Cadency for Entity Viewers

Sony Pictures Entertainment’s Financial Close Management Tool

COURSE INTRODUCTION

Cadency Curriculum

101Introduction to Cadency

102Cadency for

Performers, Reviewers & Secondary Reviewers

103Additional Functionality

for Reviewers and Secondary Reviewers

104Cadency for Entity

Viewers

105Cadency for Entity Owners and Close

Administrators

106Additional Functionality for Close Administrators

Curriculum Materials & Key

Participant Guide Cadency Site on

mySPE

Follow Along! Participant Page Guide

##

Cadency 104 OverviewThis training course is designed students to prepare participants to use Cadency, SPE’s financial close management tool.

Specifically targeted to Entity Viewers, during this course you will learn: How to monitor the status of the SPE’s financial close in Cadency View entity and task set-ups in Cadency Configure and run reports Generate eBinders 2

Upon completion of this course, you should be able to:

Monitor the status of the close for your assigned entities using the Home Page and/or Consoles

View task and entity set-up within Cadency

Configure and run reports

Generate eBinders

Course Agenda Monitoring Close in Cadency Viewing Task and Entity Set-Ups Cadency Reports and eBinders Course Conclusion

Entity Viewer Role RecapResponsibilities Monitor status of close

using Cadency consoles Run reports on close

status as needed Generate eBinders as

needed

Key Take Away Are “View Only” users

within Cadency. View is limited by the

entities they are assigned to within Cadency

MONITORING CLOSE IN CADENCY

Upon completion of this chapter, you should be able to:

Customize your Home Tab to view status of close for assigned entities

Use consoles to monitor status of Close Tasks and outstanding issues

Close Tasks

Activities necessary to complete each Close

Can occur on monthly, quarterly or annual basis

Action Plan is created for every relevant period

Close Issues

Challenges or roadblock Close Task Performers or Reviewers encounter when conducting close

Tied to a specific Action Plan

Close Tasks vs. Close Issues

Home Page Review

Home Tab contains customizable information specialized to each user

Entity Viewers have additional windows they can use to monitor Close status 3

Having 2 Roles : Entity Viewer & Preparer/Reviewer

3

Close Summary Summary of the most

recent open period “Completed Task” will go

to Task Status console “Open Issues” will show

list of issues for the relevant period and their status

Close Calendar Graphical view of the

current close calendar Click on date to see

all Action Plans due that day

Default View = Current Open Period

Close Task Status All Close Tasks

within assigned entities

Click on chart for list view with RYG status

Close Issues All issues created

within assigned entities

Click on chart for list view of all issues

My Reports Lists reports you

have configured in Cadency

Learn report configuration in upcoming chapter

Scheduled Reports Lists reports you have

scheduled to run automatically

Reports delivered to Inbox

Learn to schedule in upcoming Chapter

Viewing dependent tasks in an Action Plan

Delegating tasks in Cadency Viewing tasks delegated to

you in Cadency Reviewing proxies in

Cadency

Chapter XX, pp. ##-## Consoles are an additional tool for monitoring status of Close

Filter and drill down to show detailed information

Bookmark for easy return to information

Cadency Consoles

Cadency Consoles 3 Consoles are

Close Task Status Dependency Tasklist

Status Console Real-time

monitoring of all Action Plans for assigned entities

Shows issues for related Close Tasks as well

Tasklist Console Tasks grouped by

due day Quick view of

status

Dependency Console Status and

Relationship between all dependent Action Plans for assigned entities

Filter by Period and Task Name

Demonstration Topics

Monitoring Close from Cadency Home Page

Three Cadency Consoles: Close Task Status, Dependency and Tasklist

Bookmarking Consoles

To Follow Along

Demonstration #1

4

Demonstration #1

Monitoring Close in Cadency

LINK TO CADENCY

Demonstration #1 RecapDemonstration Topics Monitoring Close from Cadency Home Page Three Cadency Consoles: Status, Dependency and

Tasklist Bookmarking Consoles

You have reached the end of the chapter.

You should now be able to:

Use consoles to monitor status of Close Tasks and outstanding issues

Customize your Home Tab to view status of close for assigned entities

VIEWING TASK AND ENTITY SET-UPS

Upon completion of this chapter, you should be able to:

Access hierarchies for Entities you have been assigned

Understand the relationship between Close Tasks and Action Plans.

Access Close Tasks and review them in Cadency

Entity Hierarchy Overview

Entities represents various business units, functions and territories

Organized into a hierarchy for status management and reporting

Each entity serves as a repository of Close Tasks and their assigned Action Plans 9

Entity Hierarchy SamplesEntity Hierarchy SamplesSPE

Profit Center Group

LOB

Territory

Sub-Profit Center

SSC/ITF

Function

Level 1

Level 2

Level 3

Level 4

Level 5

Level 6

Level 7

SPE

INT

MP

AT

EMEA

SSC

COS

SPE

DOM

MP

US

COL

ITF

AMT

ManagementReporting

View

Close Tasks Within These

Entities

10

Viewing the Entity Hierarchy Only view entities you

have been assigned in the hierarchy

“Tree View” is most common

Tasks appear under lowest level in hierarchy

Close Task Overview

Specific tasks that comprise financial close at SPE

Cadency collects variety of information on each task

Each Close Task will have an Action Plan for every relevant period 10

Close Task Details Page View Close Task

set-ups Breadcrumb

shows entity hierarchy

View Action Plans Run Audit reports

Demonstration Topics

Viewing the Entity Hierarchy Accessing Close Tasks from

the Entity Hierarchy View Close Task from Close

Task Details Page Running an Audit Report for

a Close Task

To Follow Along

Demonstration #2

11

Demonstration #2

Viewing Entity and Close Task Setups

LINK TO CADENCY

Demonstration Topics Viewing the Entity Hierarchy Accessing Close Tasks from the Entity Hierarchy View Close Task from Close Task Details Page Running an Audit Report for a Close Task

Demonstration #2 Recap

If you notice that something needs to be updated/changed in an entity or task set-up you can contact the Cadency Help Desk to request the update be made.

