Created by Corina C Larsen, last modified by Miki Yanagi on May 18, 2018
DocumentationNew BI?CategoryDiscoverer Report NameUserDepartment/CampusPrompts/NotesJIRA ticketQuery Name
  • Document
  • Create B&P page
  • Combined with DM-156, 164 & 78

Paid Wages/ Distribution Reviews

This can be a master report. Create with new BI tool.

#HR1

Benefits & PayrollDist ReviewBrokaw, Timothy Maffei, HollyFinance, UMS01

Prompts

  • FISCAL_YEAR
  • EMPLID

Universal

DM-156 - Dist Review Closed

UMS_DTS_HR_DIST_REVIEW_ID

UMS_DTS_HR_PAID_WAGES_ID


Benefits & PayrollDist Review 05062016Brokaw, Timothy Maffei, HollyFinance, UMS01

Prompts

  • PAY_END_DT - PAY_END_DT (from and To)
  • CAMPUS

Universal

DM-156 - Dist Review Closed

UMS_DTS_HR_DIST_REVIEW_DATE

UMS_DTS_HR_PAID_WAGES_DATE

Benefits & PayrollPaid wages by FY and emplid

Littlefield, Elaine

Brokaw, Timothy Maffei, Holly

Finance, UMS01

Prompts

  • FISCAL_YEAR
  • EMPLID

Universal

DM-164 - Paid wages by FY and emplid BI Tool

UMS_DTS_HR_PAID_WAGES_FY_ID

UMS_DTS_HR_PAID_WAGES_ID

Benefits & PayrollRegular2 wages by FY and emplid2Brokaw, Timothy Maffei, HollyFinance, UMS01

Prompt

  • FISCAL_YEAR
  • FUND_CODE
  • CAMPUS

Universal

DM-87 - Regular2 wages by FY and emplid2 Closed

UMS_DTS_HR_REG2_WAGES_FY_ID2

UMS_DTS_HR_PAID_WAGES_FY

Benefits & PayrollPaid wages by FY - dental healthLittlefield, ElaineFinance, UMS01

Prompt

  • FISCAL_YEAR
DEPTID =1475530 only (UMA only)- could have done as universal version

DM-283 - Paid wages by FY-dental health Closed

UMS_DTS_PAIDWAGE_DENTAL_HEALTH









NoBenefits & Payroll

PT&O for PM curr budchgs


(Tracks Pay Actuals for Position Budgets)

Brokaw, Timothy Maffei, HollyFinance, UMS01

Prompts

  • FISCAL_YEAR
  • ACCOUNTING_PERIOD

Specific departments and accounts and UMA only

DM-165 - PT&O for PM curr bud chgs Closed

UMS_DTS_UMA_PM_CURR_BUD_CHGS

Maybe


Position ManagementPM Vacant PositionsEaton, HopeAccounting, UMS08

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT

Criteria:

  • Name= VACANT
  • CLASS_INDC = R (regular)

DM-30 - PM Vacant Positions Closed

UMS_DTS_PM_VACANT_POSITIONS
NoPosition Management

UM ONF Employee Listing w JA

(ONF- Orono College -Natural Sciences, Forestry, and Agriculture)


Gallant, SusanNSFA, UMS05

No Prompts

Lots of specific criteria (UMS05 ONF only)

DM-85 - UM ONF Employee Listing w JA Closed

UMS_DTS_UM_ONF_EMP_LIST


UMS_DTS_NSFA_EMP_LIST

NoPosition Managementpm budget rprt-No TotalsEaton, HopeAccounting, UMS08

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT

DM-26 - pm budget rprt-No Totals Closed

UMS_DTS_PM_BUDGET_RPT_NO_TOTAL
Position Managementpm budget rprt Alicias all funds salary all cells FY16Eaton, HopeAccounting, UMS08

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

DM-23 - pm budget rprt Alicias all funds salary all cells FY16 Closed

UMS_DTS_PM_BUDGET_RPT_LIST
Position Managementpm budget rprt all funds salary all cells FY16 - AliciaEaton, HopeAccounting, UMS08

