Adaptive User Guide
Contents
1. RAMAPO COLLEGE OF NEW JERSEY Adaptive y User Guide November 3 2015 Table of Contents Vy PACINO TINGS scree tsa cra tse ave E E stat saskatseteee 2 Zi OW SOMO ca satascdesoncasaaneteustcnotonsianniguseat stauolahasasataheiosticneta spucentausieteucsstan enous atatavokanonaupiahosauaideta E 2 3 LOJON NATO AGA DUIV ES NAS ICING aen Ee a E E E E EN EAEN E T N N E 3 4 User Security Roles and Levels ccc ccccccssseccsssecessseeceseecesssecessseecsseeeesseeeeesseceeseecessseccesseeessseeceseeceeseecessseeesseeeens 4 E EEEE E EE A E ose E A A A A A A A T A A E I E N EA A AAN 4 EE E E EE ease eee EE E AE PAIE A A EOT E ST ne D OE E E E E E A E DEE E A 4 5 Navigating the Announcements Page ccccecccssssccceessssseeceeesssseecceeessseecceesssseeeceesessseccceessseeeceeessaeeeeceeeesaeeeceeessaeeeeeeesaaes 5 A Locating ANNOUNCOMONIS scrccasascecnciehuaaadsteadncdsvanarataeeaeabevasasnbablendiclduasanedeNendocheKacanehaWenanahdlesesvadaveedeedavaacnidaueadndddientacdaveadiona 5 B BUJE OMOEA E AA E EAE vant sess E E 5 Os FAC ES NO REDONO aerae EEEE AEE EEEE AAEE AEEA EE AAAA EAE EEA TEREE 6 A Locating tm gt 10 6 kee ce 6 B WACWVINIG PREDON esta ccecectece ccaceeaecadtensacatsccsesscteasacanidasesonieccasetteccucessaacacetsdegacediessacctudacenceuqaoeaatudaseceuucaccesdudaeenastacnscataeaecsenet 6 PWACOOING HOON Al cate sccvecccesavsecutdareecascentedabenssccandanecesdentanaedcubate 4ueeeashans atu seweeucheduecte2. Revised Budget 2015 Capital Request Level in as cending order Amt Req in ascending order Amt Approved in as cending order Amt Distrib in as cending order Contact in as cending order Description of Capital Request in as cending order Budget VP Comments in ascending order Divsion in ascending order Level Amt Req Amt Approved Amt Distrib Contact a 20001 Office Of The Provost 12 000 12 000 Space reorganization in the Office of the Provost reception area 20003 Library 14 975 14 975 Library security gate to maintain the integrity of a library s collections The main entrance has been without a functioning security gate for over 3 years This leaves 20003 Library 2 920 2 920 Installation of a panic duress switch at the library s circulation front desk and research assistant area desk C Inflationary Requests e Details the budget increases requested and the disposition of each request Ramapo College of New Jersey Reports gt Inflationary Requests Adaptive W g Ganires FY16 Inflationary Requests Unit Recurring Amt Requested VP Approved 20002 Institutional Research 4 000 4 000 Divers e Learning Environment Survey 20003 Library 5 000 5 000 Periodicals Subscriptions and S0 Print Online 20003 Library 9 000 9 000 Paper and Toner Cost 20003 Library 14 000 14 000 Databases 20201 TAS 4 000 O Robots amp drones for ComputerScience Artificial Intelligence course This is an emerging area in
3. reres Pool Total Hovenue Ferla Experues Hallup a galanes amp Wages Rallup Mon Salary Expenditures Faliup 2 Plant Bond Trustee Rollup Lotal Expenses MHallup hinien omi Noi Fasion Page 12 44 700 438 26 1 3249 55 MPS 70 otis aH HSS 152005 144 Sah HED 1 Aa hh 54 40500 Sh 0 TAG Ag A BB 13 5 7H Aciials 45 714 70 20 101 07 1 377 70 1 755 122 40 194 500 120 746 149 VE 136 1 4 407 8 14 24 227 Da S7 BEH 6 647 4gF 4015 YTD 46 516 199 20 100 032 1676 Oe 4 GG eh i SEH a 20 770 TA Gl Pe 1S 206 260 53 430 776 54704 138 779 009 SPH 5i 76 45 Fi 15 50 307 173 118 15 32455 Oo Oi SF lb OM a2 499 2074 Sr Oo 2 M A Sh A Original Budget 2016 ii 48229144 20722 404 1407 278 MAS 245 42 4 BG 100 000 9h Abe ad rer yar Rewiend Budget zUt a0 18 Ay AF 193 20 50 B27 ah 143 24 1 bs 98 Aini ee 4 A 1 W727 100 EFE EAEG 43 173 151 11099 GF 100 000 100 000 Rii LET 0 Fb OF 208 14 bi ed 6A Oo 19h Ps PTEN 195 05 bel 147 N64 se Peace 133 AHS CAE Sh 478619 TIGGE FA S AER S 61 341 514 Oo THO Sg A AUE i S03 Sih 2072 G5 28 SG 1S Version 1 0 RAMAPO COLLEGE MEW JERS 9 Budget Requests The Budget Requests folder contains information on submissions related to the budget Click on the Unit Reports folder to view more folders Then click on the FY16 Budget Requests fo
