add Promote Status and Verify access and test. Research Negative checking as part of this process. When comfortable and SR # ______ complete blast this out. (will need to make change order for this I assume.) 13 2001-08-28 00:00:00-07 2001-08-28 00:00:00.00 3 2001-08-20 00:00:00.00 Make Option on Promote Working Copy Menu to View Promote Status Create Interface for Promote Status for department on promote workign copy menu. 88 2001-09-05 00:00:00-07 2001-09-05 00:00:00.00 5 2002-08-22 00:00:00.00 FY 01-02 Maint Report patches Don't know what this all is or a duplicate 10 2001-08-20 00:00:00-07 2001-08-20 00:00:00.00 3 2001-08-20 00:00:00.00 Not part of SR 10 part of 66. Validate Appropriations Cube Against Agency Reports There seem to be dollar variances because of odd rounding in the appropriations cube. We need to verify that our cube matches to the dollar what board adopted for the initial column. 99 2001-09-21 00:00:00-07 2001-09-21 00:00:00.00 5 2001-09-05 00:00:00.00 OMB buttons work with david 119 2001-12-13 00:00:00-07 2001-12-13 00:00:00.00 4 2001-12-13 00:00:00.00 Create 251 501 5060 5888 DEA-Phoenix Task Forsce FY02. Create 251 501 5060 5888 DEA-Phoenix Task Forsce FY02 18 2001-08-20 00:00:00-07 2001-12-13 00:00:00.00 3 2001-08-20 00:00:00.00 Investigate What is Necessary To Get YTD Working Create necessary SR's and Analysis to move YTD into working model. 113 2001-11-30 00:00:00-07 Joanne Sackett 2001-12-17 00:00:00.00 3 64010 2001-11-30 00:00:00.00 Maint FTE Reports 3, 2 BB plus by Agency Report Convert last years FTE prep reports to be in this years maint reports Also Include Joanne's needs below: I am working on FY 2003 benefits estimates and will need to show fixed benefit costs by FTE for each Agency. Do you have, or can you create, a report from Adaytum which will show ACTIVE (vacant and filled) FTEs by Agency from the FY 2002 Revised Budget? Would this report also show the FTE info by department as well, or would that need to be a separate report? The report by Agency is something we would be able to use each year for the Fixed Benefit calculations. An FTE count by department is used each year for the ABS. I believe that report already exists. Let me know if you can create the FTE by Agency report. If this will require a work order, let me know what I need to do. 81 2001-08-01 00:00:00-07 Chris Bradley 2001-08-01 00:00:00.00 5 2001-08-22 00:00:00.00 Consolidated reporting for FY 01-02 Maint See Report book 115 2001-12-12 00:00:00-07 Don Colvin 2001-12-12 00:00:00.00 4 62385 2001-12-05 00:00:00.00 Temporarily post Nov actual to Actual and not projected. OMB does not want Projections to start changing due to actual. 115 2001-12-12 00:00:00-07 2001-12-12 00:00:00.00 4 2001-12-31 00:00:00.00 Complete Actual Posting (to projected) for November May be department by dept or all at once. 118 2002-06-03 00:00:00-07 Bill Arnold 5 6-0130 2002-06-03 00:00:00.00 ATC- Improve Internal Work Processes This SR is used to track activities associated with creating standards that allow the Budget System to function with fewer failures and be maintained regardless of loss of individual staff members. 66 2001-10-03 00:00:00-07 2001-11-19 00:00:00.00 5 2002-08-22 00:00:00.00 Bud Maint Report for Checking Lumpsum adjustments Awaiting Followup on rounding issues; What Rounding goes to Advantage, How is Summary Cube handling Break back integer? Component checking 103 2001-11-15 00:00:00-07 Chris Bradley 2001-11-28 00:00:00.00 5 2001-11-15 00:00:00.00 Add a new version to the budegt cubes to allow Forcasting next years budget Used by OMB analyst to possible build next years base budget. 