Financial Transaction Services (FTS) will be down and unavailable due to system maintenance on Monday, August 31 from 6:00 p.m. to 7:00 p.m.
Early this year, the CSU Chancellor’s Office began working on the CFS Data Warehouse 11G to improve functionality, creating a more efficient and accessible end user experience.
The newly redesigned data warehouse, known as Finance Data Warehouse Phase II, is scheduled to replace DW-11G in December 2015. To help with the transition, both data warehouse versions are now currently available, and both will be refreshed each night. We encourage you to use the time between now and November to prepare yourself to switch over completely to FDW-P2.
Finance Data Warehouse Phase II is very different from the current version. The dashboard content has been consolidated and reorganized, and the layout has been rearranged. A wider range of filters and new formatting options are available to provide increased flexibility in creating reports which could be more meaningful for you and your departments. Some of the enhancements include:
- Manage My Budget, Operations, and Management Reporting dashboards have been consolidated into two dashboards: Financial Reporting and Transaction Inquiry.
- Removal of 220 reports and a streamlined report structure.
- More report filter options available such as the Not fields (Not Fund, Not DeptID, Not Account…)
- Reports in the Financial Reporting dashboard now come in a standard six column format. A new feature has been added to allow users to hide or unhide columns as needed for reporting requirements. This eliminates the need to create reports with different column versions (2, 3, 4, and 5 columns).
Current DW users will have access to FDW-P2 so there is no need to submit a System Access Request form; however, due to the consolidation and reorganization of the dashboards, users will have to recreate any DW-11G saved reports in the new environment.
Training sessions will begin in late September with more information coming soon.
For employees who track or manage department budgets, please note that the month of July 2015 is now closed in CFS.
This means that the General Ledger (GL) system will not accept any more entries with a July journal date. July transactions can still be entered into the GL system, but the journal date must be 8/1/2015 or later. The current period open is August 2015.