CERN European Organization for Nuclear Research AIS Management

CERN – European Organization for Nuclear Research AIS Management Administrative Information Decision Support Services AIS Stakeholders CET – An Overview Meeting – March 2006 1 CET CERN Expenditure Tracking Introduction to CET and basic financial concepts June 2007 IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 2 What do you learn today…? § After the presentation, you should be able. . . § § § § to to know what is CET and how to access it understand the purpose of the main CET reports distinguish between payments, commitments, provisions etc. get a better idea about financial transactions use advanced features like virtual units and ranges discover the flexibility of CET Information Centre schedule reports for automatic execution IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 3 Agenda 1 CET Overview 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 4 Agenda 1 CET Overview 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 5 Where to find CET § Inside CERN use the following URL § cet § From outside CERN § https: //cet. cern. ch/ § Officially supported browser § Internet Explorer (CERN Nice version) § And CET normally should work with § All major browsers in a recent version (e. g. IE 6/7, Firefox 2. 0, Safari 2, Konqueror 3. 5 etc. ) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 6 Some Words about CET § Gathers its data from the various financial applications used at CERN (mainly Qualiac) § Access is granted based upon official CERN roles, EDH signature rights and CFU contract accesses § Data is extracted daily (extractions run during the night) § CET (among other applications like HRT, SMT, IC, CFUtk etc. ) is maintained and further extended by the AIS-MDS team: Per Gunnar Jönsson (SL) Chris Dixon (STAF) Janke (STAF) Piotr Sliwa (FELL) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 7 Main Menu Contracts Transactions Status of book closing and extractions Summaries Information Centre Stored Reports User Preferences Virtual Units IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 8 User Preferences IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 9 User Preferences IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 10 Column Selector Default Columns IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 11 Ordering Selector IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 12 Output format IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 13 Drilldown IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 14 Custom Query Input IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 15 Custom Query Input IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 16 Custom Query Input IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 17 PDF in CET Reports § PDF output § preserves the layout of the report results representation, § allows browser independent printing and § is convenient for sending report results as email attachment. § Be careful: § The output is always generated on an A 4 page. § I. e. the number of nicely displayable columns is limited. IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 18 Agenda 1 CET Overview 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 19 Basic Terminology. Definitions…. H/w: CHF 3, 000 Pay 20% On Order and 80% on Deliv. I would like to buy some Hardware Commitment : 3000 Payment to supplier: 600 Open Commit. : 2400 Commitment: Amount agreed to pay Payment on Budget Code: Amount charged to Budget Code Payment to Supplier: Amount paid on invoice Open Commitment: Commitment – Payment (Budget Code) 9 / 06 8 / 06 IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 20 Basic Terminology. Definitions…. Year 2006 H/w: CHF 3, 000 Commitment : 3000 Pay 20% On Order and 80% on Deliv. Payment to supplier: -600 Budget: Provision: 1400 2006 2007 Paid on Budget Code: 2000 2, 000. 00 1, 000. 00 Open Commit. : 1000 2000 1000 Commitment: Amount agreed to pay Payment on Budget Code: Amount charged to Budget Code Payment to Supplier: Amount paid on invoice Open Commitment: Commitment – Payment (Budget Code) Provisioned next year: Money from this year’s budget set aside for next year expenses 12 / 06 9 / 05 8 / 05 Open Commit: Provision: IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 21 Basic Terminology. Definitions…. Commitment: H/w: CHF 3, 000 Year 2007 Amount agreed to pay Pay 20% On Order and 80% on Deliv. Commitment : 3000 Budget: 2006 2007 2, 000. 00 1, 000. 00 Payment on Budget Code: Carry Over: 1000 Bill from supplier: 2400 Paid from Provision: 1400 Paid on Budget Code: 1000 Amount charged to Budget Code Payment to Supplier: Amount paid on invoice Open Commitment: Commitment - Payment Provisioned next year: 01 / 07 Money from this year’s budget set aside for next year expenses 12 / 05 9 / 05 8 / 05 Carry Over: Open Commit: 1000 Open Commitments at the end Provision: 1400 of last year Paid on Provision: Amount paid on invoices using money provisioned last year IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 22 Annual vs. Pluri-Annual Commitment Special Offer : H/w: CHF 3, 000 Pay 20% On Order and 80% on Deliv. Annual commitment Pluri-annual commitment 2006 CHF 3000 2006 ? 