FY2024 Planning Office Hours Content Recordings
General Reminders
| Topic | Description |
| Planning Materials and Timeline Overview (10/6/22) | A walkthrough of the FY24 operating budget planning materials, review of timelines and example planning schedule. |
| Translation Approach – Legacy Planning to Future State (10/13/22) | A general overview of the approach that will be taken to translate values planned with legacy structure to the Workday FDM structure and an overview of the planning approaches to use to enable successful translation. |
| Compensation Planning – Sheet 8 (10/20/22) | A review of the Academy – Compensation Planning – Reg Pay & Union (Sheet 8) including a new user editable full time rate field and inclusion of vacant positions in the base dataset. |
| Compensation Planning – Sheet 8 – Merit and One Time Increases (10/27/22) | A review of how the merit assumptions are applied to Academy – Compensation Planning – Reg Pay & Union (Sheet 8) and how to enter one time increases on position lines. |
| Grant and Gift Planning for FY24 (11/4/22) | A review of methods units/campuses can utilize to develop financial plan for overall grant activity and gift activity. Grant by grant detailed budgets (future state “award plans”) will continue to utilize SAGE. Grant planning in Adaptive R1 is intended to be high level and directional. |
| Using Cost Center and Program in Adaptive R1 (11/10/22) | A review of how to correctly utilize the Cost Center and Program fields in Adaptive R1. |
| Core Funds Revenue Planning (12/1/22) | A review of core fund (GOF, DOF and Provisos) revenue planning and related reports. |
| Compensation Planning – Lump Sum Pools for Employees on Grants (12/22/22) | A review of how to plan lump sum dollar pools for employees that may be paid by grant funds. |
| Reports and Finding Errors (1/5/23) | A review of Adaptive reports and data entry error identification. |
| Net Position Review (1/12/23) | A review of net position and change in net position. |
| Adaptive Data Entry to Workday FDM Conversion Tool Demo (1/19/23) | An overview of the tool built by OPB to translate data entered into Adaptive into the Workday FDM using conversion mapping data from the UWFT team. |
| Funding Transfer Journals and Future State Planning for Net Position (1/26/23) | A walkthrough of the funding transactions necessary to provide net position (i.e., legacy fund balance or carryover) from an organization’s Chancellor/Dean/VP office to a local department. This is focused on future state, planning for these in FY24 will be covered on 2/2/23. Full office hour recording including Q&A. |
| Adaptive R1 – Entering Intentional Use of Net Position Funding; PDF of the PPT (2/2/23) | Using an example from an Academic unit, a step-by-step explanation and demo for how to enter intentional use of net position in Adaptive R1. |
| Data Entry Considerations for Quality Compensation Expense Plan Data; Personnel Considerations PDF (2/9/23) | Reminders and tips for data entries in compensation sheets with a demo of how to spot for errors. |
| New Report Introductions (2/16/23) | Demo of new reports in Adaptive R1. |
| Updates & New Data Uploaded (2/23/23) | Update on new data uploaded in Adaptive R1. |
| Data Quality Assurance Checklist (3/2/23) | A walkthrough of the Data Quality Assurance Checklist. |
| Final Considerations before Budget Lock (3/9/23) | Priority & conversion errors to review and update data entries in Adaptive before budget lock on March 17th. |
| Post Budget Lock (3/16/23) | Next steps after March 17th budget lock and reflection of Adaptive R1. |
| Preparation of Adaptive Reopening (4/6/23) | Guidance on how to check for errors in Adaptive data. |
| Adaptive Reopening Items (4/20/23) | Updates & items to fix for the Adaptive reopening period. |
| Continuation of Adaptive Reopening Items (4/27/23) | Top priority conversion errors to fix. Demo of the Conversion Dashboard, Error Report, and new Adaptive reports. |
| Reopening Q&A (5/4/23) | Introduction on data editing on Roll-up Levels in Sheets & reopening data entry Q&A. |
| Continuation of Reopening Q&A (5/11/23) | Reopening data entry Q&A. |
| Adaptive R1 Lock & Next Steps (5/18/23) | Updates on Adaptive R1 Lock, timeline to R2, & continuation of Q&A on R1. |
| For FY25 Planning/R2 Videos Visit: | https://www.washington.edu/opb/uw-budget/budget-support-resources/ |
FY2024 Adaptive Planning Short “How To” Videos
| Topic | Description |
| Navigating the FY24 Preliminary ABB Table to support Core Funds Revenue Planning | A walkthrough of the FY24 operating budget planning materials, review of timelines and example planning schedule |
| Accessing the Adaptive FY24 Data Entry to Workday FDM Conversion Tool | A brief demonstration of how to access the Tableau based Adaptive FY24 Data Entry to Workday FDM Conversion Tool |
| Utilizing the Adaptive FY24 Data Entry to Workday FDM Conversion Tool | A brief demonstration of how to utilize the Tableau based Adaptive FY24 Data Entry to Workday FDM Conversion Tool |
| Downloading Raw Data from the Adaptive FY24 Data Entry to Workday FDM Conversion Tool | A brief demonstration of how to download raw data from the Tableau based Adaptive FY24 Data Entry to Workday FDM Conversion Tool |