FMT Bulletin Board

Thursday, May 8, 2008 12:00 PM

Attention: FMT is currently unavailable, so that we may load April actuals. Our process is taking longer than usual. We estimate that FMT will become available at or about 3:00 PM. Please check back for the OK to log in.

The deadline for Subcontract Cleanup Is May 8th!! Look in the FMT REPORT LIBRARY Grants and Contracts Reports folder for subcontractor cleanup reports to help you determine which budgets and commitments you will need to move to the new exptype 833410.





New FMT Reports

A new report called "Transfer Reconciliation Report" has been created in FMT to assist you in reviewing the use of transfer expense types for your department. The report has been added to the FMT Report Library under Financial Reports in the Budget and Monitoring folder.
You can run the report for different periods, e.g. Current Year Actuals (CYA), Last Year Actuals (LYA) or plans (CYP, NYP, Dept Plan), etc. If you have any questions regarding this report please contact Lourdes Nuzzo at 785-6431 or lourdes.nuzzo@yale.edu


New Documents

How to Delete or Rename Reports and How to Add Subfolders to your FMT Report Folder

Guide to Selecting Correct Revenue Rows in Financial Workbooks

FMT Budget and Quarterly Monitoring Manual

FMT Dummy Awards and Projects Cheat Sheet

If you have trouble opening BMS Web, try this:
How to disable Popup Blocker

FMT Workbook Error Messages - What do they mean?

New User Access to FMT

To obtain access to FMT, please print, complete, and have the following form authorized. Fax to Candice at 785-5397.

FMT Access Request Form

Access to Make It So

To obtain access to BMS Make It So (FMT to LD Interface), please print, complete, obtain your business manager's authorized signature and fax to Clients Accounts and Access @ 5-5397.

YSM System Access Request Form

To install FMT once your access has been granted, open the General Use Manual (link below) and follow the instructions under Getting Started (page 3). If you need help, please call Candice at 737-4056.

MOVING? Remember to notify us when your department would like to terminate a user's access. Please fax a copy of the user's access form with the word Cancel written across the form to the attention of Candice @ 785-5397.

Need FMT Training?

Email the system administrator to set up FMT training sessions for:

• New User Orientation
• Grant and Contract Plan Workbook
• Financial Plan Workbook
• Salary Plan Workbook
• FMT reports

Small classes are held at 47 College Street Suite 216.

Be sure to specify number of attendees and which class or classes you would like to take. You must have FMT access to take FMT training!!

FMT How-To Guides

FMT User Year End Procedure

How to Make FMT Projections Dynamic in Financial and GC Workbooks

How to Enter a Fiscal Year Slice of Fed/NonFed Grants into Financial Workbook for Budget Report

FMT Tips and Tricks

FMT Tips Library

FMT Power Point Training Presentations

• Salary Plan Workbook
• Grants & Contracts Plan Workbook
• Financial Plan Workbook
• FMT Reports

FMT Manuals

Manuals for the Salary Workbook, Financial Workbook and GC Workbook are available in PDF format to be printed or used interactively onscreen. There is also a General Use Manual for new users. Please see links to these manuals below.

(date indicates last update)

• Make It So Manual  08/2007
• FMT General Use Manual  04/04/2008
• FMT Salary Manual 09/06/2006
• FMT Financial Manual 09/06/2006
• FMT Grants & Contracts Manual 08/31/2006
• FMT Reports Manual 10/18/2004
• FMT Salary Workbook Training Exercises 9/20/2006

FMT Advanced Reporting

FMT Reporting Reference Guide is a manual which is a compilation of the Time Series and Other Column names for data that you can retrieve with your FMT reports. You may want to use these when creating your own reports, altering an existing report or just for reference when trying to understand the data you see in SRC Library reports.

Two reporting guides from Business Objects (formerly SRC) are now available.

Fixed and Sequential Reporting Guide

Variable Reporting Techniques

Reminder
Please do not use salary exptypes in your financial workbooks. All salary expenses must be planned in your salary workbooks!


Last modified: May 8, 2008.  (cch)





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