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Budget Configuration <br />During your operating budget engagement, <br />the OpenGov deployment team will <br />configure a budget instance to meet your <br />requirements, configure reports to drive <br />decision-making, conduct user <br />acceptance testing to validate the <br />configuration, and train administrators and <br />users on the specifics they need to be <br />successful. <br />Capital Project Budget <br />As a part of the capital budget <br />implementation, the OpenGov deployment <br />team will configure a budget instance to <br />meet your agency's requirements, <br />configure reports to drive <br />decision-making, validate the <br />configuration, and train administrators and <br />users on the specifics they need to be <br />successful. <br />Online Budget Book <br />During the Online Budget Book phase of <br />your deployment, OpenGov will work with <br />you to configure our standard templates to <br />meet your agency's branding requirements <br />and train you on how to build and publish <br />your book online each year. <br />In a typical deployment, OpenGov will <br />configure the repeatable templates that <br />require OpenGov reports, such as the <br />department and fund pages. This portion <br />of the implementation can be tailored to <br />your level of comfort: we can enable your <br />team to create the remainder of your <br />templates or contract the OpenGov team <br />to create your entire Budget Book end to <br />end, freeing up your time. <br />Chart of Accounts Configuration <br />The OpenGov Chart of Accounts is the <br />underlying foundation of everything <br />financial done in OpenGov. OpenGov will <br />provide a functional build of the Chart of <br />Accounts based on your General Ledger <br />Chart of Accounts, any project codes used <br />for project budgeting or reporting, and any <br />summary levels (such as fund type, <br />function, object type, etc.). Your Chart of <br />Accounts will be specific to your agency, <br />not generic. <br />Financial Integrations <br />OpenGov's Budgeting & Planning solution <br />will include a financial integration from <br />your financial system to OpenGov. As part <br />of the integration, OpenGov will bring over <br />up to 10 years of historical data. The <br />integration will also be set up to bring in <br />current year information automatically at <br />an agreed upon cadence. We recommend <br />you refresh your data nightly, however, <br />OpenGov can set up a weekly or monthly <br />cadence at your request. Our dedicated <br />integrations team has years of experience <br />integrating with financial systems. <br />Workforce Budget <br />During a workforce planning engagement, <br />the deployment team will review your cost <br />elements, which are all the factors that <br />drive the personnel budget such as salary, <br />FICA, retirement plans, benefits, etc, and <br />work with you to configure each cost <br />element in the tool. Once the cost <br />elements are configured, you will be able <br />to generate a template to complete with <br />their approved positions and position data. <br />Once the template is complete, it will be <br />uploaded into the system and then you will <br />be able to validate the amounts are <br />calculated correctly. Once the Workforce <br />Plan is validated, it can be linked directly to <br />a budget, and any time you need to make a <br />change to your Workforce Plan, your <br />budget will be automatically updated as <br />well. A linked Workforce Plan also powers <br />any position requests to give departments <br />a more accurate view of additional position <br />costs. <br />29 <br />