4. 34 175 790 36 868 885 152 015 144 906 040 GZ al a6 53 450 786 0 19h 95 Adaptive Insight 45 714 720 20 101 067 1 372 970 33 759 122 40 111 510 120 7416 149 100 136 87 304 407 55 214 034 24 227 142 542 660 Actuals 46 516 199 20 7100 032 1 676 974 34 616 698 36 989 252 20 378 140 069 479 5 286 265 43 438 276 55 794 130 779 039 VA z016 YTD Actuals 76 945 478 15 509 507 123 110 15 307 459 D Li 57 961 042 32 439 2 873 987 RAMAPO COLLEGE Of maw jteser Salary approved for half time Temp Choral Vocal Accompanist position Health amp Safety informed that lightning instruemnts had asbestos coated New Paper Shredder replacement cost old one is 15 20 years old Cahill employee contract with part time emloyee Nicole Videla Stipends for Emergency On Call Counselors Coverage Plan and Compensa Request for Conversion to Ad Astra for non academic scheduling H Wing Auditorium storage room for instruments chairs and music stands RAMAPO COLLEGE Of MEW JEAREF e Displays Revenue and Expense Rollup for previous 3 years current year and next 3 years e Revenue and expenses are broken down into more specific Rollups e Unit Report can be filtered by Fund or Level Org e Unit Report YTD can be filtered by Level Org or Prog Revenue Rollup Met Tuition allah a Het Fees Rollup s Other income Rallup a Ausllary Enterpelse Rewonae Rollup Government Appropriations Molluph
5. Click ok when finished Filter Report Cancel Page 9 Version 1 0 RAMAPO COLLEGE C Printable View amp Export Report e Both used to export report to Excel Export Report can also export to a PDF file 1 Filter a report to the correct Level Org and open all Rollups 2 Either click on the printer icon or the arrow for the upload icon If a user clicks the Export Report button select Export to Excel or Export to PDF 3 Choose a location to save the Excel or PDF file and click save Open the file 4 The Excel file will display the report uploaded from Adaptive a NOTE To see a breakdown of Rollups in Excel Rollups must be broken down beforehand in Adaptive Once the report is uploaded to Excel hiding or revealing Rollups is not possible 8 Unit Reports Report data provides information based on the Level access assigned to each user After going to the reports page click on Reports under the UNITS folder to view A Budget vs Actual B Unit History C Unit Report amp Unit Report YTD NOTE You must be in Revised Budget 2016 version to view these Reports To change the version 1 Open the Reports folder This can be under the UNITS folder in Shared folders 2 Inthe top right of the page change the version to Revised Budget 2016 in the FY16 folder Original Budget 2016 Search Actuals Revised Budget 2016 Original Budget 2016 GLDryi5 E original Budget 2015 Documen
6. Save as a Shared Report Click Save View a new report in Reports under either Personal Reports or Shared Reports Enter Report Details Name Budget Office Ramapo College of New Jers Save as a Personal Report Savein Personal Reports Y search Save as aShared Report Folders se Savein Shared Reports v kl E Share with All Us ers Selected Levels A Favorites Data Visibility Show all data regardless of lewel m Personal Reports aC Shared Reports Save Cancel Page 8 Version 1 0 RAMAPO COLLEGE After creating a personal report use the Email Report button to share with other Adaptive users a NOTE To share Adaptive Reports an email recipient must be an Adaptive User 5 Open up the Personal Report and then click on the Email Report button Then click on To to select a contact or contacts Click send Email Report te budget ramapo edu Subject Adaptive Suite Report Unit Report Mr Smith has sent you a link to this Adaptive Suite report Unit Report To view the report please click on the link below Send a copy to myself https login adaptiveinsights com app r MiE4NyxSQU1BUESxLE0 3D8 service report Send Cancel lzi B Filter e Sort reports by Fund Level Org Prog Account etc 1 Click on Filter button to create a filter Click Add Use the drop down arrows to filter the report For each filter click add
