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KFS Feeder Systems Status Updates - 2012-11-02
KFS Feeder Systems Status Updates - 2012-11-02
- Modesto Sevilla
Owned by Modesto Sevilla
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.
- 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%, no testing performed yet.
KFS to AMS check number feed - Waiting for AMS response on the required format, format due on 11/5
KFS to AMS vendor feed - Waiting for AMS response on the required format, format due on 11/5
AMS to KFS collector batch upload -- 0%. Sent required format to AMS but no work delivered yet. Contingency plan = manual entry of vendors.
AMS to KFS payment upload ..... 10% Functional crosswalk began but No work delivered from AMS.
- KFS to SMS GL transaction feed -- Coding complete 100%, no testing performed yet.
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.
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% | |
| Environment Preparation | Fri 7/1/11 | Sat 9/1/12 | 67% | |
| Priority 1 - before KFS Go-live and by December 1, 2012 | Fri 7/1/11 | Sun 12/1/13 | 29% | |
| 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% |
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 | 8% | |
| 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 | 10% | |
| 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 | 9% | |
| 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 | 35% |
| 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% |