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  • Student Financial Systems
    • As of today, 10/02, we completed 10% for OPAL Cashiering, CBSO, CCCS, 5% for SBS, TRA, Student Loan and Collections (SLC), and Foxpro/ARC.  Tasks we completed are the creation of new table structures for KFS COA, analysis for functional modules to be modified, preparation for test files to test KFS Ledger black box, and the program changes for a few processes. 

  • Telecommunications
    • We are still in the process of updating our web forms to support KFS and the reports that are generated for the Business Office. We have also in the process of migrating the software onto new hardware, but complications have set us back and we need to work out those kinks before deploying a stable version of the software. With that, I'd say we're stuck at 66.67% completion - forward progress mixed with steps backwards.

  • PI Report
    • 40% complete, is not able to test because lack of data, the month end balances for awards, and income and expense balances from C&G.  Waiting for balance from DataWarehouse, being worked on.
  • C&G Billing
    • 20% complete, need month end data, balances, need the KFS accounts that link up to the balances.  Talked to Maria regarding the accounts she is working with Valerie to get test data.

Issues:

  • COA is not 100% complete.  In progress.

Next Steps:

  • Finalize COA.

Summary of Completion:

Task NameStartFinishResource Names% Complete
FEEDER AND CAMPUS SYSTEM MIGRATIONSFri 7/1/11Thu 1/30/14 13%
      Priority 1Fri 7/1/11Sun 12/1/13 18%
      Priority 2Fri 7/1/11Fri 11/29/13 3%
      Priority 3Fri 7/1/11Thu 1/30/14 8%
      Priority 4Fri 7/1/11Mon 4/1/13 3%

Detailed Project Plan With Completion Percentage:

Task NameStartFinishResource Names% Complete
FEEDER AND CAMPUS SYSTEM MIGRATIONSFri 7/1/11Thu 1/30/14 13%
   Meet with system owners and technical staffFri 7/1/11Sat 6/30/12 85%
      Identify campus systems and ownersFri 7/1/11Tue 2/28/12modesto,keiko,maria100%
      Educate functional and technical owners about KFSThu 3/1/12Sat 6/30/12maria70%
      Determine if campus systems can be replaced by KFS functionalityThu 3/1/12Sat 6/30/12maria70%
   Prepare documentation/materials for system migrationsFri 7/1/11Sun 7/15/12 80%
      Definition of Chart of AccountsWed 2/1/12Sat 6/30/12brenda,maria90%
      Complete definition of Organizational StructureWed 2/1/12Sat 6/30/12martha95%
      Develop Accounting Manual for KFSWed 2/1/12Sun 4/1/12maria100%
      Complete FS to KFS mapping documentsSun 4/1/12Sat 6/30/12maria,brenda,victor,Carmen70%
      Feeder system instructions (upload, testing, validation, etc)Fri 7/1/11Tue 11/1/11modesto,keiko95%
      Error handling instructions & controlsFri 6/1/12Sun 7/15/12modesto,maria5%
      SAMS replacement instructions - access request, check for accessFri 6/1/12Sun 7/1/12josh,adam?0%
   Prepare data files and web services for system migrationsThu 9/1/11Sat 9/1/12 49%
      Build and refine database instance for feeder systemsThu 9/1/11Wed 8/1/12warren,keiko80%
      Develop KIM web services - access checkingTue 5/15/12Fri 6/1/12adam80%
      Build black box for conversionTue 11/1/11Sat 9/1/12 1%
         Ledger feed black boxTue 11/1/11Tue 11/1/11modesto100%
         Payroll/MC Payments feed black box-KFSMon 4/30/12Mon 4/30/12modesto100%
         UCOP feed black boxTue 11/1/11Sat 9/1/12modesto0%
         Check reconciliation file for feedersTue 11/1/11  5%
      Develop data warehouse services for feeder & campus systemFri 5/18/12Wed 8/15/12 87%
         Define validation servicesFri 5/18/12 valerie,programmers80%
         Build DW repository for ledger detail downloadsFri 6/1/12Sat 6/30/12valerie80%
         Develop web services for validations (account, chart, fund group, object, organization, project, sub fund group, sub object, acct period, gl entry, encumbrance)Fri 6/1/12Wed 8/15/12adam,jarrod90%
   Define and develop SAMS replacement for campus systemsFri 1/6/12Mon 7/30/12 19%
      SAMS replacement analysis & designFri 1/6/12Mon 7/30/12josh,warren,marina,Carmen,Caryn,jason,etc20%
      Install KSRWed 2/1/12Wed 2/1/12warren0%
      Identify roles used in systems  Caryn0%
      Populate KIM and test system access  adam,programmers0%
      Train DSAs  Caryn0%
   Feeder & Campus System Migrations (see individual system plans (rubric) for more details)Fri 7/1/11Tue 4/2/13 7%
      Priority 1Fri 7/1/11Sun 12/1/13 18%
         eDocs: Rapid ReturnTue 5/1/12Thu 1/31/13?0%
         Connexxus (will be sent from KFS)Fri 7/1/11  5%
         Cost Sharing SystemTue 5/1/12Sat 12/1/12jarrodjane, chris0%5%
         FacilitiesMon 4/16/12Tue 1/1/13 46%
            FM - Design DocumentMon 4/16/12Mon 4/16/12 100%
            FM - FacServe - Charges XML Upload to Kuali (Feeder)Mon 4/16/12Fri 6/1/12jyoti/alvin90%
            FM - FacServe - Lien XML Upload to Kuali (Feeder)Mon 6/4/12Sun 6/24/12jyoti/alvin90%
            FM - Utilities BillingMon 4/16/12  60%
            FM - Ipool XML Upload to KualiMon 4/16/12  60%
            FM - Fau ValidationMon 4/16/12Mon 4/16/12 100%
            FM - FSSMon 4/16/12  80%
            FM - Billing Review and Exception ReportsMon 4/16/12  75%
            FM - Data MigrationMon 4/16/12  80%
            FM - Projects 8iMon 10/1/12Fri 10/26/12?0%
            FM - Tririga Data Warehouse   0%
            FM - Testing of all of the above   0%
         Student Financial Systems - SFSTue 5/1/12Sun 12/1/13 7%
            SFS - ARCTue 5/1/12Thu 1/31/13 5%
            SBS - CBSO (Feeder)Tue 5/1/12Sat 12/1/12i-rong10%
            SBS - CCCS (Feeder)Tue 5/1/12Sat 12/1/12i-rong/cecilia10%
            SBS - SBS Database and PowerBuilder Application (Feeder)Tue 5/1/12Sun 12/1/13i-rong,SBS team5%
            SBS - SBS Zot Account Online, PACETue 5/1/12Sun 12/1/13james5%
            SPOP (SBS Feed)Tue 5/1/12Sat 12/1/12?5%
            SFS - OPAL (Feeder)Tue 5/1/12Thu 1/31/13 10%
            OFAS (Office of Financial Aid and Scholarships) (SBS Feed)Tue 5/1/12Sat 12/1/12?10%
         HR - QuickTemp (Feeder)Tue 5/1/12Tue 5/1/12Christa90%
