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 links below to download the resources.
Project Overview
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Title |
File Format |
Description |
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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. |
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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. | |
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Web |
The Aggie Enterprise glossary supports a shared vernacular and understanding of the change. |
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Guiding Principles Handout (Updated Dec. 2022) |
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The Guiding Principles are foundational values and priorities that will be referenced throughout the course of the project when evaluating key decisions. |
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Preparing for Aggie Enterprise: Checklist (Updated Feb. 2023) |
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A checklist of activities that individuals can begin today in order to prepare for Aggie Enterprise. |
| Aggie Enterprise Work Stream Resources Guide | An easy-to-share collection of resources from the four Aggie Enterprise system work streams: Aggie Enterprise Planning, Procure to Pay (PTP), Record to Report (RTR) and Project Portfolio Management (PPM). |
Chart of Accounts
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Title |
File Format |
Description |
| Chart of Accounts Resource Guide (Updated January 2023) | Brings all Chart of Account resources together in a single place in the recommended order for reviewing. | |
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Chart of Accounts Quick Reference Guide (Updated March 2023) |
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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 | Excel |
The CoA Baseline Value tables provide the current list of Chart of Accounts values, organized by segment. |
| Purpose Segment Quick Reference Guide | The Purpose Segment Quick Reference Guide provides at-a-glance segment details and a crosswalk of current KFS Higher Ed Function Code (HEFC) values to the new CoA Purpose values. | |
| Data Governance Forum on May 30, 2023 | ||
| Data Governance Forum - Recording | mp4 | An overview of KFS and CoA Data Governance including the process for requesting new KFS and FAU values (targeted for 7/1/23 implementation) and the review and approval process. (Duration: 52:26) |
| Data Governance Forum - Slide deck | Forum slide deck, with recommendations for how units can prepare for Data Governance. |
Project Portfolio Management (PPM) and POET(AF)
| Title | File Format | Description |
|---|---|---|
| PPM and POET(AF) Quick Reference Guide (Updated February 2023) | The PPM and POET(AF) Quick Reference Guide provides an overview of the PPM subledger module, defines the unique POET(AF) chart string used in this module, and illustrates how POET(AF) rolls up to the new Chart of Accounts. | |
| mp4 | An informal demonstration of how you might use the PPM module to track graduate student awards using Department Projects. (Duration: 34:53) | |
| Using PPM to Track Course Expenses | mp4 | An informal demonstration of how you might use the PPM module to capture detailed costs by course using Department Projects. (Duration: 54:53) |
| Using PPM to Track Faculty Recruitment Costs | mp4 | An informal demonstration of how you might use the PPM module to track costs associated with faculty recruiting using Department Projects. (Duration: 40:21) |
| Using PPM to Track Faculty Projects | mp4 |
An informal demonstration of how you might use the PPM module to track faculty managed resources (e.g. Start-up funds) using Faculty Projects. (Duration: 40:27) |
Record to Report (RtR) - Finance
| Title | Format | Description |
|---|---|---|
| Fixed Assets Demo on Feb. 13, 2023 | ||
| Fixed Assets Demo - Recording | mp4 |
An overview of the Fixed Assets subledger and asset management in Aggie Enterprise. |
| Fixed Assets Demo - Slide deck | Demo slide deck, including an appendix section with screenshots from the Aggie Enterprise Fixed Assets subledger. | |
| Fixed Assets Demo Q&A (Updated May 2023) |
Answers to questions submitted in chat during the Fixed Assets demo on February 13, 2023. |
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| Oracle Fixed Assets Data Dictionary | Excel | Definitions, value sets and examples of Oracle Fixed Assets fields, as well as a crosswalk from KFS CAMS data to Oracle Fixed Assets.. |
| Best Practices for Tracking Non-Capital Assets | Best practice guidance to support tracking non-capital assets with similar care and control as inventorial assets. UC Davis will not be using the Oracle Fixed Assets subledger to track non-capital equipment, other than those required by policy (e.g., sponsor-owned assets and firearms). | |
| GLIDE Reporting Demo on Apr. 11, 2023 | ||
| GLIDE Demo - Recording | mp4 | An overview of the General Ledger Interface Detail Entries (GLIDE) reporting tool. |
| GLIDE - Slide deck | Demo slide deck, with screen shots of GLIDE report. | |
| GLIDE Demo Q&A | Answers to questions submitted in chat during the GLIDE demo on April 11, 2023. |