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Modernization of Financial Reporting (MFR) Project Update

November 16, 2017

MFR “By the Numbers” – October 2017

  • 1,098: Number of distinct users that ran financial dashboards in OBI (~300 more than September!)
  • 64,939: Number of distinct requests made using the financial dashboards, over a third of which were made of the “Transaction Listing All” dashboard (24,931 requests).
  • 79: Number of individuals registered for the Introduction to OBI Financial Dashboard training
  • 1,204: Number of users who have completed training
  • 62%: Percentage of target audience who is trained on OBI.  If you are one of the other 38%, register for OBI training today!

CREW Decommissioning Deadline: December 15

The Modernization of Financial Reporting (MFR) Project Team has been working diligently with business leadership in the schools (specifically, the Financial Deans), its partners within the Data Management Services team and HUIT to improve the quality of the OBIEE (OBI) dashboards.  After almost 18 years in service to the Harvard community, CREW will be decommissioned on December 15 of this year.  At that time, all access to CREW will discontinue and users will need to access other systems for work they have been doing in CREW.

Until December 15, financial reports will be available in both CREW and OBI.  As of the morning of December 15, OBI will serve as the sole source for financial reporting and users will be unable to logon and retrieve any previously run reports in CREW.

Please note that there will be no changes to the desktop version of Interactive Reporting (also known as BRIO or Hyperion Interactive Reporting Studio) at this time.  Users of IR/BRIO will be still be able to use the desktop version for their ad hoc reporting needs.... Read more about Modernization of Financial Reporting (MFR) Project Update

Modernization of Financial Reporting (MFR) Project Update

December 8, 2016

Grants Management Dashboards

The CREW Grants Management reports were decommissioned on Friday, Dec 1 and are no longer available, with the exception of the Sponsored Invalid Code Combinations and GMAS User Security reports.  As of Friday, December 2, all scheduled Grants Management reports have also been terminated and removed from CREW.  The OBI Grants Management reports are available and will be the source for grants management reporting going forward. 

If you have not yet attended an OBI Grants Management dashboard training, there are more...

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MFR Project Reminds CREW Users of the Disabling of Accounts Payable, Accounts Receivable and Cash Management Reports on November 1, 2015 and Announces Enhancements to Existing Content

September 17, 2015

As we shared last month the project team will be disabling CREW Accounts Payable, Accounts Receivable and Cash Management reports on November 1st.  At that time, FSS Client Services and the Harvard Data Warehouse (HDW) will disable the following CREW Reports and OBI will be the sole source for this information:

  • Accounts Receivable
    • Account Status Summary
    • Past Due Invoices
    • Bad Debt Write-Off
    • Bad Debt Recovery
    • Outstanding Customer Aging Sum
    • Billing Summary
    • Billing Detail
      • ...
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Modernization of Financial Reporting Project Announces Enhancements to Existing Content, Upcoming Grants Rollout and the Disabling of CREW Subledger Content

August 13, 2015

The Modernization of Financial Reporting Project recently deployed a number of user facing enhancements to existing dashboards:

Subject Area

Dashboard

...

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Modernization of Financial Reporting Project Announces the Release of a NEW AP Holds Dashboard, Enhancements to Existing Content and the Disabling of CREW CAPS Content

June 11, 2015

The Modernization of Financial Reporting Project recently released a new AP Holds dashboard for the Procure to Pay subject area.  Many of the users in our community are very excited about having a dashboard that displays all invoice holds in a single view!  The release of this content is timely with year-end processing about to get underway.  This new dashboard can help users identify on-hold invoices warranting attention prior to year-end close.  If you...

Read more about Modernization of Financial Reporting Project Announces the Release of a NEW AP Holds Dashboard, Enhancements to Existing Content and the Disabling of CREW CAPS Content

Modernization of Financial Reporting Project Announces the Go-Live of Procure to Pay Content and New Home Page

April 16, 2015

The Modernization of Financial Reporting Project recently deployed Procure-to-Pay (Accounts Payable) dashboards to Production.  Included in the release were the Committed Funds and the Vendor Invoice Detail dashboards.  Both of these dashboards include enhancements to the data and user experience.    

...
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Modernization of Financial Reporting Project Announces Roll-out of Sub-ledger Content and Enhancements to CAPS Dashboards

February 26, 2015

The Modernization of Financial Reporting Project is rolling out sub-ledger dashboards during February and March.  These Oracle Business Intelligence (OBI) dashboards will replace their respective content on the Finance Tab in CREW. 

The sub-ledgers include Cash Management, Accounts Receivable and Procure-to-Pay (Accounts Payable).

...
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Oracle Business Intelligence (OBI) Tools Training and CAPS Dashboard Roll-out as part of the Modernization of Financial Reporting Implementation Project

August 14, 2014

What is the Modernization of Financial Reporting Implementation Project?
The Project Mission is to modernize Harvard University's financial reporting platform by implementing Oracle Business Intelligence (OBI).  Report content that currently exists in the CREW reporting platform under the financials, grants management, student financials, and public tabs of CREW will be made available in the OBI technology during a phased migration.  By replicating and migrating CREW functionality in the OBI platform, the finance community...

Read more about Oracle Business Intelligence (OBI) Tools Training and CAPS Dashboard Roll-out as part of the Modernization of Financial Reporting Implementation Project