In the next few months we will be rolling out your new administrator Dashboards. We wanted to give you a brief overview of what you'll be able to see and do with this new tool and let you know the dates for the training and the rollout.
The Dashboard will be your view to key information about the accounts you administer. You will be able to access Financial Edge via a remote desktop connection and view this information in a spreadsheet-based layout. For each account you administer, you will see the project number, project name, a brief purpose statement, and the available spendable balance. For endowments you'll also see non-spendable earnings, historical gift values, and market values. If it fits, we'll also show you the college and department to which the project belongs.
From the Dashboard, you'll be able to drill down to the project record where you'll have view only access to that record in our system along with access to any scanned documents such as MOUs and Account Agreements.
From the project record, you'll be able to see a summarized statement of activity and then be able to drill down to the specific transactions that make up that activity. You'll also have access to any scanned documents associated with those detailed transactions such as copies of all of your submitted DRFs.
The Dashboard information will be real-time. As soon as we post activity, it will be reflected in the Dashboard amounts.
Our plan is to have the Dashboards ready to go by August 17th at the latest.
We will have six training sessions at the USM Foundation offices. We'll have morning sessions (9:00 - 11:30) and afternoon sessions (1:30 - 4:00) on Tuesday, July 24th, Wednesday July 25th, and Thursday August 2nd. Please save these dates. We will send out formal announcements and RSVP's in early July. For those who are not able to make these sessions we will have additional sessions after school starts.
We will also be looking at recording online training snippets that you'll be able to access from our web site.
We have more than 2500 active projects spread among 300+ administrators. We have hired an intern for the summer to help us scan documents and record purpose notes and our IT staff is diligently working on user setup and security. We are very excited about this initiative and look forward to rolling this out.