...
Detailed Project Plan With Completion Percentage:
| Task Name | Start | Finish | Resource Names | % Complete |
| FEEDER AND CAMPUS SYSTEM MIGRATIONS | Fri 7/1/11 | Thu 1/30/14 | 15% | |
| Environment Preparation | Fri 7/1/11 | Sat 12/1/12 | 68% | |
| Meet with system owners and technical staff | Fri 7/1/11 | Sat 6/30/12 | 85% | |
| Identify campus systems and owners | Fri 7/1/11 | Tue 2/28/12 | modesto,keiko,maria | 100% |
| Educate functional and technical owners about KFS | Thu 3/1/12 | Sat 6/30/12 | maria | 70% |
| Determine if campus systems can be replaced by KFS functionality | Thu 3/1/12 | Sat 6/30/12 | maria | 70% |
| Prepare documentation/materials for system migrations | Fri 7/1/11 | Sun 7/15/12 | 80% | |
| Definition of Chart of Accounts | Wed 2/1/12 | Sat 6/30/12 | brenda,maria | 90% |
| Complete definition of Organizational Structure | Wed 2/1/12 | Sat 6/30/12 | martha | 95% |
| Develop Accounting Manual for KFS | Wed 2/1/12 | Sun 4/1/12 | maria | 100% |
| Complete FS to KFS mapping documents | Sun 4/1/12 | Sat 6/30/12 | maria,brenda,victor,Carmen | 70% |
| Feeder system instructions (upload, testing, validation, etc) | Fri 7/1/11 | Tue 11/1/11 | modesto,keiko | 95% |
| Error handling instructions & controls | Fri 6/1/12 | Sun 7/15/12 | modesto,maria | 5% |
| SAMS replacement instructions - access request, check for access | Fri 6/1/12 | Sun 7/1/12 | josh,adam? | 0% |
| Prepare data files and web services for system migrations | Thu 9/1/11 | Sat 12/1/12 | 63% | |
| Build and refine database instance for feeder systems | Thu 9/1/11 | Wed 8/1/12 | warren,keiko | 80% |
| Develop KIM web services - access checking | Tue 5/15/12 | Fri 6/1/12 | adam | 80% |
| Build black box for conversion | Tue 11/1/11 | Sat 12/1/12 | 53% | |
| Ledger feed black box | Tue 11/1/11 | Tue 11/1/11 | modesto | 100% |
| Payroll/MC Payments feed black box-KFS | Mon 4/30/12 | Mon 4/30/12 | modesto | 100% |
| UCOP feed black box | Tue 11/1/11 | Sat 12/1/12 | modesto | 55% |
| Check reconciliation file for feeders | Tue 11/1/11 | Sat 12/1/12 | modesto | 50% |
| Develop data warehouse services for feeder & campus system | Fri 5/18/12 | Wed 8/15/12 | 87% | |
| Define validation services | Fri 5/18/12 | valerie,programmers | 80% | |
| Build DW repository for ledger detail downloads | Fri 6/1/12 | Sat 6/30/12 | valerie | 80% |
| Develop web services for validations (account, chart, fund group, object, organization, project, sub fund group, sub object, acct period, gl entry, encumbrance) | Fri 6/1/12 | Wed 8/15/12 | adam,jarrod | 90% |
| Define and develop SAMS replacement for campus systems | Fri 1/6/12 | Mon 7/30/12 | 20% | |
| SAMS replacement analysis & design | Fri 1/6/12 | Mon 7/30/12 | josh,warren,marina,Carmen,Caryn,jason,etc | 20% |
| Install KSR | Wed 2/1/12 | Wed 2/1/12 | warren | 100% |
| Identify roles used in systems | Fri 1/6/12 | Fri 1/6/12 | Caryn | 10% |
| Populate KIM and test system access | Fri 1/6/12 | adam,programmers | 10% | |
| Train DSAs | Caryn | 0% | ||
| LDAP changes | Fri 7/1/11 | jason lin | 10% | |
| Feeder & Campus System Migrations (see individual system plans (rubric) for more details) | Fri 7/1/11 | Tue 4/2/13 | 9% | |
| Priority 1 - before KFS Go-live and by December 1, 2012 | Fri 7/1/11 | Wed 4/3/13 | 29% | |
| eDocs: Rapid Return | Tue 5/1/12 | Thu 1/31/13 | ? | 0% |
| Connexxus (will be sent from KFS) | Fri 7/1/11 | 5% | ||
| Cost Sharing System | Tue 5/1/12 | Sat 12/1/12 | jane,chris | 8% |
