NSTAR 102 System Overview

1
(No Transcript)
2
NSTAR 102 System Overview

• University Budget and Planning Software

3
Purpose
NSTAR

• Centralize data collection for budgeting and
  reporting
• Unify and automate the State and Local budget
  processes
• Stay ahead of the curve ABOR has mandated that
  the three state universities move toward a common
  financial reporting system.

4
Design

• Utilizes OLAP (On-Line Analytical Processing)
  technology
• Three dimensional cube that stores data at
  intersections
• A database on steroids
• Excel platform
• Looks and feels familiar, but behind the scenes a
  complex structure is built and maintained.
• Interfaces
• Advantage 3
• PeopleSoft

5
Hierarchy

• NSTAR (Overall system)
• AppSet (NAU_Training)
• Application (HR or Finance)
• Dimensions (Fund Organization Revexp)
• Members (Fund_Typ_L UBO_2510 EXP_7300-Operations
  REV_5560-Misc Op)
• Facts (numeric values for members)

6
Getting Started

• Logon
• Navigate to the NAU Production Server
• http//pinon.ucc.nau.edu/osoft/
• Use your NAU user ID and password

7
Launch the System

• From the Launch Page click BPC for Excel

8
AppSets

• The AppSet is the environment in which you will
  perform your work.
• You will be working in NAU_PROD
• When we Go Live on May 8th the entire campus
  community will operate in Production and this
  will become a default setting.

9
Applications

• This setting determines what classification of
  data you will be accessing and updating
• Finance
• Human Resources
• Planning (UBO only)

10
Security

• Your NAU user ID is the driving force
• Parameters are set based on what you need
• Application
• Finance
• HR
• Files
• Input schedules
• Reports
• Access
• You can run a report for any cabinet or account,
  but you will only be able to enter data for your
  own area

11
Choosing your AppSet

• Use the drop down menu to choose NAU_PROD.

12
Choosing your Application

• Use the drop down menu to choose FINANCE.

After you have set the criteria click OK
13
Action Pane

• Determines where the system pulls and pushes data
  within the cube
• Simple dropdown premise
• Your focus will mainly be on the toolbar

This is a secondary navigation tool
Disregard minimize your Action Pane and this
will disappear.
14
Minimize Action Pane
Before
After
15
Dimensions vs Members

• Dimensions
• Controlled by the user
• Determines what data is viewed by selecting from
  drop down menus
• Can be shared by applications
• Time period and organization
• Members
• Concept is the same
• Members belong to dimensions

16
More Hierarchies
Parent
Children
Base Members
17
Toolbar

• Same idea with new e features
• eAnalyze
• This is where you will find the pre-built reports
  
• eSubmit
• This is where you will find the input schedules

18
On The Horizon

• Phase II
• Budgeting State accounts
• Phase III
• Budget Book Building
• Incorporating personnel list into the Local
  Budget book
• Analytics
• Forecasting
• Projection Models

19
Comments/Questions
20
NEED HELP?

• Contact
• BJ Boyd (X-5667)
• Vanessa Egan (X-4696)
• Michael Evans (X-5508)
• Jessica Fitchett (X-7151)
• Bjorn Flugstad (X-4240)
• Barbara Jenkins (X-4650)
• Alisa Klensin (X-6254)

21
Frequently Asked Questions

• Q Can I call ITS Help Desk for assistance?
• A During this initial startup, no. Please
  contact the UBO Team directly at X-5667.
• Q Is there a place to access the most current
  information about NSTAR?
• A Yes, the University Budget Office website at
  http//www4.nau.edu/pair/Budget/
• Q Will NSTAR work with VISTA?
• A No, but it will work with MS Office 2007 if
  you are running XP.
• Q What sort of minimum system requirements do I
  need to run NSTAR?
• A Windows XP w/ Service Pack 2, Internet
  Explorer Version 6.0 and Microsoft with Excel
  2000.
• Q Who needs access?
• A Any individuals that have historically been
  involved in the preparation of the State or Local
  budgets.
• Q How do I get access?
• A Email your JFR for authorization and sign up
  for a training session.
• Q Does NSTAR replace Business Objects?
• A No, the two systems serve very different
  needs.
• Q Can I enter budget values at the department,
  branch or cabinet level?
• A No. You must enter budgets at the base level
  member that is the individual account.
• Q Can I save my schedule or report?
• A Yes, simply save it to your local machine