User Guide for the 2nd Quarter Financial Projection...User Guide for the 2nd Quarter Financial...

User Guide for the 2nd Quarter Financial Projection

2019-2020

TABLE OF CONTENTS

Unique circumstances for the 2nd Quarter 2019-2020 Financial Projection .............. 4

Purpose of the 2nd Quarter 2019-2020 Financial Projection ........................................ 4

Accessing Adaptive Insights .............................................................................................. 5

Re-setting Your Password; Confirm not in sandbox ...................................................... 6

Accessing The Correct Version: 2nd Quarter Projection ............................................... 7

Start by Accessing an Applicable Sheet for The Projection ......................................... 8

Verify ..................................................................................................................................... 9

Setting the Display Options ............................................................................................. 10

SAVE The Sheet – An Important step ........................................................................... 13

Navigating the Sheet & Reviewing the Data ................................................................. 13

The Month of March Columns ......................................................................................... 14

Helpful Data Entry Hint ..................................................................................................... 15

Data Entry Reminders ...................................................................................................... 15

Use of Notes in Adaptive Insights ................................................................................... 16

SECTION 1: REVENUE .................................................................................................. 20

Full-Time Post Secondary Fees.................................................................................. 20

User Guide for the 2nd Quarter Financial Projection 2019-2020

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Apprenticeship Fees ..................................................................................................... 20

Co-op Program Fees .................................................................................................... 20

Incidental Course Fees ................................................................................................ 20

International Fee Share ................................................................................................ 20

Full-Time Non-Funded .................................................................................................. 21

Tuition Short ................................................................................................................... 21

Part-Time Activity .......................................................................................................... 21

International Student Premiums .................................................................................. 21

Internal Revenue ........................................................................................................... 21

Secondment Salary Recovery ..................................................................................... 22

Contract Revenue ......................................................................................................... 22

Other Revenue .............................................................................................................. 22

SECTION 2: SALARIES .................................................................................................. 23

Full-Time Salaries ......................................................................................................... 23

Known Changes ............................................................................................................ 23

Fixed Term Administrators ........................................................................................... 23

Salary Assumptions ...................................................................................................... 24

Salary Splits ................................................................................................................... 24

Coordinators’ Allowances -UPDATED IN V2, Oct. 9, 2019 .................................... 26

Overtime and Shift Premium -UPDATED IN V2, Oct. 9, 2019 ............................... 26

Part-Time Staffing ......................................................................................................... 26

SECTION 3: OPERATING EXPENSES ........................................................................ 26

Learning Aid #1: Adaptive Insights Input Summary ................................................... 26

Learning Aid #2: Mapping BUS Screens to Adaptive Sheets .................................... 30


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? Need Help ....................................................................................................................... 31

Two Scheduled Walk-Thru Sessions ............................................................................. 32

Additional Resources & Drop In Sessions .................................................................... 32

Adaptive Insights Training Materials .............................................................................. 33


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UNIQUE CIRCUMSTANCES FOR THE 2ND QUARTER 2019-2020 FINANCIAL PROJECTION

The User Guide for the 2nd Quarter Financial Projection is specific to the 2019-2020 fiscal year because of the transition between Algonquin College’s legacy budget utility system (BUS) and the newly implemented Adaptive Insights system. For this first budget update process in the new tool new “setup” steps are required to populate the first data in the system.

1. In BUS, the 2019-2020 Approved Budget was captured as one annual amount for each revenue and spend category. The Adaptive Insights template is set up to accommodate monthly budgeting. In Adaptive Insights, for this fiscal year, the 2019-2020 Approved Budget has been populated in the month of March, 2020 (FY 2019-2020) for each revenue and spend category. For clarity, the 2019-2020 total annual budget amounts have been loaded entirely into the March 2020.

2. For 2019-2020, the 2nd Quarter Projected Budget will be pre-populated with the Approved Budget, except for:

a. Academic Revenue (will include 6 months of actuals (April1 – September 30), plus the projection for the last 6 months), using the current Fees.

b. Full-time Salaries ( will include 6 months of actuals plus a projection for the last 6 months)

Note: Any adjustments that you may have identified during the Q1 2019-2020 budget projection process are not captured in Adaptive Insights. Please included these adjustments as required during the Q2 projection process.

Algonquin College’s legacy budget system was only capable of storing and reporting on annual budgeted values. The new Adaptive Insights system will lead to a 2020-2021 budget with monthly values. As a result, the 2nd Quarter Financial Projection process in 2020-2021 will be different than what was done in the previous system and in this fiscal year.

