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Financial Services FAQs
It is roughly the eUMB Financials equivalent to FAS on the Web.
Can the viewing of accounts be restricted in Raven? We would like to permit viewing of only certain accounts. For instance, a principal investigator (PI) can only see his or her grants. Is this possible? ▾
First of all, it's never too soon to begin to get used to the new terminology. In eUMB Financials, what you currently call an account is a chartstring, or, more specifically, a project. Raven allows access by department or project. The advantage of eUMB Financials over FAS is that while you currently have just one department, in Financials, you may have many departments, based on your budget structure and/or business processes. So, you will be able to restrict access to only certain projects, but still be able to allow a lot of your folks department-level access. The advantage of department access is that as new projects are added, an employee's access profile is automatically updated, while with only project access, a new request must be made each time a new project is set up. To allow a PI to see only their grants, give them project-level access to only their projects. If they have many projects, attach a sheet to the form, listing all of their projects.
No. Put the roll-up node of the department on the department line, then put all the projects that are NOT in the specified department on the project line.
Simply request the highest level department code within your tree structure.
No. The only way to see payroll information is to have eUMB Role access. For instance, there is a role that is called RAVEN — Statement of Payroll Charges. This will allow you to see the SPC but will not allow you to see any other transaction unless you also have RAVEN access.
Yes. This is done through eUMB Role access. There is a role called RAVEN Pro Card that will do exactly what you've asked without allowing them to see any other charges for a project.
Yes. For FAS accounts that are active prior to 3/1/06, the project number is the same as the FAS number, except that the second digit is a -0- instead of a -2-. From 3/1/06 forward, the project number will be system assigned as the next number in order.
Pro Card viewers and reallocators will be able to see only the transactions for the current period. Raven Pro Card folks will be able to see the historical data related to their cards.
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