| Facilities | Mon 4/16/12 | Tue 1/1/13 | 47% | |
| FM - Design Document | Mon 4/16/12 | Mon 4/16/12 | 100% | |
| FM - FacServe - Charges XML Upload to Kuali (Feeder) | Mon 4/16/12 | Fri 6/1/12 | jyoti/alvin | 90% |
| FM - FacServe - Lien XML Upload to Kuali (Feeder) | Mon 6/4/12 | Sun 6/24/12 | jyoti/alvin | 90% |
| FM - Utilities Billing | Mon 4/16/12 | jyoti | 60% | |
| FM - Ipool XML Upload to Kuali | Mon 4/16/12 | alvin | 90% | |
| FM - Fau Validation | Mon 4/16/12 | Mon 4/16/12 | 100% | |
| FM - FSS | Mon 4/16/12 | alvin | 90% | |
| FM - Billing Review and Exception Reports | Mon 4/16/12 | 75% | ||
| FM - Data Migration | Mon 4/16/12 | 80% | ||
| FM - Projects 8i | Mon 10/1/12 | Fri 10/26/12 | ? | 0% |
| FM - Tririga Data Warehouse | 0% | |||
| FM - Testing of all of the above | 0% | |||
| Student Financial Systems - SfinSvcs | Tue 5/1/12 | Thu 1/31/13 | 10% | |
| SfinSvcs - CBSO (Feeder) | Tue 5/1/12 | Sat 12/1/12 | i-rong | 10% |
| SfinSvcs - CCCS (Feeder) | Tue 5/1/12 | Sat 12/1/12 | i-rong/cecilia | 10% |
| SfinSvcs - OPAL (Feeder) | Tue 5/1/12 | Thu 1/31/13 | 10% | |
| HR - QuickTemp (Feeder) | Tue 5/1/12 | Tue 5/1/12 | Christa | 90% |
| Housing Systems - Feeder | Tue 5/1/12 | Mon 4/1/13 | 11% | |
| HSG - OSCAR System | Tue 5/1/12 | Mon 4/1/13 | markus | 12% |
| Housing to KFS (Feeder) | Tue 5/1/12 | Mon 4/1/13 | 10% | |
| OIT - Data Warehouse (Cognos) - Val will link main project plan | Fri 7/1/11 | Mon 6/4/12 | 10% | |
| OIT - Telecommunication (Feeder) | Tue 5/1/12 | Sat 12/1/12 | theresa,anthony | 66% |
| CFR | Tue 5/1/12 | Wed 4/3/13 | theresa | 66% |
| Telephone Billing | Tue 5/1/12 | Wed 4/3/13 | theresa | 66% |
| Acceptance testing & sign-off by Accounting | Tue 5/1/12 | Wed 4/3/13 | isabelle,victor | 66% |
| PI Report | Tue 5/1/12 | Sat 12/1/12 | alvin | 70% |
| Convert application | Tue 5/1/12 | Sat 12/1/12 | alvin | 80% |
| Migrate from SAMS to KSR | Tue 5/1/12 | Sat 12/1/12 | alvin | 60% |
| Parking & Transportation - TDS Systems (feeder) | Tue 5/1/12 | Sat 12/1/12 | Clint | 5% |
| TDS - Financial Core (New System) | Tue 5/1/12 | Sat 12/1/12 | Clint | 10% |
| TDS - Authorize.net modules (related | Tue 5/1/12 | Sat 12/1/12 | Clint | 0% |
| Priority 2 - before KFS Go-live and by April, 2013 | Fri 7/1/11 | Mon 4/1/13 | 3% | |
| AFS | Tue 5/1/12 | Mon 4/1/13 | 10% | |
| AFS - APL eCard (develop new TEM registration document) | Tue 5/1/12 | Mon 4/1/13 | jane | 0% |
| AFS - C&G Billing | Tue 5/1/12 | Mon 4/1/13 | jarrod | 40% |
| AFS - Payroll Certification | Tue 5/1/12 | Mon 4/1/13 | ? | 0% |
| AFS - State Claim | Tue 5/1/12 | Mon 4/1/13 | jane | 0% |
| Facilities | Mon 8/6/12 | Fri 9/14/12 | 30% | |
| FM - Ipool - XML Upload to Kuali (Feeder) | Mon 8/6/12 | Fri 9/14/12 | jyoti/alvin | 30% |
| FM - Utilities Master Excel Spreadsheet | Mon 8/6/12 | jyoti/alvin | 65% | |
| FM - Workorder Printing | jyoti/alvin | 0% | ||
| Graduate Division | Fri 7/1/11 | Fri 11/29/13 | 0% | |
| GD - Fellowship Web Application (enhance to handle FS * KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 5% |
| GD - GradAid Backend Processing | Fri 7/1/11 | Fri 11/29/13 | eric t | 0% |
| GD - GradAid Fellowships (enhace to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| GD - GradAid Remission (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| GD - GradAid Reports (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| GD - GradAid SBS DirectConnect Interface | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| GD - GradAid Surf-Postdoc (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| GD - Graduate Student Support | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| GD - OGSNightJob | eric t | 0% | ||
