University of Delaware Grants/Projects Module, Grants Subgroup Team Meeting Minutes 06/12/02


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

95% Complete

Document Panels & Fields for Review

100% Complete

Grants Module Set up

99% Complete

Mapping UD data into P.S. Grants Module

100% Complete

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

Not assigned yet

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

100% Complete

Update from Exec. Team + Team Leaders Meeting: 5/30/02

       8.4 and Server: expect around June 5, install of 8.4

       July 1 PeopleSoft Into. Training webcast

       Grants will provide agenda for June 28 day with Consultant- so that Exec. Team members or other Team Leaders may attend sessions that are of interest to them.

Status of Facilities Sub-Team by Carol Rylee: server setup for 8.4 should have access soon


Status of Billing Team- Rachel Strickland:


Status of Communications and Training Team- Chris Cook and Dave McCarren: Chris provided an overview of the direction of the team and approach to the problem. Currently identifying users and needs to set up training plan.


On-Demand Training Module:


Ongoing Assignments to keep notebook of Special Concerns/Issues:

Billing: Rachel Strickland

Departmental Issues: Chris Cook and Dave McCarren (individually)

OVPR/Proposals Issues: Gerri Hobbs

OVPR/Award Issues: Barb MacKenzie

Grants/Projects Interfaces: Becky Boutz


Presentation of 1 Hour phone call with PeopleSoft Consultant, and status of June 28. Becky provided overview of her discussion with consultant and her notes from the call.


Discussion of Chartfield1 Schema (Sponsor schema): Gerri


Presentation of Consultant Day Preparation Modules:

1.       SpeedTypes and Combination Editing: Becky - provided overview - may be of limited use for us.

2.       Contract module and Billing: Rachel - provided good overview and identified some questions for additional clarification.

3.       Auto-numbering in Grants: Rachel - delayed to next meeting.


Presentations for next meeting:

1.       Security: Chris

2.       Integration Templates: Carol

3.       Integration with GL: Becky