Status Updates:
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.
HR
Implementation is completed including translation of FS data to KFS counterparts, validation, GUI, ledger posting, invoice, BLISS reports as well as first time database alter script. One time data migration will utilize the web service client. All FAUs will be translated per function user's request. This means even closed FAUs need to have a match in KFS.
Outstanding items: There is no 2013 chart of account data in KFS test server, so "2012" is hard-coded for object code translation and validation. Ledger posting is hard-coded to post to fiscal year 2012. Once the 2013 data is loaded in KFS, hard-coding needs to be removed. There is no object code mapping for 7217 and 3900 under MC chart. Alerted KFS team of this issue. This means full testing will be delayed until these object codes are added. Default CTES account/fund is translated to different values every time in KFS. However the default CTES account info is hard-coded. Once the translation is finalized, the default CTES chart/account/object will needs to be set. Implementation to generate GL collector file is complete. However there is no KFS test server to upload the collector file from Unix. Currently must go through the Kuali Portal to manually upload the file.
Medical Center
- KFS to SMS GL transaction feed -- Coding complete 100%, ready for testing.
KFS to AMS check number feed - Requirement complete. The check feed file will be consolidated with SBS feed file. 90% complete.
KFS to AMS vendor feed - Spec completed. Coding complete 100%, ready for testing.
AMS to KFS payment upload ..... 90% crosswalk completed, working with AMS to complete the spec. Coding will be done by AMS. - AMS to KFS collector batch upload of invoice accruals -- 0%. Sent required format to AMS but no work delivered yet.
- KFS to SMS GL transaction feed -- Coding complete 100%, ready for testing.
Facilities
- Testing issues because of incomplete account conversion and organization codes.
- There are 104 records where the New Org ID did not appear in the New Org Structure I was provided. I was hoping you could provide or direct me to the latest copies of this information or confirm that these are a "work in progress" and will appear in later revisions of those files. There also happens to be a couple of missing Old Org names too. I was hoping you could point me to where I can find the appropriate names for these "old orgs"
Housing
- 12% completion. Testing GL file upload.
Biological Sciences
- Restarted their efforts to convert to KFS after being put on hold.
Telecommunications
The Business Office's Revenue Management System (RMS) application has been updated to use KFS Account #s.
We are in the process of testing the updated application.
There are RMS "feeder" systems that also need to be updated in support of KFS. Hopefully they can turn to you and your team for support if needed. Unfortunately, we are heavily dependent on datawarehouse's url-based calls for validation, and I just learned from you that we are suppose to move away from that and use "DWH Web Services" instead.
The Telecomm "Service Request Form" also depends on DWH's url calls to validate account numbers. That will also need to be updated to use Web Services, although this is a PHP-application.
Student Financial Systems
- Testing GL feeds for SBS, SLC, and OPAL. They were successfully converted and loaded. Need to reconcile to assure they are correct.
Issues:
- COA is not 100% complete. In progress.
- Organization codes are not complete.
Next Steps:
- Finalize COA. Progress has been made, new way to map Balance Sheet accounts is being tested.
- Finalize Organization Codes.
Suggestions:
- It has been suggested that we need to set a drop dead date if we miss the milestone for complete data conversion. If such a date is missed then the "go live" date should be revised.
