it project status information for feb 2009...demo project costing/time and labour - interface a...

Information Technologies

IT Project Status Information

16-Mar-09

Issue ID IT Owner Team Client Title Description2997 APM Information Technologies

(IT)

Take custody of production ER

databases

4233 Client Service ITSM IV Advance UCIT process in SLM; Release, Incident and Problem, and Knowledge Management; and ITSM

tools.

1075 FSR Financial Services USD GL Journals vs PC USD GL Journals vs PC

3836 FSR Information Technologies

(IT)

Demo Project Costing/Time and

Labour - interface

A demonstration of project costing working in conjunction with time and labour.


(IT)

Currency Decision for University

Software Upgrades

The University of Calgary does not have a well articulated policy to address software upgrades for business

critical software.

4250 FSR Oracle 11g upgrade

4282 FSR Research Services Expense Reports where sheet

status says pending (saved and not

There are a number of sheet statuses for Expense claims:

status says pending (saved and not

submitted) for > 1 year

Saved (not submitted) = PND

Submitted= SUB

Approved (RFA or one up) = RAP

Pre Pay Audit (RFA or AP Staff) = APY

Staged for Payment = STG

Paid = PD

There are a number of stale expense claims whose status is "PND", which means that they were never

submitted.

4288 FSR Financial Services Bolt-on combo edits extended to

HCM module suite and/or AP

modules

This is an extension of a project that was requested by Finance. Bolt-on combo edits are already in place for

Expenses, ePro and GL (and Project costing and budgeting, by extension). It allows for historically time-dated

entries to flow through to completion, while simultaneously stopping the initiation of new entries that do not

comply with combo edits.

4441 FSR Financial Services Extend bolt-on combo edits to

include Activity CF

4523 FSR Financial Services Extend bolt-on combo edits to

include Fund CF

Extend the bolt-on combo edits, particularly as they pertain to Research Projects (ie: those coming in through

PC) so that the correct fund is always being coded at time of entryinclude Fund CF PC) so that the correct fund is always being coded at time of entry

4634 FSR Business Operations Wesco (electrical supplies) Direct

Connect/ Punch Out

4666 FSR Financial Services Turn Receiving back on in SCM Turn Receiving on for materials purchased by the UofC.


(IT)

Investigate automated testing tools

for PS Suites of Modules

Automate!Test (its parent company, Newmerix), has declared bankruptcy and the UofC have been left without

an alternative. UCIT wants to be prepared to engage in "continuous upgrades". Some type of PS automated

testing tool as essential for continuous upgrades.

Provided by the IT Project Office February 2009 1 of 13



16-Mar-09

Issue ID IT Owner Team Client Title Description4738 FSR Research Services Modification of Expense Module

email for funds deposited

notification

4752 FSR Bolt on (outside PS proper) combo

edits for Purchasing PO's

852 FSR Financial Services PS-BI (AR?) module data in ER-

DW

PS-BI (AR?) module data in ER-DW


(IT)

Develop and Implement a

PeopleSoft Archival Strategy

Define the Business Case and Solutions Concepts for implementing a PeopleSoft Archival Strategy

3237 FSR Business Operations Encumbrances - Auto-close POs

based in identified criteria

Batch close process for PO's based on identified criteria.

EPM#1929 has been merged with EPM#3237

3243 FSR Business Operations Pcard Implementation Implement 'one' card for successful resondent to replace US Bank card program. Possibility to enhance 3243 FSR Business Operations Pcard Implementation Implement 'one' card for successful resondent to replace US Bank card program. Possibility to enhance

program to replace current PER process with payment card.

4102 FSR Business Operations Remove payment term access from

AP Clerk

• Remove payment terms from voucher entry page for UC_SCAP_CLERK

• Add access of payment terms within the voucher to UC_SCAP_COORDINATOR

4105 FSR Business Operations Email notification to Requestors for

receiving

Currently within PeopleSoft when a voucher is created, a job runs that creates Work Lists Item for a requester

telling them that receiving needs to be completed for an associated PO/Requisition if the receiving has not

been completed Would like to have an email notification created and sent to requestors for this same

scenario with an escalation email sent every few days until the receiving has been completed


(IT)

HA Room possible problems


(IT)

Reverse Proxy Server (RPS) not

working well


(IT)

Prioritized Needs list for HA room

4189 FSR Status of HSDEV2


(IT)

Training for Upgrade Issues


(IT)

Go/No Go decision for upgrade

(IT)


(IT)

Simplification of business

processes included as part of

upgrade recommendations.


