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.
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 Sept 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 Resource Guide (Updated Sept 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. |
Chart of Accounts
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Title |
File Format |
Description |
| Chart of Accounts Resource Guide (Updated August 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 Sept 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 (Reference UAT 1.0 folder) | Excel |
The CoA Baseline Value tables provide the current list of Chart of Accounts values, organized by segment. |
| 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. |
| 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. |
Reporting
| Title | Description |
| GLIDE Reporting Demo Delivered on Apr. 11, 2023 |
An overview of the General Ledger Interface Detail Entries (GLIDE) reporting tool. |
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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.
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