Summary of Completion:
| Task Name | Start | Finish | Resource Names | % Complete |
| FEEDER AND CAMPUS SYSTEM MIGRATIONS | Fri 7/1/11 | Thu 1/30/14 | 15%16% | |
| Environment Preparation | Fri 7/1/11 | Sat 9/1/12 | 67%68% | |
| Priority 1 - before KFS Go-live and by December 1, 2012 | Fri 7/1/11 | Sun 12/1/13 | 29%43% | |
| Priority 2 - before KFS Go-live and by April, 2013 | Fri 7/1/11 | Fri 11/29/13 | 3% | |
| Priority 3 - after KFS Go-live migrate before December 2013 | Fri 7/1/11 | Thu 1/30/14 | 6%11% |
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%16% | ||||||
| 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%82% | ||||||
| Definition of Chart of AccountsWed 2 Prepare data files and web services for system migrations | Thu 9/1/1211 | Sat 612/301/12 | brenda,maria | 90%63% | |||||
| Complete definition of Organizational StructureWed 2 Build and refine database instance for feeder systems | Thu 9/1/1211 | Sat 6Wed 8/301/12 | marthawarren,keiko | 95%80% | |||||
| Develop Accounting Manual for KFSWed 2/1KIM web services - access checking | Tue 5/15/12 | Sun 4Fri 6/1/12 | mariaadam | 100%80% | |||||
| Complete FS to KFS mapping documentsSun 4 Build black box for conversion | Tue 11/1/1211 | Sat 612/301/12 | 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 | 53% | ||||||||
| 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 6/1/12Sun 7 | Sat 6/130/12 | josh,adam? | 0%valerie | 80% | ||||
| 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 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 | 11% | ||||||
| Priority 1 - before KFS Go-live and by December 1, 2012 | Fri 7/1/11 | Sat 12/7/13 | 43% | ||||||
| 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 (Phase I) | Fri 7/1/11 | Fri 12/28/12 | 48% | ||||||
| Campus Billing System Online | Tue 5/1/12 | Sat 12/1/12 | jane,chris | 8% | Facilities | Mon 4/16i-rong Lin[50%],lucy Zheng[50%],Calvin Yip[20%] | 50% | ||
| CBSO Online Coding and Unit Test | Tue 5/1/12 | Tue 15/1/1312 | 47%50% | ||||||
| FM - Design DocumentMon 4/16 CBSO Batch Ledger Posting and Unit Test | Tue 5/1/12 | Mon 4Tue 5/161/12 | 100% | FM - FacServe - Charges XML Upload to Kuali (Feeder) | Mon 4/16/12 | Fri 650% | |||
| Data Feed from Library and LARC | Tue 5/1/12 | 50% | |||||||
| Data Feed from Library and LARC | Tue 5/1/12 | 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 - SfinSvcsSat 12/1/12 | 50% | ||||||||
| KIM Integration for Access Management | 0% | ||||||||
| OPAL Cashiering and Campus Online Deposit | Mon 7/2/12 | Fri 6/28/13 | i-rong Lin[50%],Cecilia Do[50%],james Hsu[50%],Calvin Yip[20%] | 50% | |||||
| COD Template | Mon 7/2/12 | 50% | |||||||
| COD Deposit | Mon 7/2/12 | 50% | |||||||
| Point of Sale | Mon 7/2/12 | 50% | |||||||
| KIM Integration for Access Management | Mon 7/2/12 | 50% | |||||||
| Campus Credit Card System | Mon 7/2/12 | Fri 6/28/13 | i-rong Lin[50%],Cecilia Do[50%],james Hsu[50%],Calvin Yip[20%] | 28% | |||||
| Online Credit Card Entry | 0% | ||||||||
| Program Profile | Mon 7/2/12 | 50% | |||||||
| Void and Refund | 0% | ||||||||
| KIM Integration for Access Management | Mon 7/2/12 | 20% | |||||||
| Batch Ledger Posting to KFS | Mon 7/2/12 | 50% | |||||||
