| (10/6/22) |
A walkthrough of the FY24 operating budget planning materials, review of timelines and example planning schedule. |
| (10/13/22) |
A general overview of the approach that will be taken to translate values planned with legacy structure to the Workday FDM structure and an overview of the planning approaches to use to enable successful translation. |
| 听(10/20/22) |
A review of the Academy – Compensation Planning – Reg Pay & Union (Sheet 8) including a new user editable full time rate field and inclusion of vacant positions in the base dataset. |
| (10/27/22) |
A review of how the merit assumptions are applied to Academy – Compensation Planning – Reg Pay & Union (Sheet 8) and how to enter one time increases on position lines. |
| (11/4/22) |
A review of methods units/campuses can utilize to develop financial plan for overall grant activity and gift activity. Grant by grant detailed budgets (future state “award plans”) will continue to utilize SAGE. Grant planning in Adaptive R1 is intended to be high level and directional. |
| (11/10/22) |
A review of how to correctly utilize the Cost Center and Program fields in Adaptive R1. |
| (12/1/22) |
A review of core fund (GOF, DOF and Provisos) revenue planning and related reports. |
| (12/22/22) |
A review of how to plan lump sum dollar pools for employees that may be paid by grant funds. |
| (1/5/23) |
A review of Adaptive reports and data entry error identification. |
| (1/12/23) |
A review of net position and change in net position. |
| (1/19/23) |
An overview of the tool built by OPB to translate data entered into Adaptive into the Workday FDM using conversion mapping data from the UWFT team. |
| (1/26/23) |
A walkthrough of the funding transactions necessary to provide net position (i.e., legacy fund balance or carryover) from an organization’s Chancellor/Dean/VP office to a local department. This is focused on future state, planning for these in FY24 will be covered on 2/2/23. Full office hour recording including Q&A. |
| ; 听(2/2/23) |
Using an example from an Academic unit, a step-by-step explanation and demo for how to enter intentional use of net position in Adaptive R1. |
| ; 听(2/9/23) |
Reminders and tips for data entries in compensation sheets with a demo of how to spot for errors. |
| (2/16/23) |
Demo of new reports in Adaptive R1. |
| (2/23/23) |
Update on new data uploaded in Adaptive R1. |
| (3/2/23) |
A walkthrough of the Data Quality Assurance Checklist. |
| (3/9/23) |
Priority & conversion errors to review and update data entries in Adaptive before budget lock on March 17th. |
| (3/16/23) |
Next steps after March 17th budget lock and reflection of Adaptive R1. |
| (4/6/23) |
Guidance on how to check for errors in Adaptive data. |
| (4/20/23) |
Updates & items to fix for the Adaptive reopening period. |
| (4/27/23) |
Top priority conversion errors to fix. Demo of the Conversion Dashboard, Error Report, and new Adaptive reports. |
| (5/4/23) |
Introduction on data editing on Roll-up Levels in Sheets & reopening data entry Q&A. |
| (5/11/23) |
Reopening data entry Q&A. |
| (5/18/23) |
Updates on Adaptive R1 Lock, timeline to R2, & continuation of Q&A on R1. |
| FY25 Planning/R2 Videos |
Budget Support Resources webpage |