User Guide - Ramapo College
Contents
1. C Inflationary Requests e Details the budget increases requested and the disposition of each request a oen iE Adaptive y PAS uF Page 13 Version 1 0 RAMAPO r 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 i RAMAPO tompo ColegeotNew Jersey gt DhgalbucketVorence operctues Adaptive qy ALSACE Original Budzet Vana ce TY NY Fo 2001 ties OF The Provost al poral 20006 Doar Losture Series al eure 20008 Fact Travel 20011 Faculty Assenti 20012 FacatyStudet Reser 20012 Oariouun Oca tere Tinaer Pega Budget 20017 Vioo Provet T search 20 Paan i ma asa E3 eM 2000 A ane onomat prore E SPIF Requests e Displays the disposition of any SPIF request EE roe Adaptive y ponro HE eera if uns eseripmonat Regus ecurrng Suet Arm equeces Budget Recommend Budget Genre E ramen ne raw Fut Deeps cat ve goon p por j sorana fatra stom vee Soave some a Page 14 Version 1 0 fi RAMAPO 10 Repeating Reports Unit Directors may be responsible for more than one Level Organization Th2. Te vow tho reat so ciek on tho ik bekane senda copy te musait FI tos isin adaotvansahtscomverey MESNSQULEUEBIL EDSR Shicestenart B Filter B e Sort reports by Fund Level Org Prog Account etc 1 Click on Filter button to create a filter 2 Click Add Use the drop down arrows to filter the report For each filter click add Click ok when finished Filter Report Leveltiane begins wh aaa conc N x ancat Page 9 Version 1 0 fi RAMAPO a 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 gt amp Erato Bc d Export to POF 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 t
3. 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 335 804 Revenue Rollup Net Tuition Rollup 292 800 Expenses Rollup 484 673 E Net Fees Rollup 43 001 Statement of Het Position 148 872 iiA sa E Expenses Rollup Salaries can be Salaries amp Wages Rollup 410 468 broken down again Non Salary Expenditures Rollup 66 205 Total Expenses Rollup 484 673 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 x TE ATE EMSS TEU DCT ESE TEOT HE DTM TET FONE OWT s 47 20805 Graduate and Adut Admissions Increased amp Dov cel phone allowance 2s 46 20805 Graduate and Adut Actissione Decreased A Dovi cll phone allowance 50 49 20005 Graduate and adut Admission Decreased rsalccated to postage tron pool 10 50 20805 Graduate and Adut Acnisions lt 5 Increased reurniikeDitertclomeo cell phone allowarce J 1000 Paget P Page size 80 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
4. wans am maesan ensuiytapenttrn tii aame maong amaaan mamaaa aarmer gas mre paa o am am a Teal senna vena cumin commen moat amme amea Statement at et Position o SOS 9202545 o sm saa B Unit History e Displays Revenue and Expense Rollup for past three fiscal years and current YTD e Filter by Level Org or Fund Not Talon Rollup i Not Faos Rollup s Interest Rollup Toal Revenue Expenses Toal Expenses income olay 1 Auitny Enterprise Revenue Qe 4 Gavernmont Appropriations Rollup A Wages olan Expondiuces Rollup Teast ollap Tawan em etal Aonais aaam 16621 masm maan anana aaa 205 10 sems amie sa Baana 9704407 05205259 rom oszmasi 55436208 o uam sae M2ss2aen aaroo 206 0 Tawan D wam 2439 zarar 23m 426 Page 11 Samanco Net Postion KEAN eT S252545 CERIO Version 1 0 C Unit Report amp Unit Report YTD fi RAMAPO 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 me 2015 ausos wasn ese amao assas maza onama doam tangas mamar 05700288 aa ssa Mamm 18570530 0 msme 2099 arse 2006 aasia maam 9 82354 anans manm masana uaaa asmara sses s
5. CTRL key and click link Page 5 Version 1 0 ABE 6 Accessing Reports A Locating Reports e Hover over the Navigation Icon in the top left corner gt Ramapo college of NewJersey 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 Search Folders REPORTS e piscoveny Favorites a Personal Reports Shared Reports 8 C Budget WORKFLOW Revenue FORMULAS a unrs FY16 Budget Requests lt Admin Postion Control Reports Residence Life ANNOUNCEMENTS processes 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 Reports 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 Colleg of NewJersey Reports gt Individual Fund balance Gir 13400 ASB jd Notes Some reports may have Rollups or totals of multiple accounts To view Rollups
6. Personal Folders to keep filters Section 6 Ramapo College of New Jersey dividual Fund balance fry 134004sB v Page 7 Version 1 0 fi RAMAPO 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 A BCCA i RAMAPO score A A Save As e Used to save personal reports or shared reports 1 Filter the report using filters or the Filter button discussed next in this section EE Ramapo cotege of Hew Jersey Reports Unt Report Adaptive F 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 Save as a Shared Report Click Save View a new report in Reports under either Personal Reports or Shared Reports ersten EE Ramapo collage of Newer Page 8 Version 1 0 ASE 4 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 budtaraps ti ise suber acto Site acer Un erort DM Sith has sent yeu rk tots acto Suite report Unt Renart
