...
Detailed Project Plan With Completion Percentage:
| Task Name | Start | Finish | Resource Names | % Complete |
| FEEDER AND CAMPUS SYSTEM MIGRATIONS | Fri 7/1/11 | Sat 12/7/13 | 43% | |
| Environment Preparation | Fri 7/1/11 | Sat 12/1/12 | 91% | |
| Meet with system owners and technical staff | Fri 7/1/11 | Sat 6/30/12 | 100% | |
| 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 | 100% |
| Determine if campus systems can be replaced by KFS functionality | Thu 3/1/12 | Sat 6/30/12 | maria | 100% |
| Prepare documentation/materials for system migrations | Fri 7/1/11 | Sun 7/15/12 | 82% | |
| Prepare data files and web services for system migrations | Thu 9/1/11 | Sat 12/1/12 | 99% | |
| Build and refine database instance for feeder systems | Thu 9/1/11 | Wed 8/1/12 | warren,keiko | 100% |
| Develop KIM web services - access checking | Tue 5/15/12 | Fri 6/1/12 | adam | 85% |
| Build black box for conversion | Tue 11/1/11 | Sat 12/1/12 | 100% | |
| Develop data warehouse services for feeder & campus system | Fri 5/18/12 | Wed 8/15/12 | 100% | |
| Define validation services | Fri 5/18/12 | Fri 5/18/12 | valerie,programmers | 100% |
| Build DW repository for ledger detail downloads | Fri 6/1/12 | Sat 6/30/12 | valerie | 100% |
| 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 | 100% |
| Define and develop SAMS replacement for campus systems | Fri 1/6/12 | Mon 7/30/12 | 50% | |
| 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 | 37% | |
| Payroll (Feeder) | Fri 7/1/11 | Fri 7/1/11 | david carleton,modesto | 100% |
| eDocs: Rapid Return | Tue 5/1/12 | Thu 1/31/13 | linh nguyen | 75% |
| Cost Sharing System (Feeder) | Tue 5/1/12 | Sat 12/1/12 | jane | 50% |
| Facilities (Feeder) | Mon 4/16/12 | Tue 1/1/13 | 98% | |
| 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 | 95% |
| FM - FacServe - Lien XML Upload to Kuali (Feeder) | Mon 6/4/12 | Sun 6/24/12 | jyoti/alvin | 95% |
| FM - Utilities Billing | Mon 4/16/12 | jyoti | 95% | |
| FM - Fau Validation | Mon 4/16/12 | Mon 4/16/12 | 100% | |
| FM - FSS | Mon 4/16/12 | alvin | 95% | |
| FM - Billing Review and Exception Reports | Mon 4/16/12 | 95% | ||
| FM - Data Migration | Mon 4/16/12 | 95% | ||
| FM - Projects 8i | Mon 10/1/12 | Fri 10/26/12 | ? | 100% |
| Student Financial Systems - SfinSvcs | Fri 7/1/11 | Fri 12/28/12 | 64% | |
| Campus Billing System Online (Feeder) | Tue 5/1/12 | Sat 12/1/12 | i-rong Lin[50%],lucy Zheng[50%],Calvin Yip[20%] | 99% |
| CBSO Online Coding and Unit Test | Tue 5/1/12 | Tue 5/1/12 | 100% | |
| CBSO Batch Ledger Posting and Unit Test | Tue 5/1/12 | Tue 5/1/12 | 90% | |
| Data Feed from Library and LARC | Tue 5/1/12 | Tue 5/1/12 | 100% | |
| Data Feed from Library and LARC | Tue 5/1/12 | Sat 12/1/12 | 100% | |
| KIM Integration for Access Management | Tue 5/1/12 | Tue 5/1/12 | 100% | |
| OPAL Cashiering and Campus Online Deposit (Feeder) | Mon 7/2/12 | Fri 6/28/13 | i-rong Lin[50%],Cecilia Do[50%],james Hsu[50%],Calvin Yip[20%] | 99% |
| COD Template | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| COD Deposit | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| Point of Sale | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| KIM Integration for Access Management | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| Campus Credit Card System (Feeder) | Mon 7/2/12 | Fri 6/28/13 | i-rong Lin[50%],Cecilia Do[50%],james Hsu[50%],Calvin Yip[20%] | 97% |
| Online Credit Card Entry | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| Program Profile | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| Void and Refund | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| Query and reports | Mon 7/2/12 | Mon 7/2/12 | 90% | |
| KIM Integration for Access Management | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| Batch Ledger Posting to KFS | Mon 7/2/12 | 90% | ||
| KFS COA Validation | Mon 7/2/12 | Mon 7/2/12 | 100% | |
| Foxpro/ARC (Feeder) | Wed 1/2/13 | Fri 6/28/13 | victor Tam[50%],Nasim Mohebbi[50%] | 99% |