120 2001-12-17 15:12:15-07 4 2002-04-22 00:00:00.00 Create BudPrep to Advantage and HRMS start year processes May and June 2002 Document what we need to do to for HR position database and sync up chart of accounts with Finance as well as load the planning ledger adopted budget. This will of course blow into either project or more specified SR's or sequences, but this is upfront analysis stuff. 75 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 4 2001-08-22 00:00:00.00 Create BudPrep to Advantage and HRMS start year processes May and June Fin required files and were supplied. Last years processes ran off old libraries and were done on a adhoc basis; Also need move fy00-01 Final Revised to Advantage? 104 2001-10-17 00:00:00-07 Chris Bradley 2001-10-17 00:00:00.00 4 2001-10-18 00:00:00.00 Update final Maint01 with Advantage actuals and them bring to Maint02 After actuals for 02 are loading properly, bring these in to LY Actual 109 2001-10-18 00:00:00-07 2001-10-18 00:00:00.00 4 2001-10-17 00:00:00.00 Get fund/fundtype by dept report working with actuals Get the report reworked and streamlined. 105 2001-12-17 00:00:00-07 2001-12-17 00:00:00.00 4 2001-12-17 00:00:00.00 Update Macros for Consolidations To Run Into Report Cubes Update macros that update summconsol and summaryfundconsol to shoot into more specific reporting cubes. 105 2001-12-12 00:00:00-07 Andree Cohen 2001-12-12 00:00:00.00 4 2001-12-17 00:00:00.00 Create cubes/reports for quarterly salary savings for board. Get requirements from Andree on the report. Use existing cubes or create new cubes to get a 'push button' excel report going. 121 2001-12-19 00:00:00-07 2001-12-19 00:00:00.00 4 2001-12-31 00:00:00.00 Meetings and Misc Timekeeping For December Meetings and Misc Time 104 2001-12-13 00:00:00-07 2001-12-13 00:00:00.00 3 2001-12-21 00:00:00.00 Review FY01 Actual Discrepancies and Fix A-Tables as Necessary. There were several items that 'fell out' of the load of FY01 financials and some missing Period 13 data. Build a-tables to fill the holes so we can rerun the actuals for verification. 117 2001-12-21 00:00:00-07 2001-12-28 00:00:00.00 4 2001-12-31 00:00:00.00 Bring FY01 Actual Data in From MIHS ATC Finance will take file from MIHS and load into DB2. We will then write a query against this and build necessary Adaytum objects to import into FY01. We will then verify this against finances totals on the books. When tied out we will move forward to FY02 structures and model. 122 2001-12-28 00:00:00-07 2001-12-28 00:00:00.00 4 2002-01-02 00:00:00.00 Upload Budget To Finance (December) Upload Adaytum numbers to LGFS for December 125 2002-01-30 00:00:00-07 LeeAnn Bohn 2002-02-04 00:00:00.00 4 2002-01-30 00:00:00.00 Unlock object codes 680 and 880 in next year dept/ also 500 Derek 95% complete 123 2002-01-11 00:00:00-07 Jack 2002-01-11 00:00:00.00 4 62274 2002-01-11 00:00:00.00 Move beginning fund balance to actual version Suzanne had Jack key the actual beginning fund balances into a cube Derek made a while back. Now we need to link these figures to the Revenue cubes for each department. 127 2002-02-05 07:36:31-07 5 2002-08-05 00:00:00.00 Make the monthly actual/proj actual process with more options Rebuild the Actual/Prj Actual process so the user option is less manual. Then each month the process could run together or separately. 132 2002-02-05 00:00:00-07 2002-02-05 00:00:00.00 4 2002-02-05 00:00:00.00 Bring Dept 60 (health plan) budget into Revised Dept Bring Dept 60 (health plan) budget into Revised Dept from star system. 134 2002-02-07 00:00:00-07 2002-02-08 00:00:00.00 4 2002-02-07 00:00:00.00 Provide org listing of grant type orgs that can be possibly removed for FRRC Take the org table and search for FY and GRANT in titles to possibly move some grants off the structure and provide to FRRC 133 2002-02-08 00:00:00-07 2002-02-08 00:00:00.00 4 2002-02-08 00:00:00.00 Import Financial Actuals Import from finance actuals for January. 