(IT)

Ptools upgrade to 8.49.15 -

HCM/Student and Finance/SCM




16-Mar-09

Issue ID IT Owner Team Client Title Description4301 FSR Financial Services Modification of I005 for salary

recovery journals

Z-type journals were originally created because delivered PS functionality did not allow for UCIDs to be added

to Project Costing and excluded from spreadsheet journals. Because they did not validate appropriately

against combo edits, open projects, etc, they were retired once their initial use was completed. Their initial

use was to provide bridge interfaces between the legacy systems (HR and Student) and PS-FSR.

A new need exists and is growing for a journal where it uses delivered workflow, follows already in production

combo codes (delivered and bolt-on) plus all steps needed to produce a VV or VW status journal that can

move into GL and PC. Currently, Research Accounting is putting names in the description of a journal, even

though this contravenes FOIP because they have no alternative. A more significant need for this solution is

expected to start on or about January 1, 2009. At that time, salary recoveries will need an avenue to interface

into PS. By their nature, salary recoveries will require UCIDs to be included, but still excluded from the GL

modulemodule


(IT)

Solution Upgrade Change Assistant

challenges caused by customized

PS tables

4409 FSR Research Services Research System Usage Issues -

Phase II

4427 FSR Financial Services Re-configure GL module to allow

fund 10, Project benefit allocations

Seed Funding is sometimes provided to promising research ventures either as a way to lure non-University

researchers over to the UofC or to "quick start" funding for existing researchers prior to granting agency

funding. As such, it is non-fund 60, but still requires processing through the Project Module, with the current

proposal stating that it should be fund 10.

4489 FSR Financial Services Additional Bolt on Combo Edit

required for Fund 70

Fund 70 must require a project.


(IT)

PeopleTools Patch v8.49.15 -

Finance/SCM project

This project is to patch the Finance/SCM PeoplTools from v8.49.06 to v8.49.15

4620 FSR Business Operations WesClean Direct Connect/ Punch

Out


(IT)

Set up Module Demos with Oracle

4628 FSR Business Operations Crane - Direct Connect/ Punch Out Punch Out and Direct Connect for Crane4628 FSR Business Operations Crane - Direct Connect/ Punch Out Punch Out and Direct Connect for Crane




16-Mar-09

Issue ID IT Owner Team Client Title Description4629 FSR Business Operations PC Module modification to

accommodate Capital Projects

Requirements

Capital Projects uses the following chartfields for their control process: Fund, DeptID, Account, Program,

Internal, Project.

They need a method by which to track expenditures for their capital projects where the dollars come from

multiple sources, including CFI grants (PC-sourced for details), faculties/ departments, Partnership Program

sources (PP), etc. Because of the variety of funding sources, they need a special report that captures all of

the spends in the various sources in one place so that they can track total expenditure. They are currently

using an MS-Access DB system to capture all the disparate information, but it still requires that they re-key

commitments. Budgets are only entered in MS-Access, further confusing the issue. They want one place

where they can use delivered functionality to track all of the funding sources, the associated budgets, and the

commitments outstanding.

Irene's boss has indicated that he would like to see a solution by April 30. It is unclear at this point whether Irene's boss has indicated that he would like to see a solution by April 30. It is unclear at this point whether

that time-line is doable, but we should proceeding by that time-line with a workable solution.

4645 FSR VAT/GST/PS Knowledge Transfer Ongoing knowledge transfer, not pre-determined end date, no anticipated changes to PS functionality.

4690 FSR Develop process for PO Change

Request Cleanup

Development of a process to cleanup/purge old Change Requests that are pending "one over approval" and

where the PO is no longer viable for changes (i.e. the Purchase Order has closed). Development of an

escalation notification after a specified time period for Change Request that are pending approval. If after

said time the Change Request is still not approved it will be purged from the Change Request list.

1869 FSR Business Operations Return duplicate Expense reports,

unprocessed Expense reports for

year-end

Return duplicate Expense reports, unprocessed Expense reports for year-end

3743 FSR Information Resources Disaster Recovery/SARP

Development - PS

3780 FSR Business Operations Direct Connect - Acklands

2689 GIS Library Library System Interface (DDS

Invoice)

currently have a backlog of DDS (interlibrary) invoices totaling that will take 1 FTE more than 2 months to

complete. There is a risk of lost revenue due to the age of these invoices. This is why we need software to

interface and automatic customer file u

2690 GIS Library Visa or Pcard requires attention Lacks a Program Field and unable to add a meaningful description in the "description" field before the upload

into PS.into PS.

