ConnectND NDUS Financials Update ______________________________________________________________________ 4-1-04 - PowerPoint PPT Presentation

1 / 19
About This Presentation
Title:

ConnectND NDUS Financials Update ______________________________________________________________________ 4-1-04

Description:

Grants and Contracts processes in PeopleSoft not contained in one module Grants Management Project Costing Contracts Accounts Receivable Billing Some info also in ... – PowerPoint PPT presentation

Number of Views:45
Avg rating:3.0/5.0
Slides: 20
Provided by: undEdudep
Learn more at: https://und.edu
Category:

less

Transcript and Presenter's Notes

Title: ConnectND NDUS Financials Update ______________________________________________________________________ 4-1-04


1
ConnectNDNDUS Financials Update_______________
__________________________________________________
_____4-1-04
2
Agenda
  • Conversions
  • Interfaces
  • Grants and Contracts Update
  • Questions

3
Conversions
  • Selected data from the legacy system is being
    converted to PeopleSoft

4
Converted Data
  • What data is being converted?
  • Balance Sheet by Fund
  • Legacy funds mapped to PeopleSoft Funds
  • Balance Sheet and LTD Revenues and Expenses by
    Project
  • Legacy GC funds mapped to PeopleSoft Funds and
    Projects
  • Budgets
  • Capital and Non-capital Assets

5
Conversion Mapping
  • What data is being mapped?
  • Funds to Funds and/or Projects
  • Mapping defined by campuses
  • Departments to Departments
  • Mapping defined by campuses
  • TCCs to Accounts
  • Mapping defined by CND project
  • Projects to Projects and/or Programs
  • Mapping defined by campuses

6
Conversion Issues
  • Departments not mapped
  • Outdated departments on legacy
  • Invalid departments on legacy
  • Incorrect mapping
  • Funds mapped into inappropriate ranges

7
Conversion Clean-up
  • Have requested campuses to complete any necessary
    clean-up by April 8
  • Next conversions will be completed during week of
    April 12 to prepare for second iteration of
    testing
  • Data not converted will result in poor testing
  • Could result in bad balances in PeopleSoft

8
Interfaces
  • Interface is a means of moving data into or out
    of systems

9
Delivered Interfaces
  • Move data between PeopleSoft applications
  • Payroll interface to General Ledger
  • Provide standard means of moving data into or out
    of PeopleSoft
  • Spreadsheet journal load
  • Procurement card load

10
Other Interfaces
  • Other necessary interfaces identified via campus
    questionnaire and during business process review
    and fit sessions
  • Some will use delivered interfaces
  • Any external system which generates transactions
    for IDBs can use spreadsheet journal load
  • Others will use developed interfaces
  • External systems which generate vouchers can use
    spreadsheet voucher load

11
Other Interfaces
  • Other necessary interfaces identified via campus
    questionnaire and during business process review
    and fit sessions
  • Some will use delivered interfaces
  • Any external system which generates transactions
    for IDBs can use spreadsheet journal load
  • Others will use developed interfaces
  • External systems which generate vouchers can use
    spreadsheet voucher load

12
Interface Development
  • Interface development is prioritized along with
    other development
  • Conversions
  • Other interfaces
  • Necessary customizations or modifications

13
Grants and Contracts Update
  • Does PeopleSoft have a grants and contracts
    module? Does it have a grants and contracts
    solution?
  • Current Status
  • Are there other institutions using PeopleSofts
    grants and contracts solution?

14
What does PeopleSoft provide?
  • Grants and Contracts processes in PeopleSoft not
    contained in one module
  • Grants Management
  • Project Costing
  • Contracts
  • Accounts Receivable
  • Billing
  • Some info also in General Ledger, HRMS,
    Commitment Control

15
What are we implementing?
  • We are implementing all of the modules in the
    PeopleSoft grants and contracts suite

16
Current Status
  • Grants team finalizing preliminary prototype
  • Major grants processes end-to-end
  • Proposal development
  • Award
  • Transactions
  • Actual expenses
  • Calculated expenses such as FA
  • Reporting
  • Billing
  • Testing over next few weeks

17
Anyone using PeopleSoft Grants and Contracts
solution?
  • Currently 40-45 institutions live or implementing
  • Roughly 3/4 live, 1/4 implementing
  • Source Higher Education User Group 4-1-04

18
Who are some users?
  • University of Kansas
  • University of Florida
  • University of South Florida
  • Florida State University
  • Florida AM University
  • University of California San Francisco
  • Ohio State University
  • LSU Health Sciences
  • DePaul University
  • Wake Forest University
  • Dana Farber Cancer Institute
  • Fred Hutchinson Cancer Research Center
  • Lawrence Berkley National Labs
  • University of Louisville
  • University of Missouri

19
Questions Anyone?
Write a Comment
User Comments (0)
About PowerShow.com