131 2002-02-05 00:00:00-07 2002-02-05 00:00:00.00 4 2002-02-11 00:00:00.00 Populate Projected From MIHS System Bring in projected, projected actual for dept 60 and 90 into maintenance from the Star system. 140 2002-02-19 00:00:00-07 2002-02-19 00:00:00.00 4 2002-02-19 00:00:00.00 Pull jobcodes into maintenance directly from DB2 Several departments are asking for Job Class updates, should be pulling this from DB2 now that we have access. 128 2002-02-08 00:00:00-07 Lee Ann Bohn 2002-02-20 00:00:00.00 3 2002-02-08 00:00:00.00 Ceate a Maint version of the expenditure limit report Use Next Year/Next Year dept? What does it take to be able to do it? 136 2002-02-11 00:00:00-07 2002-02-11 00:00:00.00 5 2002-02-11 00:00:00.00 Describe the issues with DList security Give Bill an overview of mask security to line item dlist security. 139 2002-02-14 00:00:00-07 2002-02-25 00:00:00.00 4 2002-02-14 00:00:00.00 Provide List To FRRC of Unused Budget Orgs Get list of budget orgs that do not have any money in them for this FY. 137 2002-02-13 00:00:00-07 2002-02-13 00:00:00.00 4 2002-02-13 00:00:00.00 Bring position data from maint into prep Bring the budget data summarized into all necessary versions and load the min/mid/max table. 141 2002-02-19 00:00:00-07 2002-02-25 00:00:00.00 4 2002-02-19 00:00:00.00 Delete obsolete directories/data on production server Delete fy01 maint and fy02 prep from production server ONLY after dvd burn confirmed. 55 2002-03-01 00:00:00-07 2002-05-09 00:00:00.00 3 2002-03-01 00:00:00.00 All Data In One Library Do with fund as same dimension and fund as separate dimension. Just do the supply cube for one of preselected departments. 55 2001-08-15 00:00:00-07 Chris Bradley 2001-08-15 00:00:00.00 5 2001-10-22 00:00:00.00 Budget Prep for FY02-03 Dept Fund chart of accts reorg Started 55 2001-08-24 00:00:00-07 2001-08-24 00:00:00.00 3 2002-03-01 00:00:00.00 Prototype Different Scenarios For New BudPrep Build several different cases for how we could do budget prep. 55 2002-03-01 00:00:00-07 2002-03-29 00:00:00.00 3 2002-03-01 00:00:00.00 Create Library by Fund / Dept Create simple supplies cube from selected department with a different library for every fund/dept combo. 133 2002-02-19 00:00:00-07 2002-02-19 00:00:00.00 4 2002-02-15 00:00:00.00 Move Actuals Into Projected / Projected Dept and Close Projected Move actuals into projected when OMB requests 130 2002-02-07 00:00:00-07 LeeAnn Bohn 2002-02-07 00:00:00.00 4 2002-02-06 00:00:00.00 Begining blances in Projected Actaul version need correction As discussed with LeeAnn 129 2002-02-07 00:00:00-07 LeeAnn Bohn 2002-02-07 00:00:00.00 4 2002-02-07 00:00:00.00 Correct Titles in Next Year version Correct as discussed today with LeeAnn 145 2002-07-11 00:00:00-07 5 2002-07-11 00:00:00.00 ABS reports sort by Alpha Department name Create versions of the some Budget Book reports (Those that list depts as rows.) In Name seq not number. Probably can do with excel functions. 36 2001-10-03 00:00:00-07 5 2002-08-22 00:00:00.00 Request Adaytum code corrections Find doesn't work for numeric fields, such as PCN. Bill tested still does not work 5/25/01. Aday SR#1-3636698 Submitted 10/24/00 Steve Kelly old error what is status? 