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ConnectND NDUS Financials Update ______________________________________________________________________ 4-1-04

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

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  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 G&C 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 • TCC’s 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 Conversion Issues • Departments not mapped • Outdated departments on legacy • “Invalid” departments on legacy • Incorrect mapping • Funds mapped into inappropriate ranges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 IDB’s 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 IDB’s 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 PeopleSoft’s 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 F&A • 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. 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?

  19. Questions Anyone?

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