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CFS-Consolidated Finance SystemCMS Central Data Warehouse

CFS Implementation CFS Project Goals

- Systemwide common financial application

- Common codes and business practices

- Central financial reporting environment

- Reduce complexity of CMS environment

- Improve data security

CFS ImplementationCFS Common Codes / Business Processes

Chart of AccountsGeneral Ledger Purchasing Accounts Payable Accounts Receivable / Billing Asset Management Grants Management Reporting Security

CFS Implementation

• All modules (PO, AP, AM, AR, BI, GL) will be common to all 23 campuses including CO.

• Delivered PeopleSoft functionality will be used.

• One Consolidated Database.

CFS ImplementationCFS modifications - enhancements and new

• Enhancement of current Journal Upload process

• Enhancement of PO Voucher Distribution Line Display

• New ProCard Application

• PO Life Cycle Report

CFS Implementation

CFS modifications - enhancements and new

Requisition Form

Requisition to Check End User Notification

Customer Invoices and Dunning Letters

New Grants Module

Central Accounting and Purchasing

CFS ImplementationCFS Data Warehouse Reporting

> Systemwide Data Warehouse – updated nightly

> Access via centralized reporting infrastructure (OBIEE)

> Security framework controls data access

> Data Warehouse overview

Data WarehouseThe Data Warehouse (DW) will replace the

campus custom reports such as nVision and the 020 Report as well as others for Central reporting, PO and requisitions.

The DW offers a variety of basic and advanced reporting formats users.

Report options give user the ability to create the report the way they want to see it.

Basic DW Training will be offered beginning late November. Advanced training will begin in 2011.

Sample DW page and report

CFS Implementation January 2011Users will have access to the old database to

run reports through December 2010.Beginning Jan. 2011, new transactions will

only be in CFS and the DW.Summary ledger balances for 2009 and July –

Dec 2010 will be copied into CFS and the DW

CFS and DW will be accessed through a CSU Portal Link

How to get ready nowQUERIESQueries have to conform to CFS guidelines

Some query names have changedSome queries will not be in CFSRefer to the CFS query list for name changes TIP: Change your Favorite Query list to the

new names, delete the old names from your list

How to get ready now, cont.The MyCoyote Finance “shortcut” page will not

be available in the CSU Portal. Some Finance users already use the 9.0 Menu

structure.Begin using the FIN 9.0 link on MyCoyote Finance

Tab now to become familiar with the structure. The 9.0 Main Menu is similar to what we will see in

CFSUse the Navigation Guide and begin using the 9.0

format now. You can still set up My Favorites for your reports and

processes. Navigate to the page and click the Add to My Favorites

in the upper Right corner of the page

My Coyote FIN page

FIN 9.0 MenuThis is the menu we

will use in CFS.It is recommended to

begin using it now to become familiar with the navigation.

The CSU Custom Rpts/Interfaces link will not be in CFS

Return to My Coyote link will not be in CFS

The CSU Custom Rpt/Interfaces link and related reports will not be available in CFS.

You may add these as Favorites on the 9.0 Menu and use them until Dec. 31, 2010.

CFS Calendar

CFS Common Code Implementation > July 2010 – January 2011

CFS Data Warehouse Power User Training and Testing – October 2010

CFS DW Campus Training starts late November –early Dec. 2010

CFS Go Live – January 2011

CFS Impacts

Finance

Human Resources

Student Financials

QuestionsCharlie Tabbut – CMS Project Director

Muriel Vita – CMS Finance Project Manager

Andrea Beechko – CMS Finance Lead and COA Administrator