Description

This dashboard contains five visualizations to provide visibility into labor distribution expenses, current SPAR and TEAM data for salaried and bi-weekly employees, respectively and historical SPAR distributions by account and individual employee.

*This new view by default, will not display account information. A user must setup a default custom view for their account information. This is meant to improve performance give the large amount of data now available at the individual transaction level. Multiple custom views can be created to allow for ease of navigation.

The data is updated each evening from the prior day’s activity in PRISM, Pitt Worx and PBCS. The labor distribution expenses are available from fiscal year 2018 through current. Encumbrances generated in the Operating Funds or Grants Forecasting (PBCS) applications are available through filter options.

The current COGNOS security rules for viewing LD data are applied to this dashboard.

Key Business Questions

This dashboard allows tracking of prior and planned employee compensation dollar amounts from PRISM and PBCS Operating Funds/Grants Forecasting respectively. Planned expenses will only be available if you are using the forecasting applications to project future costs.

Which employees' salaries come from the account I manage?
What SPAR/TEAM distributions are on an account?
What was the historical effort on my accounts?
Which compensation expenses are forecasted for my accounts?
How much overtime has been charged to my accounts?

Usage Guide

Please be aware that given the vast amount of data for transactions in the last 10 fiscal years. It may take some time to load. Users must create at least one default view to allow for better performance.

Create a Custom View

When opening for the first time, you must select filter options to display data.

Select the filter appropriate options to display data.
Click the View option on the toolbar. The text is “View: <current view>” If no custom view as been established, the text will be View: Original.

The Custom View window will open. Enter/select the following:
- Name the view - this name will appear as the view name and option
- Select the “Make it my default option” - this will then make these filters automatically select/display when this dashboard is opened
- Click Save
Multiple views can be created and saved, only one can be the default. At the bottom, all available views will be displayed and available for selection.

Once saved, the view name will appear in the toolbar. Click the View option to switch to other saved views.

Labor Distribution by Account

The Labor Distribution by Account view provides historical labor distribution charges for employees by the GL account combination within an RC. Multiple account segment values can be selected.

Use the Fiscal Year and Period filters to select the desired time frames. As the filters are updated the totals at the left and top will update accordingly. The Export button can be used to export the LD transactions to Excel.

When Adjustments exist, hover over the adjustment dollar amount to open the tool tip that displays the accounts and periods associated with the adjustment total. These are typically from retro SPAR changes on an employee's record.

Labor Distribution by Billing ID

The Labor Distribution by Billing ID view provides historical labor distribution charges for employees by the project billing ID or master account. This view will display all of the master and subaccount projects associated with the billing ID, regardless of the department number. You will only see Billing IDs where your department is the owner of the mast account.

Use the Fiscal Year and Period filters to select the desired time frames. As the filters are updated the totals at the left and top will update accordingly. The Export button can be used to export the LD transactions to Excel.

When Adjustments exist, hover over the adjustment dollar amount to open the tool tip that displays the accounts and periods associated with the adjustment total. These are typically from retro SPAR changes on an employee's record.

Historical, Current & Projected SPAR

The Historical, Current and Projected SPAR view provides information SPAR distribution and effort
percent information for the past five fiscal years through the current and any projected SPAR
distribution percentages by the GL account combination within an RC. Multiple account segment values
can be selected.

Distribution percent is the actual percent charged to the account, effort percent is used for cost sharing
and reporting purposes related to sponsored projects. For example, a faculty member may be working
50% on a grant, however only 30% of their salary may be charged to the project and the remaining to an
02 or 04 account.

Use the Employee and Assignment status filters to select specific employees, terminated employees are
included in the view but can be excluded here.

Use the Fiscal Year or Academic Year and Period filters to select the desired time frames. As the filters
are updated the totals at the left and top will update accordingly.

The Export button can be used to export the SPAR percentage data.

SPAR & TEAM by Account

The SPAR and TEAM by Account view provides information on the current SPAR or TEAM records by the
GL account combination within an RC. Multiple account segment values can be selected. To show data, filter options must be selected.

The Display filter by default will show SPAR and TEAM records. SPAR records are created in
PRISM for salaried employees and TEAM records are created in Pitt Worx for bi-weekly(hourly) employees.

To show employee compensation encumbrance/projections created in the Operating
Funds or Grants Forecasting (PBCS) applications, select the PBCS option in the Display filter. Forecasted encumbrances will be the last section displayed.

Use the Export button to export data to Excel. Select the appropriate sheet to export (each type is a separate export).

Labor by Employee

The Labor by Employee view provides historical labor distribution expenses, current SPAR or TEAM
information and project labor expenses by a specific employee.

Use the Fiscal Year and Period filters to select the desired time frames. As the filters are updated the
dollar and month totals will update accordingly. The Export button can be used to export the LD
transactions to Excel.

Use the Include PBCS Projections filter to view forecasted expenses for the selected employee from the
Operating Funds or Grants Forecasting PBCS applications. When this filter is changed to yes, the future
project expenses will be displayed if you are using the PBCS applications to forecast expenses.

There are several Export buttons available to export data to Excel. Each button is specific to the data
that is displayed based on filter selections. You must click the Export button that corresponds with the
data you are currently viewing, otherwise the export will be blank

What is the source of this information?

There are many sources of data for this dashboard:

General Ledger Mart
PRISM
Pitt Worx
PBCS Operating Funds Forecasting
PBCS Grants Forecasting

All data are updated in the early morning with the previous day’s data. The dashboard refresh is usually completed by 9:30am each day.

How do I get access?

You will automatically have access to this dashboard if you have GL Mart Access with Payroll Access (group name ends with “-PR”). You will see all account strings granted through your assigned security role.

You can request GL Mart access through the Federated Authorization form. More information can be found here: Federated Authorization Community.

Status	PRODUCTION

Public

Fiscal Panther: Actual & Projected Labor