University of Delaware      Grants/Projects Module, Grants Subgroup Team Meeting Minutes      11/28/01


Grants Subgroup Team Members:

Becky Boutz:  OVPR (Team Leader)                                                   Van Adams:  IT/MIS                (Non-working member) 

Chris Cook: College of Engineering

Robin Harbaugh/Dave McCarren: Marine Studies                                     Gerri Hobbs: OVPR

Barb MacKenzie: OVPR                                                                                     Carol Rylee : Budget Off. (Non-working member)

Rachel Strickland: OVPR 


Status of Tasks Assigned:

Pending Tasks Assigned


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 Carol Rylee:

                The facilities team has completed the training manual exercise and has recommended to the executive team that we NOT use projects module for facilities, but rather we use the Project CHART FIELD only.  This may result in the GRANTS team having ‘control’ over the control_ID’s for the pc_tables.


Update from Exec. Team Leaders Meeting:None

The Billing Team has begun meeting.  Members of the team include Rachel Stricland, Angie Beacham (chair), Jim Green, Amy Connell, Bill Spear, Amy Taylor and Katie Hutton. Ellen Lepine will be the regularly attending non-working member from the Exec. Team.

On-Demand Training Module Decisions:


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


Decision on new meeting schedule:  Have 3 working meetings a month and only 1 Official Meeting?

                The group agreed that one meeting with minutes was sufficient and the other 3 meetings should be working meetings to make more progress. Each meeting will begin at 10am (we’ll plan on a 10:10 start for Reporting Team departure) and will last until 11:30. Becky will prepare a forecast of dates for upcoming meetings and minute takers for those requiring official minutes.


Setup of Grants: Carol provided the Location table from P.S. HR- will need to be reviewed.


Continue populating UOD01 Control Tables.

                ISSUE: Journals---where do we want these to be ‘handled’? GL or in each module separately.


Assignments for next meeting:  

1.       We’ll replace our team meeting with the chart fields meeting on Dec. 12th.

2.       Read on Journal Generator for next meeting discussion

3.        Determine how many journal generator processes take place in Grants