4581 GIS UPass V1.0

4676 GIS Remedy - HR confidentiality request Determine what steps are required to modify, enhance or change the functoionality of Remedy such that

confidential information is accessible only to those that are authorized to see that information.

2826 GIS Campus Recreation Risk Management - Waiver

Management - Implementation

Risk Management Waiver Form

2829 GIS Environmental Health &

Safety

Working Alone Application -

lmplementation




16-Mar-09

Issue ID IT Owner Team Client Title Description3515 GIS Centre for International

Students/Study Abroad

CISSA Program Administration

System

CISSA requires an application to administer applications and processes for a variety of study abroad

programs including student exchanges and group programs. Some programs are administered from CISSA,

others are Faculty administered but for which CISSA has some interaction/responsibility.

3928 GIS Information Technologies

(IT)

.NET Transition To transition a portfolio of .NET applications currently supported by Process Pathway to the GIS team.

4521 GIS Campus Recreation - Phase II

1578 HCM Human Resources -

Benefits

Implementation of Retro Benefit

Deduction Process

An automated process to identify where retroactive benefit deductions may be required.


Benefits

Benefit Review Redesign of system based on results of University Benefit Review. May result in implementation of Benefits

Administration module.

2144 HCM Human Resources - Professional Expense Investigation is underway with Blue Cross to make the PER a benefit plan with claims administered through 2144 HCM Human Resources -

Benefits

Professional Expense

Reimbursement

Investigation is underway with Blue Cross to make the PER a benefit plan with claims administered through

Blue Cross.


Payroll

Business Payroll Survey Payroll currently uses queries on a monthly basis to fill out the Stats Can report. Payroll would like to use the

vanilla functionality to make reporting easier.


Payroll

Enchancement: Portal Pay

Statement: Not Show

Reverse/Adjust

Include in v9.0 upgrade: Reverse/Adjusted paycheques are visible on the Portal Pay Statement, and prompt

additional questions to Payroll staff.


Payroll

Pay Cycle Re-alignment - Planning

Phase

A project to investigate and re-align the pay cycles so all employees are paid semi-monthly in arrears.


General

Privacy Impact - Change to

Decentral Hire Row Security

Decentral Administrators are unable to view employee data from other departments, which is resulting in

multiple unnecessary employee records. A privacy impact is required to determine if a change can be made to

the row security for these people.


General

Review and Optimization of Time

and Labour Rules

Project to review all T&L rules and fix fundamental programming errors made during implementation.


Payroll

WCB Reports: Reconciliation and

Annual Return

Require WCB Reports developed for Payroll to Reconcile and Submit to WCB Annual Return


Payroll

View Same Paycheck as Employee

(i.e. EE Self Serve)

Include in v9.0 Upgrade: Payroll requests ability to view same Paycheck as the Employee without having to do

it the vanilla way.

3825 HCM Human Resources - Turn on EPM for HRMS in a test or HR Reporting would like to see the delivered PeopleSoft datamarts which are part of our license.3825 HCM Human Resources -

Reporting

Turn on EPM for HRMS in a test or

demo database

HR Reporting would like to see the delivered PeopleSoft datamarts which are part of our license.


General

HR Lunch & Learn(s) Lunch & Learn has been requested to provide increased PS knowledge to the pods in HR; specifically around

Job, Position, Dept, & location.

3909 HCM PeopleSoft Support Start using POI transaction table? PeopleSoft delivers a "POI transaction" table that can track the effective date, status and expected end date

of a POI relationship. We would to start using this for non-Student POI's.


General

Investigate Use of HCM Checklist

Functionality

A project to determine how to use the checklist functionality in HCM.




16-Mar-09

Issue ID IT Owner Team Client Title Description3922 HCM Human Resources -

Payroll

UCPYE023: Add Pay Fixer

Alternative Solution

Investigate possibility to use vanilla configuration to pay out Vacation pay Add Pays.


General

I Recognize U Application Support Transition of I Recognize U application support from Process Pathways to UCIT.


General

Redesign Employee Notification Redesing the Employee Notification to allow future changes of the templates and PeopleCode without

changing the historical ones.