2007 CHF 2400 2007 ? The chosen time period must not exceed one (financial) year. IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 23 Annual vs. Pluri-Annual Commitment Special Offer : H/w: CHF 3, 000 Pay 20% On Order and 80% on Deliv. Annual commitment Pluri-annual commitment 2006 CHF 3000 2006 ? 2007 CHF 2400 2007 ? Pluri-Annual ? CHF 5400 ? IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 24 Annual vs. Pluri-Annual Commitment Special Offer : H/w: CHF 3, 000 Pay 20% On Order and 80% on Deliv. Annual l nua rs n r. a e commitment a i f e r e y r lu ) l d p he perio ancia t o 2006 (fin es t e CHF ime gl 3000 t e h c t swi , if th a sin y l cal lumns tching i t a 2007 CHF 2400 om the co ot ma t u a n f CET ions o period s ver time to a Pluri-annual commitment = payment Pluri-annual commitment 2006 CHF 600 2007 CHF 2400 More than one year is selected. IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 25 Terminology in a CET Example Summaries IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 26 Terminology in a CET Example CET Pivot IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 27 Terminology in a CET Example IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 28 Terminology in a CET Example Paid to Supplier Open Commit. Payments Commitments Budget IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 29 Agenda 1 CET Overview 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 30 Paid on Budget Code vs. Paid to Supplier According to our system we have paid you the full amount of 50 K But we have only received 20 K… IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 31 Paid on Budget Code vs. Paid to Supplier Paid on Budget Code > Paid to Supplier Money has been provisioned Paid to Supplier > Paid on Budget Code Invoice (partially) Paid on Provision IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview Provisioning 32 Skip provisioning excursus § Allocate money now for future expenses § Used to balance accounts towards end of year § DPOs are the experts on provisioning IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 33 Provision Columns in CET Excursus Last year This year IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 34 How to explain the difference? Excursus Paid on Budget Code: 257, 313 Paid to Supplier: 248, 633 Paid on Budget Code > Paid to Supplier IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 35 How to explain the difference? Excursus Paid on Budget Code: 257, 313 Paid to Supplier: 248, 633 Paid on Budget Code ( 257, 313 ) - Provisioned Next Year ( 15, 000 ) + Provision Paid This Year ( 6, 320 ) ------------------------Paid to Supplier ( 248, 633 ) Paid on Budget Code > Paid to Supplier IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 36 Main Building Blocks of a Financial Transaction Cost Centre Nature Activity Code WHO? Cost Centre (Cost Accounting) Intersection Code Organic Unit Project PPA/Sub-PPA 92640 (LHC Controls) AB-CO GCH FHC-000 (LHC Machine) or a Team Account… IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 37 Main Building Blocks of a Financial Transaction Cost Centre Nature Activity Code WHAT? Nature Code (General Ledger) Posts 6152220 6152230 6152320 Entretien routes Entretien nettoyage Entretien chauffage Category High level classification e. g. 61 - Consumables IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 38 Main Building Blocks of a Financial Transaction Cost Centre Nature Activity Code WHY? Activity Code (Analytical) 6 Technologie du vide et des basses temperatures 66 Materiaux pour basses temperatures 667 Elements Cryogeniques IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 39 Main Building Blocks of a Financial Transaction Cost Centre Nature Activity Code Currency Amount 92640 6152290 667 EUR 25000 AB-CO GCH Entretien divers Elements Cryogeniques FPC-000 IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 40 Lifecycle of an Order delivery User request Goods Reception workflow order EDH Purchasing invoice Qualiac authorise CET Budget Holder Order CET. . . CA 123 EDH 111235 Finance monitor instructions Pipe 3000 0 Paid 2000 0 Commit 0 3000 Open 1000 0 3000 Status 73 91 30 IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 41 Pipeline & Order Status § Pipeline § § Shows "committed" expenses not yet in Qualiac … … from EDH, CFU Amounts are estimates Once an order is committed in Qualiac, it disappears from the pipeline § Qualiac users: When deleting DAIs from Qualiac § In order to make sure that deleted DAIs do not appear in the CET pipeline, the Qualiac function SUPDAI must be used for deletion § Order Status § Shows the financial status of a transaction IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 42 Most Important Order Statuses Code Description 30 Transfert en comptabilité, facturation 49 Réception 52 Edition bon de réception 72 Facture détaillée 91 Mise au paiement 96 Poubelle (DAI, codes supprimés) 97 Archivage IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 43 Flashback: Terminology in a CET Example Paid to Supplier Open Commit. Payments Commitments Budget Pipeline IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 44 Agenda 1 CET Overview 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 45 CERN Specialities in CET § Contracts § § § Contract data from CFU (Contract Follow-Up) and Qualiac Draft contract expenditure is integrated into the "pipeline" Contract life cycle: 1. 