University of Delaware      Grants/Projects Module, Grants Subgroup Team Meeting Agenda      02/12/02


Grants Subgroup Team Members:

Becky Boutz:  OVPR (Team Leader)                                                   Van Adams:  IT/MIS      (Non-working member)

Chris Cook: Engineering                                                                                           Carol Rylee : Budget Office (Non-working member)

Gerri Hobbs: OVPR

Barb MacKenzie: OVPR

Dave McCarren: Marine Studies

Rachel Strickland: OVPR 


Status of Tasks Assigned:

Pending Tasks Assigned


Panel Assignments (Grants)

100% Complete

Document UD/GMS Table and Field Names

85% Complete

Document Panels & Fields for Review

100% Complete

Grants Module Set up

99% Complete

Mapping UD data into P.S. Grants Module

1% Complete

Interfaces(from/to/internal/external) (Grants)

Not assigned yet

Table Prioritization: Significant Tables to PeopleSoft App. And Significant Tables to UOD business processes

Not assigned yet


Update from Exec. Team + Team Leaders Meeting: NONE


Status of Facilities Sub-Team by Carol Rylee:   NONE


Status of Billing Team- Rachel Strickland:

Most of the Team members are new with the exception of Amy Taylor, Jim Greene and Rachel Strickland.  They are currently going through their panel assignment and about 90% of the Billing Module is Grant related.


On-Demand Training Module:   No Discussion on this topic.


Ongoing Assignments to keep notebook of Special Concerns/Issues:

Billing:  Rachel Strickland

Accounting Issues: Denise Schneider

Departmental Issues: Chris Cook and Dave McCarren (individually)

OVPR/Proposals Issues: Gerri Hobbs

OVPR/Award Issues: Barb MacKenzie

Grants/Projects Interfaces: Becky Boutz


Discussion of Chart of Accounts Department Issue: 

                The question whether Grants is going to use the PS Department or PS Project/Grant chart field is still  open for discussion.


Mapping UD/GMS data into PS Task assignments: Review of materials, procedure, and assignments. (GERRI AND BARB)

                Barb & Gerri will review all of the proposal and award panels and map UD data elements to the best PS fields.  They will make note  of any differences in field length and/or format (text vs. numerical).  They will also write down any concerns and question on naming conventions that might arise.  Task is to be completed by March 12, 2002


Setup of PS Grants Control Tables: Review of status and issues.  Assignments to complete. (RACHEL, CHRIS, DAVE)

                Rachel, Chris & Dave are to complete the set-up of the UOD01 control tables in the single user version by March 12, 2002.



Review of Important P.S. Tables:  Handouts




Assignments for next meeting:  

1.        Read the 8.4 Paper