7. RAMAPO COLLEGE OF NEW JERSEY Adap wey Insights User Guide September 1 2015 Table of Contents 1 Adaptive Insights 2 Browsers 3 Logging into Adaptive Insights 4 User Security Roles and Levels Levels 5 Navigating the Announcements Page A Locating Announcement B Budget Office Links 6 Accessing Reports A Locating Reports B Viewing Reports CaM anaunut C Printable View amp Export Report 8 Unit Reports A Budget vs Actual B Unit History C Unit Report amp Unit Report YTD 9 Budget Requests A Adjustments to Original Budget B Capital Requests C Inflationary Requests D Original Budget Variance E SPIF Requests 10 Repeating Reports 11 Help amp Contacts Version 1 0 ASE 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 Adaptive Insights supports the following browsers Windows Based Browsers e Internet Explorer Latest version plu
8. e Pravas 30 vic President Eno 1E 50 President Page 15 Version 1 0 fi RAMAPO Wil be displayed on report E 50 President 20004 Commencement 50001 President a j pree tasaa eme ete gt A 7 Right click on either Revenue or Expenses and then click 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 be alspiaysd on report Revenue GSAS Tumon Waters Net Tution Uncategorized a im J i ox _ cancer 8 Run the report 11 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 16 Version 1 0
9. eir 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 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 alx Add To Favortes E Cony to Shared Folder Bab Move to Shared Folder Rename gt 2 voy i Atoch Template Lanon 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 Predefined Dimensions E Accounts atime Organization Ramapo Calege 40 General Colege Reve 20 Offce OF Th
10. f a 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 2 30 Vice President Enrollment Mgmt and Stude Users will only see those 30001 Student Affairs Office Levels that he she has been r peice iar ea given access to in the drop r down selectors on report 30202 Accomodations selectors ERO 5 30300 Athletics 30301 Athletics 30303 Intramurals amp Recreation NAN Sonrts infrrmation Page 4 Version 1 0 RAMAPO Conc 5 Navigating the Announcements Page A Locating Announcements e Hover over the Navigation Icon in the top left corner _Aamapo College of NewJersey Announcements Ram Ramapo Announcements html e Hover over Announcements and choose Announcements html E tanapo colege of dew Jersey acruncemets gt Announcement HOME SHEETS REPORTS DISCOVERY ANNOUNCEMENTS processes B Budget Office Links On the Home Page contains 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 Rewsedeudezme T Useful Links D gt Te activate hold down
11. fter logging in go to the upper right corner of the home page Click on the down arrow and select Settings Pa 4 In the 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 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 I
12. o 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 In the top right of the page change the version to Revised Budget 2016 in the FY16 folder Hew Report Pooumenttn version Page 10 Version 1 0 RAMAPO COLLEGE 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 f 720M1 Bue Offce E 5 720A colege Operaing Recors 73002 veta Tech Reserve 73003 Tempvery Vacances 72004 irstuztional Reserse amns acateme Suppor Reserve 73000 Studert Services Reserve Figinal 73007 Aernicraton Roservo pet2015 A Budget vs Actual lt arrow after to run report Must click on green e Displays Original Budget in comparison to the Actual Budget for current and previous year e Filter by Level Org or Program as me 1 meg ron omamno OOE acs nn sm ssm mm amu aaam rz amas meme ma mman ama tim Mmr mn waa maa a zou EAvaloyenerwooneveme Ga suazan aemm amaze saaaras mamas osaan mormane aenn asel saze ezeezm asta a wea Shoe aa num sear oa wa o Gon rma neama seaman vance usan emal rasm mamam Seats Wage lo sansa mma umaa
13. s two prior releases e Mozilla Firefox Latest version of plus ESR release o ESRis 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 ASE 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 AP lvNew Visits Give Now ra Ceres ABOUTRAMAPD ADMISSIONS ACADEMICS STUDENTUFE ALUMNI COMMUNITY PROGRAMS BUDGET AND FISCAL PLANNING es yer Sereens Position Contrl inde ADAPTIVE INSIGI TELEPHONE REPORT INCENTIVE 2 If a user has forgotten their password select the link Forgot your Password An email will be sent containing a link to reset the password Forgot your password Submit 3 To change a password a
14. te arasan seasca ansann aaam wmo wa ssaa azan assonar RES anaana aoso ams aaa eaa MADZI Ssh asao 1 4 0 asmo aso sewa HRA masaa maass azaro noman aama azaan mma sanaoo 547685245408 oras saan wams anana sees torasnsra aaraa onan vasas 0 0207 Eom r aa ore are Era 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 folder to view Adjustments to Original Budget Capital Requests Inflationary Requests Original Budget Variance SPIF Requests moom 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 In the top right of the page change the version to Original Budget 2016 in the FY16 folder ABIE Hew Report Page 12 Version 1 0 RAMAPO EO A Adjustments to Original Budget e Displays changes in unit budgets from prior fiscal year EE temapo colege oftew Jersey Reais Adustmertsiocrinaleuge Adaptive qy Ay Ramaro rte oo 2 teremmamasench To Pesa FFTs hina ner DAT Sp sro a B Capital Requests e Displays the disposition of any capital improvement request enced favo ince Adoptive y PLAY e
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