         Housing Systems - FeederTue 5/1/12Mon 4/1/13 10%
            HSG - OSCAR SystemTue 5/1/12Mon 4/1/13markus10%
            Housing to KFS (Feeder)Tue 5/1/12  10%
         OIT - Data Warehouse (Cognos) - Val will link main project planFri 7/1/11Mon 6/4/12 0%
         OIT - Telecommunication (Feeder)Tue 5/1/12Sat 12/1/12theresa,anthony66%
         PI ReportTue 5/1/12Sat 12/1/12alvin40%
         Parking & Transportation - TDS Systems (feeder)Tue 5/1/12Sat 12/1/12Clint5%
            TDS - Financial Core (New System)Tue 5/1/12Sat 12/1/12Clint10%
            TDS - Authorize.net modules (relatedTue 5/1/12Sat 12/1/12Clint0%
      Priority 2Fri 7/1/11Fri 11/29/13 2%
         AFSTue 5/1/12Mon 4/1/13 1%
            AFS - APL eCard (develop new TEM registration document)Tue 5/1/12Mon 4/1/13jane0%
            AFS - C&G BillingTue 5/1/12Mon 4/1/13jarrod20%
            AFS - Payroll CertificationTue 5/1/12Mon 4/1/13?0%
            AFS - State ClaimTue 5/1/12Mon 4/1/13jane0%
         FacilitiesMon 8/6/12Fri 9/14/12 30%
            FM - Ipool - XML Upload to Kuali (Feeder)Mon 8/6/12Fri 9/14/12jyoti/alvin30%
            FM - Utilities Master Excel SpreadsheetMon 8/6/12 jyoti/alvin65%
            FM - Workorder Printing  jyoti/alvin0%
         Graduate DivisionFri 7/1/11Fri 11/29/13 0%
            GD - Fellowship Web Application (enhance to handle FS * KFS FAU info)Tue 5/1/12Mon 4/1/13eric t5%
            GD - GradAid Backend ProcessingFri 7/1/11Fri 11/29/13eric t0%
            GD - GradAid Fellowships (enhace to handle FS & KFS FAU info)Tue 5/1/12Mon 4/1/13eric t0%
            GD - GradAid Remission (enhance to handle FS & KFS FAU info)Tue 5/1/12Mon 4/1/13eric t0%
            GD - GradAid Reports (enhance to handle FS & KFS FAU info)Tue 5/1/12Mon 4/1/13eric t0%
            GD - GradAid SBS DirectConnect InterfaceTue 5/1/12Mon 4/1/13eric t0%
            GD - GradAid Surf-Postdoc (enhance to handle FS & KFS FAU info)Tue 5/1/12Mon 4/1/13eric t0%
            GD - Graduate Student SupportTue 5/1/12Mon 4/1/13eric t0%
            GD - OGSNightJob  eric t0%
            GD - Tuition Fee Remission SystemTue 5/1/12Mon 4/1/13eric t0%
         Gift FormTue 5/1/12Mon 4/1/13jane0%
         OIT - Mobius ReportsTue 5/1/12Mon 4/1/13?0%
         Office of ResearchTue 5/1/12Mon 4/1/13 1%
            OR - ARRA Web Reporting SystemTue 5/1/12Mon 4/1/13eric t0%
            OR - ARS System (enhance to handle FS & KFS FAU info)Tue 5/1/12Mon 4/1/13eric t2%
            OR - Award eSynopsisTue 5/1/12Mon 4/1/13eric t0%
            OR - BMTA SystemTue 5/1/12Mon 4/1/13eric t0%
            OR - Contracts & Grants Online ProgramTue 5/1/12Mon 4/1/13eric t0%
            OR - HPS IRB Fee Recharge (enhance to send trans directly to KFS) (Feeder)Tue 5/1/12Mon 4/1/13eric t5%
            OR - SCRC Recharge SystemTue 5/1/12Mon 4/1/13eric t0%
            OR - SPA System (many changes)Tue 5/1/12Mon 4/1/13eric t0%
            OR - ULAR Animal Order Request System (enhance to handle FS & KFS FAU info)Tue 5/1/12Mon 4/1/13eric t2%
            OR - ULAR Cage Card Recharge (enhance to send trans directly to KFS) (Feeder)Tue 5/1/12Mon 4/1/13eric t5%
         SBS - DEFT (Employee might convert to ucop, but Students will not)Tue 5/1/12Mon 4/1/13?0%
            Migrate from SAMS to KSRTue 4/2/13Wed 4/3/13 0%
            Acceptance testing & sign-off by Accounting  isabelle,victor0%
         SNAPTue 5/1/12Mon 4/1/13sonja,katya0%
         Student Affairs TimeKeeperTue 5/1/12Thu 5/30/13ying0%
         Parking & Transportation - TDS Systems (feeder)Tue 5/1/12Mon 4/1/13 10%
            TDS - AntparkTue 5/1/12Mon 4/1/13Clint20%
            TDS - EPICS - collections moduleTue 5/1/12Mon 4/1/13Clint20%
            TDS - EPICS core financialTue 5/1/12Mon 4/1/13Clint0%
            TDS - Guest Reservation SystemTue 5/1/12Mon 4/1/13Clint5%
            TDS - Mail Services RechargeTue 5/1/12Mon 4/1/13Clint5%
      Priority 3Fri 7/1/11Thu 1/30/14 8%
         eDocs: Shredding, Scanning and Misc. (Provide a total recharge amt and enter directly into KFS)Tue 5/1/12Sun 12/1/13linh nguyen0%
         FacilitiesMon 2/25/13Sat 4/20/13 0%
            FM - Adhoc queriesMon 2/25/13Sat 4/20/13tammy0%
            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 DivisionFri 7/1/11Sun 12/1/13 7%
