UCAR's Forecast, Analysis, and Budget tools address the following features:
Feature
| Phase
|
| iVantage and IFAS Data Sourcing | |
| iVantage employee data (PEID, name, position, salary, position begin and end date, rate per hour, HR org ) sourced to planning model | 1 |
| IFAS working budget and actual expenditures and encumbrances to object code level, CSC rates, overhead rates, benefit rates= | 1 |
| GL transaction-level detail in CPM DB, consolidations at object code level in TM1 reporting cubes | 1 |
| IFAS CMM module PoP begin and end date, Proposal id | 1 |
| Staff Planning | |
Plan salary increases and position changes | 1 |
Plan assignments - % in key method | 1 |
Plan assignments – hourly by quarter method | 1 |
| Scenario-wide assumptions - overhead rates, benefit rates, global % work time, global salary increase % | 1 |
| Employee-level assumptions - % work time, salary increase %, CSC division assignment | 1 |
Division CSC rate assumption – out years | 1 |
| Security: limit salary access by role / HR Org | 1 |
| Identify Normalized position by person | 1 |
| Integrate account key assignments with Timesheet application, with payroll and with IFAS for salary encumbrances | 1 |
| Allocate % of planned staff costs to items in a strategic plan or other…. | 3 |
| Budgeting - Non-Salary, general | |
| Scenario management | 1 |
| Security: Scenarios, account keys, current-year assumptions | 1 |
| Plan non-salary expenses | 1 |
| Plan MTDC Exclusions | 1 |
| Placeholder account keys | 1 |
| Plan expenses by expense/object code or line item | 1 |
| Automate annual budget uploads for indirect and designated cooperative agreement funds | 1 |
| Automate upload of salary encumbrances and employee primary key to IFAS | 1 |
| Pull proposal budgets into forecast scenarios as placeholders | 2 |
| Allocate % of budget items to items defined in a strategic plan or other…. | 3 |
| Workflow for budget submittals, reviews, and approvals | 4 |
| Automate capital Expenditure process | 5 |
| Automate planned depreciation expenses | 5 |
| Analysis and Reporting | |
| Alternate normalized position hierarchies based on mappings of positions | 1 |
| Alternate normalized fund source hierarchies based on mapping of current IFAS fund sources | 1 |
| Planning and reporting by budget type (Carryovers, New Funds, Transfers) | 1 |
| Financial Organization Hierarchy and Fund Source Hierarchy Configuration (limited to super users) | 1 |
| User-defined attributes on account | 1 |
| Commonly shared additional account attributes not contained in IFAS (Account Administrator, Program Director, Principal Investigator, Sponsor Contact, Program Name, Project Name, Strategic Area 1, Strategic Area 2) | 1 |
| Analytical reporting on proposals | 2 |
| Analytical reporting on budget items allocated to items defined in a strategic plan or other…. | 3 |
| Reports specifically for workflow usage | 4 |
| Capex planning, trending and actual reports | 5 |
| Incorporate Award attributes and fund source hierarchy into model | TBD |
| Advanced Visitor reporting | TBD |