Payroll

UCPY_E024 Sessional Payline

Update Modification

Modifying Customization of Insert of Add Pays to Payline


Workforce Admin

Development of Mass Update

Processes for Use in HR

A number of mass update processes which can be used by the HR users to update large volumes of data for

different circumstances.


Benefits

Demo of Benefits Administration A demonstration of the functionality contained in the Benefits Administration module of PeopleSoft.

Benefits

4508 HCM Renewal of LDAP Roles Review the requirements for the LDAP roles that are generated nightly out of HSPRD. We would like to get

the mapping of HCM classes to LDAP roles to Portal access.

4516 HCM Information Technologies

(IT)

Evaluate and renew the nightly GIS

interface

Review the requirements and format for the GIS extract file. Now that the dust has settled we would like to

take another look at this extraction and perhaps remove some of the old legacy conversion that happens to

the data. We would also like to document this process end to end to gain a better understanding of how the

data is used


Payroll

Load Combination Code from

Finance into HRMS

Investigate using Load ComboCode Table process that builds Finance combo codes in HRMS


Payroll

Recurring Part-time Hourly Require

LOW Wage Loss Plan PayGrp

Recurring Part-time employees should be moved to LOW Wage Loss Plan Paygroup


Payroll

Report Enhancement: DEAR to

reflect Compensation Change

Additional Indicator on DEAR to reflect Compensation chang from previous Pay


Benefits

Blue Cross Interface Interface data to Blue Cross via file, as opposed to current manual process of data entry into their system.


General

Online Hire and Contract Letters for

Academic Sessionals

This project is to design an online process to create and approve contracts and enter hiring information for

Academic sessionals.

1921 HCM Human Resources - Benefit Functional Specs Benefit functional specs1921 HCM Human Resources -

General

Benefit Functional Specs Benefit functional specs


Payroll

Customization to Actuals

Distribution

Custom program to distribute deductions and taxes based on earnings code


Benefits

Benefit Documentation Updates required to Benefit Documentation, including specifications, test plans, and user guides.


Recruitment

Implementation of Candidate

Gateway (PS Recruitment)

Implementation of the web-based recruitment module.




16-Mar-09


Payroll

Payroll Business Continuity and

Disaster Recovery Plan

This project is to implement and business continuity and disaster recovery plan for payroll.


General

Implementation of PS Enterprise

Learning

Implementation of pieces of the PS Enterprise Learning module.


General

MaPS Annual Salary Review This project is to develop an online process for MaPS salary review.


Payroll

Change to PAYGLO02A for HR

Accounting Line Validation

HR Acctng Line Validation SQL should move into PAYGLO02A so that updates are done automatically.


(IT)

TIDAL evaluation for HCM An evaluation of the uses of the TIDAL job scheduler as it relates to HCM.


Payroll

Enhancement: UCPY_E044RV -

Update PAY_CHECK

A change to the program so that when a retro-accounting is deleted, the original cheque also reflects this

change.Payroll Update PAY_CHECK change.


Payroll

UCPYR004 - Payroll Deduction

Report

Currently, UCPYR004 produces one pdf report that lists all the deduction codes under an Account. For

example, 45025 is an account that is shared by both Parking and Campus Rec. When the pdf is produced,

Payroll sends the report to the departments for their records. But in this case, parking shouldn't be seeing the

deductions for campus rec, and vice versa.

Could we have the process produce the pdf so that:

1) we have a pdf with all the deduction codes under an account (exactly what we do now).

2) plus, have it produce another pdf for each change in deduction code. I.e. in the example of 45025, we

would have 4 pdf's produed. One for ALL, one for PRKCAM, one for CAMREC and one for CAMRC2.


Payroll

HPRETDST - Need to Upload

Actuals on Deductions,Taxes Twice

on Same Pay Period

Payroll needs to be able to upload retroactive actuals distribution for deduction, taxes multiple passes for

same Pay End Date


(IT)

Modications to Step Up

Authentication - Dynamic User

Roles Page

Modications are requested to this custom page to allow for selection and deletion of multiple rows.

3339 HCM Human Resources - New Page to house Academic This project is to develop a new page to house academic-specific data which is not tracked elsewhere in 3339 HCM Human Resources -

Workforce Admin

New Page to house Academic

specific data

This project is to develop a new page to house academic-specific data which is not tracked elsewhere in

PeopleSoft.