7. the college Some users may have more than one Level e Access to reports is granted by Level or by user e A user can save a report with the Show all data regardless of Level option allowing viewers of the report to see data for all Levels available o Ifa user tries to drill into data he she normally does not have access to the system will not allow a user to drill any further and will display an error message o Access cannot be granted by folder nor can reports be assigned to an individual user Search 30 P 30 Vice President Enrollment Mant and Stude S0001 Student Affairs Office 30200 Specialized Services 30201 Specialized Services 30202 Accomodations 30300 Athletics 30301 Athletics 30303 Intramurals amp Recreation SNA Sorts Intormation Users will only see those Levels that he she has been given access to in the drop down selectors on reports Page 4 Version 1 0 RAMAPO COLLEGE MEW JERSEY 5 Navigating the Announcements Page A Locating Announcements e Hover over the Navigation Icon in the top left corner Ramapo College of New Jersey Announcements gt Ram Ramapo Announcements html e Hover over Announcements and choose Announcements html ai Ramapo College of New Jersey Announcements gt Announcements Announcements HOME Announcements html SHEETS Recent Updates html REPORTS DISCOVERY ANNOUNCEMENTS PROCESSES B Budget Office Links On the Home Page c
8. 0001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund Page 15 Org 20001 Office Of The Provost 20001 Office Of The Provost 20001 Office Of The Provost 20001 Office Of The Provost 20002 Institutional Research 20002 Institutional Research 20002 Institutional Research 20002 Institutional Research 20003 Library 20003 Library Account Programs 40 Academic Support 40 Academic Support 40 Academic Support 40 Academic Support 10 Instruction 10 Instruction 10 Instruction 10 Instruction 40 Academic Support 40 Academic Support Hane Naporano Clare Vacant Capizzi Joan Murchio Sandra Khaneja Gurvinder Latona Jack Plessner Laura Xu Deyu Siecke Elizabeth Connor Christina POSM Local Title 018119 Asst Dir Academic Affairs 018174 Associate Provost 018010 Executive Secretarial Asst 018001 Secretarial Asst 1 018152 Dir Institutional Research 018054 Research Analyst 018190 Administrative Assistant 637063 Database Program Analyst 044944 College Librarian 637068 Instr Emerg Tech Librarian Version 1 0 RAMAPO aan B Overtime by Division by Unit e Displays Overtime Actuals for last 3 fiscal years current YTD amp Budget and next year budget e Ro
9. 1 399 478 F Total Salary amp Benefits by Division by Unit e Displays Division s entire Salary amp Benefits budget for last 3 fiscal years current YTD amp Budget and next year e Rollups can be drilled down to Level Organization Filter by Level or Program EME Ramapo College Hermes Programs E ia Ey Original Revised Budget Budget 2016 2016 Levels 2016 YTD 7016 2017 Actuals E Ramapo College Rollup 20 Office Of The Provost Rollup 30 Vice President Enrollment Mgmt and Student Affairs Rollup 60 P Institutional Advancement Rollup 50 President Rollup T0 YFP Admin amp Finance Rollup Total Ramapo College Rollu Page 17 49 944 156 16 301 416 1 240 116 3 367 101 11 989 747 62 842 536 52 470 291 17 567 866 1 557 947 3 394 031 12 314 272 of 304 407 51 855 663 16 806 912 1 850 670 3 527 689 12 250 344 86 291 277 11 853 959 5 126 762 574 076 1 083 212 3 538 781 22 176 812 56 060 412 16 653 314 1 940 235 3 999 750 14 288 251 96 941 962 58 524 525 18 439 489 2 016 221 4 021 282 14 151 202 97 152 719 Version 1 0 RAMAPO COLLEGE 11 Repeating Reports Unit Directors may be responsible for more than one Level Organization Their Rollup will only show the totals of all their divisions together However by using Repeating Reports a Unit Director can upload a report to Excel and have multiple tabs that include their
10. 82 45 e Displays Available Incentive Budget by Level e Includes Fund Program Division Original Budget and Amount Used e MUST BE IN REVISED BUDET 2015 Ramapo College of New Jersey Reports gt Incentives wersion MWlodels Sorted By Rewis ed Budget 2016 Incentives Level lt 20001 Office OfThe Provost 20002 Institutional Res earch 20003 Library 20004 Commencement 20005 Deans Lecture Series Page 11 Difference 499 154 123 206 149355 1 094 224 6 286 296 109 622 4 529 990 10 050 313 2 824 602 55 294 13 879 620 9 282 545 Original Budget 2016 48 223 144 fH 22 AT TAUF are 4 454 725 42 454 ME TOU AMC 155 362 24 Bib Sh es SH AO E S 0 155 362 24 Adaptive Insights Actuals 6 S45 Ae 15 584 HHF 123 118 15 307 459 0 0 SY S61 Oe af 499 ERDER GT 0 2 S06 46 5 030 208 Differnnince 21 277 666 13 132 414 1 284 164 19 152 266 47 454 806 100 000 OF 401 313 6 909 523 95 546 406 152 455 928 95 030 208 RAMAPO V ficer COLLEGE Lewel in as cending order Budget in des cending order Amount Us ed in ascending order Fund in as cending order Programs in ascending ord Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund 10001 General College Fund Progra me 40 AcademicSupport 10 Instruction 40 AcademicSupport 40 Aca