| ARC Interface with SBS for Write-off | Wed 1/2/13 | Wed 1/2/13 | 100% | |
| ARC Interface with OPAL Cashiering | Wed 1/2/13 | Wed 1/2/13 | 100% | |
| ARC Interface with CBSO | Wed 1/2/13 | Wed 1/2/13 | 100% | |
| Student Housing (Feeder) | Mon 7/2/12 | Sat 12/7/13 | 99% | |
| GL upload | Mon 7/2/12 | Mon 7/2/12 | 99% | |
| Online System Community Accounts Receivable (OSCAR) | Fri 7/1/11 | Fri 7/1/11 | markus | 100% |
| Student Billing System (Feeder) | Fri 6/1/12 | Wed 7/31/13 | i-rong Lin[50%],tu Dang[50%],james Hsu[50%],victor Tam[50%],Nasim Mohebbi[50%] | 56% |
| Data transmission between finaid and SBS | Mon 4/15/13 | Fri 6/28/13 | james Hsu[15%] | 0% |
| Data transmission between Grad Division and SBS | Mon 4/15/13 | Fri 6/28/13 | james Hsu[15%] | 0% |
| SFS WebServices COA mods | Fri 6/1/12 | Fri 9/28/12 | Jarrod Lannan[70%] | 50% |
| eTech fee assessment | Mon 4/1/13 | Fri 4/5/13 | Nasim Mohebbi[50%] | 50% |
| Lab Fee Schedule Re-write | Tue 4/30/13 | Tue 4/30/13 | Richmond Chang[40%] | 15% |
| Lab Charge | Wed 5/1/13 | Fri 5/17/13 | victor Tam[40%] | 0% |
| Statistical data for OIR | Mon 3/4/13 | Fri 3/15/13 | james Hsu[50%] | 0% |
| SBS Invoice for Re-admit and Add/Drop | Wed 5/1/13 | Fri 5/10/13 | victor Tam[50%] | 0% |
| Standard KFS COA validation sprocs | Mon 9/3/12 | Wed 11/14/12 | tu Dang[50%] | 100% |
| Standard COA translation sproc from FS to KFS | Tue 10/2/12 | Fri 12/28/12 | tu Dang[25%] | 100% |
| Withdrawal and Cancellation | Wed 5/1/13 | Fri 5/31/13 | tu Dang[50%] | 25% |
| Standard COA translation sproc from KFS to FS for data conversion | Tue 10/2/12 | Fri 12/28/12 | tu Dang[25%] | 100% |
| Batch ledger posting | Fri 2/1/13 | Tue 4/30/13 | tu Dang[25%] | 100% |
| Check disbursement and KFS AP interface including layout change for precheck, cancellation, and check | Fri 3/1/13 | Tue 4/30/13 | tu Dang[15%] | 75% |
| Fee amount change due to enrollment status change, and Fee assessment break-down | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 75% |
| Synchronization for check generation date and ledger posting date | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 100% |
| Write-off for uncollectible debts | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 0% |
| Summer Session for Invoices SSFEE and SSMISC, and DCSUMMER | Wed 5/1/13 | Fri 5/31/13 | Nasim Mohebbi[50%] | 100% |
| Fund switch | Mon 6/3/13 | Fri 6/28/13 | tu Dang[15%] | 0% |
| GL reconciliation between SBS and KFS | Mon 6/3/13 | Fri 6/28/13 | tu Dang[15%] | 0% |
| Tax handling for non-resident gradaid recipient | Mon 7/1/13 | Wed 7/31/13 | tu Dang[15%] | 0% |
| Reports listing out account fund | Mon 7/1/13 | Wed 7/31/13 | Nasim Mohebbi[50%] | 100% |
| DWH upload for open receivables | Mon 6/3/13 | Fri 6/28/13 | tu Dang[50%] | 0% |
| Tax Relief Act (TRA) system | Wed 1/2/13 | Sat 12/7/13 | Nasim Mohebbi[50%],james Hsu[50%] | 5% |
| Mods to Finaid for TRA Eligible Gift Aid | Wed 1/2/13 | 5% | ||
| Mods to Gradaid for TRA Eligible Gift Aid | Wed 1/2/13 | 5% | ||
| Student Loan and Collections Re-write (Feeder) | Mon 7/2/12 | Sat 12/7/13 | i-rong Lin[50%],Calvin Yip[20%],lucy Zheng[80%] | 36% |
| Functional Requirements Definition | Tue 5/1/12 | 80% | ||
| User Sign-off for Functional Requirements Document | Tue 5/1/12 | Tue 5/1/12 | 100% | |
| Data Modeling for SLC Re-write | 0% | |||
| Online Coding and Unit Test | 0% | |||
| Batch Coding and Unit Test | 0% | |||
| SfinSvcs - DEFT (Employee might convert to ucop, but Students will not) | Tue 5/1/12 | Mon 4/1/13 | james,modesto | 80% |
| Migrate from SAMS to KSR | Tue 4/2/13 | Wed 4/3/13 | 80% | |
| HR | Tue 5/1/12 | Wed 4/3/13 | 100% | |
| HR QuickTemp (Feeder) | Tue 5/1/12 | Wed 4/3/13 | Christa | 100% |
| OIT - Data Warehouse (Cognos) - Val will link main project plan | Tue 5/1/12 | Wed 4/3/13 | 53% | |
| OIT - Telecommunication (Feeder) | Mon 4/23/12 | Thu 9/12/13 | anthony | 100% |
| CFR | Tue 5/1/12 | Wed 4/3/13 | anthony,nancy m | 100% |