| GD - Tuition Fee Remission System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| Gift Form | Tue 5/1/12 | Mon 4/1/13 | jane | 0% |
| OIT - Mobius Reports | Tue 5/1/12 | Mon 4/1/13 | ? | 0% |
| Office of Research | Tue 5/1/12 | Mon 4/1/13 | 1% | |
| OR - ARRA Web Reporting System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| OR - ARS System (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 2% |
| OR - Award eSynopsis | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| OR - BMTA System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| OR - Contracts & Grants Online Program | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| OR - HPS IRB Fee Recharge (enhance to send trans directly to KFS) (Feeder) | Tue 5/1/12 | Mon 4/1/13 | eric t | 5% |
| OR - SCRC Recharge System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| OR - SPA System (many changes) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| OR - ULAR Animal Order Request System (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 2% |
| OR - ULAR Cage Card Recharge (enhance to send trans directly to KFS) (Feeder) | Tue 5/1/12 | Mon 4/1/13 | eric t | 5% |
| SfinSvcs - DEFT (Employee might convert to ucop, but Students will not) | Tue 5/1/12 | Mon 4/1/13 | ? | 0% |
| Migrate from SAMS to KSR | Tue 4/2/13 | Wed 4/3/13 | 0% | |
| Acceptance testing & sign-off by Accounting | isabelle,victor | 0% | ||
| SNAP | Tue 5/1/12 | Mon 4/1/13 | sonja,katya | 0% |
| Student Affairs TimeKeeper | Tue 5/1/12 | Thu 5/30/13 | ying | 0% |
| Parking & Transportation - TDS Systems (feeder) | Tue 5/1/12 | Mon 4/1/13 | 10% | |
| TDS - Antpark | Tue 5/1/12 | Mon 4/1/13 | Clint | 20% |
| TDS - EPICS - collections module | Tue 5/1/12 | Mon 4/1/13 | Clint | 20% |
| TDS - EPICS core financial | Tue 5/1/12 | Mon 4/1/13 | Clint | 0% |
| TDS - Guest Reservation System | Tue 5/1/12 | Mon 4/1/13 | Clint | 5% |
| TDS - Mail Services Recharge | Tue 5/1/12 | Mon 4/1/13 | Clint | 5% |
| Priority 3 - after KFS Go-live migrate before December 2013 | Fri 7/1/11 | Thu 1/30/14 | 6% | |
| eDocs: Shredding, Scanning and Misc. (Provide a total recharge amt and enter directly into KFS) | Tue 5/1/12 | Sun 12/1/13 | linh nguyen | 0% |
| Facilities | Mon 2/25/13 | Sat 4/20/13 | 0% | |
| FM - Adhoc queries | Mon 2/25/13 | Sat 4/20/13 | tammy | 0% |
| FM - Financial Report | 0% | |||
| FM - Job Report | 0% | |||
| FM - Portfolio Updates (could be switched off temporarily) | 0% | |||
| FM - Projects Report | 0% | |||
| FM - Renovation Report (tentative, may be replaced) | 0% | |||
| Graduate Division | Fri 7/1/11 | Sun 12/1/13 | 7% | |
| GD - GradDiv Database Queries (Moderate - Enhancements to numerous queries to also use KFS Account line detail) | Fri 7/1/11 | Sun 12/1/13 | eric t | 7% |
| GD - OGSA CCCS Profile | eric t | 0% | ||
| GD - TRA Reporting | Fri 7/1/11 | Sun 12/1/13 | eric t | 8% |
| GD - UCOP Financial Input File (Extract to handle FS and KFS FAU info) | Fri 7/1/11 | Sun 12/1/13 | eric t | 7% |
| HR | Tue 5/1/12 | Thu 1/30/14 | 9% | |
| HR - ContractPro | Tue 5/1/12 | Thu 1/30/14 | ying | 0% |
| HR - Equity Advisor | Tue 5/1/12 | Thu 1/30/14 | ying | 12% |
| HR - FastClass | Tue 5/1/12 | Thu 1/30/14 | ying | 12% |
| HR - QuickRec/Greentree | Tue 5/1/12 | Thu 1/30/14 | ying | 12% |
