Category |
Topic |
Description |
EPM Reporting Tables |
EPM Partitioned Tables |
Guide to users regarding use of partitioned tables (tables that contain a large volume of
information) and the key fields necessary for inclusion in their query design to obtain ideal performance. |
EPM Reporting Tables |
Financials Reporting Table Summary |
High level
summary description of available Financial Reporting Tables. |
EPM
Reporting Tables |
HRMS Reporting Table Summary |
High level
summary description of available Human Resources Reporting Tables. |
EPM
Reporting Tables |
Project Costing and
Contracts Reporting Summary |
High level
summary description of available Project Costing and Contracts Reporting
Tables. |
EPM Reporting Tables |
Security Table Reporting
Summary |
High level
summary description of available Security Reporting Tables |
EPM Reporting Tables |
Interpreting PO Workflow Queries |
High level
summary description of the Workflow reporting table |
EPM Security |
EPM HR Dual Security |
Informational—Users are restricted to EPM data based upon their assigned
roles and permission lists. In addition for HR users, Department level
security has also been applied to allow access to historical data. |
EPM Security |
Reporting Table to Role Mapping |
Spreadsheet outlining the necessary user role to access current reporting
tables. |
Excel |
Download Files to Excel: Tips and
Workarounds |
Guide for
users who are experiencing difficulties with downloading query results to
Excel. |
Payroll |
General Ledger/Payroll Reconciliation |
Illustrative guide, utilizing both EPM queries and production reports, to
assist users in payroll reconciliation against the General Ledger. |
Payroll |
HRMS Payroll
Calendars |
Fiscal Year
Calendar illustrating when Payroll data is updated in both Human Resources as well as Financials. |
Payroll |
TRC to Account Mapping |
Illustrative guide which maps the Time Reporting
Code used on an employee's time sheet to the account code charged once
payroll has been confirmed. |
Query Tools |
Asset Management - Add Location to
Asset Queries |
Instructions for adding Location and location description to asset
management queries. |
Query Tools |
Do's and Don'ts for Best Query Performance |
Tips to
maximize query performance. |
Query Tools |
EPM Query Design
Analytical Tool |
Illustrative guide to assist users in the analytics involved in designing
queries. |
Query Tools |
FY2017 Changes to Financial Budget Reference |
This job aid is intended to
assist EPM users in modifying existing or creating new queries in EPM to
accommodate for the removal of Budget Reference data with Budgeted Funds,
per the Office of the State Comptroller Fiscal Year 2016 Year-End
Instructions (CGS, Sec. 4-35). |
Query Tools |
In
Tree Criteria |
Illustrative guide which provides an overview of EPM’s In Tree function and
to assist users in developing queries utilizing In Tree criteria. |
Query Tools |
Joining Tables |
Illustration of a table join and the necessary join criteria. |
Query Tools |
Override Reason Descr
Join |
Guide to assist users in properly joining Time and Labor Override Reason
reporting tables to return Override Reason Code data. |
Query Tools |
Queries: Condition Type |
Description and definitions of available condition types in query design.
Condition types are the logical parameters that EPM utilizes to extract data
based upon specified criteria. |
Query Tools |
Query Quick Reference |
Concise
illustrative guide to assist users in developing EPM queries from start to
finish. |
Query Tools |
Reporting Table Indexes and Join Criteria |
Guide to
assist users in creating queries utilizing multiple reporting tables,
identifying bad table joins and the necessary join criteria to achieve
accurate results. |
Query Tools |
Schedule Queries |
Illustrative guide to assist users in scheduling queries to generate
reports. |
Query Tools |
Why use Core-CT EPM Ad Hoc Reporting? |
Brief
overview of EPM and its benefits. |
8.51
Upgrade* |
Establishing Prompts in EPM People
Tools 8.51 |
This job aid will
demonstrate the steps necessary to successfully create a prompt
when using as run-time criteria. |
8.51 Upgrade* |
PeopleTools 8.51 Upgrade Impact |
PeopleTools upgrade impacts and new features. |
8.56
Upgrade* |
New EPM features in PeopleTools 8.56 |
Identifies new features resulting from PeopleTools 8.56 upgrade. |
9.1
Upgrade* |
EPM Navigation 9.1 |
Demonstrates the new
navigation in 9.1 to access all EPM functionality. |
9.1 Upgrade* |
HR 9.1 Upgrade Impacts |
Identifies changes to
existing Human Resources reporting tables and fields as well as new features
resulting from the 9.1 upgrade. |
9.1
Upgrade |
Updating
EPM Queries Using Renamed Fields 9.1 |
This job aid guides users
through the necessary actions that must take place to execute existing
queries when a change has been made either to a reporting table, a data
field or both. |
9.2
Upgrade* |
FN 9.2 Upgrade Impacts |
Identifies changes to
existing Financials reporting tables and fields as well as new features
resulting from the 9.2 upgrade. |