| KFS COA Validation | Mon 7/2/12 | 50% | |||||||
| Foxpro/ARC | Wed 1/2/13 | Fri 6/28/13 | victor Tam[50%],Nasim Mohebbi[50%] | 0% | |||||
| ARC Interface with SBS for Write-off | 0% | ||||||||
| ARC Interface with OPAL Cashiering | 0% | ||||||||
| ARC Interface with CBSO | 0% | ||||||||
| Student Housing (Feeder System) | Mon 7/2/12 | Sat 12/7/13 | 12% | ||||||
| Online System Community Accounts Receivable (OSCAR) | Fri 7/1/11 | 12% | |||||||
| Housing to KFS | Fri 7/1/11 | 11% | |||||||
| HR QuickTemp[ (Feeder) | Tue 5/1/12 | Wed 4/3/13 | Christa | 53% | |||||
| OIT - Data Warehouse (Cognos) - Val will link main project plan | Tue 5/1/12 | Wed 4/3/13 | 53% | ||||||
| OIT - Telecommunication (Feeder) | Tue 5/1/12 | Sat 12/1/12 | theresa,anthony | 53% | |||||
| 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 | Thu 1Wed 4/313/13 | isabelle,victor | 10%66% | |||||
| SfinSvcs - CBSO (Feeder) PI Report | Tue 5/1/12 | Sat 12/1/12 | i-rongalvin | 10%70% | |||||
| SfinSvcs - CCCS (Feeder) Convert application | Tue 5/1/12 | Sat 12/1/12 | i-rong/cecilia | 10% | SfinSvcs - OPAL (Feeder)alvin | 80% | |||
| Migrate from SAMS to KSR | Tue 5/1/12 | Thu Sat 12/1/31/1312 | alvin | 10%60% | |||||
| HR - QuickTemp (Feeder Parking & Transportation - TDS Systems (feeder) | Tue 5/1/12Tue 5 | Sat 12/1/12 | ChristaClint | 95%5% | |||||
| Housing Systems - Feeder TDS - Financial Core (New System) | Tue 5/1/12 | Mon 4Sat 12/1/1312 | Clint | 11%10% | |||||
| HSG - OSCAR System TDS - Authorize.net modules (related | Tue 5/1/12 | Mon 4Sat 12/1/1312 | markusClint | 12%0% | |||||
| Housing to KFS (Feeder)Tue 5 Priority 2 - before KFS Go-live and by April, 2013 | Fri 7/1/1211 | Mon 4/1/13 | 10%3% | ||||||
| OIT - Data Warehouse (Cognos) - Val will link main project planFri 7 AFS | Tue 5/1/1112 | Mon 64/41/1213 | 10% | ||||||
| OIT - Telecommunication (Feeder AFS - APL eCard (develop new TEM registration document) | Tue 5/1/12Sat 12 | Mon 4/1/1213 | theresa,anthonyjane | 66%0% | |||||
| CFR AFS - C&G Billing | Tue 5/1/12 | Wed Mon 4/31/13 | theresajarrod | 66%40% | |||||
| Telephone Billing AFS - Payroll Certification | Tue 5/1/12 | Wed Mon 4/31/13 | theresa? | 66%0% | |||||
| Acceptance testing & sign-off by Accounting AFS - State Claim | Tue 5/1/12 | Wed Mon 4/31/13 | isabelle,victorjane | 66%0% | |||||
| PI ReportTue 5/1 Facilities | Mon 8/6/12 | Sat 12Fri 9/114/12 | alvin | 70%30% | |||||
| Convert applicationTue 5/1 FM - Ipool - XML Upload to Kuali (Feeder) | Mon 8/6/12 | Sat 12Fri 9/114/12 | jyoti/alvin | 80%30% | |||||
| Migrate from SAMS to KSRTue 5/1 FM - Utilities Master Excel Spreadsheet | Mon 8/6/12 | Sat 12/1/12 | jyoti/alvin | 60%65% | |||||
| 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 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 5/1/12Sat 12 | Mon 4/1/1213 | Clinteric t | 0%5% | |||||
| Priority 2 - before KFS Go-live and by April, 2013 GD - GradAid Backend Processing | Fri 7/1/11 | Mon 4Fri 11/129/13 | eric t | 3%0% | |||||
| AFS GD - GradAid Fellowships (enhace to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 10%0% | |||||
| AFS GD - APL eCard (develop new TEM registration documentGradAid Remission (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | janeeric t | 0% | |||||