PURPOSE OF THE 2ND QUARTER 2019-2020 FINANCIAL PROJECTION


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This User Guide is for the data capture of revisions and to project year end results based on updated information in Adaptive Insights. The purpose of the Second Quarter Projection processes is as follows:

• At a cost centre level, to review and revise the assumptions used for the 2019-2020 Approved Budget.

• To review and analyze the Q1 and Q2 2019-2020 actual revenue and expenditure results.

Based on the reviews/analysis, create a projection for the 2019-2020 full year to reflect / forecast the anticipated full year results – with a high degree of accuracy.

ACCESSING ADAPTIVE INSIGHTS Log into Adaptive Insights using the following URL: https://login.adaptiveinsights.com/app The 2nd Quarter Projection will occur in the Production version of Adaptive Insights. For some users in Academic Services, you have already accessed the Production version for Program Planning. For other users, this will be your first time in the Production version. User Name: [college user name]@algonquincollege.com Temporary Password: provided by email Once you login for the first time with your temporary password, you will be prompted to change your password to a new unique password.

https://login.adaptiveinsights.com/app


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RE-SETTING YOUR PASSWORD; CONFIRM NOT IN SANDBOX

Please re-set your temporary password received by email.

The new password requirements are as follows:

The password length must be greater than or equal to 12. The password must contain at least 4 alphabetic characters. The password must contain at least 1 numeric characters. The password must contain mixed case characters. The password must contain at least 1 non-alphanumeric character.

Ensure that your user name is checked as your email address

This will allow you to receive an email for re-setting your password.

Confirm that you are in the Production version of Adaptive Insights. This can be

done by ensuring the name next to the does NOT say SANDBOX, but instead reads: Algonquin College of Applied Arts and Technology, The, as seen below.


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ACCESSING THE CORRECT VERSION: 2ND QUARTER PROJECTION

It is very important to use the correct version in Adaptive Insights. Only data entered in the “2019-2020 Q2 Projection” version will be included in the 2nd Quarter Financial projection. Data entered in any other version in Adaptive Insights will not be included in the 2nd Quarter 2019-2020 Projection. Do not use 2019-2020 Program Planning version.

You will be using the Q2 2019-2020 Projection version.


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START BY ACCESSING AN APPLICABLE SHEET FOR THE PROJECTION

The following steps will allow you to access a sheet to enter budget projections.

1. Go to the Menu icon: Going forward, this will be called “Menu”.

2. Go to “Sheets” and a side drop down menu will appear with all the Sheets assigned to your role.


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Depending on the location of your cursor, it might also appear as shown below:

Note that either menu allows for the same access to a Sheet.

3. Select a Sheet that requires a Projection update. For this part of the User Guide, “Expenses” will be used.

4. Click on the “Expenses” Sheet.

VERIFY

The following steps will allow you to access a sheet to enter budget projections:


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1. Ensure that the menu bar (see above) displays Version: 2019-2020 Q2 Projection.

• The importance of verifying that you are updating the corrected updating Version cannot be overstated. Failure to update the correct Version will result in the need to re-enter the work in the correct version.

2. Level: [a specific cost centre] 3. The cost centre can be accessed by the drop down menu or by entering the

cost centre in the search bar.

SETTING THE DISPLAY OPTIONS

The “Display Options” function is the mechanism to set up a comparison between the data sets that you check off to complete the budget update process. In this case, we will be comparing the 2019-2020 Actuals to the 2019-2020 Approved Annual Budget. By checking these dates for comparison (see example below), a new column is added in the sheet to set up the ability to enter Projection data.

Click, “Display Options” on the menu ribbon:

1

2

3


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The following options will be displayed:

The following steps will allow you to set up the display options:

1. Click on “Version Comparison” 2. Change your “Version Comparison” options to be the exact same as the

example below. • We are comparing the 2019-2020 Actuals to the Approved Budget

2019-2020. A Projection column will be added to the sheets. 3. Once completed, click, “OK”


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SAVE THE SHEET – AN IMPORTANT STEP

SAVE this Sheet. By saving the Sheet, you will be saving the selected Display Options. Save the Sheet by clicking the Save icon seen below.

NAVIGATING THE SHEET & REVIEWING THE DATA

You will notice changes to the Sheet (in this case, the Expense Sheet below).

