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 March 25, 2021

RankProjectSponsoring DepartmentDescriptionPlanned “Go Live/Completion” or Status
1Chart of AccountsCampus-wide;Objective: common COA across all BU. Currently drafting project charter.TBD – This may be a multi-year project; Currently identifying objectives, deliverables, and stakeholders.
2PSoft Tools 8.5.8/Images 38/39 UpgradeUITSeveral testing periods; Tools upgrade live on March 27, 2021Image/Tools testing March (Tools) and late April (Upgrade)
3DepositsIncome AccountingIn development; Web ApplicationsContinued refinement and testing
4AFT TestingFBS/UITAutomated Testing improvements in anticipation of upgrade testing roundsOngoing; Specifically through May 2021
5Trintech/Reconnet & Physical ServersGeneral AccountingServers at end of lifeSpring Semester 2021
6Concur TravelTravel DepartmentProduction integration updates to manage inactive employeeCurrently addressing the fixes
7Asset Mgt/InventoryProperty AccountingPhysical Inventory System Integrations – Completing SSO and roll-out strategiesMoved from #1 Priority Feb 4, since integrations complete and we have a solid place in the queue with SSO. This will fall off this list as it transitions into roll-out period. Roll out period will be longer than normal due to COVID issues.
8e-AwardOSPongoingWill be under development after Deposits
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
12Tax Code 1099 Changes for 2021Tax ServicesGap fit – our data to new 1099 requirementsTeams are outlining work to be done in prep for 2021 1099 production.
13Combo 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 to prevent future errors
14Servers at End of LifeAll FBSFortis, Travel, File Server pose security risks; users reviewing use of file serverFortis server to be shut down March 5, 2021. Working on shutting down Travel, then File server. June 2021 projected completion date

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
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
Consolidate Freight ContractPrint and Mail ServicesAdded here Aug 2020
BU06 Transactional Data added to DWH
GA/UUHIPAdded here Feb 2021

Completed Priorities (beg. Nov 2020)

ProjectSponsoring DepartmentDate Completed
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