ConnectND NDUS Financials Update ______________________________________________________________________ 4-1-04

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ConnectNDNDUS Financials Update_______________
__________________________________________________
_____4-1-04
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Agenda

• Conversions
• Interfaces
• Grants and Contracts Update
• Questions

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Conversions

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

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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

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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

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Conversion Issues

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• Outdated departments on legacy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

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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

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Interfaces

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

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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

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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

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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

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Interface Development

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

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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?

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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

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What are we implementing?

• We are implementing all of the modules in the
  PeopleSoft grants and contracts suite

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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

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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

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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

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Questions Anyone?