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

DM-23 - pm budget rprt Alicias all funds salary all cells FY16 Closed

UMS_DTS_PM_BUDGET_RPT_LIST
  • Document
UMS05 (UM) ONF Budget List
NoPosition Management

pm budget rprt NSFA All Funds salary Rev

(NSFA= ONF= College of Natual Sciences, Forestry, and Agriculture)

Gallant, SusanNSFA, UMS05

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT

Criteria:

  • POSITION_NBR is not Null
  • Specific DEPTIDs (UMS05 only)

DM-34 - pm budget rprt NSFA All Funds salary Rev Closed

UMS_DTS_PM_BUDGET_RPT_NSFA


UMS_DTS_NSFA_PM_BUDGET_RPT

NoPosition ManagementBudget Review - Trustees Version

Eaton, Hope

White, Miriam

Accounting, UMS08

Prompts

  • BUSINESS_UNIT
  • FISCAL_YEAR

Criteria: FUND_CODE in ('00','03','10') - Miriam's report has ('00','03') only.

Universal

DM-89 - Budget Review - Trustees Version BI Tool

UMS_DTS_PM_BUDGET_REV_TRUSTEES
  • Document under Position Mgmnt page
Budget Report

This can be the master report for budget and may combined with salary report.

Some people wants to exludes $0 budgets and others don't. Do we need two different versions?



#HR2





Position ManagementPM Budget ReportStrickland, ClaireBudget Office, UMS05

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT 
Criteria: FUND_CODEs = '00','03','10','12','22','23'

DM-21 - pm budget rprt BI Tool

UMS_DTS_PM_BUDGET_RPT
Position Managementpm budget rprt

Eaton, Hope

White, Miriam

Accounting, UMS08

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Criteria: FUND_CODEs = '00','03','10','12','22','23'

DM-21 - pm budget rprt BI Tool

UMS_DTS_PM_BUDGET_RPT
Position Managementpm budget rprtPierce, NancyFinance, UMS07

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Criteria: FUND_CODEs = '00','03','10','12','22','23'

DM-21 - pm budget rprt BI Tool

UMS_DTS_PM_BUDGET_RPT
Position Managementpm budget rptBrokaw, Timothy Maffei, HollyFinance, UMS01

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Criteria: FUND_CODEs = '00','03','10','12','22','23'

DM-21 - pm budget rprt BI Tool

UMS_DTS_PM_BUDGET_RPT
Position ManagementPosition Budgeted for HR DataEaton, HopeAccounting, UMS08

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

DM-21 - pm budget rprt BI Tool

UMS_DTS_PM_BUDGET_RPT_HR
Position Managementpm budget rprt-MW Budget VersionEaton, HopeAccounting, UMS08

Prompts:

  • FISCAL_YEAR 
  • BUSINESS_UNIT

Specific FUND_CODEs = '00','03','10','12','22','23'

DM-25 - pm budget rprt-MW Budget Version BI Tool

UMS_DTS_PM_BUDGET_RPT_MW_BUD
Position Managementpm budget report FTEEaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • DEPTID 

Universal

DM-18 - pm budget report FTE BI Tool

UMS_DTS_PM_BUDGET_RPT_FTE
Position Managementpm Budget - TransfersEaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • FUND_CODE 
  • BUSINESS_UNIT 

Universal

DM-17 - pm Budget + Transfers BI Tool

UMS_DTS_PM_BUDGET_TRANSFERS


Position Managementpm budget report w Annual, ABBR, SalBaseEaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT
Universal

DM-19 - pm budget report w Annual, ABBR, SalBase BI Tool

UMS_DTS_PM_BUDRPT_ANN_ABBR_SAL
Position Managementpm budget report with salaryEaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT

Universal

DM-41 - pm budget report with salary BI Tool

UMS_DTS_PM_BUDGET_RPT_SALARY
Position Managementpm budget report with salaryPierce, NancyFinance, UMS07