11. OURCES MISSION Banner Finance 2 Ifa user has forgotten their password select the link Forgot your Password An email will be sent containing a link to reset the password Username Password Forgot your password Submit 3 To change a password after logging in go to the upper right corner of the home page Click on the down arrow and select Settings Adaptive Insights 4 Inthe top right enter the old password a new password and then verify the new password one more time Click save at the bottom of the page Old password New password Verify new password Page 3 Version 1 0 RAMAPO COLLEGE 4 User Security Roles and Levels Every user is assigned both a Role and a Level Roles enable a user to perform certain functions such as entering data in sheets or accessing reports e Report Only Users will have access to view all reports and Dashboards published to them but will not have access to create reports or edit data on sheets e Standard Unit Directors can edit data on sheets access and create reports see salary Level detail see which users are logged in and approve Levels in Workflow In Discovery user can view Dashboards published to them edit Personal Discovery Dashboards and use analysis tools e Discovery User can view Dashboards published to them edit Personal Discovery Dashboards and use analysis tools Levels provide access to data for the appropriate areas of
12. Rollup and each individual Level Organization 1 Scroll over the navigation icon in the top left corner and click on Reports 2 Open up the Reports folder under the UNITS Right click on the report you want to open In the drop down menu click on Modify This will take you to the Matrix Report Builder aay Add To Favortes pa Copy to Shared Folder Move to Shared Folder Ee Rename gt Modify dE Attach Template 3 In the reports toolbar click on the Repeating Reports button A segment on the bottom of the page will appear Drag here to add a spreadsheet tab 4 Open the filter tab delete the Organization filter in order to create a Repeating Report by Org 5 On the sidebar locate Predefined Dimensions Open up Organization and then open up Ramapo College 6 Drag all organizations to the bottom tab that reads Drag here to add a spreadsheet tab a NOTE Click on a rollup to drag the entire rollup to the tab b NOTE The arrow must be pointed down to show all organizations If the arrow points right right click on the tab click properties and then open the rollup Page 18 Version 1 0 RAMAPO COLLEGE MEW JERSEY Predefined Dimensions Hl Accounts E Time g rnn Ramapo College 410 General Collage Reve 5 20 Office Of The Provos E 30 Vice President Enroll H 50 Prosite E50 President ae 20004 Commencement 7 Right click on either Revenue or Expenses and then c
13. cccssccsssccssssessssecsssecssescssesessasessssecseescsseecesssessssessssecsssscssesessaseseasessseecsssscssesessaseseaeeceuecssaeesees 15 A Full Time Personnel by FOAP by POSItiOn 0 ccc cccsccssscccessseceesseceesseceesseccesseecesssecesssecessseceesseseseaeecesseeeessseeesnes 15 B OVEMIME Dy DIVISION DY WAM areis A A A oedaduasedandsed ndstass A S 16 G Salary Blanket bY Division DY UTII sicssxc ecavacdcenaacedaiccasentcexnncda asandaensusxdsincecduexsaradaceasechulectanndaseataccsentaedeearedhareaneeases 16 D penao Dy DIV ON Dy ONI sea A sas Senie outcuadeessearesouben EEEE E 16 E Student Aide DY DIVISION DY WIM leessen oinaan ari E ATTESA ONE ANENE EEEE E 17 F Total Salary amp Benefits by Division by Unit a ce ccccseccesssecessseccesseceesseecesseecesssecessseccesseccesseecesseecesseesestaeeens 17 TR PO OER PON rore E E E 18 AE OM ACS E E I E Suet E T ude E E E bah EE N EEN T AA E 20 Version 1 0 RAMAPO COLLEGE 1 Adaptive Insights Adaptive Insights is a comprehensive web based application that will be used for budgeting planning and forecasting Adaptive can be accessed from anywhere by web or mobile The same Funds Organizations called Levels in Adaptive Accounts and Programs will be used in Adaptive Adaptive Insights is NOT a financial transaction system and is not replacing Banner Banner will still be used to check budget availability to view transaction detail enter requisitions etc 2 Browsers Ada