| AFS - C&G Billing GD - GradAid Reports (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | jarroderic t | 40%0% | |||||
| AFS - Payroll Certification GD - GradAid SBS DirectConnect Interface | Tue 5/1/12 | Mon 4/1/13 | ?eric t | 0% | |||||
| AFS - State Claim GD - GradAid Surf-Postdoc (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | janeeric t | 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) 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 | eric t | 5%1% | |||||
| GD - GradAid Backend ProcessingFri 7 OR - ARRA Web Reporting System | Tue 5/1/1112 | Fri 11Mon 4/291/13 | eric t | 0% | |||||
| GD OR - GradAid Fellowships ARS System (enhace enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0%2% | |||||
| GD - GradAid Remission (enhance to handle FS & KFS FAU info) OR - Award eSynopsis | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | |||||
| GD - GradAid Reports (enhance to handle FS & KFS FAU info) OR - BMTA System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | |||||
| GD - GradAid SBS DirectConnect Interface OR - Contracts & Grants Online Program | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | |||||
| GD - GradAid Surf-Postdoc OR - HPS IRB Fee Recharge (enhance to handle FS & KFS FAU infosend trans directly to KFS) (Feeder) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0%5% | |||||
| GD - Graduate Student Support OR - SCRC Recharge System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | |||||
| GD - OGSNightJob | eric t | 0% | GD - Tuition Fee Remission System OR - SPA System (many changes) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||
| Gift Form OR - ULAR Animal Order Request System (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | janeeric t | 0%2% | |||||
| OIT - Mobius Reports OR - ULAR Cage Card Recharge (enhance to send trans directly to KFS) (Feeder) | Tue 5/1/12 | Mon 4/1/13 | ?eric t | 0% | Office of Research5% | ||||
| SfinSvcs - DEFT (Employee might convert to ucop, but Students will not) | Tue 5/1/12 | Mon 4/1/13 | ? | 1%0% | |||||
| OR - ARRA Web Reporting System Migrate from SAMS to KSR | Tue 54/12/1213Mon | Wed 4/13/13 | 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 Acceptance testing & sign-off by Accounting | isabelle,victor | 0% | ||
| SNAP | Tue 5/1/12 | Mon 4/1/13 | eric tsonja,katya | 0% | |||||
| OR - BMTA System Student Affairs TimeKeeper | Tue 5/1/12 | Mon 4Thu 5/130/13 | eric tying | 0% | |||||
| OR - Contracts & Grants Online Program Parking & Transportation - TDS Systems (feeder) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0%10% | |||||
| OR - HPS IRB Fee Recharge (enhance to send trans directly to KFS) (Feeder) TDS - Antpark | Tue 5/1/12 | Mon 4/1/13 | eric tClint | 5%20% | |||||
| OR - SCRC Recharge System TDS - EPICS - collections module | Tue 5/1/12 | Mon 4/1/13 | eric tClint | 0%20% | |||||
| OR - SPA System (many changes) TDS - EPICS core financial | Tue 5/1/12 | Mon 4/1/13 | eric tClint | 0% | |||||
| OR - ULAR Animal Order Request System (enhance to handle FS & KFS FAU info) TDS - Guest Reservation System | Tue 5/1/12 | Mon 4/1/13 | eric tClint | 2%5% | |||||