(IT)

IAM Phase 2 - Identity and Access

Management authorization workflow

A multi-phase project to streamline the PeopleSoft access and identity management process, particularly as it

relates to HCM and Finance.




16-Mar-09


General

HCM and FSR Department Process

- develop University process to

enable department movement

within Faculty structure

A multi-phase, multi-functional project to review the use of departments, and the process for changing or

reorganizing departments across the university.


(IT)

Automate!Test for PeopleSoft HCM

and Student

Automate!Test is an automated testing tool specifically for PeopleSoft which can help reduce time spent

testing standard cases. The tool was successfully piloted with the FSCM team and resulted in signficant

savings in resource allocation for testing activities.


(IT)

PM2 to PeopleSoft Interface A project to implement an interface from PM2 to Peoplesoft Time and Labour for purposes of transmitting

exception time.


(IT)

HCM Environment Refresh Scipts create HCM script(s) to be run when an environment is cloned from HSPRD (e.g. reset email addresses)

(IT)


Workforce Admin

Hard Stops for invalid SINs Currently in PS, a new hire into the system does not require the input of a valid SIN number. In those cases,

a placeholder SIN is automatically assigned (999 999 999). Business process is for followup with these

employees for thier SINS/Work Permits.


General

Implementation of Trust Review

Changes

The Labour Board's decision regarding Trust employees at U of C will require significant process and system

changes. This project is to address the changes to the PeopleSoft HR system and will possibly spawn further

projects in Finance, Research and Enterprise Reporting.


Payroll

DDP Disaster Bank File Technical piece of issue 2246: Requirement to produce back-up DDP File in event of Disaster.


Payroll

Self Service Direct Deposit for

Employees/Students

As a secondary phase to opening up direct deposit for POIs i(ssue 3795), an evaluation should take place to

opening up direct deposit for self-service.

This will need to be a coordinated effort between HCM and Student. The business is requesting self service

for employees as well as for students POIs for scholarship payments.

Would like this in prior to next September for the large amount of scholarship payments.

4353 HCM Graduate Studies Graduate Payroll Challenges Creation of a cross-functional team to review and propose solutions to the problems the Faculty of Graduate

Studies is having in administering student payment processes.

4505 HCM Human Resources - PeopleSoft HCM Upgrade to v9.0 A project to upgrade the PS HCM/Student system from v8.9 to v9.0. This issue ID refers to the HCM upgrade 4505 HCM Human Resources -

General

PeopleSoft HCM Upgrade to v9.0 A project to upgrade the PS HCM/Student system from v8.9 to v9.0. This issue ID refers to the HCM upgrade

only.

4510 HCM PeopleTools Patch v8.49.15 - HCM

project

This project is to patch the HCM/Student PeopleTools from v8.49.06 to v8.49.15.


Workforce Admin

Job Edit for Reports To Job edit for Reports To field for Job and Position


Workforce Admin

Display emplid and name of

reporting manager on job

Display emplid and name of reporting manager for EEs who are not positioned




16-Mar-09


Workforce Admin

Human Resources Business

Procedures Review

A project to review HR business process/procedures as they related to Workforce Admin and Payroll.


General

Human Resources Data Quality Improved data quality was identified as an overall priority for the institution. On a regular basis, there are

ongoing projects and issues addressing this priority. These individual efforts should be grouped under this

project, so an overall picture of how improvements are being addressed can be viewed.


(IT)

Legacy HR Solution - Support Staff

Appointment Information

Creation of pages in PeopleSoft to display Support Staff appointment information from the old data

warehouse.


(IT)

Legacy HR Solution: Academic

Staff Appointment Information

Creation of pages in PeopleSoft to display Academic Staff appointment information from the old data

warehouse.


(IT)

Legacy HR Solution: Pension

Details

Creation of pages in PeopleSoft to display pension information from the old data warehouse.

4017 HCM Information Technologies Legacy HR Solution: Payroll Creation of pages in PeopleSoft to display payroll register information from the old data warehouse.4017 HCM Information Technologies

(IT)

Legacy HR Solution: Payroll

Register

Creation of pages in PeopleSoft to display payroll register information from the old data warehouse.


(IT)

Legacy HR Solution: RISE Detail Creation of pages in PeopleSoft to display RISE information from the old data warehouse.


(IT)

Legacy HR Solution: Record of

Employment

Creation of pages in PeopleSoft to display Record of Employment information from the old data warehouse.