14. computer technology D Original Budget Variance e Unit budget by account for prior year and current year e Displays changes in and change e NOTE Units are expected to remain within budget on all lines on this report including Blanket Salaries Stipend Pool Telephone amp Postage etc 1 Search the name of the Level Org or its five digit code used in Banner Ex Office of the Provost 20001 Ramapo College of New Jersey gt Original Budget Variance Expenditures Adap ptive Wy PY cortez Original Budget Variance TY vs NY Te Ramapo College v Si E E e 20001 P 20001 Office Of The Provost 20005 Deans Lecture Series 20009 Faculty Travel 20011 Faculty Assembly 20012 Facutty Student Research 20014 Deans Timesheets 20016 Curriculum Global Affairs Timesk Driginal Budget 20017 Vice Provost Travel amp Reson en ANNAN Accreditation Fxeneanses Difference Difference 3 239 357 142 546 Page 14 Version 1 0 E SPIF Requests Displays the disposition of any SPIF request Ramapo College of NewJersey Reports gt SPIF requests Level amp 20001 Office Of The Provost 20001 Office Of The Provost 20001 Office Of The Provost 20002 Institutional Research 20002 Institutional Research 20002 Institutional Research Unit s Descriptionof Request Adjunct Engagement Hire a Director of the new Faculty Development Center Teaching and learning and the integra
15. ddantenaudene atuitancensedanscturtoneccdsiene EE 8 Pres AVC Py exe te ccacedetse aces sac fe sos EE E EEE E TA T culos sae sede sacaccdesecavareusd ce O de 8 De ols eee ee ee ee ee ee eee eee rere eer 9 C Printable View amp Export Report cc cccccccsssccesseccesseecessseeessseccesseccesseseeseecessseceessecessseceesseecessecesaeeceesseceesseceesaees 10 o WTI TNC OIG S erea E ae aasnse atta T AE E E E A E RENT AEE EN E E E 10 Ae UGG Cl VS AC a E A A E OE 11 Bs NM SU Sarda eda E E E E A teatesdds E add aulivinde Need de A 11 SOTA SINC Va seca oes E E E EEE E EE A EE E E EE E AE EE EEEE E EEE E 12 O ONT AISO ooann T cr cata A E AE E oa aa A E E A E 12 E UNLTRODON amp UNUREPpON YID cc ceasrnconmacreceacncactousnaracacaedecwameccancacusdinse caaernceanactanetnneanuausaduacatsaanadnendensatnne ince cnaduncenmctecett 12 9 Budget FHEQUCSIS visancaiccscnsaeccaasedieansectonsnsnabicssncaduedsuestaeannesduabahosdocsauuttnesacwsdudedansdontduwabbedsansbnedsaeebusbdaesducdtuettadbauesduadaawsaudeaanelons 13 A Adus tments WOO FGI Mell ta MOO Cts acancuscarccsosea ccauscasanasiqnenaroianacsvonensasts anata EE EENE EE EE E 13 BOPA NS SIS eea E E E E NE EE EE EEE E EE E 13 maoniy RAU e E E E E EE EEA 14 COMIC al Cl y aaO e E E E E A E E E E 14 E DE IP REQUCSIS cz x casssaveeactvatssaqananteanaeattensieastonsiontiveqasse aantiatanacevas sasenatieanananiencieastoaeionsiiaanerriaaaziaateactvattnanaeanavansestiensieaais 15 10 Salary amp Benefits ee c
16. demicSupport 10 Instruction Divsian RASA RA RASA President RA Budget 22 453 21 14 968 3 290 1 267 Awailable Balance 22 493 21 14 868 3 290 1 267 Version 1 0 C Contingency e Displays Level Unit Head Amount Requested Approved amp Distributed e Description of Contingency request e MUST BE IN REVISED BUDET 2015 D Unit History Displays Revenue and Expense Rollup for past three fiscal years and current YTD Filter by Level Org or Fund Ramapo College of New Jersey Reports gt Contingency Unit Head 20601 Contemporary Arts Steven Perry 20611 Berrie Center Steven Perry 1 200 22103 Registrar Michelle Dunn 2 500 30101 Cahill Center Joseph Connell VPEMSA 2 279 30402 Counseling Services Judith Green VPEMSA 4 250 82001 Events amp Conferences Deborah Spina VPIA 12 000 95001 Capital Projects Steven Perry VPAF 8 890 Divsion Requested Approved Distributed 25 000 25 000 1 200 2 500 2 279 4 250 12 000 8 890 56 119 56 119 Lovo METTE o orcas Hevenue i Net Tuition oap w Net Fees Rollup Other lncoome Rollup Auxiliary Poterprise Roewoenud Rollup Government Appropriations Rollup Interest Rollup I i Pe a Expenses f Salaries amp Wages Hollup Hon Salary Expendhures Rollup Plant Bond Trustees Rollup otal Exponsos E Unit Report amp Unit Report YTD uct abs 44 200 438 26 260 114 3 249 599
