The following new reports have been introduced to support the change to the Indirect Rate Methodology. These reports can be found on the BI server (https://famead.fanda.ucar.edu/ibmcognos/) in this folder (Public Folders > UCAR Reports > Administrative Reports > IRM) :
| Report Name | Date available | Purpose |
|---|---|---|
| IRM Report #1 MTDC Expenditures by Month - Running Total | 1/6/14 | Provides ability to look back at multiple previous years and review actual MTDC Month-to-date expenses. Informs quarterly MTDC estimates |
| IRM Report #2 MTDC Expenditures by Month - Monthly Increments | 1/6/14 | Provides ability to look back at multiple previous years and review actual MTDC Month-to-date expenses. Informs quarterly MTDC estimates |
| IRM Report #3 MTDC Total by Account- Including Interim Rate Impact | 1/6/14 | Provides Incurred Actual Direct, Overhead and MTDC year-to-date with Provisional rate by account and shows what the impact to MTDC would be with the Interim rate. Used to evaluate impact of Interim Rate on MTDC |
| IRM Report #4 - MTDC Total Entity and Rate Type – Including Interim Rate Impact | 1/6/14 | Provides Incurred Actual Direct, Overhead and MTDC year-to-date with Provisional rate by Entity and shows what the impact to MTDC would be with the Interim rate. Used to evaluate impact of Interim Rate on MTDC |
| IRM Report #5 - MTDC Total by Entity and Lab– Including Interim Rate Impact | 1/6/14 | Provides Incurred Actual Direct, Overhead and MTDC year-to-date with Provisional rate by Entity and Lab and shows what the impact to MTDC would be with the Interim rate. Used to evaluate impact of Interim Rate on MTDC |
| IRM Report #6 - MTDC Total by Entity and Fund Source – Including Interim Rate Impact | 1/6/14 | Provides Incurred Actual Direct, Overhead and MTDC year-to-date with Provisional rate by Entity and Fund Source and shows what the impact to MTDC would be with the Interim rate. Used to evaluate impact of Interim Rate on MTDC |
| IRM Report #61 - MTDC Total by Entity and Normalized Fund Source – Including Interim Rate Impact | 1/6/14 | Provides Incurred Actual Direct, Overhead and MTDC year-to-date with Provisional rate by Entity and Normalized Fund Source and shows what the impact to MTDC would be with the Interim rate. Used to evaluate impact of Interim Rate on MTDC |
| IRM Report #8- Forecast Expense Report Summary by Expense Class Interim Planning Rates | 1/6/14 | Provides a summary for a group of accounts plus account level detail including expense class by Account. Provides comparison of authorized funding (IFAS Budget) Used to manage manage expenses to Interim Rate. |
| IRM Report #9- Forecast Expense Report Summary by Account Interim Planning Rates | 1/6/14 | Evaluate fiscal year forecast with Interim Rates applied to actual and planned remaining expenses |
| Financial Management and Forecast - Snapshot Summary | 2/3/14 | Provides a snapshot view of both expenses and forecast as of the last month end with Interim Rates applied. Includes summary by user-defined group of account keys and drill-down including employee level expenses by account key. Used to manage manage expenses to Budget with Interim Rate applied. |
| Financial Management and Forecast - Snapshot Detail Elect | 2/3/14 | Provides a snapshot view of both expenses and forecast as of the last month end with Interim Rates applied. Report is by account key (no summary) and includes employee level expenses by account key. Used to manage manage expenses to Budget with Interim Rate applied. |
| Financial Management and Forecast - Snapshot Summary Printable | 2/3/14 | Provides a snapshot view of both expenses and forecast as of the last month end with Interim Rates applied. Includes summary by user-defined group of account keys and drill-down including employee level expenses by account key. Designed for printing. Used to manage manage expenses to Budget with Interim Rate applied. |
| Financial Management and Forecast - Snapshot Detail Printable | 2/3/14 | Provides a snapshot view of both expenses and forecast as of the last month end with Interim Rates applied. Report is by account key (no summary) and includes employee level expenses by account key.Used to manage manage expenses to Budget with Interim Rate applied. Designed for printing. |
| Financial Management and Forecast - Regular Summary | 2/3/14 | Provides a snapshot view of expenses as of last month end and a live view of planned remaining expenses/forecast with Interim Rates applied. Includes summary by user-defined group of account keys and drill-down including employee level expenses by account key. Used to manage manage expenses to Budget with Interim Rate applied. |
| Financial Management and Forecast - Regular Detail | 2/3/14 | Provides a snapshot view of expenses as of last month end and a live view of planned remaining expenses/forecast with Interim Rates applied. Report is by account key (no summary) and includes employee level expenses by account key.Used to manage manage expenses to Budget with Interim Rate applied. Used to manage manage expenses to Budget with Interim Rate applied. |
| Financial Management and Forecast Summary - Regular Summary Printable | 2/3/14 | Provides a snapshot view of expenses as of last month end and a live view of planned remaining expenses/forecast with Interim Rates applied. Includes summary by user-defined group of account keys and drill-down including employee level expenses by account key. Designed for printing. Used to manage manage expenses to Budget with Interim Rate applied. |
| Financial Management and Forecast - Regular Detail Printable | 2/3/14 | Provides a snapshot view of expenses as of last month end and a live view of planned remaining expenses/forecast with Interim Rates applied. Report is by account key (no summary) and includes employee level expenses by account key.Used to manage manage expenses to Budget with Interim Rate applied. Designed for printing. Used to manage manage expenses to Budget with Interim Rate applied. |