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Administrator Toolkit

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Introductions

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Glen Strack

  • Senior Implementation Specialist

Vanessa Chambers

  • Director of Service Delivery and Product Management

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Administrator Toolkit

Admins control user setup

Admins are the Martus gatekeepers

Admins control settings for financial reports

Admins manage the budgeting process

Admins understand the integration

with the accounting system

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Housekeeping

Use Zoom’s Q&A for questions

Support for closed captions

Diverse group of Martus users

Video and PPT distribution

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AGENDA

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Martus Settings

Accounting System Integration

Administrator Resources

FAQ - Support

Administrator Toolkit

End Users

Resource Links

Background Tasks

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Administrator Toolkit

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Martus Settings

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Martus Updates – User Experience

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Martus Settings – User Experience

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Last Closed Month

(Setup > Calendar)

  • Dashboard > Financials
  • Load Actuals in Planner Setup
  • Planner Worksheets

ReportBuilder is available at the Advanced and Advanced Plus subscription levels

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Martus Settings – User Experience

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Global Default report views

  • Dashboard
  • Planner

Shared Reports

  • Financial Reports
  • ReportBuilder

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Martus Settings – User Experience

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  • Set Default Budget Year
  • Default Planner budget
  • Default Dashboard budget

(Planner > Planner Setup)

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Martus Settings – User Experience

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Default Reference Data

(Planner > Planner Setup)

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Martus Updates - Budget Approval Workflow

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Martus Settings - Budget Approval Workflow

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Owners

Planner > Planner Setup > Worksheet Mgmt.

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Martus Settings - Budget Approval Workflow

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Approvers

Planner > Planner Setup > Worksheet Mgmt.

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Martus Settings - Budget Approval Workflow

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Worksheet Status Report

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Administrator Toolkit

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Accounting System Integration

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Accounting System Integration – API Data Flow

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Accounting System

Sage Reporting Periods

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Accounting System Integration – File Based Data Flow

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Transaction Files

and

Excel Upload

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Accounting System

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Martus Settings - Budget Approval Workflow

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Post Budget to Financial Software

  • 12 Month Budget
      • You determine when budget is posted
      • Approved and Unapproved Worksheets
      • Whole budget, unless non-admin posts

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File Based

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  • Excel
  • Often Formatted to Financial System import format
  • Direct posting using API

Personnel Module available at the Advanced and Advanced Plus Subscription levels

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Administrator Toolkit

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Background Tasks

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Responsibilities – Background Tasks

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Sync Jobs

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Responsibilities – Background Tasks

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Budget Imports

Budget Change Requests are part of the Advanced and Advanced Plus Subscription levels

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Responsibilities – Background Tasks

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Success / Error Messages

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Responsibilities – Background Tasks

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Welcome Page Task List

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Administrator Toolkit

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Martus End Users

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End User – Access

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Software Permissions

Dimensional access

USER ACCESS

Setup > Users

Setup > User Roles

GL Account restrictions

Setup > Accounts

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End User – Access

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Restrict

Exclude

GL ACCOUNT RESTRICTIONS

Limit Drilldown

Setup > Accounts

Editing Restricted accounts is available at the Advanced and Advanced Plus Subscription levels

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End User – Access

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DIMENSION ACCESS

Setup > Users

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End User – Access

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3rd

Add Additional Permissions to the User

2nd

Assign Users to a Role

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SOFTWARE

PERMISSIONS

Setup > Users

Setup > Users

1st

Assign permissions

to a Role

Setup > User Roles

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End Users - Setup

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End Users - Setup

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End Users - Setup

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End Users - Setup

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End Users - Profiles

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End Users - Profiles

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End Users - Profiles

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End User – Access

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AUDIT

USER ACCESS

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End Users - Training

Martus Basics for New Users

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Administrator Toolkit

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Admin Resources

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Resources – Informed

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Release Notes

Bite Sized Learning

Webinars

New Welcome Page

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Resources – Primary Point of Contact

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Resources – Primary Point of Contact

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Personnel Budgeting

Personnel Module available at the Advanced and Advanced Plus Subscription levels

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Resources – Primary Point of Contact

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support@martussolutions.com

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Resources – Contacting Martus Support

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support@martussolutions.com

Personnel Module available at the Advanced and Advanced Plus subscription levels

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Resources – Contacting Martus Support

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Training Options and Additional Services

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Administrator Toolkit

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FAQ - Support

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Resources – Common Support Questions

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QUESTION

ANSWER

What if a User

Forgets their Martus Password?

Two methods

  1. The user can request his own password reset from the login screen

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  • An Admin user can send a login email to the user

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Resources – Common Support Questions

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QUESTION

ANSWER

What Browsers does Martus Support?

  • Chrome
  • Firefox
  • Edge
  • IE not supported
  • Safari not supported

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Resources – Common Support Questions

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QUESTION

ANSWER

Why is there a Discrepancy Between a Total on a Financial Report and the Detail Seen Upon Drilldown?

API client Fact 1: The updater processes all transactions for the current & 2 prior months.

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Fact 2: Posting outside this window likely caused the issue

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Resolution: Run Dashboard / Updater manually for the month that had incorrect data.

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Resources – Common Support Questions

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QUESTION

ANSWER

Why can a Budget Owner not see the worksheet they are responsible for?

  • Active users can be assigned as a budget owner (or approver). It does not give them automatic access to the worksheet

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  • A user’s access to a budget worksheet is determined by the dimensions to which they have access

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Resources – Common Support Questions

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QUESTION

ANSWER

Can I Print from Martus?

Martus is designed to be used interactively, but all reports can be output to Excel and printed from there. (or emailed from excel)

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Resources – Common Support Questions

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QUESTION

ANSWER

How Do I Create New Budget Worksheets

  1. Go to Planner > Planner Setup > Worksheet Management tab

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  • Click Add Worksheet

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  • Select relevant options

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Resource Links

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Multi Factor Authentication (MFA)

Martus Basics for New Users

Administrator Toolkit

Training Options and Additional Services

Bite Sized Learning

Release Notes

Commonly asked Support Questions

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Parting Thoughts

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Thank you

Security – May 2023

Administrator Toolkit

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Administrator Toolkit

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Thank You!

We make budgeting better