2. 3. 4. 5. A divisional request (DR) is made to request money A market survey (MS) follows Invitation to tender (IT) Contract is concluded Contract is put into Qualiac Data of the draft contract available in CFU, but not in Qualiac! IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 46 CERN Specialities in CET § Contracts § § § Contract data from CFU (Contract Follow-Up) and Qualiac Draft contract expenditure is integrated into the "pipeline" Contract life cycle: 1. 2. 3. 4. 5. A divisional request (DR) is made to request money A market survey (MS) follows Invitation to tender (IT) Contract is concluded Contract is put into Qualiac Data for all phases of a contract is available in CET. IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 47 Contracts in CET IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 48 Contracts in CET IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 49 Contracts in CET Base Data FC Authorized Amount Paid to Supplier Breakdown by Budget Code Forecasted Expenditure IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 50 Contracts in CET … w o n e l b a l i a v A : F PD IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 51 CERN Specialities in CET § Team Accounting § Separation of CERN and non-CERN money § Accounting is very close to bank statements § Cash flow, budget and balances § Two main categories of team accounts § T 1…T 4 Institutes, Teams etc. § T 5…T 9 Collaborations, Experiments § There is a big difference in how team codes of the different categories are handled § Sign in balance columns is inversed compared to the rest of CET § Negative amounts: Money owed to CERN § Positive amounts: Balance in the team's favour IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 52 Team Accounting § Teams T 1…T 4 with expenditure ceiling § Followup of this account is a matter of ensuring that the payments and foreseen expenditure do not exceed the ceiling § No details by activity code and nature available § Teams T 1…T 4 without expenditure ceiling § No agreed ceiling § Spending is possible up to the limit of the 'cash' that is available in the 'cashflow' account § No details by activity code and nature available § Teams T 5…T 9 § Details by activity code and nature available § No cashflow transactions available, instead cash flow balance is provided IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview Team Accounting in CET 53 Skip team account excursus § Four reports are dedicated to teams § § Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 54 Team Accounting in CET § Four reports are dedicated to teams § § Team Transactions Request for Funds (Team RFF Transactions) Cashflow Transactions Totals for Teams Team Graphs Excursus Actual Transactions IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 55 Team Accounting in CET § Four reports are dedicated to teams § § Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs Excursus IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 56 Team Accounting in CET § Four reports are dedicated to teams § § Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs Excursus IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 57 Team Accounting in CET § Four reports are dedicated to teams § § Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs Excursus IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 58 Agenda 1 CET Overview 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 59 CET Advanced Features § Virtual units § Create your own units for specific monitoring purposes. § Ranges § Query data for a range of values. § Stored reports § Store criterias for a particular report for easy reuse. IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 60 CET Advanced Features Virtual Units IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 61 Virtual Units § Available in CET and HRT § Can be used in all reports § Container for different items of various types § § § Persons Cost centres Organic and PPA units Experiments and institutes Projects Contracts § Items of different types can be mixed up § Are processed at the time a report is executed (runtime) § Changing a virtual unit affects all reports it is used in IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 62 Editing Virtual Units IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 63 Editing Virtual Units An additional budget code has been added. IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 64 Using Virtual Units IT-AIS-MDS 47115 Instead of only querying the expenses for IT-AIS-MDS, the report will also search for expenses charged to the budget code 47115 (IT-AIS-HR). IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 65 Ranges § Use of ranges is possible in fields like § Organic Unit, PPA Unit, Budget Code, Project, Experiment … § Specify range limits by using a colon ': ' § Ranges only having a left or a right bound are accepted as well § Two bounds - 