Charles Darwin University. Cognos Budget. University Finance. Quick Guide
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1 Charles Darwin University Cognos Budget University Finance Quick Guide
2 Page 1 of 8 1. Logon to Cognos There are two separate Contributor Portals Cognos Budget login Planning (Budget) url is bin/cognosisapi.dll Cognos Reports login BI (Reports & Analysis) url is bin/cognosisapi.dll 2. The login Screen IR# 2733 R University Finance Finance Systems Work Instruction
3 Page 2 of 8 3. Navigate to Budget Contributors Dashboard 4. Select the HR Model. Navigate to the cost centre you wish to work on, Right click to Open Grid (area and activity ie )
4 Page 3 of 8 Select the Administration and check the Existing Positions When completed export data to excel and print. Users can Export their data into an Excel Spreadsheet by clicking on File Export Quick Export.
5 Page 4 of 8 Update Employees detail information Level Effective Increment Month Employment Type Employment Status Award Superfund (SSAU%) Start Month End Month Hours Allowance Note: Absence of data in one of these fields may result in incorrect calculations
6 Page 5 of 8 5. Navigate to the Revenue and Expenses (RE Model) Navigate to the cost centre you wish to work on 6. Import the data from HR Model
7 Page 6 of 8 Click on System Links Tab. Highlight the HR_MODEL Link and click Run. 7. Enter expenses for the current budget year, guided by budget and actual from previous year updating prior spending patterns Note: Expenses should be entered at the sub account level; the model will calculate the total expenditure at the natural account level You can now complete the remainder of the data at an Account Level entering by Month / Quarter or Year utilising the Break Back option. Important Note: **When using the option to Break Back for the full year, amount must be divisible by 12 must not include any decimal values** When all data has been entered into Revenue & Expenses application you may save the data and then submit by clicking the Submit Icon.
8 Page 7 of 8 8. Hints and Tips Short Cut Keys K Enter the value in Thousands Type 3K (3000) + Adds a number to the cell value Sub Percent, per, % Increase, Inc Subtracts a number from the cell value A minus sign (-) is not permitted for subtraction in contributor cells as it will display a negative value Mutiplies the cell values by a number added as a percentage Increases the cell value by a number added as a percentage Type sub8 (subtracts 8 from the cell value) Type per5 (Gives 5% of the original cell value) Inc5 (Increases the cell values by 5%) > Copies value across all cells < Copies value backwards by Quarters : Copies value down all cells ^ Hol Rel Zer Res Copies value up all cells Holds the cell value from breakback calculations Releases held cells Makes the cell values a Zero Resets selected cell values to the last saved version
9 Page 8 of 8 Exporting Data File Export Quick Export Your data should be displayed in excel format, save and use as required.
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