UDFS news - May 15, 2002

• The annual PeopleSoft Higher Ed Users Group (HEUG) was held in Las Vegas during the week of March 4, 2002. UD sent eight people, some for the Financials implementation and others for the existing HRMS system. The UD people attending were Carol Rylee (Budget Office) Stephen Fols (IT), Pat Davis (IT), Ben Martin (General Accounting), Cheryl Morris (Internal Audit), Rachel Strickland (OVPR), Burt Wilson (Procurement Services), and Anna Bloch (HR/Payroll Systems). Carol Rylee has a leadership role in the HEUG as Asst. Track Chair of the Budget Track and at the conference she helped coordinate presentations and presenters. She also represents UD as the Chair of the HEUG Budgeting Product Advisory Group and as the Chair of the HEUG Combined Financials Product Advisory Group.
• The much anticipated web version of PeopleSoft Financials, version 8.4, arrived on campus in the last week of March. Installation is to be done by PeopleSoft people in conjunction with the University's IT staff. They are scheduled to begin on June 5, 2002, with the process expected to take about two weeks.
• Carl Jacobson (Director IT-Management Information Services) has joined the Executive Team of the UDFS Project. This signals the greater involvement of the IT staff, now that version 8.4 of the software has arrived and is due to be installed in early June.
• The PS executive team has proposed an institution-wide labor allocation system that would affect all full time budget line employees. This allocation system would replace the current process of making salary account code changes through the HR system. To understand more about this proposal go to the main UDFS web page, click on:  http://www.udel.edu/UDFS/laboralloc.html.
• The Chart of Accounts logic is nearly complete with a working document describing the conventions for the new PeopleSoft chartfields. Chartfields in "PeopleSoft-speak" is roughly equivalent to segments of the current University account code structure. A conversion table has been created that equates the current code to the new code structure containing about 83,000 line entries. To see the conversion conventions, click on http://www.udel.edu/UDFS/COAconventions.html. You are welcome to browse other related documents that are not secured to get a sense of how the new chart is to be used. The Chart of Account details will continue to be a work in progress through most of the implementation, but with minimal change to the basic logic.