Welcome to the Aggie Enterprise Resource Library!
Here you will find a variety of materials such as slide decks, handouts and reference guides to help navigate the Aggie Enterprise project. Check back often as more resources are added in preparation for go-live on January 1, 2024.
Click on the topics below to view and download the resources.
- GLIDE
- Intro to Tools and Reporting
- Gift Fund balances in Aggie Enterprise
- PPM Faculty and Department Portfolio Report
- PPM Costs
- Account Monitor/ Inquire on Detail Balances
- UCD Transaction Listing Report
- UCD GL Summary Balances Report
- UCD Transaction Listing - GL & Subledger Detail
- Natural Account Hierarchy and Report Updates
Go Live Resources
| Title | File Format | Description |
| Aggie Enterprise Go Live Checklist | Knowledge Base Article | Aggie Enterprise went live Jan. 4, 2024. Use this checklist to help with Day 1 activities, as well as clean-up and validation activities to be completed over the first several weeks following go live. |
| Aggie Enterprise Go-Live Support Resources Guide | Brings all support resources together in a single place. | |
| Aggie Enterprise Planning Go-Live Support Resources Guide | Aggie Enterprise Planning went live Feb. 20, 2024. This guide provides resources to help users get started in Aggie Enterprise Planning. |
Project Overview
| Title | File Format | Description |
| Aggie Enterprise Overview (Updated Jan. 2023) | PPTX | The Aggie Enterprise Overview slide deck provides an introduction to the project goals, scope and timeline. Please contact the CCT team to schedule presentations on special topics. |
| Aggie Enterprise Project Overview Quick Reference Guide (Updated Dec. 2022) | The Aggie Enterprise Project Overview Quick Reference Guide provides key information about what is changing, why it's changing, and who will be impacted. | |
| Glossary | Web | The Aggie Enterprise glossary supports a shared vernacular and understanding of the change. |
| Guiding Principles Handout (Updated Dec. 2022) | The Guiding Principles are foundational values and priorities that will be referenced throughout the course of the project when evaluating key decisions. | |
| Preparing for Aggie Enterprise: Checklist (Updated Oct 2023) | A checklist of activities that individuals can begin today in order to prepare for Aggie Enterprise. | |
| Aggie Enterprise Work Stream Resource Guide (Updated Dec 2023) | An easy-to-share collection of resources from the four Aggie Enterprise system work streams: Finance, Planning, Project Portfolio Management (PPM), and Supply Chain. | |
| ADMAN Session - Project Update on October 19, 2023 | ||
| ADMAN Session Recording | Web | A walk-through of Aggie Enterprise Cutover tools, Updates on training and the Hands-on environment, and an overview of common reports. |
| ADMAN Session Slide Deck | Session slides with hyperlinks. |
Chart of Accounts
| Title | File Format | Description |
| Chart of Accounts Resource Guide (Updated January 2024) | Brings all Chart of Account resources together in a single place in the recommended order for reviewing. | |
| Chart of Accounts Quick Reference Guide (Updated Sept 2023) | The Chart of Accounts Quick Reference Guide provides the definition and purpose for each segment, creating a common language for all financial transactions. | |
| FAU to CoA Mapping Quick Reference Guide (Updated August 2022) | The FAU to CoA Mapping Quick Reference Guide provides high-level details of how current FAU values translate to the new Chart of Accounts. | |
| CoA Baseline Value Tables (Reference Production Hierarchies folder) | Excel | The CoA Baseline Value tables provide the current list of Chart of Accounts values, organized by segment. Note: the full list of values is still in development in collaboration with units across UC Davis. |
| CoA Crosswalks (Reference Crosswalk Key and Crosswalk folder) | Excel | KFS FAU to CoA-PPM Crosswalk tools, including Actuals, Base Budget, Carryforward, Current Budget and Non-Sponsored, Non-Capital PPM crosswalks. |
| CoA Segment micro-learning video and Quick Reference Guides | Varies | Segment videos provide a quick overview of a single CoA segment. Resources linked below each video provide at-a-glance details and additional information. |