            GD - GradDiv Database Queries (Moderate - Enhancements to numerous queries to also use KFS Account line detail)Fri 7/1/11Sun 12/1/13 7%
            GD - OGSA CCCS Profile   0%
            GD - TRA ReportingFri 7/1/11Sun 12/1/13 8%
            GD - UCOP Financial Input File (Extract to handle FS and KFS FAU info)Fri 7/1/11Sun 12/1/13 7%
         HRTue 5/1/12Thu 1/30/14 12%
            HR - ContractPro   0%
            HR - Equity AdvisorTue 5/1/12Thu 1/30/14ying12%
            HR - FastClassTue 5/1/12Thu 1/30/14ying12%
            HR - QuickRec/GreentreeTue 5/1/12Thu 1/30/14ying12%
         Office of ResearchTue 5/1/12Sun 12/1/13 11%
            OR - Request for Approval to Spend FundsTue 5/1/12Sun 12/1/13 11%
         SBS - Student Loan Collection SystemTue 5/1/12Sun 12/1/13i-rong5%
         Parking & Transportation - TDS Systems (feeder)Tue 5/1/12Sun 12/1/13 7%
            TDS - Achohol Order, Stamp Order, Long-Term Storage, Receiving PU/Delivery, Bulkmail and Misc. (enter charge directly into KFS)Tue 5/1/12Sun 12/1/13Clint0%
            TDS - Citation Management?Tue 5/1/12Sun 12/1/13Clint20%
            TDS - Event Contracts System?Tue 5/1/12Sun 12/1/13Clint0%
      Priority 4Fri 7/1/11Mon 4/1/13 3%
         AFS - TRS (Time Reporting System)Tue 5/1/12Mon 4/1/13ying0%
         ABS Survey   0%
         FacilitiesMon 6/25/12Fri 8/3/12 26%
            FM - ZotFac - Utility XML Upload to Kuali (Feeder)Mon 6/25/12Fri 8/3/12jyoti/alvin30%
            FM - Invoice Report (to be retired)   0%
            FM - Timesheets, Selective Timesheets, Material Entry Sheets (don't have fau info)   0%
            FM - various metric reports (Don't have fau info)   0%
            FM - various workorder reports like aging report, created completed time frame (don't have fau info)   0%
         Graduate DivisionFri 7/1/11Fri 7/1/11 0%
            GD - MultiYear Commitment Module   0%
         HRFri 7/1/11Fri 7/1/11 0%
            HR - Employment Event Notification   0%
            HR - Job Description Library   0%
            HR - Personnel Relations   0%
            HR - Title Pay   0%
            HR - UCLC/SAT   0%
            HR - Unemployment Insurance   0%
         OIT - Mail Division (ZotMail, ExFiles, EROS, KFS Imaging Component)Tue 5/1/12Tue 5/1/12 100%
         PBS & AcademicBudget SubO (replaced with FMW)   0%
         Parking & Transportation - TDS Systems (feeder)Fri 7/1/11Fri 7/1/11 0%
            TDS - CLP System   0%
            TDS - Mail Supply, Special Mail   0%
            TDS - Permitless Parking Systems   0%
          SBS - TRA (Tax Relief Act)   0%
   Non-OIT units to migrate their systemsTue 5/1/12Sun 12/1/13 40%
      Bookstore Recharges (Book, TOES)Fri 5/18/12Fri 5/18/12 67%
         AD Document in KFSFri 5/18/12Fri 5/18/12maria100%
          IB Document in KFSFri 5/18/12Fri 5/18/12maria100%
         Acceptance testing & sign-off by Accounting  Caryn0%
      Biological Sciences (Feeder)Mon 4/1/13Tue 4/30/13 50%
         IB Document in KFSMon 4/1/13Mon 4/1/13 100%
         Acceptance testing & sign-off by Accounting  isabelle,victor0%
      EH&S (Feeder)Mon 4/1/13Tue 4/30/13 50%
         IB Document in KFSMon 4/1/13Mon 4/1/13maria,modesto100%
         Acceptance testing & sign-off by AccountingMon 4/1/13Mon 4/1/13Caryn0%
      Physical Sciences (Feeder)Mon 4/1/13Tue 4/30/13tory graziano0%
         Acceptance testing & sign-off by Accounting  Caryn0%
      SRDV (Online Reports - SM)Fri 5/18/12Fri 5/18/12 0%
      UPS (University Physicians & Surgeons)Fri 5/18/12Fri 5/18/12Cyndy25%
         DV UploadFri 5/18/12 Cyndy50%
         Acceptance testing & sign-off by Accounting  Caryn0%
      L (Learning and Academic Resource Center) SBS FeedsTue 5/1/12Sat 12/1/12i-rong0%
      LibraryTue 5/1/12Sat 12/1/12beth wootten13%
         PDP UploadTue 5/1/12 beth wootten25%
         Acceptance testing & sign-off by AccountingTue 5/1/12 beth wootten0%
      SOM Decision SupportTue 5/1/12Sat 12/1/12jason0%
      UCIMC (Feeder)Tue 5/1/12Sat 12/1/12keiko,jason0%
      UCIMC FacilitiesTue 5/1/12Sat 12/1/12joseph fleming0%
      UNEX applicationsTue 5/1/12Sat 12/1/12 13%
         Summer Session (Feeder)Tue 5/1/12 tom20%
         Extension (Feeder)Wed 5/2/12 tom20%
         Acceptance testing & sign-off by Accounting  isabelle,victor0%
       Pharm Sci Tracking SystemTue 5/1/12Sun 12/1/13amy ruth,jason lin100%