At the very bottom left of the Sheet, you will see a colour legend showing “Current Version: 2019-2020 Q2 Projection”, and “Comparison Versions: Actuals” & “Approved Budget 2019-2020”. See below.

The term, “Projection” is now being used, replacing the term, “Current Budget” which was used in the legacy Budget Utility System.

You will also note previous fiscal years’ Actuals data in Green coloured font. You cannot overwrite this data because these fiscal years are officially closed.

Scroll to the right. Starting in April 2019, you will find the colour-coded column headers corresponding to the colour legend.


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From April 2019 to September 2019, you will find Actuals. You cannot overwrite these monthly Actuals as this is actual expenditure and revenue data transferred from Workday

In the Actuals column from October 2019 to March 2020 you will find:

1. Blank cells for all non-Salary related expenses 2. If you are in the Academic Revenue Sheet you will find:

A pre-populated projection for Academic Revenue 3. If you are in the Full Time Salaries Sheet you will find:

A pre-populated projection for Full Time Salaries

THE MONTH OF MARCH COLUMNS

This section is used to review the columns used for the month of March, 2020 (FY 2019-2020). These are the columns used to update the 2nd Quarter Financial Projection. A reminder that the full year of the 2019-2020 Approved Budget is populated in the month of March, 2020.

The term, “Projection” is now being used, replacing the term, “Current Budget”

Full Year Projection

Full Year Approved Budget

Y-T-D Actuals

March ‘20 Actuals

Q4 Actuals




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HELPFUL DATA ENTRY HINT

From Training Module 5 (also available here):

From Training Module 2:

• Data Entry Hints: • Grey cells – cannot be entered into • White cells – are open for data entry • Blue cells – are calculated subtotals • Green numbers – are historical value • Blue numbers – are the values you’ve entered

DATA ENTRY REMINDERS

• There is no “UNDO” – if you delete a FT employee, the record is gone from the BUDGET (of course the employee still exists, still gets paid, etc.), but your budget may be understated. You can manually re-create the employee details.

• Salary and staffing information in Adaptive Insights is taken from Workday, however, it is used for the projection only. Changes made in Adaptive Insights do not change the actual transactions in Workday.

• There is very little data validation in Adaptive Insights. Watch for salary splits less than or greater than 1.0 (in BUS splits had a total of 100%), or more than 2 Coordinator Allowances per one Coordinator for example. Enrolments that exceeds the registration maximum (Reg Max) will result in a $0 Revenue projection at the program level.

Blue numbers – are values you’ve entered. If they are dark blue they are not saved – don’t forget to save

Once you’ve saved the sheet, the TOTAL will populate, the font colour will be black

https://www.algonquincollege.com/finance/adaptive-insights-project-2019/


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Adaptive Insights will not highlight these types of errors, so please ensure that you verify that these items are correctly recorded in your budget.

• You can have multiple Sheets open at one time. If you Right Click the desired sheet in the Sheets Menu, you can “Open In A New Tab”. The Sheet name will appear above the Menu button. Open all the sheets you will be using and move between them with ease.

• As previously stated, always check to ensure that you are entering in the correct version.

• If you can’t find a Revenue or Spend category, check the Display Options to see if the “Suppress Zeros” has been checked.

USE OF NOTES IN ADAPTIVE INSIGHTS

We strongly encourage you to use the notes to provide explanations for changes from the Approved Budget. This will help you and others reviewing your work to understand your projected budgets at later points in the year or when creating the 2020-2021 budget. While notes were previously captured as Comments in BUS, Adaptive Insights allows Revenue and Spend categories to be split into additional lines where the details can be added as individual lines. The sum (total) of the lines will equal the Revenue or Spend category total.

From Module 2 Training Session (also available here):



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Notes can be added to the entire Sheet to capture additional comments or details:

1. Click on the “Sheet Notes” icon

2. Enter Sheet Note and Click, OK

Notes can be added in any active cell:

1. Right click in any active data entry cell:


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The example of notes recorded below is from the legacy Budget Utility System and the objective is to retain this level of data in Line Splits.


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SECTION 1: REVENUE

The following revenue items are pre-populated. Departments will be able to change information by amending the Winter 2020 enrolment projections in the Enrolment Sheet which will re-calculate in the related cost centre.

