University
of Delaware Grants/Projects
Module, Grants Subgroup Team Meeting Minutes 04/09/02
+ =
members present
Grants
Subgroup Team Members:
+
Becky Boutz: OVPR (Team Leader) Van
Adams: IT/MIS (Non-working member)
+
Chris Cook: Engineering Carol
Rylee : Budget Office (Non-working member)
+
Gerri Hobbs: OVPR
Barb
MacKenzie: OVPR
+
Dave McCarren: Marine Studies
+
Rachel Strickland: OVPR
Udfs-proj@udel.edu udfs-grants@udel.edu www.udel.edu/UDFS
Status
of Tasks Assigned:
Pending
Tasks Assigned |
Status |
Panel
Assignments (Grants) |
100%
Complete |
Document
UD/GMS Table and Field Names |
85%
Complete |
Document
Panels & Fields for Review |
100%
Complete |
Grants
Module Set up |
99%
Complete |
Mapping
UD data into P.S. Grants Module |
75%
Complete |
Interfaces(from/to/internal/external)
(Grants) |
Not
assigned yet |
Table
Prioritization: Significant Tables to PeopleSoft App. And Significant Tables
to UOD business processes |
100%
Complete |
Update
from Exec. Team + Team Leaders Meeting: 4/4/02
8.4
and Server: expect around June 1
Van
will be putting the 8.4 PeopleBooks online.
Assignment:
Training Checklist (skeleton will be used for training manuals)- raise the
priority of task
RFP
for Contractor: Will bring in contractor who will bring along detailed project
management plans for each module.
Report
Team demonstrated Nvision reporting tool.
Status
of Facilities Sub-Team by Carol Rylee:
No
update
Status
of Billing Team- Rachel Strickland:
No
update
On-Demand
Training Module:
No
update
Ongoing
Assignments to keep notebook of Special Concerns/Issues:
Billing: Rachel Strickland
Accounting
Issues: Denise Schneider
Departmental
Issues: Chris Cook and Dave McCarren (individually)
OVPR/Proposals
Issues: Gerri Hobbs
OVPR/Award
Issues: Barb MacKenzie
Grants/Projects
Interfaces: Becky Boutz
Status
of Mapping UD/GMS data into PS Task assignments: (GERRI AND BARB)
Gerri says that the assignment is about 75% complete. She expects to have it finished within 4 weeks.
Assignment
of Training Checklist.
This topic will be revisited once Chris and Dave get more information from the Training/Communications team. They are to report to the team next Tuesday.
Design
of F & A tree.
Becky to arrange meeting with Ben Martin to discuss F&A tree. A fair amount of time was spent discussing the F&A tree and possible design of it.
Assignments
for next meeting:
1.
Continue working on F&A tree
understanding
2. Read
PeopleBooks on F&A Process
The website has been redesigned and suggestions for improvements are being accepted.
A
list of questions for a consultant was started and included the following:
Should budget categories be in
alignment with G/L?
Are there budget category types
in G/L?
Do we have to have both an
inclusion and exclusion base type in the F&A tree?
Issues:
Getting a consultant to advise
on F&A tree. It might be a larger
task than originally thought and help might not be available from PeopleBooks.
Decisions
made:
None.