| OR - ULAR Cage Card Recharge (enhance to send trans directly to KFS) (Feeder) TDS - Mail Services Recharge | Tue 5/1/12 | Mon 4/1/13 | eric tClint | 5% | |||||
| SfinSvcs - DEFT (Employee might convert to ucop, but Students will not Priority 3 - after KFS Go-live migrate before December 2013 | Fri 7/1/11 | Thu 1/30/14 | 11% | ||||||
| eDocs: Shredding, Scanning and Misc. (Provide a total recharge amt and enter directly into KFS) | Tue 5/1/12 | Mon 4Sun 12/1/13 | ?linh nguyen | 0% | |||||
| Migrate from SAMS to KSRTue 4/2 Facilities | Mon 2/25/13 | Wed Sat 4/320/13 | 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 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 | linh nguyeneric t | 0%8% | |||||
| 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 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 | 7%11% | ||||||
| GD - GradDiv Database Queries (Moderate - Enhancements to numerous queries to also use KFS Account line detail)Fri 7 OR - Request for Approval to Spend Funds | Tue 5/1/1112 | Sun 12/1/13 | eric t | 7%11% | |||||
| GD - OGSA CCCS Profile Parking & Transportation - TDS Systems (feeder) | Tue 5/1/12 | Sun 12/1/13 | eric t7% | 0% | GD - TRA Reporting | ||||
| Fri 7/1/11 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 | eric tClint | 8%0% | |||||
| GD - UCOP Financial Input File (Extract to handle FS and KFS FAU info)Fri 7 TDS - Citation Management? | Tue 5/1/1112 | Sun 12/1/13 | eric tClint | 7%20% | |||||
| HR TDS - Event Contracts System? | Tue 5/1/12 | Thu Sun 12/1/30/1413 | Clint | 9%0% | |||||
| HR - ContractProTue 5 Student Financial Systems - SfinSvcs (Phase II) | Sun 7/1/12 | Thu 1Sat 12/307/1413 | ying | 0%18% | |||||
| HR - Equity Advisor Student Billing System | Tue 5/1/12 | Thu 1/30/14 | ying | 12% | HR - FastClassSat 12/7/13 | i-rong Lin[50%],tu Dang[50%],james Hsu[50%],victor Tam[50%],Nasim Mohebbi[50%] | 18% | ||
| Check disbursement and Interface with KFS PDP/PURAP | 0% | ||||||||
| Mapping between KFS COA and FS Full Accounting Unit | Tue 5/1/12 | Thu 1Fri 12/3028/1412 | ying | 12%1% | |||||
| HR - QuickRec/Greentree Batch Ledger Posting to KFS | Tue 5/1/12 | Thu 1/30/14 | ying | 12% | Office of Research | 40% | |||
| Development of Conversion from KFS COA to FS Full Accounting Unit | Tue 5/1/12 | Sun Fri 12/128/1312 | 11%0% | ||||||
| OR - Request for Approval to Spend Funds Development of Conversion from Full Accounting Unit to KFS COA | Tue 5/1/12 | Sun Fri 12/128/1312 | 11% | Parking & Transportation - TDS Systems (feeder)0% | |||||
| SOA Web Services for Data Transmission between Housing and SBS | Tue 5/1/12Sun 12 | Thu 10/118/1312 | 7% | TDS - Achohol Order, Stamp Order, Long-Term Storage, Receiving PU/Delivery, Bulkmail and Misc. (enter charge directly into KFS)0% | |||||
| Data Transmission between CBSO and SBS | 0% | ||||||||
| SPOP Data Feed | Tue 5/1/12 | Sun Sat 12/17/13 | Clint | 0%42% | |||||
| TDS - Citation Management? Re-admit Data Feed | Tue 5/1/12 | Sun 12/1/13 | Clint | 20% | TDS - Event Contracts System? | 40% | |||
| Various Functional Modules in ZOT Query | Tue 5/1/12 | Sun Sat 12/17/13 | Clint | 0%50% | |||||
| Student Financial Systems - SfinSvcs Write-off and Uncollectible Debt | Tue 5/1/12 | Fri 1Sat 12/37/1413 | 3%20% | ||||||
