General Accounting
Conference Room
9:00 – 10:30
Present: Denise Schneider (General Accounting/Team
Leader), Rachel Strickland (OVPR), Van Adams (IT/MIS), Carol Rylee (Budget
Office/Executive Team), Gail Tentor (Facilities), Robin Harbaugh (Marine
Studies).
Excused: Gerri Hobbs (OVPR)
The
meeting began promptly at 9am with an introduction of all team members.
Denise
provided information on the UDFS web site and notified the team of the udfs-proj@udel.edu email. She recommended going to the UDFS web site
on a regular basis.
Denise
shared general comments from the Executive Committee/Team Leader meeting.
It
was stressed how important it is to meet deadlines…if we miss a deadline, we
could hold up other teams.
There
are five module teams: General Ledger, Accounts Payable, Purchasing, Projects
and Reporting. The target date to have
these modules in place is no later than July 1, 2002. There is a possibility that the PeopleSoft system will be used to
run the FY01 Year End close in parallel with the current system.
It
was noted that the Grants Module (which is based on the Projects Module) would
be implemented during Phase II along with budgets, accounts receivable and
asset management. Target date for
implementation of those modules is July 1, 2003.
The
Projects Team has three main areas of concentration: OVPR, Facilities and Endowments.
Training:
-
Denise
and Rachel from the Projects Team will attend a one day beginner seminar on
August 28 along with the other Team Leaders and a member from the other
teams. They will bring information back
to the team and train them on use of the system.
-
Eventually,
the team members will be responsible for teaching the PeopleSoft system campus
wide.
All
team members should be sure to have the single user version of PeopleSoft
loaded on their PC’s. They should refer
to the UDFS main web site under the miscellaneous section to retrieve
information on installing the tutorial.
Carol Rylee suggested that everyone use the tutorial.
Meetings:
-
The
Projects Team will be at least once every two weeks
-
Team
Leaders will meet with the Executive Committee once a month
-
Carol
Rylee is the Executive Team member who will be part of the Projects Team. Other Executive Team members may attend the
Projects Team meetings if needed
Educause: Denise will provide information to all team
members to join this listserv.
Over
the next four months, the team must meet four main goals:
-
develop
an events list describing the processes in OVPR, Facilities and Endowments (to
be completed for a 8/15/00 Executive Committee Mtg)
-
develop
a list of files that are used that will eventually be turned into tables for
use in PeopleSoft
-
list
reports used in OVPR, Facilities and Endowments that will be reviewed by the
Reporting Team to determine how to obtain the same information using reporting
tools in PeopleSoft
-
Review
Shadow Systems currently used in OVPR, Facilities and Endowments that will be
essential in the PeopleSoft system
Team
Members were given assignments on preparing an events list.
The
next meeting was scheduled for August 11 at 8am at the General Accounting
Conference Room. At that time the
committee will set a regular meeting date for every other week.
The
meeting was adjourned at 10:30.