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ConnectND NDUS Financials Update ______________________________________________________________________ 4-1-04. Agenda. Conversions Interfaces Grants and Contracts Update Questions. Conversions. Selected data from the legacy system is being converted to PeopleSoft. Converted Data.

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Connectnd ndus financials update 4 1 04

ConnectNDNDUS Financials Update______________________________________________________________________4-1-04


Agenda
Agenda

  • Conversions

  • Interfaces

  • Grants and Contracts Update

  • Questions


Conversions
Conversions

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


Converted data
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 G&C funds mapped to PeopleSoft Funds and Projects

    • Budgets

    • Capital and Non-capital Assets


Conversion mapping
Conversion Mapping

  • What data is being mapped?

    • Funds to Funds and/or Projects

      • Mapping defined by campuses

    • Departments to Departments

      • Mapping defined by campuses

    • TCC’s to Accounts

      • Mapping defined by CND project

    • Projects to Projects and/or Programs

      • Mapping defined by campuses


Conversion issues
Conversion Issues

  • Departments not mapped

    • Outdated departments on legacy

    • “Invalid” departments on legacy

  • Incorrect mapping

  • Funds mapped into inappropriate ranges


Conversion clean up
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


Interfaces
Interfaces

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


Delivered interfaces
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


Other interfaces
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 IDB’s can use spreadsheet journal load

    • Others will use developed interfaces

      • External systems which generate vouchers can use spreadsheet voucher load


Other interfaces1
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 IDB’s can use spreadsheet journal load

    • Others will use developed interfaces

      • External systems which generate vouchers can use spreadsheet voucher load


Interface development
Interface Development

  • Interface development is prioritized along with other development

    • Conversions

    • Other interfaces

    • Necessary customizations or modifications


Grants and contracts update
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 PeopleSoft’s grants and contracts solution?


What does peoplesoft provide
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


What are we implementing
What are we implementing?

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


Current status
Current Status

  • Grants team finalizing preliminary prototype

    • Major grants processes end-to-end

      • Proposal development

      • Award

      • Transactions

        • Actual expenses

        • “Calculated” expenses such as F&A

      • Reporting

      • Billing

  • Testing over next few weeks


Anyone using peoplesoft grants and contracts solution
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


Who are some users

University of Kansas

University of Florida

University of South Florida

Florida State University

Florida A&M 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

Who are some users?



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