| Aggie Enterprise Chart String Guidance | Excel | This workbook provides use criteria and guidance for specific Chart of Accounts values. Content is organized into tabs for each CoA segment. |
| Data Governance Forum on May 30, 2023 | ||
| Data Governance Forum - Recording | mp4 | An overview of Data Governance including the process for requesting new KFS FAU and CoA values (targeted for 7/1/23 implementation) and the review and approval process. (Duration: 52:26) |
| Data Governance Forum - Slide deck | Forum slide deck. | |
| Data Governance Forum - Q&A | Answers to questions addressed during the Data Governance Forum on May 30, 2023. |
Faculty
| Title | File Format | Description |
|---|---|---|
| Faculty Quick Reference Guide | The Faculty Quick Reference Guide provides high-level details about how Aggie Enterprise impacts faculty, including new chart strings, portfolio reporting and purchasing changes. | |
| Faculty Forum Recording | mp4 | Overview of the PPM Project structure, important freeze dates, day-in-the-life scenarios, and resource highlights. |
| Faculty FAQs | Web | Faculty-focused FAQs addressing Pre- and Post-go-live questions. |
| Faculty Fillable Takeaway | Word | Designed for department staff to customize for individual faculty, this fillable document helps guide conversations between faculty and department staff about Aggie Enterprise. Content covers project deadlines, new chart strings, and who to contact with questions. |
Reporting
| Title | Description |
| GLIDE Reporting Demo Delivered on Apr. 11, 2023 | An overview of the General Ledger Interface Detail Entries (GLIDE) reporting tool.
|
Intro to Data and Reporting Tools demo Delivered on July 12, 2023 | An introduction to some of the data and reporting tools available to support users. Topics include an overview of the Chart of Accounts Segment Report (Cognos) - a tool to help navigate the new UC Davis Chart of Accounts structure, running a Transaction Listing report, searching PPM Project Costs, and exporting data to Excel.
|
Gift Funds in Aggie Enterprise - finding balances Delivered on March 21, 2024 | A demonstration on how to find Gift Fund balances in Aggie Enterprise using the General Accounting Dashboard.
|
Run the PPM Faculty and Department Portfolio Report Delivered on April 11, 2024 | Review how to run the PPM Faculty and Department Portfolio Report and interpret report output.
|
Delivered on April 16, 2024 | Review the steps to view summary and detailed costs for Sponsored and Non-Sponsored Projects in PPM |
Using Account Monitor and Inquire on Detail Balances Delivered on May 13, 2024 | Review how to use the Account Monitor and Inquire on Detail Balances to review General Ledger Balances and Drill Down into Subledgers |
Running the UCD Transaction Listing Report Delivered on May 15, 2024 | Review the steps for running and scheduling the UCD Transaction Listing Report.
|
Running the UCD GL Summary Balances Report Delivered on July 10, 2024 | Review the steps for running the UCD GL Summary Balances Report.
|
UCD Transaction Listing Report - GL and Subledger Detail Delivered on August 15, 2024 | A demonstration of how to run the UCD Transaction Listing Report - GL and Subledger Detail to review general ledger transactions and reconcile differences between the subledger and the general ledger. |
| Natural Account Hierarchy Enhancements and Updated Reports | Join us for a review of the recent enhancements to the CoA natural account hierarchy structure, the benefits the updates provide and the resulting updates to the Department P&L report, the General Ledger Summary report, and the UCD GL Summary Balances report. |
UCPath
| Title | Description |
UCPath Change Impacts Forum Recording 12/4/23 Update on Funding Entry:
| Aggie Enterprise and UCPath forum, presented on Nov. 8, 2023, topics included:
|
UCPath Change Impacts Forum slides 12/4/23 update: Slide 13 is no longer accurate, see corrections above | PowerPoint slide presentation for the Nov. 8 session |
| UCPath Q&A document | Answers to questions submitted during the Nov. 8 session (updated 12/5/23) Also available UCPath FAQs |
Banner
| Title | Description |
Aggie Enterprise: Banner Change Impacts Information Session | Information session, presented on Nov. 17, 2023, topics included:
|