47115: 47118 § Right bound - : 47118 § Left bound - 47115: § Comma separated value lists are also possible § E. g. for Organic Unit, PPA, Budget Code, Project etc. IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 66 CET Advanced Features Stored Reports IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 67 Stored Reports § All CET reports can be "stored" § Very useful if a particular report is executed regularly and uses a non-trivial set of input criteria § Storing a report means: § Saving the criteria that have been defined for it § Stored reports can be executed via the Report Folder § Accessible from the main menu § It is now possible to schedule stored reports for automated and unattended execution! IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 68 Agenda 1 CET Overview 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 69 CET Information Centre § MDS is constantly asked § to enhance existing report § Add extra information § to implement new reports § Combination of reports A and B § in both cases the enhancements are often of interest only for a few users § Information Centre allows users to create reports themselves because they know best what they need! IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 70 CET Information Centre § Allows: § creating personal reports targeted at specific needs § sending created reports to other users § scheduling reports for automatic unattended execution § Supports: § § § access rights identical to standard CET accessing the same data as is used for standard CET reports standard and pivot style reports simple conditions creation of search criteria input fields different output types (HTML, Excel, PDF and XML) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 71 CET IC – Main Page Toolbar Folders Reports IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 72 CET IC – Report Editor 1/2 Toolbar Tables Joins Selected columns IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 73 CET IC – Report Editor 2/2 Add dynamic search criteria Static conditions Group results Order results IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 74 CET IC – Report Execution § An IC report looks like a standard CET report § More information is available at: § http: //ais. web. cern. ch/ais/apps/cet/Information. Center/IC Main. html IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 75 Agenda 1 CET Overview 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 76 Report Scheduling § Pushing data vs. pulling data § Instead of manually executing a report each time certain data is required, a report is executed automatically in regular intervals. § The results of the report's execution are sent by email. § More than one recipient for the report results can be defined. § Use cases § § Overview of my section's or group's budget. What's in the pipeline and coming next ? What's the situation of the team accounts I am responsible for ? … IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 77 Report Scheduling § What can be scheduled ? § Almost everything ! § Information Centre reports § Standard CET (stored) reports § What kind of execution intervals are available ? § Daily, weekly, monthly § For weekly and monthly execution, the concrete day can be chosen (i. e. day of the week or month). § Where do I get more information ? § On the web: § http: //ais. web. cern. ch/ais/apps/hrt/Report. Scheduling/welcome. html IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 78 2) Click here to configure the report to be scheduled for automated execution. 1) Select the report you would like to be executed regularly. Information Center Report The Data comes to you… IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 79 The Data comes to you… 1) Select the report you would like to be executed regularly. Standard Report 2) Click here to configure the report to be scheduled for automated execution. IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview The Data comes to you… 80 Configure how the scheduling should work… IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview The Data comes to you… 81 Wait for the daily email, coming each morning, once per week or once per month. IT-AIS-MDS

CERN – European Organization for Nuclear Research d n E Administrative AIS Management Information Decision Support Services CET – An Overview Agenda 1 CET Overview e h T 2 Basic Terminology 3 Financial Concepts 4 CERN Specialities 82 5 Advanced Features 6 CET Information Centre 7 Report Scheduling (Pushing Data) IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 83 Additional Resources § Slides of this presentation § http: //ais. web. cern. ch/ais/presentations/welcome. html § Online help pages: § http: //ais. web. cern. ch/ais/apps/cet/ § Guided tour and team transaction tutorial § http: //ais. web. cern. ch/ais/apps/cet/tutorials. html IT-AIS-MDS

CERN – European Organization for Nuclear Research Administrative AIS Management Information Decision Support Services CET – An Overview 84 The End. § Questions & answers § Thank you for your attention L'argent [. . ] est un bon serviteur et un mauvais maître. -- Alexandre Dumas Fils ("La dame aux camélias") IT-AIS-MDS