Axiom Budgeting System Training FY
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1 Axiom Budgeting System Training FY Carrie Vaughan Administrative Systems Instructor Lead UAB Financial Affairs Budget Administration (205)
2 Axiom Software An internet cloud based system designed for UAB Campus Organizations to perform: RCM Metrics Tracking Annual Budget Planning and Reporting
3 Axiom Software Budget Planning Modules Enrollment Planning Module Operational Budget Module Transfers Module Labor Planning Module
4 Axiom Software Budget Planning Modules An internet cloud based system designed as a budgeting/forecasting tool for UAB Campus Organizations Access and Security User access is based upon assigned Module
5 Axiom Software Budget Planning Modules Access Operational Budget Module and Transfer Module User role grants full functional access Operational Budget Module Transfers Module
6 Axiom Software Budget Planning Modules Access Labor Planning Module User role grants full functional access Labor Planning Module
7 Axiom Software Budget Planning Modules Security An internet cloud based system designed to be a budgeting/forecasting tool for UAB Campus Organizations Access and Security User access is based upon assigned Module Module security is set at the School/VP Oracle Org Range Level
8 Axiom Software Budget Planning Modules Security School/Unit Oracle Org Range GENERAL UAB ADMINISTRATION INSTITUTIONAL UAB ARTS ATHLETICS DEPARTMENT PRESIDENT VP FINANCIAL AFFAIRS & ADMIN ASSOC VP BUSINESS SERVICES Module security grants access ASSOC VP FACILITIES ASSOC VP FINANCIAL AFFAIRS ASSOC VP HUMAN RESOURCES VP RESEARCH to & ECONOMIC ALL DEVELOPMENT org codes within the VP DIVERSITY, EQUITY & INCLUSION VP STUDENT AFFAIRS CCO UNIVERSITY RELATIONS VP DEVELOPMENT School/VP & ALUMNI Oracle Org Range VP FOR INFORMATION TECHNOLOGY PROVOST UAB LIBRARIES LISTER HILL LIBRARY OF HLTH SCIENCES MERVYN H STERNE LIBRARY SCHOOL OF MEDICINE ACADEMIC JOINT DEPARTMENTS SCHOOL OF DENTISTRY SCHOOL OF OPTOMETRY SCHOOL OF NURSING SCHOOL OF HEALTH PROFESSIONS SCHOOL OF PUBLIC HEALTH COLLAT SCHOOL OF BUSINESS SCHOOL OF EDUCATION SCHOOL OF ENGINEERING COLLEGE OF ARTS & SCIENCES ADMIN GRADUATE SCHOOL HONORS COLLEGE HEALTH SYSTEM
9 Axiom Software Budget Planning Modules An internet cloud based system designed to be a budgeting/forecasting tool for UAB Campus Organizations Access and Security User access is based upon assigned Module Module security is set at the School/VP Oracle Org Range Level Process Management (Workflow) Set at the School/VP Oracle Org Range Level
10 Axiom Software Budget Planning Modules Process Management (Workflow) User Role = Data Entry 1 st School/VP Review & Approval 2 nd 4 th School/VP Review & Approvals (Optional) Budget Administration Approval
11 Axiom Software Budget Planning Modules An internet cloud based system designed to be a budgeting/forecasting tool for UAB Campus Organizations Access and Security User access is based upon assigned Module Module security is set at the School/VP Oracle Org Range Level Workflow Set at the School/VP Oracle Org Range Level Access/Security/Workflow Setup Request to budgetadmin@uab.edu or tboll@uab.edu
12 Axiom Software Budget Planning Modules Data Refresh Item Oracle Procedure Axiom Procedure Organizations Daily Daily Accounts Daily Daily Prior FY Actual $ (FY ) Original Budget $ (FY ) Revised Budget $ (FY ) Current Actual YTD $ (FY ) Positions (Plan File) Assignments/Funding (Plan File) UAB $ Balance as of September 30, 2017 Approved as of October 1, 2017 Daily Daily Daily Daily One time snapshot March 31, 2018 One time snapshot March 31, 2018 One time snapshot March 31, 2018 One time snapshot March 31, 2018 One time snapshot March 31, 2018 One time snapshot March 31, 2018 People & Positions List Daily Daily
13 Axiom Software How to Login Internet Explorer Browser uab.axiom.cloud Login with Blazer ID and Password
14 Axiom Software RCM Home Page Central Organization Codes
15 Axiom Software RCM Home Page Central Organization Codes
