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

RankProjectSponsoring DepartmentDescription/StatusPlanned “Go Live/Completion”
1Asset Mgt/InventoryProperty AccountingBuilding integrationsRefining go live dates: Spring Semester 2021
2Tax Code 1099 Changes Tax ServicesRequired due to Tax Code changesJanuary 16, 2021
3Chart of AccountsCampus-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
4PSoft Tool 8.5.8/Images 38/39 UpgradeUITSeveral testing periodsImage/Tool testing February and April
5DepositsIncome AccountingIn development; Web ApplicationsTesting anticipated Jan 2021
6Concur TravelTravel DepartmentIntegration Refinements; mass profile uploadOngoing
7Combo Edit ChangesProduction IssueGeneral AccountingFound ORG/Act & Proj errors requiring changes to table and processesoutreach ongoing, will make config changes when all big users have been notified
8Payment WorksAPSupplier Risk MitigationIntegrations 2021
Beginning SSO
9AFT TestingFBS/UITAutomated Testing improvementsSpring 2021
10Trintech/Reconnet & Physical ServersGeneral AccountingServers at end of lifeSpring Semester 2021
11e-AwardOSPongoingWill be under development after Deposits
12Web Journal InterfaceContinuing EducationDepartment to deliver Journal for testingAnticipated October 2021
13OnBase & Docusign InitiativesFBSPDF-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-upOngoing

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

ProjectSponsoring DepartmentDate Posted
GarnishmentsTax ServicesJan 2020
Consolidate Freight ContractPrint and Mail ServicesAugust 2020
PCard Pro/Reallocation – Repair/RefineProcurement ServicesSeptember 2020
OnBase Upgrade (Sept/Oct 2021)FBS/UITNovember 2021

Completed Priorities (beg. Nov 2020)

ProjectSponsoring DepartmentDate Completed
PSoft Image 37 upgradeUIT/FBSNov 2020
Online Sales Tax submissionTax ServicesNov 2020
Production issues related to db upgradeUIT/FBSNov 2020
ePR changes per Internal Audit findings/worklist issuesTravel/APNov 2020