17. ell phone allowance 50 49 20805 Graduate and Adut Admissions Decreased reallacated to postage fram pool 100 g0 20805 Graduate and Adut Admissions r Increased return Mike Dibartolomeo cell phone allowance CD O Paget b co Page size s0 Click on Reports next to the Navigation Icon NOTE If a user leaves a filtered report the filter will be lost when the user goes back to the report Save Reports in Personal Folders to keep filters Section 6 Ramapo College of New Jersey reports gt dividual Fund balance Fund 13400 ASB ASH a Notes oF Page 7 Version 1 0 RAMAPO COLLEGE OF MEW JERSEY 7 Reports Toolbar At the top right of each report is a set of icons and buttons to help breakdown reports The picture below displays the buttons talked about in this section in order from left to right Adaptive y RAMAPO COLLEGE Insights A Save As ie e Used to save personal reports or shared reports 1 Filter the report using filters or the Filter button discussed next in this section j RAMAPO Ramapo College of New Jersey Reports gt Unit Report Adaptive COLLEGE e o A Must click green Lr El gee Operatin Yi u mamn estan rrow when finished _ 2 Click on the Save As icon 3 In the Save Report pop up name the new report Then click on either button for Save as a Personal Report OR
18. lder to view Adjustments to Original Budget Capital Requests Inflationary Requests Original Budget Variance SPIF Requests mOOW gt NOTE You must be in Original Budget 2016 version to view these Reports To change the version 1 Open the FY16 Budget Requests folder This can be found under the UNITS folder in Shared folders 2 Inthe top right of the page change the version to Original Budget 2016 in the FY16 folder Original Budget 2016 Search E Actuals aI FY16 Revised Budget 2016 Original Budget 204 6 Bry E original Budget 2015 Documentation Version A Adjustments to Original Budget e Displays changes in unit budgets from prior fiscal year Ramapo College of NewJersey Reports gt Adjustmentsto Original Budget Adaptive Adjustments to Original Budgets 20002 Institutional Research Increased FY14 Inflationary never built in printshop amp Course eval 20002 Institutional Research Increased FY15 Inflationary for Copier 20002 Institutional Research Increased Incentives for Surveys 20002 Institutional Research Increased Printing of eval forms 20002 Institutional Research Increased Surveys 20002 Institutional Research Increased Travel B Capital Requests e Displays the disposition of any capital improvement request Page 13 Version 1 0 RAMAPO COLLEGE OF MEW JERSE Adaptive Insights Ramapo College of New Jersey Reports gt Capital Requests
19. lick Properties Open up any rollups and accounts you might want to see a NOTE This step will have to be done twice if you need to change both Revenue and Expenses Will be displayed on report ES Revenue Met Tuition E S041 Academic Year Tuition E S5042 On Line Tuition 5043 Summer Tuition S044 Winter Tuition E5045 Tuition Waivers Met Tuition Uncategorized Th Connected to parameter Mone 8 Run the report Page 19 Version 1 0 RAMAPO COLLEGE 12 Help amp Contacts Browser Support Call ITS helpdesk Ext 7777 Adaptive Insights Technical Questions Do not call Adaptive Insights If you have any questions about the software feel free to call Beth Walkley at Ext 7266 or contact the Budget Office at budget ramapo edu Contacts Beth Walkley Director of Budget amp Fiscal Analysis M207 Ext 7266 bwalkey ramapo edu Kathy Stathis Matthew Palmer Budget amp Systems Analyst Financial Analyst M209 D120 Ext 7763 Ext 7617 kstathis ramapo edu mpalmer ramapo edu Page 20 Version 1 0
20. llups can be drilled down to Level Organization e Filter by Level or Program E28 Ramapo College vY IEUS Programs E Notes v E aA Original Revised Budget Budget 2016 2016 2016 Actuals Ramapo College Rollup 20 Office Of The Provost Rollup 15 858 30 Vice President Enrollment Mgmt and Student Affairs Rollup 335 572 50 President Rollup i 1 549 60 VP Institutional Advancement Rollup 17 264 70 VP Admin amp Finance Rollup 443 633 Total Ramapo College Rollup i 813 875 C Salary Blanket by Division by Unit e Displays Salary Blanket for last 3 fiscal years current YTD amp Budget and next year budget e Rollups can be drilled down to Level Organization e Filter by Level or Program Brey Programs v 4 Notes v ia F Original Revised Budget Budget 2016 2016 2013 2014 2015 2016 YTD 2016 2017 Ramapo College Rollup 20 Office Of The Provost Rollup 369 480 413 935 474 736 159 130 430 100 443 900 30 Vice President Enrollment Mgmt and Student Affairs Rollup 240 708 290 868 265 220 67 121 50 President Rollup 0 13 310 12 610 23 017 60 VP Institutional Advancement Rollup 11 318 12 830 17 084 9 914 Total Ramapo College Rollup 621 506 730 943 769 650 259 182 D Stipends by Division by Unit e Displays Stipends for last 3 fiscal years current YTD amp Budget and next year budget e Rollups can be drilled down to Level Organization e Filter by Level o