16 Axiom Software RCM Home Page Central Organization Codes
17 Axiom Software Install/Launch Application Initial Launch Window Client Install Wizard
18 Axiom Software Windows Client Ribbon
19 Axiom Software Windows Client Axiom Assistant Navigation
20 Axiom Software Windows Client Labor Planning 2019 Plan File = Organization Code o o o o o Positions Assignments Allocations (Funding) Pooled Positions External Funded Assignment Budgeting 2019 Plan File = Organization Code o ASBOF (GL Account Strings) o Revenue o Operating Expense o Transfers
21 Axiom Software Windows Client Available Adhoc Reports
22 Axiom Software Windows Client Save = Update database information
23 Axiom Software Windows Client Change View = Change default Module display
24 Axiom Software Windows Client GoTo = Quick navigation to specific location within Plan File Labor Planning 2019 = Position Budgeting 2019 = ASBOF (GL Account)
25 Axiom Software Windows Client Refresh = Reset display back to the last saved information
26 Axiom Software Plan File Basics Open Plan File Tabs
27 Axiom Software Plan File Basics Green Fields = Selection List Drop Down Blue Fields = Data Entry/Update
28 Axiom Software Plan File Basics Labor Plan File Worksheets
29 Axiom Software Labor Planning Module Roster Worksheet Permanent Positions Occupied Vacant New Permanent Assignments (01, 03, 07, 12 & 17) Assignment Categories) Current New Allocations (Assignment Level Funding) Current New
30 Axiom Software Labor Planning Module Pooled Worksheet Seasonal/Temporary Positions (02, 04, 06, 11, 21, Assignment Categories) Current New Allocations Current New
31 Axiom Software Labor Planning Module External Worksheet View Assignments funded outside Organization Plan File
32 Axiom Software Labor Planning Module Other Comp Worksheet Input Miscellaneous Salary & CFB Objects not accounted for on Roster, Pooled or External Worksheets View Labor Plan File Summary by Account
33 Axiom Software Plan File Basics Budgeting Plan File Worksheets
34 Axiom Software Operating Budget Module Budget Plan Worksheet Operating Expenses by Object Code Revenue by Object Code View Labor Plan File data by ASBOF (GL Account) Budgeted Transfers by ASBOF (GL Account) Total Budgeted dollars by ASBOF (GL Account)
35 Axiom Software Operating Budget Module Transfer Worksheet Transfers In Transfers Out Confirm Pending Transfers View Approved Transfers
36 Axiom Software Demo Labor Planning Review Current Positions/Assignments/Allocations Insert New Position Create New Position Apply Global Adjustment Apply Manual Adjustment Insert New Allocation Account Adjusted Pooled Positions Review External Funded Assignments Input New Salary/CFB Object Codes
37 Axiom Software Demo Operating Budget Review Expense Object Codes Apply Global Adjustment Apply Manual Adjustment Insert New Object Code Insert New Category Transfer Module Create New Transfer View Pending Transfers Confirm Transfers View Approved Transfers
38 Axiom Software Things to Remember Access and Security is set at the School/VP level; once access granted user may update and save all organizational plan files Each Organizational Plan File requires action (Labor Planning & Operating Budget Modules) Labor Planning Module defaults to current occupants base salary & allocations as the FY 2018/2019 starting point Operating Budget Module defaults to a Zero Based starting point Transfers must be Confirmed on both ends before transfer will be budgeted Transfers to Dummy accounts must be Confirmed by Budget Administration Refresh restores current display to last saved data Updates must be Saved before changes are made in the database tables Each Organizational Plan File requires at least one level of School/VP review and approval
39 Axiom Software Further Assistance Hands-On Training/Practice Session Immediately following this training (AB B60) Budget Administration (205) User Clinics Every Thursday (2:00 p.m. 3:30 p.m.) during Budget season AB B60 Electronic Classroom
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