research office peoplesoft grants …university of delaware began the project to upgrade to...
TRANSCRIPT
![Page 1: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/1.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 1 © 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED.
RESEARCH OFFICEPEOPLESOFT GRANTS UPGRADE TOWN HALL
Wednesday, January 31st, 2018 © 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED.
![Page 2: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/2.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 2
AGENDA
1 Welcome & Introductions
2 Upgrade Overview & Timeline
3 What’s New & Different?
4 Next Steps
5 Q&A
Please note: Slides will be made available online following the town hall..
![Page 3: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/3.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 3
UPGRADE OVERVIEW
![Page 4: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/4.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 4
PEOPLESOFT 9.2 UPGRADEPROJECT OVERVIEW
Enhance Usability
Improve Business
Processes
Upgrade to PeopleSoft Version 9.2
Implement New
Functionality
![Page 5: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/5.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 5
PEOPLESOFT 9.2 UPGRADETIMELINE
Fall 2017
Planning, Fit/Gap, Analysis
Winter 2017/18
Design, Development,
Testing
Spring 2018
Training and Go-Live:
Upgrade to PeopleSoft Version 9.2
![Page 6: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/6.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 6
PEOPLESOFT 9.2 UPGRADEWHAT’S NEW & DIFFERENT?
Updated Interface
Research Admin WorkCenter
Simplified Proposal Entry
![Page 7: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/7.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 7
WHAT’S NEW & DIFFERENT?
![Page 8: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/8.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 8
WHAT’S NEW & DIFFERENT?UPDATED INTERFACE
![Page 9: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/9.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 9
WHAT’S NEW & DIFFERENT?WORKCENTER
![Page 10: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/10.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 10
WHAT’S NEW & DIFFERENT?WORKCENTER
![Page 11: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/11.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 11
WHAT’S NEW & DIFFERENT?PROPOSAL EXPRESS PAGE
![Page 12: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/12.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 12
WHAT’S NEW & DIFFERENT?ACTIVITY GUIDE
![Page 13: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/13.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 13
NEXT STEPS
![Page 14: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/14.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 14
PEOPLESOFT 9.2 UPGRADENEXT STEPS
February: Training Development
March: Communication regarding Training, Cutover Dates
March/April: Training & Research Office Testing
Early April: User Acceptance Testing
April 30, 2018: 9.2 Upgrade Go-Live & Post-Go-Live Support
![Page 15: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/15.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 15
RESEARCH OFFICE INITIATIVESFUTURE ROADMAP: KEY THEMES
Address Deferred
Items Reporting
Continue Business Process
OptimizationSecurity
![Page 16: RESEARCH OFFICE PEOPLESOFT GRANTS …University of Delaware began the project to upgrade to PeopleSoft Financials 9.2, including PeopleSoft Grants, in September of\ഠ2017. The overall](https://reader033.vdocuments.us/reader033/viewer/2022042001/5e6daf60a911e35a3c451e3d/html5/thumbnails/16.jpg)
© 2017 HURON CONSULTING GROUP INC. AND AFFILIATES. ALL RIGHTS RESERVED. 16
o Will there be a current & pending report?o Some data clean-up is needed, but it is on the list of deferred items
o Will I still have the ability to edit, once it is marked complete in the activity guide?o Yes, activity guides provide guidance, but each step is still editable after marking complete
o What is the Review Proposal Budget link?o This is the ability to view all budget periods/projects in 1 page for a given proposal
o How will multi-disciplinary proposal work?o This will be a future change – the ability to see proposal data for all projects on a given
proposal, even if it’s outside your home department. Research Office will be testing & communicating how to do this
o Will there be access to PI salary?o This is a wish list item and will hopefully be available in the future
o What does the ‘submit’ button in the activity guide do?o The submit button marks the activity guide as complete
o Will the LAM update automatically?o No, HR payroll is out of scope for this upgrade
QUESTION & ANSWER SESSION