Back in April, we shared information in eNews about the Position Tracking and Reporting project.  The project remains on track to deliver new functionality in PeopleSoft and Harvard Careers for:

• July 2019 - Beta release at the Harvard Divinity School only
• October 2019 - All schools and units will be live with position numbers for staff and union positions. Some schools will elect an early adoption of faculty position numbers and may include other classes (ex. Post Docs, Temps etc.) at this time. Faculty position numbers will be required by April 2020.

This month, in preparation for our go-live, we had over 75 individuals across all major schools and units participate in user acceptance testing.  Participants were represented from:

• American Repertory Theatre
• Campus Services
• Chan School of Public Health
• Faculty of Arts & Sciences
• Graduate School of Design
• Graduate School of Education
• Harvard Business School
• Harvard Divinity School
• Harvard Kennedy School
• Harvard Law School
• Harvard Medical School
• Harvard School of Dental Medicine
• Harvard University Art Museums
• Harvard University Employees Credit Union
• Harvard University Information Technology
• Harvard University Library
• Harvard University Police Department
• Harvard University Press
• Radcliffe Institute for Advanced Studies
• School of Engineering and Applied Sciences
• University Health Services
• Vice President of Human Resources

The project team received some great feedback that we intend to incorporate into our training materials and future releases.

If you have any questions about the project please contact your local implementation manager.

... Read more about Position Tracking and Reporting on Track for July 2019 and Oct 2019 Go-Lives

The OGC has recently updated the long form for services or consulting agreement template and has created several new model speaker consent forms (paid and unpaid guest speakers, guest lecturers, panelists, performers, etc.) which may be found here.

Additional changes to the short form model services/consulting agreement is forthcoming.

Please be aware of these dates:

• The FY21-25 multi-year capital plans should be submitted in CPATH by August 30^th; the data from the August 30^th MYCP submission will be pre-populated in the Multi-Year Financial Plans (MYFP) by OFSP. Adjustments can be made through October 4^th; however, the final capital spending amount reported in CPATH as of October 4^th must agree with the amounts in the MYFP.
• Please ensure the out years of the MYCP (FY24 and FY25) reflect anticipated spending; if projects are not yet identified, it is recommended that placeholders be used.
• MYCP narratives are due to CAPS by October 11^th. Narrative template will be distributed in the next few weeks. Questions will be similar to last year.
• FY21-25 Capital Plan Guidelines will be posted to the CAPS website within the next few weeks.

Please contact a member of the FAD Capital Panning and Project Services team with any questions or send an email to the CAPS Office (caps@harvard.edu).

The Ad Hoc Reporting Project (ARP)’s mission is to implement a modernized ad-hoc reporting software solution (Tableau) and support the migration from Brio to the new platform. Our number one guiding principle for this project is to advance HUIT’s vision of empowering the Harvard community through technology that enables effortless access to data, information and knowledge.  Data Management Services (DMS) is happy to announce that the funding for the project has been released so that work can start in earnest in FY20.

Currently, DMS is actively working with Tableau to:

• Identify consulting partners to assist Brio/IR users converting their queries to Tableau
  and
• Identify training tracks for the Ad Hoc community
• Provide monthly informational sessions for the Brio / IR users called Tableau Days
• Complete a Vendor Risk Assessment to ensure proper security
• Review and negotiate licensing options

Tableau Days

DMS is happy to state that the second Tableau Day was a success.  Justin Grosz from Harvard Business Publishing (HBP) spoke about how HBP uses Tableau for quarterly reporting automation.  Tableau’s topics included best practices, an overview of Tableau, and a review of how to create spreadsheets in the system.

Planning is currently underway for the next Tableau Day on Thursday, June 27^th.  Tableau Day will be held in the 4^th floor Summit Room at 784 Mount Auburn Street.  Tableau and Harvard presentations will be held from 11:00 a.m. to 1:30 p.m., with Doctor Sessions running from 1:30 p.m. through 3:00 p.m.

• To register for the Tableau Days, please click HERE.
• To register for the Tableau Doctor Sessions, please click HERE.

If you have topics that you would like to see covered in future Tableau Days, simply email Patty Hatch or Raj Mariadoss.

... Read more about Ad Hoc Reporting Project Update