FULL-TIME POST SECONDARY FEES

Revenue for full-time Post-Secondary/Post-Diploma activity will be loaded based on Actual Revenue from April 2019 to September 2019. Revenue for Winter 2020 is based on the Winter 2020 Enrolments and the 2019-2020 current fees. Please note that tuition calculations reflect the 10% Ministry-directed fee decrease. Please contact Cristy Montgomery (ext. 6118) if you have questions regarding enrolment planning or enrolment-related fees.

APPRENTICESHIP FEES

Apprenticeship per diem allowances and classroom fees (formerly accounts 34100, 34101 and 34102) will be adjusted in the Income Statement Sheet. Please contact Bobbie Gormley (ext. 6202) if you have questions related to the Apprenticeship fees.

CO-OP PROGRAM FEES

Co-op Fees are calculated based on the enrolment data entered on the Enrolment Planning Sheet. The Co-op fee is based on the current fee as recorded in, and imported from GeneSIS.

INCIDENTAL COURSE FEES

Incidental Course Fees are calculated based on the enrolment data entered on the Enrolment Planning Sheet. The Incidental Couse Fee is based on the current fee(s) recorded in, and imported from GeneSIS.

INTERNATIONAL FEE SHARE

The International Fee Share calculation has been automated in Adaptive Insights. This calculation will result in 40% of the international fees appearing under the former revenue account 39936 International Fee Share Revenue category – less the International Student Recovery Fee. The offsets to these will appear as an expense under International in former account 49936 (International Fee Share Spend category).

mailto:[email protected]



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The following revenue items must be entered by departments, if applicable:

FULL-TIME NON-FUNDED

Enrolment for full-time non-funded activity will not be transferred from the Enrolment Sheet. Adjustments to revenue (formerly account 36400) are made using the Income Statement Sheet.

TUITION SHORT

For adjustment to Tuition Short Revenue using the Income Statement Sheet for the appropriate training days and per diem rate for the program.

PART-TIME ACTIVITY

Use the Income Statement Sheet to adjust revenue for Continuing Education and to adjust revenue for part-time students in full-time programs.

INTERNATIONAL STUDENT PREMIUMS

Adjust Full-Time, Part-Time and ESL premiums for International Students using the Income Statement Sheet – if applicable.

INTERNAL REVENUE

Where possible, you are asked to use the correct account codes to move revenues/expenses. (i.e. debit and credit the same account). However, where this is not possible, use the Internal Revenue and Internal Expense codes. Departments expecting cost recoveries from contracts or other sources should use Internal Revenue (formerly account 39920). In the Notes field, please indicate the source of the revenue, including the cost centre (see example below). There must be an offsetting Spend category (recorded under “College Services” formerly account 49905) in the source cost centre for each revenue amount.

For example, the Centre for Continuing and Online Learning provides a course for a Contract with the Department of National Defence. The budget should be:


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Budget Code Amount Comment

505A 39920 $12,000 Reimbursement for DND contract (460W).

460W 49905 $12,000 Reimburse CCOL (505A) for DND courses.

SECONDMENT SALARY RECOVERY

Adjust for any recoveries expected for seconded employees using the relevant salary spend category to move the salary and fringe.

CONTRACT REVENUE

Revenue expected to be generated from new or continuing contracts should be adjusted using in the Income Statement Sheet

OTHER REVENUE

Other Revenue such as Sale of Course Products (formerly account 38200) and Testing Fees (formerly account 39941) should be adjusted in the Income Statement Sheet. If you use “Miscellaneous Revenue” (formerly account 39908), please describe the nature of the revenue using the Notes feature.

NOTE: A separate cost centre is required for each contract of $100,000 or more. Contracts of less than $100,000 may be combined in a single cost centre.

It is critical to prepare quarterly contract accruals (end of June, Sept. and Dec.) for revenue to be recognized and/or expenses to be accrued. Please prepare these journal entries, with appropriate backup, in Workday, and submit for the Quarter end cut-off date. In addition, please ensure that you recognize all expenses under the appropriate Spend categories.

http://intraweb.ottawa.ad.algonquincollege.com/departments/finance/left%20hand%20areas/Current%20Budget/budget%202012-2013.htm


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SECTION 2: SALARIES

FULL-TIME SALARIES

Actuals for salary and fringe expenses from April to September, 2019 will be pre-populated in the Full time Salary sheet. The 6 month projection (October 2019 to March 2020) for Full-Time Salaries and fringe benefits will be pre-populated for all approved filled and vacant positions using Workday data as of September 30, 2019.

