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 April 29, 2021

RankProjectSponsoring DepartmentDescriptionPlanned “Go Live/Completion” or Status
1Chart of AccountsCampus-wide;Objective: common COA across all BU. Charter has been approved.Timeline and Project details being refined. Kick-off meetings planned early May 2021
2PSoft Images 38/39 UpgradeUITCurrently testing ImagesImage testing April/May Planned upgrade May 22
3DepositsIncome AccountingIn development; Web ApplicationsContinued refinement and testing
4e-AwardOSPongoingCurrent sprints working on planned enhancements
5AFT TestingFBS/UITAutomated Testing improvements in anticipation of upgrade testing roundsOngoing; Specifically through May 2021
6Trintech/Reconnet & Physical ServersGeneral AccountingServers at end of lifeSpring Semester 2021
71099 Updates for 2021 Tax ChangesAP/Tax ServicesChanges to comply with changing Tax law (1099)Changes implemented late Spring to make Calendar year end run more smoothly
8Servers at End of LifeAll FBSTravel, File Server pose security risks.Travel Web services have been disabled. Working to move data base to local machine. File server files continue to move to UBOX. All server work to be complete end of May 2021.
9Payment WorksAPSupplier Risk MitigationIntegrations Summer 2021
SSO Validation
10Document Retention EnhancementsAP/GCAIdentify data attributes to enhance look-up and retentionMetadata defined by functional group Spring 2021; SQRs to be completed by UIT Summer 2021 after Upgrades
11OnBase & 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
12Concur TravelTravel DepartmentHave addressed all known integration issues.On list as placeholder until Travel reopens; we anticipate there will be further refinement

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 DepartmentImportant dates/status
Combo Edit ChangesProduction IssueBASSAs errors decrease and Chart of Accounts project matures, code/SQL will be implemented to prevent future errors
PCard Pro/Reallocation – Repair/Refine (currently completing process analysis)Procurement ServicesAdded here Sept 2020
ORG Attributes for ReportingOBIAAdded here Feb 2021; Rebecca Baggett working with workgroup to define needs.
Wire ProcessingAP/TravelAdded here Feb 2021
Web Journal Interface Continuing EducationProject delayed until October 2021
OnBase Upgrade (Sept/Oct 2021)FBS/UITUpgrade Happening Nov 2021
GarnishmentsTax ServicesAdded here Jan 2020
Consolidated Freight ContractPrint and Mail ServicesAdded here Aug 2020; April 2021, exploring opportunities to implement contract
BU06 Transactional Data added to DWH
GA/UUHIPAdded here Feb 2021

Completed Priorities (beg. Nov 2020)

ProjectSponsoring DepartmentDate Completed
Peoplesoft 8.5.8 Tools UpgradeUITMarch 27, 2021
Asset Mgt/RF Track InventoryProperty AccountingMarch 15, 2021
Fortis Server De-CommissionedUIT/BASSMarch 5, 2021
Concur Mass Profile UpgradeTravelJan 2021
Tax Code 1099 ChangesTax ServicesJan 2021
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