RAFT/Reporting and Forecasting Tool
The ISN Reporting Solution provides a targeted tool for departments labs and centers to view the fiinancial health of particular cost objects at a particular point in time. It includes the ability to:
- View PO/Edacca detail expense information
- View commitments data
- Chart Budget, Actual, and Commitments data
- Download pre-defined account reports
RAFT Financial Dashboards Project Scope
This is an overview of the expected functionality. The scope is nearing finalization for phase 1, but phase 2 is open and subject to change
Phase I:
Refactor of the existing reporting code. The existing code provides basic cost object search capabilities including the ability to view the list of matching cost objects and view account details and drill-down into personell and expenses. This will include the following functionality to integrate into MIT's infrastructure:
- Touchstone integration for authentication
- Roles integration to limit access on cost object inform to those entries a user is authorized to access.
- Data Warehouse integration for direct access to financial data stores (includes data loading from SAP and COEUS)
- Integration with standard reporting tools
Phase II
Extension and development of additional functionality to support departmental needs. This includes:
- Multiple Budgets from SAP Plans/COEUS
- Ability to enter expense and person forecasts
- Multiple forecasts per user per cost object
- Ability to store and label search criteria for later reuuse
- Ability to define project years/periods
- Additional collection of standard reports
- Multiple forecast version
Out-of-Scope
- No Profit center (school/department) aggregationsThe only aggregations available are that a user can select a number of cost objects and view actual, budget and commitment numbers in aggregate across those cost objects.
- Forecast aggregationsThe system will not allow aggregations of forecast information at all in those situations where multiple forecasts have been entered into the system.
- Direct entry of budgets into this systemAll budget information must be entered into SAP or COEUS.
Development will proceed in an agile fashion allowing us to review and consider the inclusion of additional functionality deemed in scope as identified by the steering committee.