12/4 May work in v2.3) 118 2002-03-25 00:00:00-07 Bill Arnold 5 2002-03-25 00:00:00.00 DCL Possible Improvements 1. Background: I currently use the Version field to emulate a Project since I cannot figure out how to print an SR report with Project as a data element. Either fix it so Project can be a data element(preferred) or have version with a dropdown list. 2. I would like to call up a saved query and make changes and save or save as. 124 2002-01-21 00:00:00-07 Bill Arnold 2002-02-20 00:00:00.00 3 2002-01-15 00:00:00.00 Change Maint model for Next Year versions to support new process Coming 141 2002-02-19 00:00:00-07 2002-05-13 00:00:00.00 3 2002-02-19 00:00:00.00 Create libraries in adaytum to match the directories created in 141-4 Create the necessary libraries in adaytum to align to directory structure created in this SR. 141 2002-03-29 00:00:00-07 2002-03-29 00:00:00.00 3 2002-02-19 00:00:00.00 Create directory structure for FY03 prep on production server Create structure in file system for fy03 prep on omb10 141 2002-02-18 00:00:00-07 2002-02-18 00:00:00.00 4 2002-02-19 00:00:00.00 Get current data burned to CD-ROM Sumbit list to Help Desk for Burn and verify burn. 141 2002-02-20 00:00:00-07 2002-02-20 00:00:00.00 4 2002-02-19 00:00:00.00 Create libraries for Prep03 on production Get the directory structure and libraries created for production prep fy03 135 2002-02-08 00:00:00-07 LeeAnn Bohn 2002-02-08 00:00:00.00 4 6-1916 2002-02-08 00:00:00.00 Protect various depts Next Year Depts OMB wants to lockup Next Year Dept so that Liaisons cannot update them. Protect all Next Year Dept except 18, 19. Then, when asked protect them. 138 2002-02-14 00:00:00-07 Chris Bradley 2002-02-14 00:00:00.00 4 6 2002-02-19 00:00:00.00 Add a new Agency "Total Compensation" Obtain new agency neumber for availble list. Prepare FRRC documents. This Agency will report up to DCA Group and will only have the general fund. It will be mapped from Agency 312 and possibly other Orgs. Work with Chris for more detail. 79 2001-12-28 00:00:00-07 2001-12-28 00:00:00.00 4 2002-01-05 00:00:00.00 This step is define design and coordination with ATC HR support This SR has become part of Prep03 and Maint 03 79 2001-08-22 00:00:00-07 2001-08-22 00:00:00.00 5 2001-08-22 00:00:00.00 In FY 01-02 maintenance use drop down list for Working Titles Concern, Market Range Titles already exist in drop down menus, but are not maintained nor enforced. Who will maintain this new job list and enforce usage? 144 2002-04-20 00:00:00-07 LeeAnn 2002-04-20 00:00:00.00 3 2002-05-21 00:00:00.00 Report for Analysts RIR Reconciliation Update three reports so they can be cloned by library 143 2002-05-10 00:00:00-07 2002-05-10 00:00:00.00 5 2002-06-03 00:00:00.00 Reporting for BudPrep 1. Revise reports as indicated. 2. Need FY 01 Actual on the ABS reports. It's name is to be "Prior Year Actual". 95 2001-09-07 00:00:00-07 5 2002-09-03 00:00:00.00 Issues with MaintSandbox (test) library Two potential problems: 1. We fail to copy updates to the library (it becomes stale) 2. We copy updates that affect the live environment (e.g. the sandbox updates summary consolidation cubes) 98 2001-09-14 00:00:00-07 Chris Bradley 5 2002-08-29 00:00:00.00 Move negative checking to Liaison Menu This SR was developed as we have not found a good way to handle this as expected in SR 08 142 2002-03-29 00:00:00-07 Lee Ann Bohn 2002-03-29 00:00:00.00 5 2002-03-08 00:00:00.00 Revise Maint to Prep links to accomodate OMB schedules 1. Bring Next Year to Base Reccomended when OMB gives go ahead. May be in releases. 2. Cover up Projected Restated with "Project Actual" (Projected Actual Dept" was brought over when Recommended was loaded. 3. Capital projects will appear only in the Captilal entry cube to allow space issues. 