Detailed Analysis of Report Changes Needed to Support IR | UCAR Budgeting, Forecasting, and Reporting Tools

Below is an assessment of the existing BI reports and how they will be impacted by the Indirect Rate methodolgoy change

Report Location	Report Name	Archive = A Modify = M Replace = R No Change = NC	If Modify, Keep old version = K Archive old version = A	Modified or Replacement Report Name	Modified Report Location
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >Rort Location	000 - Account Key Attributes History Report	NC	N/A	N/A	N/A
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	000 - Account Key Attributes Report	NC	N/A	N/A	N/A
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	000 - Detailed Account Key Attributes List Report	NC	N/A	N/A	N/A
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	000 - Financial Organization	NC	N/A	N/A	N/A
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	001 - PM - Cost Projection Annual - Drill Through - FY	??	??	??	??
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	001 - PM - Cost Projection Annual - Drill Through - Month/Quarter	A	A	N/A	N/A
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	001 - PM - Cost Projection Annual - Drill Through - YTD	A	A	N/A	N/A
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	002 - PM - Expense Class by Account	M	??	??	??	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast Remove Forecast and IFAS Budget vs Forecast columns
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	002b - Contract Status by Expense Class	??	??	??	??	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	002b - Contract Status by Expense Class_V2	??	??	??	??	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecas
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	002b - PM - Account Status with Expanded Budget	??	??	??	??	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	002b - PM - Account Status with Expanded Budget with Division Summary	??	??	??	??	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	002b - PM - Account Status with Expanded Budget with Division Summary and expense class	??	??	??	??	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	002b - PM - Account Status with Expanded Budget_NF_BT only	??	??	??	??	Remove
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	Account Budget Summary Report	A	N/A	N/A	N/A	None
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	Account Budget Summary Report_with Next Period Pct in Key	A	N/A	N/A	N/A	Replace with new Financial Management Forecast report (8 variations per requirements)
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting > Month End	Account Budget Summary Report Snapshot	A	N/A	N/A	N/A	None
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting > Month End	Account Budget Summary Report Snapshot with next Pay Period Pct in Key	A	N/A	N/A	N/A	Replace with new Financial Management Forecast report (8 variations per requirements)
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	Account Keys to Move	NC	N/A	N/A	N/A
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting >	MTDC by Fund source	??	??	??	??
Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting > Forecast Reports - By Period	001 - Forecast Trend Analysis - Monthly	A	N/A	N/A	N/A