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Kuali@USC
Division of Financial and Business Services
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System Updates

This website will soon be changing and relocating!

The Kuali@USC website will soon be getting a new look and moving to a new URL/domain, which means we will have a new web address. Therefore, previously saved browser bookmarks for this website may become obsolete. However, you will still be able to find our updated new site at www.usc.edu/kuali


Newly added option to delete Final and Cancelled eDocs from your Action List

Kuali system users now have the ability to remove from their action list any eDocs in FINAL or CANCELLED status that are still shown with a requested action of Approve, Cancel, or Complete, even though there is no way for you to take those actions. This new functionality will only delete an eDoc from your action list, not from the Kuali system itself. You and other users can still look up that eDoc by searching for its Document ID number. For step-by-step instructions on how to delete these inactive eDocs from your action list, please see the "Deleting FINAL and CANCELLED eDocs that Remain in Your Action List" section in the newly updated Kuali Basics Reference & Training Guide, available on this website.


New "Planning and Projections" Tool

The Planning and Projections tool is a new online capability within the IBM Cognos TM1 software that supports the management of funds at USC through financial forecasting. This tool offers a financial projection modeling system upon which budget and planning scenario models can be built, providing visibility into available funding across fiscal years for the purposes of financial decision support.

The Planning and Projections tool is being made available to principal investigators, departments, centers, and schools for the purpose of creating financial cost projections for a portfolio of accounts. Core features include structured projection templates, flexible projection sheets, and customizable reports, as well as a feature to create personalized scenarios (conservative, moderate, aggressive) that can be shared as appropriate.

We are implementing the Planning and Projections tool in phases. In the first phase, we implemented projection functionality for current unrestricted, gift, and endowment funds in a top-down, trend-based approach. This functionality became available on 5/22/2018, with additional enhancements introduced on 6/21.

The second phase will create research, effort, payroll, and budget reallocation models for sponsored and restricted funds in a bottom-up approach. Phase 2 will be rolled out in installments, with the following planned go-live dates:

  • Nov 12, 2018 – Phase 2.0 Research
  • Mar 30, 2019 – Phase 2.1 Payroll
  • May 11, 2019 – Phase 2.2 Gifts and Endowments, plus Income and Expense

To obtain more information about the new Planning and Projections tool, submit your inquiries via email to data@usc.edu


 

Kuali@USC

USC is a contributing partner in the development of Kuali, a suite of software solutions, created by a consortium of universities to automate and integrate a broad range of administrative processes. Kuali software was created to enable users to make the transition from paper forms to electronic documentation, enhancing tracking and accountability while preserving a document’s history in one place online.



Kuali Basics Guide

To view or download a PDF copy of the latest version of
the Kuali Basics Reference & Training Guide, click here.

Signing into Services with Duo
Two-Factor Authentication

Duo Two-Factor Authentication (2FA) for system access is now required for all USC staff. Registration for Duo authentication can be requested via this link. (Currently, you do not need to use a VPN connection when accessing the Kuali system.)

When accessing a protected service or system, you will first enter your USC NetID username and password on the USC NetID sign-in page. You will then be required to verify your identity through one of the three options on the Duo Authentication screen:

  • Duo Push: A notification is sent to your registered mobile device. You simply approve the login attempt by accepting the alert.
  • Phone Call: A call to a registered mobile or land-line phone. Simply press “1” on the phone’s keypad to approve the login.
  • Passcode: A code supplied by the Duo Mobile app or sent via text message to your registered mobile phone. Simply type the supplied code into the login screen to complete the login process.

For more information about using Duo 2FA,
please see guide.duosecurity.com and https://itservices.usc.edu/duo/