108 2001-12-27 00:00:00-07 2001-12-27 00:00:00.00 4 2002-11-17 00:00:00.00 Create process to need necessary brpt/rrpt There are cases where if brpt/rrpt not loaded consistently it can create transactions that 'hang' out there. We need to create a cube in adaytum for this like we have for planning ledger so that we can create the proper file. 5 2001-10-29 00:00:00-07 4 2002-08-14 00:00:00.00 Improve Advantage Interfaces: Fix Interfaces To Be Fiscal Year Aware We need to make ini files for fiscal year information and path locations. So can change these without recompiling. Also, need to make all our tables for fund etc be fiscal year aware. 110 2001-12-27 00:00:00-07 2001-12-27 00:00:00.00 4 2002-10-17 00:00:00.00 Create New Chart of Accounts Redo chart of accounts for prep. 118 2002-01-02 00:00:00-07 4 2002-06-02 00:00:00.00 Document Library/File name conventions Document decions on how the libraries will be named as well as build agreed build process from maint to prep and prep to maint as discussed 12/31/01 126 2002-02-04 00:00:00-07 2002-02-04 00:00:00.00 4 2002-07-20 00:00:00.00 Create 5 year payroll hours tables in Adaytum Departments are asking for schedules beyond fiscal year 03. Because MFR stuff has multi year forecast as well as capital projects. So they are using offline numbers (hours) to project salary expenditures in these scenarios. It's probably prudent we calculate out for next 5 years and publish / enter in adaytum for such reasoning. 29 2002-05-13 00:00:00-07 Chris Bradley 2002-05-13 00:00:00.00 5 2002-08-21 00:00:00.00 Create FAQ for Balancing Personnel changes for appropriation Take his sample and update it. Make genric and clear step by step instructions. 118 2001-12-13 00:00:00-07 3 2002-12-13 00:00:00.00 David's ATC- Improve Internal Work Process This SR is used to track activities associated with creating standards that allow the Budget System to function with fewer failures and be maintained regardless of loss of individual staff members. 118 2002-03-01 00:00:00-07 4 2002-07-01 00:00:00.00 Install and Review LyX Documentation Tool on Windows. Install Cygwin and friends to get LyX working. See if its right too. 14 2001-10-25 00:00:00-07 4 2002-08-20 00:00:00.00 Review Negative Check and Get Proper Color Coding Look at the actual .exe and make sure that it is workign well for this fiscal year. Get color coding done for big ouchies. 16 2001-08-24 00:00:00-07 2001-08-24 00:00:00.00 4 2002-08-20 00:00:00.00 Implement Negative Checking Into Liason Promotion See what is necessary to make analyst get negative check before promotion steps and possibly use the negative checking tool. 147 2002-05-13 11:19:02-07 Jack Patton 4 6-2274 2002-05-30 00:00:00.00 Dept 470 Org Changes I also have pending that they will move money out of 472-4721 and then we will delete that. This work order is to start FRRC process to get rid of this org. 19 2001-10-26 00:00:00-07 4 2002-08-20 00:00:00.00 Implement Negative Check Into Financial Upload Process Make negative check work for finanical upload extracts. 49 2001-08-24 00:00:00-07 2001-08-24 00:00:00.00 5 2002-08-01 00:00:00.00 Strategy for handling hardware upgrades A strategy for handling hardware upgrades is required. Several trouble calls from upgraded users. Incorrect software installs can leave the unprotect active as well as potential data base corruption. 64 2002-08-22 00:00:00-07 Chris Bradley 5 2002-08-22 00:00:00.00 Build automated bridge from MIHS system to support Maint fy 01-02 Maintenance Brought forward to FY03 73 2001-10-12 00:00:00-07 Chris Bradley 5 2002-08-22 00:00:00.00 New Report for Maintenance system FY01-02 Agency Detail YTD actual to Budget See samples in binder- Agency Detail YTD actual to YTD Budget reports 146 2002-05-10 00:00:00-07 2002-05-10 00:00:00.00 4 2002-05-08 00:00:00.00 April Actuals Import From Finance Bring in Actuals and Projections.