| Telephone Billing | Tue 5/1/12 | Wed 4/3/13 | shelly,anthony | 100% |
| PI Report (Feeder) | 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 | Sun 12/1/13 | Clint | 53% |
| TDS - Financial Core (New System) | Tue 5/1/12 | Sat 12/1/12 | Clint | 95% |
| TDS - Antpark | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% |
| TDS - EPICS - collections module | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% |
| TDS - EPICS core financial | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% |
| TDS - Guest Reservation System | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% |
| TDS - Mail Services Recharge | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% |
| 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% |
| TDS - Authorize.net modules (related | Tue 5/1/12 | Sat 12/1/12 | Clint | 95% |
| AFS | Tue 5/1/12 | Mon 4/1/13 | 50% | |
| AFS - C&G Billing (Feeder) | Tue 5/1/12 | Mon 4/1/13 | jane,tony c. | 100% |
| AFS - Payroll Certification | Tue 5/1/12 | Mon 4/1/13 | ? | 0% |
| Facilities (Feeder) | Mon 8/6/12 | Sat 4/20/13 | 92% | |
| FM - Ipool - XML Upload to Kuali (Feeder) | Mon 8/6/12 | Fri 9/14/12 | jyoti/alvin | 95% |
| FM - Utilities Master Excel Spreadsheet | Mon 8/6/12 | jyoti/alvin | 90% | |
| FM - Workorder Printing | Mon 8/6/12 | jyoti/alvin | 90% | |
| FM - Adhoc queries | Mon 2/25/13 | Sat 4/20/13 | tammy | 90% |
| FM - Financial Report | Mon 2/25/13 | 90% | ||
| FM - Job Report | Mon 2/25/13 | 90% | ||
| FM - Portfolio Updates (could be switched off temporarily) | Mon 2/25/13 | 90% | ||
| FM - Projects Report | Mon 2/25/13 | 90% | ||
| FM - Renovation Report (tentative, may be replaced) | Mon 2/25/13 | 90% | ||
| Graduate Division | Fri 7/1/11 | Sun 12/1/13 | 8% | |
| 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 | 80% |
| GD - OGSNightJob | eric t | 0% | ||
| GD - Tuition Fee Remission System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% |
| 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% |
| 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 | Sun 12/1/13 | 27% | |
| 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 | 100% |
| 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 | 100% |
| OR - ULAR Cage Card Recharge (enhance to send trans directly to KFS) (Feeder) | Tue 5/1/12 | Mon 4/1/13 | eric t | 100% |
| OR - Request for Approval to Spend Funds | Tue 5/1/12 | Sun 12/1/13 | 11% | |
| SNAP | Tue 5/1/12 | Mon 4/1/13 | sonja | 0% |
| 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 | 100% |
| Non-OIT units to migrate their systems | Tue 5/1/12 | Sun 12/1/13 | 69% | |
| UCOP (Feeder) | Tue 5/1/12 | Tue 10/1/13 | jarrod | 60% |
| Bookstore Recharges (Book, TOES) | Fri 5/18/12 | Fri 5/18/12 | 100% | |
| 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% |
| Biological Sciences (Feeder) | Mon 4/1/13 | Tue 4/30/13 | 50% | |
| IB Document in KFS | Mon 4/1/13 | Mon 4/1/13 | 50% | |
| EH&S (Feeder) | Mon 4/1/13 | Tue 4/30/13 | 100% | |
| IB Document in KFS | Mon 4/1/13 | Mon 4/1/13 | maria,modesto | 100% |
| Physical Sciences (Feeder) | Mon 4/1/13 | Tue 4/30/13 | tory graziano | 50% |
| 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 | 50% |
| DV Upload | Fri 5/18/12 | Cyndy | 50% | |
| Learning and Academic Resource Center to SBS Feeds | Tue 5/1/12 | Sat 12/1/12 | i-rong | 100% |
| Library (Feeder) | Tue 5/1/12 | Sat 12/1/12 | beth wootten | 99% |
| PDP Upload | Tue 5/1/12 | Tue 5/1/12 | archana chaudri | 100% |
| SOM Decision Support | Tue 5/1/12 | Sat 12/1/12 | joe | 0% |
| UCIMC (Feeder) | Tue 5/1/12 | Sat 12/1/12 | keiko,jason | 64% |
| 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 | 100% |
| KFS to AMS vendor feed | Tue 5/1/12 | Sat 12/1/12 | keiko | 100% |
| 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 | 20% |
| UNEX applications | Tue 5/1/12 | Sat 12/1/12 | 85% | |
| Summer Session (Feeder) | Tue 5/1/12 | tom | 85% | |
| Extension (Feeder) | Wed 5/2/12 | tom | 85% | |
| Pharm Sci Tracking System | Tue 5/1/12 | Sun 12/1/13 | amy ruth,jason lin | 100% |