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT

Universal

DM-41 - pm budget report with salary BI Tool

UMS_DTS_PM_BUDGET_RPT_SALARY
Position ManagementA UMF pm budget report with salaryGardner, LaurieFinance, UMS02

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT

Universal

DM-41 - pm budget report with salary BI Tool

UMS_DTS_PM_BUDGET_RPT_SALARY
Position ManagementPosition Management Base Budget with Salary VarianceBrokaw, Timothy Maffei, HollyFinance, UMS01

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT (Universal)

FUND_CODE = '00' only

DM-36 - Position Management Base Budget with Salary Variance Closed

UMS_DTS_PM_BUDRPT_SALARY_VAR
NoPosition ManagementPosition Management Base Budget by DeptBrokaw, Timothy Maffei, HollyFinance, UMS01

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT (Universal)

Specific FUND_CODEs = '00','03','10'

DM-38 - Position Management Base Budget by Dept Closed

UMS_DTS_PM_BASE_BUDGET_BY_DEPT
NoPosition ManagementUMA budget rprtBrokaw, Timothy Maffei, HollyFinance, UMS01

Prompt

  • FISCAL_YEAR - Year

Specific to UMA

DM-88 - UMA budget rprt Closed

UMS_DTS_UMA_BUDGET_REPORT
MaybePosition Managementpm budget rprt - PROCUREMENTEaton, HopeAccounting, UMS08

Prompts:

  • FISCAL_YEAR 

Criteria:

  • UM_DEPTID_HR= SOSP (UMS08 only)
  • FUND_CODE = 00

DM-22 - pm budget rprt - PROCUREMENT BI Tool

UMS_DTS_PM_BUDGET_RPT_PROC

Maybe


Position ManagementPM Budgets Less Than $0Eaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 

FUND_CODE in ('00','03','10','23')

Has all institutions data

DM-29 - PM Budgets Less Than $0 BI Tool

UMS_DTS_PM_BUDGET_LESS_THAN0
Position vs. Job Data



#HR3

Position ManagementPM Budgets vs Annual DistributionsEaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Universal

DM-27 - PM Budgets vs Annual Distributions Closed

UMS_DTS_PM_BUD_VS_ANN_DIST

replaced with

UMS_DTS_PM_BUD_VS_DIST

Position ManagementPM Budgets vs Annual Distributions FY15Eaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Universal

DM-27 - PM Budgets vs Annual Distributions Closed

UMS_DTS_PM_BUD_VS_ANN_DIST

replaced with

UMS_DTS_PM_BUD_VS_DIST

Position ManagementPM Budgets vs Annual Distributions FY16Eaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Universal

DM-27 - PM Budgets vs Annual Distributions Closed

UMS_DTS_PM_BUD_VS_ANN_DIST

replaced with

UMS_DTS_PM_BUD_VS_DIST

Position ManagementPM Budgets vs Annual Distributions FY17Eaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Universal

DM-27 - PM Budgets vs Annual Distributions Closed

UMS_DTS_PM_BUD_VS_ANN_DIST

replaced with

UMS_DTS_PM_BUD_VS_DIST

Position ManagementPM Budgets vs Annual Distributions FY18Eaton, HopeAccounting, UMS08

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Universal

DM-27 - PM Budgets vs Annual Distributions Closed

UMS_DTS_PM_BUD_VS_DIST_ALL?

UMS_DTS_PM_BUD_VS_DIST_REG?

Position ManagementPM Budgets vs. Annual Distributions FY17 NEPPierce, NancyFinance, UMS07

Prompts

  • FISCAL_YEAR 
  • BUSINESS_UNIT 

Universal

DM-40 - PM Budgets vs. Annual Distributions FY17 NEP Parked

UMS_DTS_PM_BUD_VS_ANN_DIST_NEP

replaced with

UMS_DTS_PM_BUD_VS_DIST