Skip to McMaster Navigation Skip to Site Navigation Skip to main content
McMaster logo

Finance

The McMaster Business Intelligence portal gives users quick and easy access to a number of financial reports and analyses.

Statement of Operations

Navigate directly to the Financials – Statement of Operations Dashboard in BI.

The Statement of Operations Dashboard is designed to provide users access to accounting statements at the Fund, Department or Program level, including:

  • A recreation of the nVision Statement of Operations report with added filters, measures and flexible formatting.
  • Labour Distribution
  • Year-over-year reporting matching reports currently available through Hyperion.
  • Easy access to individual transactions from Payroll and the GL.

The Statement of Operations Dashboard is intended for many users across the university, including:

  • Financial Analysts, Budget Analysts and Coordinators
  • Department Administrators
  • Managers
  • Directors

Access to the Statement of Operations in BI is limited to users with similar access in Mosaic. All users may see all General Ledger data and are not restricted by Department.

Labour Distribution access is limited to Funds, Departments or Programs to which users have been given access.

The following FAQ includes screenshots and step-by-step guides on how to answer common questions using the Principal Investigator Dashboard:

Statement of Operations Dashboard FAQ

The following document describes the development history of the Statement of Operations Dashboard, its contents and security:

BI Stmt of Ops User Guide June 2020

Training videos for the Statement of Operations Dashboard can be found here.

Please visit the Training Documents and Videos section of the IRA website for more information on how to use the Business Intelligence tool.

Access is to the Statement of Operations Dashboard in BI is granted automatically based on Mosaic roles. If you do not have access and would like to request it, please contact Sam Petryk (petrykss@mcmaster.ca).

Access to Labour Distribution reports can be requested by contacting Financial Affairs (Chris Sylvester, sylvest@mcmaster.ca). Please provide your McMaster User ID (MacID), the complete chart field for which you need access (Fund Code, Department Code, Program), and copy your supervisor on the email.

Capital Projects

Navigate directly to the Financials – Capital Projects Dashboard in BI.

The Capital Projects Dashboard is designed to provide a capital project reporting solution for Facility Services project managers and administrative staff. This dashboard includes the following features:

  • Ability for users to view all capital projects’ financial details, including actuals, budgets, and commitments by activity type
  • High level summary of capital projects by project manager, including non-financial characteristics of the project
  • Ability to drill into work order details
  • The ability to customize reports by applying filters and changing the layout of a report to suit your needs

The Capital Projects Dashboard is intended for Facility Services Project Managers and Administrative Staff.

Access to the Capital Projects Dashboard in BI is based on existing security in Mosaic, specifically, the MCM_PC_PROJMGR security role.

The following FAQ includes screenshots and step-by-step guides on how to answer common questions using the Capital Projects Dashboard:

Capital Projects Dashboard FAQ

The following document describes the development history of the Capital Projects Dashboard, its contents and security:

BI Capital Projects User Guide

Please visit the Training Documents and Videos section of the IRA website for more information on how to use the Business Intelligence tool.

Access is to the Capital Dashboard in BI is granted automatically based on Mosaic roles. If you do not have access and would like to request it, please contact please contact Linda Jaskiewicz (jaskiew@mcmaster.ca).