21. ontains links to the Budget Office files including the Budget Office Homepage Banner Finance Resources Account Codes Fringe Rates the Budget Calendar and the Adaptive User Manual To view one of these link hold down the CTRL key and click the link you want to see Revised Budget 2016 Useful Links To activate hold down CTRL Key and click link Budget Office Homepage Banner Finance Resources Account codes PDF Fringe rates PDF Budget Calendar PDF Adaptive User Manual PDF Page 5 Version 1 0 RAMAPO Parra 6 Accessing Reports A Locating Reports e Hover over the Navigation Icon in the top left corner Ramapo College of New Jersey Announcements gt Ram Ramapo Announcements html e Click on Reports Click the plus sign to open Shared Reports then click the plus sign again to open UNITS The folders needed are a Reports b FY16 Budget Requests Ramapo College of New Jersey HOBIE Search SHEETS Folders REPORTS DISCOVERY Favorites H Personal Reports g4 Shared Reports H Budget ANNOUNCEMENTS PROCESSES WORK FLO H Revenue FORMULAS S34 UNITS FY16 Budget Requests Admin Position Control Integration Reports E Residence Life Support B Viewing Reports To view more than one report simultaneously there are two options 1 Hold down the CTRL key and click on Reports next to the Navigation Icon It will open in a new tab to the Re
22. ports page Open a report in the new tab 2 Click amp Hold the Reports link next to the Navigation Icon Keep holding and drag the link to the top of the browser to open a new tab Open a report in the new tab NOTE If a report is filtered the green triangle must be clicked on to run the report Page 6 Version 1 0 RAMAPO COLLEGE MEW j Ramapo Colleg of New Jersey Reports gt Individual Fund balance Dg i3400 45H lt Motes some reports may have Rollups or totals of multiple accounts To view Rollups e Click on the plus sign next to the Rollup to see a breakdown of the Rollup e Click on the minus sign next to the Rollup to go back a NOTE Rollups can be broken down more than once Revenue Rollup 334 804 Revenue Rollup Het Tuition Rollup Expenses Rollup 434 673 Het Fees Rollup statement of Het Position 146 072 Total Revenue Rollu Total Revenue Rollup Expenses Rollup Salaries can be Salaries amp Wages Rollup broken down again Hon Salary Expenditures Rollup Total Expenses Rollup some reports may have a page size at the bottom Change the size to 1000 to ensure all data is shown in the report After clicking on a page size the report should automatically reload and should show the total number of rows 47 206805 Graduate and Adut Admissions 5 Increased 4 Dovi cell phone allowance 25 45 20605 Graduate and Adut Admissions Decreased 4 Dovi c
23. ptive Insights supports the following browsers Windows Based Browsers e Internet Explorer Latest version plus two prior releases e Mozilla Firefox Latest version of plus ESR release o ESR is an official release of Firefox for desktop use by organization including schools universities business and others who need extended support for mass developments e Google Chrome Latest version o NOTE Google Chrome will not be updating plugins like Java and will not work with Adaptive in the near future Mac Browsers e Firefox Latest version plus two prior versions e Mac OS X 10 7 Lion 10 8 Mountain Lion and 10 9 Mavericks Tablet Browsers e iOS iPad 4 Safari e Android Galaxy Tab 3 Chrome e Windows MS Surface Pro IE Call ITS Support at Ext 7777 for issues with Internet browsers do not call Adaptive or the Budget Office Page 2 Version 1 0 RAMAPO COLLEGE 3 Logging into Adaptive Insights 1 Go to www adaptiveinsights com OR to the Budget Office webpage at www ramapo edu budget and click on the Adaptive Insights button Login with your email address and password RAMAPO Apply Now VisitUs Give Now fY Follow Us gt Search QJ OC JI LEGE ABDUT RAMAPD ADMISSIONS ACADEMICS STUDENT LIFE ALUMNI COMMUNITY PROGRAMS PUSHING gt BOUNDARIES BUDGET AND FISCAL PLANNING Budget and Fiscal Planning Home Banner Screens HOME Position Control FAQs ADAPTIVE INSIGHTS 9 TELEPHONE REPORT INCENTIVE RES
