Purpose

The Financial Priorities Group consists of representation from various areas across campus, and works together to discuss and direct the functional and technical resources necessary to implement system change in areas related to PeopleSoft Financials.

Current Priorities as of December 3, 2020

Rank	Project	Sponsoring Department	Description/Status	Planned “Go Live/Completion”
1	Asset Mgt/Inventory	Property Accounting	Building integrations	Refining go live dates: Spring Semester 2021
2	Tax Code 1099 Changes	Tax Services	Required due to Tax Code changes	January 16, 2021
3	Chart of Accounts	Campus-wide;	Due to begin project with departmental interviews December 1, 2020. Objective: common COA across all BU. Currently identifying candidates for interviews re: reporting needs.	TBD – This may be a multi-year project
4	PSoft Tool 8.5.8/Images 38/39 Upgrade	UIT	Several testing periods	Image/Tool testing February and April
5	Deposits	Income Accounting	In development; Web Applications	Testing anticipated Jan 2021
6	Concur Travel	Travel Department	Integration Refinements; mass profile upload	Ongoing
7	Combo Edit Changes – Production Issue	General Accounting	Found ORG/Act & Proj errors requiring changes to table and processes	outreach ongoing, will make config changes when all big users have been notified
8	Payment Works	AP	Supplier Risk Mitigation	Integrations 2021 Beginning SSO
9	AFT Testing	FBS/UIT	Automated Testing improvements	Spring 2021
10	Trintech/Reconnet & Physical Servers	General Accounting	Servers at end of life	Spring Semester 2021
11	e-Award	OSP	ongoing	Will be under development after Deposits
12	Web Journal Interface	Continuing Education	Department to deliver Journal for testing	Anticipated October 2021
13	OnBase & Docusign Initiatives	FBS	PDF-style forms for various processes could be converted to online workflow using OnBase tools. Current Status: Form Review; Data from vouchers need to be queried for OnBase look-up	Ongoing

Upcoming Priorities

The following projects have been brought to our attention, but are currently not prioritized. Projects are either not fully vetted and approved, or are waiting for proper timing.

Proposals under Consideration

Project	Sponsoring Department	Date Posted
Garnishments	Tax Services	Jan 2020
Consolidate Freight Contract	Print and Mail Services	August 2020
PCard Pro/Reallocation – Repair/Refine	Procurement Services	September 2020
OnBase Upgrade (Sept/Oct 2021)	FBS/UIT	November 2021

Completed Priorities (beg. Nov 2020)

Project	Sponsoring Department	Date Completed
PSoft Image 37 upgrade	UIT/FBS	Nov 2020
Online Sales Tax submission	Tax Services	Nov 2020
Production issues related to db upgrade	UIT/FBS	Nov 2020
ePR changes per Internal Audit findings/worklist issues	Travel/AP	Nov 2020