CAPPS Reporting Solution
Real-Time Custom Reporting Using CAPPS Data
PMCS Services delivers a 4-week engagement to build three customized reports using your agency's State of Texas CAPPS (Centralized Accounting and Payroll/Personnel System) data — jumpstarting real-time data insights with modern visualization and ad-hoc reporting via Tableau or a comparable BI tool, priced by deliverable under the Texas DIR DBITS contract.
What's Included
A 4-week engagement, completed within 4-8 weeks from kickoff, built on Tableau (preferred), Power BI, or another compatible BI tool.
CAPPS Data Access & Connect
PMCS connects to your agency’s CAPPS financial or HR data using an existing JDBC/Oracle client connection.
3 Custom Reports
Three reports aligned to key agency KPIs, defined together during kickoff.
Modular Reporting Library
Additional visualizations your agency team can reuse or adapt on its own going forward.
Ad-Hoc Reporting Templates
Templates for on-demand report generation — no ongoing staffing required.
Deliverable-Based, Not Time-and-Materials
You pay for outcomes, not hours. Additional reports or conversions can be added a la carte on a per-deliverable basis.
| Deliverable | Estimated Cost |
|---|---|
| CAPPS Data Integration & Setup | $15,000 |
| Top 3 Custom Reports Delivered | $10,000 |
| Report Library & Ad-hoc Templates | $23,000 |
| Total | < $50,000 |
No resource-based or time-and-material contracts — only results.
Report Library Available for Your Agency
CAPPS to USAS Reconciliation
- •Daily/Monthly USAS HX
- •CAPPS to USAS reconciliation
- •USAS and CAPPS appropriation balances comparison
Procurement
- •Purchasing and requisition status
- •Summary activity
- •Remaining encumbrances / pre-encumbrance
Vouchers
- •Voucher tracking with related PO information
- •Voucher status with payment and liquidation details
Budget
- •Department, project, program reports
- •LBB budget and expense activity
- •Revenue and expenditure activity
Operational
- •Agency-specific KPI reports
- •Merging CAPPS data with other agency data
Value to Your Agency
Real-Time Insights
Immediate access to live data views supporting compliance & performance.
Report Design and Requirements
Discuss your report requirements directly with PMCS staff.
Report Analysis and Advisory
Light CAPPS data advisory service included.
Enhanced Decision-Making
Visual, role-based dashboards that highlight trends, outliers, and gaps.
Cost-Effective & Scalable
Under $50K startup with room to expand per deliverable — not per headcount.
Self-Sufficiency
Agency users empowered with editable templates and exportable datasets.
Security Included
Tableau provides a robust, multi-layered security model protecting data, users, and content across authentication, authorization, data, and network layers.
Authentication
Active Directory, Kerberos, OpenID Connect, SAML, trusted tickets, certificates, and built-in local authentication. Tableau Cloud enables MFA via SSO or Tableau.
Authorization
Row-level security (RLS) enforced through user filters, data policies, or database-level RLS to restrict data access by user role.
Data Security
Extract encryption at rest, SSL for Tableau Cloud, plus data masking and data loss prevention (DLP).
Network Security
TLS-encrypted communication, clickjack protection by default, AWS VPC security groups, and firewalls with intrusion detection on Tableau Cloud.
Post-Deployment Support Options
Custom Support Model
Continued support offered on a deliverable basis — new reports, modifications, refresh cycles.
Quarterly Report Enhancements
New KPIs or visualizations added as business needs evolve.
On-Demand Ad-Hoc Reporting
Add-on reports requested by business users, priced per deliverable.
Documentation & Knowledge Transfer
User guides and training sessions so agency staff can maintain and extend reporting independently.
How Agencies Access CAPPS Data Directly
- •Request a JDBC/Oracle client secured connection to CAPPS (at the Comptroller's office, CPA).
- •Obtain a Tableau license via the DIR software license and infrastructure program (local).
- •Have a database engineer available to support the connection.
Once that access is in place, PMCS Services handles the reporting build end to end — delivered under the Texas DIR DBITS contract (DIR-CPO-5905).
Need Real-Time Reporting on Your CAPPS Data?
Three custom reports, a reusable report library, and ad-hoc reporting templates — delivered in 4-8 weeks for under $50,000, under the Texas DIR DBITS contract.