24. r Program Overtime EF Ramapo College v EE TEE 4 Notes E E Original Revised Budget Budget 2016 2016 Levels 2016 YTD 2016 2017 Actuals Ramapo College Rollup 20 Office Of The Provost Rollup 475 585 416 395 528 547 205 005 450 230 30 Vice President Enrollment Mgmt and Student Affairs Rollup 90 163 90 479 99 123 19 241 32 750 50 President Rollup 7 500 4 860 27 010 5 000 60 VP Institutional Advancement Rollup 15 981 24 359 14 399 3 418 0 VP Admin amp Finance Rollup 6 246 281 0 0 Total Ramapo College Rollu 595 475 536 374 669 079 232 664 487 980 Page 16 Version 1 0 RAMAPO Parra E Student Aide by Division by Unit e Displays Student Aide budgets for last 3 fiscal years current YTD amp Budget and next year e Rollups can be drilled down to Level Organization e Filter by Level or Program ES Ramapo College v Programs am ret Original Budget Revised Budget 2016 016 Actuals Levels 2016 YTD 2016 2017 Ramapo College Rollup 20 Office Of The Provost Rollup 31 455 30 136 41 804 13 553 14 000 14 000 1 266 566 1 332 812 1 383 864 410 898 1 368 476 1 368 478 50 President Rollup 0 0 3 505 1 886 0 0 60 VP Institutional Advancement Rollup 20 604 17 779 20 663 6 018 17 000 Total Ramapo College Rollup 1 318 626 1 380 728 1 449 835 432 355 1 399 478 30 Vice President Enrollment Mgmt and Student Affairs Rollup 17 000
25. tation version Page 10 Version 1 0 RAMAPO COLLEGE Of MEW JEARREY Each report can be filtered by Fund Level Org or Program Search the name or its five digit code used in banner Ex Budget Office 73001 Ramapo College g Programs p Search 7300 Bs 73001 Budget Office a a 7304 College Operating Reserves T3002 Media Tech Reserve 73003 Temporary Vacancies 73004 Instructional Reserve 73005 Academic Support Reserve 73006 Student Services Reserve i igi 73007 Administration Reserve 7300A Praveical Plant Reser Li r A Budget vs Actual Must click on green arrow after to run report e Displays Original Budget in comparison to the Actual Budget for current and previous year e Filter by Level Org or Program E Rarwenua 4 Met Tuition Rollup i Met Fees Rollup 4 Other Income Hollup J Auxiliary Enterprise Revenue Rollup J Government Appropriations Rollup 4 Interest Rolla Total Hever E Expenses 4 Salaries amp Wages Rollup i Hon Salary Expenditures Rollup 4 Plant Bond Trustee Rollup Tarball Eau nears Statement of Mel Position B Incentives Original Budget 4015 i OF eS ZE Udb Aa 1 527 igi 34 522 474 43275 48 200 1a 7o7 599 454 95 436 1 Sf 262 0a Li 152 589 43 z 46 516 198 7H TEU UTZ 1 6 6 01 34 6 16 ue 6 SE A EIEE 14H 069 Ti BS 28s el SF 438 6 55 4 LE Po E 92
26. tion of technology Buy data from Employment Endeavors of Ramapo Alumni provide incentive to graduating seniors to participate in the GSS Scholarship Celebration Day 10 Salary amp Benefits Adaptive Insights RAMAPO V florece curring Budget Amt Requested Budget Reco 25 000 104 000 50 000 1 000 2 000 20 000 RAMAPO OLLEGE cf MEW JERSE mmend Budget Distributed 25 000 o 0 0 Out i o 0 15K distributed in FY2013 built into base in Users with access to the Salaries amp Benefits folder will be able to access reports with confidential information including Salaries of their units overtime stipends and student aides If a user does not feel comfortable accessing such information they should notify the Budget Office A B C D E F Full Time Personnel by FOAP by Position Overtime by Division by Unit Salary Blanket by Division by Unit Stipends by Division by Unit Student Aide by Division by Unit Total Salary amp Benefits by Division by Unit NOTE You must be in Revised Budget 2016 version to view these Reports To change the version Open the Salary amp Benefits folder This can be found under the UNITS folder in Shared folders In the top right of the page change the version to Revised Budget 2016 in the FY 16 folder 1 2 A Full Time Personnel by FOAP by Position Displays FOAP Personnel Position Number Job Title and 3 year budget for Salary Fund 1
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