Academic Step increases have been calculated on anniversary dates using the salary table effective September 1, 2019 and in accordance with the current collective agreement.

Administrative Step increases have been calculated on each employee’s anniversary date. A provision has been made for an annual rate adjustment to the salary table.

Support Step increases have been calculated on anniversary dates using the salary table effective September 1, 2019 and in accordance with the Collective Bargaining Agreement. *** The software functionality only allows for one step increase in the year. The 1% increase scheduled for September 1, 2019 should be added as a lump sum amount for all Support Staff in the Income Statement Sheet***

KNOWN CHANGES

Budget holders must include adjustments for accrued vacation that will be paid to individuals retiring in the last 6 months of 2019-2020. This adjustment can be made in the Income Statement Sheet as a lump sum payout.

FIXED TERM ADMINISTRATORS

Budget Holders should include the prorated salary plus the prorated $5,000 annual “in lieu of benefits” value as the Salary projection for the remaining 6 months for a Fixed Term Administrator. Fringe will be calculated in Adaptive Insights on the value entered in “Salary”.


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SALARY ASSUMPTIONS

Fringe benefit costs for all salary lines have been calculated using the following rates:

Salary Account

Fringe Account

Rate Description

40100 40500 40700

43000 24.5% 11% 10%

Full-Time Academic Coordinator Full-Time Bonus/Overtime

41200 40501

43100 11.5% 10%

Part-Time Academic Coordinator Part-Time

41100 41101

43200 15.5% 15.5%

Partial Load Academic Partial Load Short Term

41300 43300 11% Sessional Academic 40800 43001 28.5% Sabbatical Academic 41500 43400 24.25% Full-Time Administrative 41700 43401 28% Sabbatical Administrative 41900 43500 13.0% Fixed Term Administrative 42000 42200 42201 42202

43600 28.5 11% 11% 11%

Full-Time Support Overtime Support Lead Hand Shift Premium

42500 43700 11.5% Temporary Support 42501 43701 9% Student Support

SALARY SPLITS

From Training Module 3 (also available here):



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COORDINATORS’ ALLOWANCES -UPDATED IN V2, OCT. 9, 2019

The Coordinators’ Allowances should be updated in the Income Statement Sheet. Note that there are no data entry restrictions on the number of Coordinator Allowances that can be added to one coordinator. Please review the entered data carefully.

OVERTIME AND SHIFT PREMIUM -UPDATED IN V2, OCT. 9, 2019

Overtime and Shift Premiums should be updated in the Income Statement Sheet. .

PART-TIME STAFFING

Refer to Human Resources website for pay rates when budgeting temporary salaries (or click on this link: http://www.algonquincollege.com/hr/. Adjustments for Part Time Staff should be made in the Income Statement Sheet.

SECTION 3: OPERATING EXPENSES

It is important to budget under the correct Spend Categories. The accuracy of the College’s data depends on this, and the management reporting for the College will be based on the data entered.

Update operating expenses in the Expense Sheet.

LEARNING AID #1: ADAPTIVE INSIGHTS INPUT SUMMARY

This section is intended to provide you with an understanding of the information in Adaptive Insights for the 2nd Quarter Financial Projection. It includes the data sources, the computations, the Sheets for updating and a reference the screens that would have been used in the Budget Utility System (BUS) to capture the same update information. Data in Adaptive Insights to capture the 2nd Quarter financial projection:

- The total of 12 months of the 2019-2020 Approved Budget is populated in the month of March, 2020.

http://www.algonquincollege.com/hr/


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- For Academic revenue, the 2019-2020 fees have been multiplied by the following enrolment data and are included in the Projection column.

o Spring 2019 “Day 10” Enrolment. Data is taken from GeneSIS. o Fall 2019 “Day 10” Enrolment. Data is taken from GeneSIS. o Winter 2020 Approved Budget Enrolment. Data is taken from the

Approved Budget in Adaptive Insights. - For all non-academic revenues, 12 months of the 2019-2020 Approved

Budget is populated in the Projection column. - Full-time Salary expenses: Actuals for Q1 and Q2 PLUS a projection for Q3

and Q4 based on a salary data pull from Workday as of 12 noon on September 30, 2019.

- Part-time Salary expenses: 12 months of the 2019-2020 Approved Budget is populated in the Projection column. Note: The prorated value of Fixed Term Administrators’ $5,000 in lieu of benefits must be added to the prorated value of the annual Fixed Term Administrators’ salaries.

