Budget Development: Manage Series

This first Budget Development video will take a look at some of the necessary set-up to begin your Budget Development cycle for the next Fiscal Year. In particular we'll take a good look at the Manage Development Series page where you'll create and manage your unique series' in Budget Development, In-Year Forecasting and Multi-Year Planning.


Forecasting: Set-up Steps

This admin tutorial will walk us through and introduction to Forecasting and walk through the necessary set-up steps before moving on to the data entry components of In-Year Forecasting. We'll also discuss an introduction to the 5 Forecasting models that you can choose from for your institution.


Position Planning

The optional Position Planning module is now available to track position based dollars and FTE by Fiscal Year. This tutorial will show you how to create a Position Series and then how to use the Position Planning data entry pages from a centralized workflow.


Budget Admin 1: Admin and Set-up

This video will walk Administrators though the set-up and administration of FAST Budget Admin. This is a centralized function and may reside at the level of the Budget Office only. This video will cover some key concepts including: how to create and manage your Budget Series, how to create Change Numbers, how to manage approval status codes and we'll also cover the necessary admin level functions required to set-up the Restricted Column option on the Detailed Data Entry page. This is an important first step before on to other Budget Admin functions.


Budget Admin 2: Approval of Development Requests

Part two of our Budget Admin overview will cover the 3 different methods of approving end user requests in Budget Development.


Budget Admin 3: Posting to Budget Series/Subledger

This video will walk you through how to move approved Budget Development records to a Budget Series. This is a necessary pre-cursor to posting those approved records to your ERP. We'll also take a detailed look at the entire Budget Admin cycle as a review.


Budget Admin 4: Posting Budget to ERP

Part 4 in the Budget Admin series will show you how to create a batch from your Approved Budget data and post that Series into your ERP (also called Database). We'll show you how to create and view a batch and post that data as your Base Budget from your subledger into your ERP. This is typically a highly centralized/administrative function and the ability to Post Batches is role-based.


Budget Transfers: Admin

This is the Administrative video relating to the Budget Transfer Module. We'll cover some of the important set-up steps that are necessary before you can implement and use the module effectively. This includes how to manage central approvers, how to manage your configuration settings and how to create or modify your Excel Import template.


Budget Admin: Mass Record Delete

This administrative video will show you how to use the Mass Delete function in both Budget Development and in Budget Admin. This is likely to be a highly centralized function and is useful for deleting/removing mass amounts of data from a series when it has been added incorrectly or as duplicate records.


Budget Admin: Setting up Custom Queries for Import

This advanced video will cover the set-up steps necessary to use a custom query in the Budget Admin Import. This is a highly centralized or admin level function but it is an important series of steps to allow FAST to capture the queries for import to your Budget or Development Series.


Budget Admin: Importing Data from External Sources

This advanced video will cover the Import process from external sources such as Excel or a Custom Query to populate development or budget series data. This is a highly centralized function and is likely restricted to a small number of users within the Budget Office.


Budget Admin: Menu Access for Budget and Forecasting

This administrative video will show you how to use the Menu Access page correctly for the nuanced world of Budget and Forecasting. There are a few key differences that we'll cover, particularly in the Budget Development and Data Entry side of things. Even if you're used to the Menu Access page, check this out to be sure you know what's new for this module!


General: Advanced Options

This short video offers some tips on how to use the Advanced Options to customize your report data! We will take a look at FAST Finance Reporting but you can use these tools across all areas of FAST! We will look at how to hide columns, how to re-arrange columns, how to apply custom column filters and use the Advanced Options Tab on each report.

Total Length: 10:45

General: Grouping V4.3.04+

This video will walk all end users through the use of Grouping in your FAST reporting. We will cover demos from FAST Student using grouping "counts" and FAST Finance using grouping "sum". This tutorial can be applied to all FAST applications and is designed to give an overview of the Grouping function to show you the different options available. Grouping is a great way to summarize or aggregate your data and display your report detail in a different way, quickly and easily!

Total length: 11:00

General: Adding Column level customization

This video will demonstrate the various ways you can modify and customize the look and feel of any reporting page for your own personal use. We will look at applying column sort orders, applying custom column filters to refine your data and also at how to hide certain columns from your final report. These tools can be applied to any report in any FAST application and are end user driven; they are not global changes, but rather just for the benefit and use of the different end user needs' that your employees may have.

Length: 14:30

General: Report Scheduler - Personal Pinned Reports

This video is designed for ALL FAST Users who wish to explore the brand new Report Scheduler functionality introduced in FAST Version 4.3! We are going to cover an intro to the Report Scheduler and show you how to schedule your personal Pinned Reports to be delivered to your inbox at regularly scheduled intervals. It is important to have a solid understanding of how to set up and manage your Pinned Reports before beginning the Report Scheduler.

Length: 13:45

Virtual Columns: Course 1

Welcome to the wonderful world of Virtual Columns! In FAST 4.3.06+ you can now create virtual columns using existing column data or creating calculated formulas to create brand new information! This first course will take a look at how to create and manage your own Virtual Column by combining the content of two existing report columns!

Length: 14:35

Virtual Columns 2: Creating Calculated Columns

Welcome to the wonderful world of Virtual Columns! Part 2 in our Virtual Column Series will walk you through an introduction to creating calculated virtual columns; that is, columns based on a formula or equation to produce your own custom column in your FAST report!

Length: 10:00

Virtual Columns: Troubleshooting Errors

Welcome to the wonderful world of Virtual Columns! This short tutorial in our VC series will walk you through how to troubleshoot your Virtual Column if you accidentally create a flawed formula that causes your report to fail. Keep calm and watch on!

Length: 7:30

General: Dashboards and Graphing

This course is intended to cover the basic principles of advanced Dashboards and Graphing in any of the FAST reporting applications. Students will learn how to create, manage and organize their own Dashboards and then learn how to create a basic graph from a typical reporting page. To do this, we will cover the Advanced Options and the fundamentals of changing the look and feel of reports to aggregate the data in a different way. We will cover how to build graphs and grids to make available for quick and easy access on the dashboard of your choice.

Length: 38:41