University
of Delaware Grants/Projects
Module, Grants Subgroup Team Meeting Minutes 9/05/01
Grants
Subgroup Team Members:
Becky
Boutz: OVPR (Team Leader) Denise
Schneider: Accounting (Vice-Team Leader)
Van
Adams: IT/MIS (Non-working member) Chris
Cook: Chemical Engineering
Robin
Harbaugh/Dave McCarren: Marine Studies Gerri
Hobbs: OVPR
Barb
MacKenzie: OVPR Carol
Rylee : Budget Off. (Non-working member)
Rachel
Strickland: OVPR
Udfs-proj@udel.edu udfs-grants@udel.edu www.udel.edu/UDFS
Absent:
Carol Rylee
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 |
1%
Complete |
Interfaces(from/to/internal/external)
(Grants) |
Not
assigned yet |
Table
Prioritization: Significant Tables to PeopleSoft App. And Significant Tables
to UOD business processes |
Not
assigned yet |
Status
of Facilities Sub-Team by Denise Schneider:
The
Sub-Team met on 9/4, they are currently working on Project Class manual and are
starting chapter 5. The team discovered
how to change the length of time before the system “times out” through
configuration manager and the directions can be found at the following: http://www.udel.edu/UDFS/fac-proj09_04min.html
Update
from Exec. Team Leaders Meeting: 9/04/01
On
hold until setup is complete. The team
worked on the F&A tree to complete the set-up process which will lead to a
better understanding of the system and a more accurate mapping assignment.
On-Demand
Training Module Decisions:
Will
view Chart Fields or Intro to Trees next meeting. With the teams effort to build the F&A tree, it was
determined that maybe we should watch the Intro to Trees training program
first.
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
Issues
Raised at 9/5/01 Meeting:
1. Getting the handful of 1 and 2 book accounts that are currently having IDC charged to them changed. We think that only Sponsored
Program Activity will have F&A applied to them.
2. The current numbering and naming convention of PS account (UD object code) needs to be addressed as we are learning more about the PS system.
3. The set-up of the “ACCOUNTROLLUP” tree. While developing the F&A Tree, we discovered problems that might be caused by not having the “ACCOUNTROLLUP” tree established for UOD01.
4. We changed GMEG_04 and GMEG_22 to UOD01. We will need to switch these back to UNIV on Titanic.
Setup
of Grants:
Setup
F&A Tree. Start working the Grants
Training Workbook to test the completeness of Grants Single Version Setup. All team members were asked to read the
chapters in PS Fundamentals on Trees to gain a better understanding of their
structure.
Assignments
for next meeting:
1.
Mapping UD data assignment
2.
Continue to create the F&A Tree
3.
Read PeopleBooks chapters on trees
4.
If time permits, view “On-Demand” Intro to Trees.