- For all non-salary expenses, 12 months of the 2019-2020 Approved Budget is populated in the Projection column.


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Projection Column Contents

Data Sources Update in Adaptive Insights Sheet:

Former BUS

Screen

Academic Revenue Fees X Enrolment = Annual Projection

Enrolment info used:

Spring 2019 - Day 10

Fall 2019 –Day 10

Winter 2020 –Current EMS Enrolments

Fees used:

Current Fees 2019-2020 adjusted per the Ministry Guidelines for a 10% fee reduction. A 3% increase had been included in the Approved Budget.

Enrolment Planning * Sheet

*Enrolment updates for Winter 2020 will result in an Academic Revenue change

“I”

Part-Time Revenue Approved Budget The Approved Budget populated in Adaptive Insights

Income Statement Sheet

“H”

Non-Academic Revenue

Approved Budget The Approved Budget populated in Adaptive Insights


“J”

Full Time Salary Expenses

Full year projection:

Q1 Actuals + Q2 Actuals + Q3

From Workday financials:

2019-2020 Q1 Actuals

Review: Full Time Salaries-

“A”, “B”


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Projection + Q4 Projection

2019-2020 Q2 Actuals

From Workday Salary data pull on September 30, 2019: Q3 & Q4 are projected in Adaptive

ANOMOLY: The 1% Step increase for Support Staff must be added by adding a line and adding the increase as a lump sum

Employee Data Sheet

Adjust in the Income Statement Sheet

Part Time Salary Expenses



“G”,”E”, “F”

Non-Salary Expenses


Expense Sheet

“C”


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LEARNING AID #2: MAPPING BUS SCREENS TO ADAPTIVE SHEETS

This section is intended to provide you with a map of the functionally that existed in the Budget Utility System (BUS) to the new Adaptive Insights system, as well as to provide definitions for some of the new terminology in Adaptive Insights.


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? NEED HELP

Please call or email one of the following people identified as expert users and subject matter experts:

Area Adaptive Insights Expert Users & Subject Matter Experts

Human Resources Doreen Jans, Teri Kinnunen, Marina Spivak, Emily Woods, Shaideh Mogharrabin

Finance & Administration

Doreen Jans, Teri Kinnunen, Marina Spivak, Emily Woods, Shaideh Mogharrabin

mailto:%[email protected]













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Student Services Doreen Jans, Teri Kinnunen, Marina Spivak, Emily Woods Shaideh Mogharrabin, Rita Cuccia Karen Chiarelli

Innovation & Strategy

Sarah Aikin-Ayre, Nicole Samson Michael Hayes

Academic Services

Cristy Montgomery, Xiao (Shawn) Qu

For the Pembroke Campus: Renée Mask

Office of the President & Communications

Doreen Jans, Teri Kinnunen, Marina Spivak, Emily Woods, Shaideh Mogharrabin, Rita Cuccia

Truth, Reconciliation & Indigenization

Doreen Jans, Teri Kinnunen, Marina Spivak, Emily Woods, Shaideh Mogharrabin

Advancement Doreen Jans, Teri Kinnunen, Marina Spivak, Emily Woods, Shaideh Mogharrabin

TWO SCHEDULED WALK-THRU SESSIONS

Two sessions will be held to walk you through the 2nd Quarter Projection Adaptive Insights Sheets. These will be as follows:

Wednesday, October 9th at 2 p.m. in C153A

Thursday, October 10th at 10 a.m. in CA105A

Format: The duration will be 2 hours. The first hour will be a walk-thru presentation. The second hour will be allocated for questions.

ADDITIONAL RESOURCES & DROP IN SESSIONS

Enrolment Planning questions should be directed to Cristy Montgomery at ext. 6118.


































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A designated drop in time to address your questions has been scheduled from Oct. 11 to Oct. 23 from 10 to 11 am, hosted by Doreen Jans in C505. Or call Doreen at X 3529. For password re-set and cost centre access questions and requests, please contact:

Doreen Jans , Emily Woods, or Grant Perry

ADAPTIVE INSIGHTS TRAINING MATERIALS

Training session materials from the five modules can be found here on the Finance website Adaptive Insights Project page.

Module 1: Introduction

Module 2: Non-Academic Revenue & Non-Salary Expenses

Module 3: Salaries

Module 4: Reporting

Module 5: Academic Revenue & Enrolment Planning





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