Golden Gate University

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Golden Gate University

• Welcome to an Overview
• of the PROPHIX budget tool

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Goal

• To enter budget data for the 2005 Spring 04
  Update using PROPHIX

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Learning Objectives

• By the end of this session, you will be able to
• Log on to the new PROPHIX GGU Model.
• CHECK OUT data.
• Enter data through account views.
• Save data.
• Consolidate data.
• Submit budget data.
• Run budget reports.

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Log on to PROPHIX

• Click the PROPHIX icon on your desktop

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Launch PROPHIX for the First Time

• PROPHIX takes several minutes to launch the first
  time. The following screen displays

Click Ok
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Launch PROPHIX -- continued

• Select File? Open Model
• The Welcome to PROPHIX screen displays
• Click Browser

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The Following Window Displays
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Launch PROPHIX -- continued

• PROPHIX creates a default local work directory.
  Click yes to confirm.

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Start PROPHIX -- continued
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Start PROPHIX - continued
Menu Bar Items
Toolbar
Database Name
PROPHIX BAR
Current Version
Workflow Hierarchy
Workflow Information Area
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Start Prophix - Continued
Budget Process
Current Version
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Check Out Data in PROPHIX
Click the green Check Out arrow to check out your
data.
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Check Out Data in PROPHIX -- continued

• Check out dialog box
• After clicking the Check Out icon, the box pops
  up to confirm the check out. Press Yes to
  continue with the check out or No to cancel it.
  Always leave the option to Copy comments
  selected to ensure everything is checked out.
• Once the data has been checked out successfully,
  PROPHIX time stamps this on the workflow screen.
  Also note that the Work in Progress is
  highlighted in yellow to show that the user has
  started his/her budget.

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Data Entry
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Data Entry -- continued
Check for the appropriate view
Check for the appropriate Organization
Click on the Open button
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Change Organization
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Data Entry -- continued

• Make sure that the data entry screen has Accounts
  selected under Down.
• When all selections are correct, click Open.

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Data Entry -- continued
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Data Entry -- continued
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Consolidate Data
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2
3
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Submit Budget Data
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Submit budget data

• Once you click the submit button, you will be
  prompted to submit data.
• Make sure that the submit supporting details to
  parent database is checked.
• Click Yes to submit data.

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OLAP Reporting
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OLAP Reporting -- continued
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OLAP Reporting -- continued
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OLAP Reporting -- continued
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OLAP Reporting -- continued
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OLAP Reporting -- continued