Status Updates:
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.
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 | 13% | |
| 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 9/1/12 | 49% | |
| 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 9/1/12 | 1% | |
| 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 9/1/12 | modesto | 0% |
| Check reconciliation file for feeders | Tue 11/1/11 | 5% | ||
| 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 | 19% | |
| 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 | 0% |
| Identify roles used in systems | Caryn | 0% | ||
| Populate KIM and test system access | adam,programmers | 0% | ||
| Train DSAs | Caryn | 0% | ||
| Feeder & Campus System Migrations (see individual system plans (rubric) for more details) | Fri 7/1/11 | Tue 4/2/13 | 7% | |
| Priority 1 | Fri 7/1/11 | Sun 12/1/13 | 18% | |
| 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 | jarrod | 0% |
| Facilities | Mon 4/16/12 | Tue 1/1/13 | 46% | |
| 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 | 60% | ||
| FM - Ipool XML Upload to Kuali | Mon 4/16/12 | 60% | ||
| FM - Fau Validation | Mon 4/16/12 | Mon 4/16/12 | 100% | |
| FM - FSS | Mon 4/16/12 | 80% | ||
| 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 - SFS | Tue 5/1/12 | Sun 12/1/13 | 7% | |
| SFS - ARC | Tue 5/1/12 | Thu 1/31/13 | 5% | |
| SBS - CBSO (Feeder) | Tue 5/1/12 | Sat 12/1/12 | i-rong | 10% |
| SBS - CCCS (Feeder) | Tue 5/1/12 | Sat 12/1/12 | i-rong/cecilia | 10% |
| SBS - SBS Database and PowerBuilder Application (Feeder) | Tue 5/1/12 | Sun 12/1/13 | i-rong,SBS team | 5% |
| SBS - SBS Zot Account Online, PACE | Tue 5/1/12 | Sun 12/1/13 | james | 5% |
| SPOP (SBS Feed) | Tue 5/1/12 | Sat 12/1/12 | ? | 5% |
| SFS - OPAL (Feeder) | Tue 5/1/12 | Thu 1/31/13 | 10% | |
| OFAS (Office of Financial Aid and Scholarships) (SBS Feed) | Tue 5/1/12 | Sat 12/1/12 | ? | 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 | 10% | |
| HSG - OSCAR System | Tue 5/1/12 | Mon 4/1/13 | markus | 10% |
| Housing to KFS (Feeder) | Tue 5/1/12 | 10% | ||
| OIT - Data Warehouse (Cognos) - Val will link main project plan | Fri 7/1/11 | Mon 6/4/12 | 0% | |
| OIT - Telecommunication (Feeder) | Tue 5/1/12 | Sat 12/1/12 | theresa,anthony | 66% |
| PI Report | Tue 5/1/12 | Sat 12/1/12 | alvin | 40% |
| 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 | Fri 7/1/11 | Fri 11/29/13 | 2% | |
| AFS | Tue 5/1/12 | Mon 4/1/13 | 1% | |
| 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 | 5% |
| 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% |
| SBS - 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 | Fri 7/1/11 | Thu 1/30/14 | 8% | |
| 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 | 7% | |
| GD - OGSA CCCS Profile | 0% | |||
| GD - TRA Reporting | Fri 7/1/11 | Sun 12/1/13 | 8% | |
| GD - UCOP Financial Input File (Extract to handle FS and KFS FAU info) | Fri 7/1/11 | Sun 12/1/13 | 7% | |
| HR | Tue 5/1/12 | Thu 1/30/14 | 12% | |
| HR - ContractPro | 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% | |
| SBS - Student Loan Collection System | Tue 5/1/12 | Sun 12/1/13 | i-rong | 5% |
| 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% |
| Priority 4 | Fri 7/1/11 | Mon 4/1/13 | 3% | |
| AFS - TRS (Time Reporting System) | Tue 5/1/12 | Mon 4/1/13 | ying | 0% |
| ABS Survey | 0% | |||
| Facilities | Mon 6/25/12 | Fri 8/3/12 | 26% | |
| FM - ZotFac - Utility XML Upload to Kuali (Feeder) | Mon 6/25/12 | Fri 8/3/12 | jyoti/alvin | 30% |
| 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 Division | Fri 7/1/11 | Fri 7/1/11 | 0% | |
| GD - MultiYear Commitment Module | 0% | |||
| HR | Fri 7/1/11 | Fri 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 5/1/12 | Tue 5/1/12 | 100% | |
| PBS & AcademicBudget SubO (replaced with FMW) | 0% | |||
| Parking & Transportation - TDS Systems (feeder) | Fri 7/1/11 | Fri 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 systems | Tue 5/1/12 | Sun 12/1/13 | 40% | |
| 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 | 13% |
| PDP Upload | Tue 5/1/12 | beth wootten | 25% | |
| 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 | 0% |
| UCIMC Facilities | Tue 5/1/12 | Sat 12/1/12 | joseph fleming | 0% |
| UNEX applications | Tue 5/1/12 | Sat 12/1/12 | 99% | |
| 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% |