| SPOP (SBS Feed) OFAS (Office of Financial Aid and Scholarships) Data Transmission | Tue 5/1/12 | Fri 1Sat 12/3/14 | ? | 2% | SfinSvcs - SBS Database and PowerBuilder Application (Feeder)7/13 | 0% | |||
| Graduate Division Data Transmission | 0% | ||||||||
| Functional Requirements Definition | Tue 5/1/12 | Fri 1Mon 11/312/14 | i-rong,SBS team | 5% | SfinSvcs - SBS Zot Account Online, PACE12 | 1% | |||
| KFS COA Mapping and Validations | Tue 5/1/12 | Fri 112/328/1412 | james | 5%1% | |||||
| OFAS (Office of Financial Aid and Scholarships) (SBS Feed) KFS COA Conversion for DB Objects and Data | 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 | 70% | ||||||||
| Test for KFS Black Box Mechanism to Verify for Data Accuracy | 0% | ||||||||
| Tax Relief Act (TRA) system | Wed 1/2/13 | Sat 12/7/13 | Nasim Mohebbi[50%],james Hsu[50%] | 0% | |||||
| Mods to Finaid for TRA Eligible Gift Aid | 0% | ||||||||
| Mods to Gradaid for TRA Eligible Gift Aid | 0% | ||||||||
| Student Loan and Collecitions Re-write | 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% | ||||||||
| Non-OIT units to migrate their systems | Tue 5/1/12 | Sun 12/1/13 | 33% | ||||||
| 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% | |||||||
| SRDV (Online Reports - SMBiological Sciences (Feeder) | Fri 5Mon 4/181/1213Fri 5 | Tue 4/1830/1213 | 0%50% | ||||||
| UPS (University Physicians & Surgeons) | Fri 5/18/12 | Fri 5/18/12 | Cyndy | 25% | |||||
| DV Upload | Fri 5/18/12 | Cyndy | 50% | ||||||
| Acceptance IB Document in KFS | Mon 4/1/13 | Mon 4/1/13 | 100% | ||||||
| Acceptance testing & sign-off by Accounting | Caryn | isabelle,victor | 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 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 | Tue 5/1 | Caryn | 0% | ||||||
| SRDV (Online Reports - SM) | Fri 5/18/12 | Fri 5/18/12 | beth wootten | 0% | |||||
| SOM Decision SupportTue UPS (University Physicians & Surgeons) | Fri 5/118/12Sat 12 | Fri 5/118/12 | jasonCyndy | 0%25% | |||||
| UCIMC (Feeder)Tue DV Upload | Fri 5/118/12 | Sat 12/1/12 | keiko,jason | 22% | KFS to SMS GL transaction feed | 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 | keikoi-rong | 100%0% | |||||
| KFS to AMS check number feedLibrary | Tue 5/1/12 | Sat 12/1/12 | keikobeth wootten | 0%8% | |||||
| KFS to AMS vendor feed PDP Upload | Tue 5/1/12Sat 12 | archana chaudri | 15% | ||||||
| Acceptance testing & sign-off by Accounting | Tue 5/1/12 | keiko | beth wootten | 0% | |||||
| AMS to KFS collector batch uploadSOM Decision Support | Tue 5/1/12 | Sat 12/1/12 | keikojason | 0% | |||||
| AMS to KFS payment uploadUCIMC (Feeder) | Tue 5/1/12 | Sat 12/1/12 | keiko,jason | 10%22% | |||||
| UCIMC UCIMC Facilities | Tue 5/1/12 | Sat 12/1/12 | joseph fleming | 0% | |||||
| UNEX UNEX applications | Tue 5/1/12 | Sat 12/1/12 | 13% | ||||||
| Summer Summer Session (Feeder) | Tue 5/1/12 | tom | 20% | ||||||
| Extension Extension (Feeder) | Wed 5/2/12 | tom | 20% | ||||||
| Acceptance Acceptance testing & sign-off by Accounting | isabelle,victor | 0% | |||||||
| Pharm Pharm Sci Tracking System | Tue 5/1/12 | Sun 12/1/13 | amy ruth,jason lin | 100% |