| Office of Research | Tue 5/1/12 | Sun 12/1/13 | 11% | |
| OR - Request for Approval to Spend Funds | Tue 5/1/12 | Sun 12/1/13 | 11% | |
| Parking & Transportation - TDS Systems (feeder) | Tue 5/1/12 | Sun 12/1/13 | 7% | |
| TDS - Achohol Order, Stamp Order, Long-Term Storage, Receiving PU/Delivery, Bulkmail and Misc. (enter charge directly into KFS) | Tue 5/1/12 | Sun 12/1/13 | Clint | 0% |
| TDS - Citation Management? | Tue 5/1/12 | Sun 12/1/13 | Clint | 20% |
| TDS - Event Contracts System? | Tue 5/1/12 | Sun 12/1/13 | Clint | 0% |
| Student Financial Systems - SfinSvcs | Tue 5/1/12 | Fri 1/3/14 | 3% | |
| SPOP (SBS Feed) | Tue 5/1/12 | Fri 1/3/14 | ? | 2% |
| SfinSvcs - SBS Database and PowerBuilder Application (Feeder) | Tue 5/1/12 | Fri 1/3/14 | i-rong,SBS team | 5% |
| SfinSvcs - SBS Zot Account Online, PACE | Tue 5/1/12 | Fri 1/3/14 | james | 5% |
| OFAS (Office of Financial Aid and Scholarships) (SBS Feed) | Tue 5/1/12 | Fri 1/3/14 | ? | 4% |
| SfinSvcs - TRA | Tue 5/1/12 | Sun 12/1/13 | i-rong | 0% |
| SfinSvcs - Student Loan Collection System (SLC) | Tue 5/1/12 | Sun 12/1/13 | i-rong | 5% |
| Non-OIT units to migrate their systems | Tue 5/1/12 | Sun 12/1/13 | 35% | |
| Bookstore Recharges (Book, TOES) | Fri 5/18/12 | Fri 5/18/12 | 67% | |
| AD Document in KFS | Fri 5/18/12 | Fri 5/18/12 | maria | 100% |
| IB Document in KFS | Fri 5/18/12 | Fri 5/18/12 | maria | 100% |
| Acceptance testing & sign-off by Accounting | Caryn | 0% | ||
| Biological Sciences (Feeder) | Mon 4/1/13 | Tue 4/30/13 | 50% | |
| IB Document in KFS | Mon 4/1/13 | Mon 4/1/13 | 100% | |
| Acceptance testing & sign-off by Accounting | isabelle,victor | 0% | ||
| EH&S (Feeder) | Mon 4/1/13 | Tue 4/30/13 | 50% | |
| IB Document in KFS | Mon 4/1/13 | Mon 4/1/13 | maria,modesto | 100% |
| Acceptance testing & sign-off by Accounting | Mon 4/1/13 | Mon 4/1/13 | Caryn | 0% |
| Physical Sciences (Feeder) | Mon 4/1/13 | Tue 4/30/13 | tory graziano | 0% |
| Acceptance testing & sign-off by Accounting | Caryn | 0% | ||
| SRDV (Online Reports - SM) | Fri 5/18/12 | Fri 5/18/12 | 0% | |
| UPS (University Physicians & Surgeons) | Fri 5/18/12 | Fri 5/18/12 | Cyndy | 25% |
| DV Upload | Fri 5/18/12 | Cyndy | 50% | |
| Acceptance testing & sign-off by Accounting | Caryn | 0% | ||
| L (Learning and Academic Resource Center) SBS Feeds | Tue 5/1/12 | Sat 12/1/12 | i-rong | 0% |
| Library | Tue 5/1/12 | Sat 12/1/12 | beth wootten | 8% |
| PDP Upload | Tue 5/1/12 | archana chaudri | 15% | |
| Acceptance testing & sign-off by Accounting | Tue 5/1/12 | beth wootten | 0% | |
| SOM Decision Support | Tue 5/1/12 | Sat 12/1/12 | jason | 0% |
| UCIMC (Feeder) | Tue 5/1/12 | Sat 12/1/12 | keiko,jason | 22% |
| KFS to SMS GL transaction feed | Tue 5/1/12 | Sat 12/1/12 | keiko | 100% |
| KFS to AMS check number feed | Tue 5/1/12 | Sat 12/1/12 | keiko | 0% |
| KFS to AMS vendor feed | Tue 5/1/12 | Sat 12/1/12 | keiko | 0% |
| AMS to KFS collector batch upload | Tue 5/1/12 | Sat 12/1/12 | keiko | 0% |
| AMS to KFS payment upload | Tue 5/1/12 | Sat 12/1/12 | keiko | 10% |
| UCIMC Facilities | Tue 5/1/12 | Sat 12/1/12 | joseph fleming | 0% |
| UNEX applications | Tue 5/1/12 | Sat 12/1/12 | 13% | |
| Summer Session (Feeder) | Tue 5/1/12 | tom | 20% | |
| Extension (Feeder) | Wed 5/2/12 | tom | 20% | |
| Acceptance testing & sign-off by Accounting | isabelle,victor | 0% | ||
| Pharm Sci Tracking System | Tue 5/1/12 | Sun 12/1/13 | amy ruth,jason lin | 100% |