CadencySupport@spe.sony.com

To Request Changes

You have reached the end of the chapter.

You should now be able to

Access hierarchies for Entities you have been assigned

Understand the relationship between Close Tasks and Action Plans.

Access Close Tasks and review them

REPORTS AND EBINDERS IN CADENCY

Upon completion of this chapter, you should be able to:

Identify the three types of report types available in Cadency

Configure and run reports in Cadency

Add graphics to your reports

Schedule reports to run automatically in Cadency

Generate eBinders

Viewing dependent tasks in an Action Plan

Delegating tasks in Cadency Viewing tasks delegated to

you in Cadency Reviewing proxies in

Cadency

Chapter XX, pp. ##-##

Reports & eBinders OverviewReports eBinder Shared

Features• Run by individuals for

your own reporting purposes

• Filterable and customizable

• Scheduled to run automatically

• Publish in HTML, Excel, .csv or PDF

• Created/Maintained by Entity Owners & Close Administrators

• Contain all Action Plans and support documentation for a given period

• Exportable for offline use

• Accessible from home page

• Entity permissions determine data shown

Viewing dependent tasks in an Action Plan

Delegating tasks in Cadency Viewing tasks delegated to

you in Cadency Reviewing proxies in

Cadency

Chapter XX, pp. ##-##

3 Report TypesFramework &

Setup Results Analytics

Provides set-up and descriptive information on the Cadency tool

Provides detailed information contained in task Action Plans or issue Action Plans

Provides analytical information on dependent tasks and Close Task issues

• Audit Trail Report• Task Questions

Report

• Task Issues Report• Task Information

Export

• Task Analytics

19

Viewing dependent tasks in an Action Plan

Delegating tasks in Cadency Viewing tasks delegated to

you in Cadency Reviewing proxies in

Cadency

Chapter XX, pp. ##-##

Configuring Reports

Standard report customizations include: Adding/removing fields Defining report filters Perform groupings Add totaling Sort data Define highlights Adding graphics

Viewing dependent tasks in an Action Plan

Delegating tasks in Cadency Viewing tasks delegated to

you in Cadency Reviewing proxies in

Cadency

Chapter XX, pp. ##-##

Report GraphicsMatrices Charts

• Tables of data• Placed at end of report• User defined

row/column/summary fields

• Graphically represents data

• Placed at beginning of the report

• User defined fields for charts

Viewing dependent tasks in an Action Plan

Delegating tasks in Cadency Viewing tasks delegated to

you in Cadency Reviewing proxies in

Cadency

Chapter XX, pp. ##-##

Scheduling Reports

Run automatically Delivered to Cadency inbox Ability to not run report if no new data

exists

20

Viewing dependent tasks in an Action Plan

Delegating tasks in Cadency Viewing tasks delegated to

you in Cadency Reviewing proxies in

Cadency

Chapter XX, pp. ##-##

eBinders Overview Pre-set binders that contain all Action Plans and

supporting documentation for a given period Exportable for offline use

.zip format Action Plans are PDFs Supporting documents are in original format

Only see data for entities you have been assigned Generate eBinders for closed periods only 20

Demonstration Topics

Running a report Configuring reports Scheduling reports Generating an eBinder

To Follow Along

Demonstration #3

20

Demonstration #3

Reporting in Cadency

LINK TO CADENCY

Demonstration #3 RecapDemonstration Topics Running a report Configuring reports Scheduling Reports Generating an eBinder

Exercise Activities Run & customize

reports in Cadency Schedule reports

Step By Step Instructions

Student Exercise #1

28

Reports in Cadency

Run & Customize Reports

Schedule Reports

Generate eBinders

Student Exercise DebriefExercise Activities Run & customize reports in Cadency Schedule reports

You have now reached the end of the chapter.

You should now be able to:

Identify the three types of report types available in Cadency

Configure and run reports in Cadency

Add graphics to your reports

Schedule reports to run automatically in Cadency

Generate eBinders

COURSE CONCLUSION

As an Entity Viewer you have the ability to monitor the status of the close and any outstanding issues impact the close

As an Entity Viewer you can customize your home page with additional information to help monitor and manage the close process for your assigned entities

You can configure and run reports within Cadency. Reports will show only the data you have permission to see and can be formatted and filtered to show the most pertinent information

Reports can be scheduled to run automatically You can generate eBinders, an exportable .zip file containing all Action

Plans and support documentation for a period.

Course Key Takeaways

Here are some additional resources to help you use Cadency upon returning to work. Reports Simulation Cadency Help Button (in the tool) SPE Close Calendar List of Abbreviations, Task Type, Task Functions, Key Definitions Time Conversion Chart List of Minimum Standard Tasks

All resources can be found on the Cadency SharePoint site and you can contact support directly at CadencySupport@spe.sony.com

Additional Resources

You have reached the end of the course.

You should now be able to:

Monitor the status of the close for your assigned entities using the Home Page and/or Consoles

View task and entity set-up within Cadency

Configure and run reports

Generate eBinders

THANK YOU FOR ATTENDING OUR TRAINING!

Please take the End of Course Survey