(IT)

Legacy HR Solution: HR/Payroll

Comments

Creation of pages in PeopleSoft to display HR/Payroll Comments information from the old data warehouse.


(IT)

Legacy HR Solution: Cheques Creation of pages in PeopleSoft to display Cheque information from the old data warehouse.


(IT)

Legacy HR Solutions: Leave History

for Academics

Creation of pages in PeopleSoft to display Leave History for Academics from the old data warehouse.

1004 IT Security Information Technologies

(IT)

IAM Phase 1 - HCM to Expense

Security and Person data

syncronization

Automatically update Expense with "person data" (home address and banking information) and ePro module

with "work access information (email address, work phone) from HCM system so that Expense module knows

where to deposit Approved Expense Claim amounts and so that Purchasing Department have contact

information for requisitioners if they need to follow up on missing information in a specific requisition. HCM is

considered the "parent" source for this data within the PS Suite of systems

3517 IT Security Information Technologies

(IT)

Laptop Encryption Project Implement an encryption solution on University-owned laptops, starting with new and existing DTP laptops,

then extending the capability to laptops across campus. (IT) then extending the capability to laptops across campus.




16-Mar-09

Issue ID IT Owner Team Client Title Description4656 Middleware Human Resources -

General

@ucalgary.ca email for all staff Provide an @ucalgary.ca email address to *all* staff of the University of Calgary.

- adjust onboarding process in HR to assign IT username as soon as the UCID is assigned (hopefully before

the person starts work)

- adjust mailing list population processes to use the official email address rather than the preferred address in

Teleweb.

- build a feed of official addresses from LDAP to PeopleSoft

- automatically setup the user's eID as an email alias

2615 Project Office Information Technologies UNITIS Integrated data repository for multiple instances of UNITIS2615 Project Office Information Technologies

(IT)

UNITIS Integrated data repository for multiple instances of UNITIS

3516 Project Office Information Technologies

(IT)

Project Portfolio Management Tool The Project Portfolio Management Tool Project will enable IT staff, management, and their customers to

manage the workflow associated with, and track and report on the assignment, status and progress of work

on IT initiatives to meet the needs of the University of Calgary.

4570 Project Office Research Services Institutional Research Information

System IRIS

to streamline and automate the ethics compliance and certification of human ethics, animal care and bio-

safety boards.

3008 PSS Information Technologies

(IT)

IAM Request Application - End User

Support

PS Tier One to support common user questions at first point of contact for I-AM Request. Support for

authorizers who are notified through workflow to attend to requests for access.

2855 Student Information Technologies

(IT)

Upgrade-Maintenance Packs

4264 Student Faculty of Medicine OA Completion_UME Application

Records Transfer to Student

Admin. System

UME admissions needs to be able to provide applicant data to Office of the Registrar for their reporting needs.


(IT)

New field in UCPT_ROLEUSER Create a process to improve our ability to set up new accounts and change account roles.

2784 Student Enrolment Services Alberta Provincial Application

System Initiative (APAS)

2786 Student PeopleSoft Support Date Management System - There is a strong need to identify and maintain academic dates, ensuring that the infrastructure required to 2786 Student PeopleSoft Support Date Management System -

Investigation

There is a strong need to identify and maintain academic dates, ensuring that the infrastructure required to

support a business process is in sync with the business process dates.

2808 Student IT Portfolio Management System -

Transition

Finalization of Emerge project documentation to SharePoint environment.

Integration of SA into ERP Change Control process.

Project tracking in SharePoint.

2812 Student Short-term support to ER team for

reporting

Short-term support to ER team required to provide reports until DataMarts and queries are fully developed.




16-Mar-09

Issue ID IT Owner Team Client Title Description3012 Student Enrolment Services Transitioning the Responsibility of

Updating/Maintaining Configuration

Tables to the Business Owners

In the old world configuration tables were updated/maintained by the business owners. For go-live,

PeopleSoft Support updated the tables (simply due to the newness of the system) and this activity now needs

to be transitioned back to the Business Owners.

3810 Student Enrolment Services SAFA_Upload External Award Data A mechanism to import large quantities of data into PeopleSoft Awards component/screens from external

sources is required.

3857 Student Development to Solve Repeat

Checking Problems with Generic

Transfer Credit

There is currently an issue with how to mark a course as a repeat in the system when the course is assigned

'Generic Transfer credit (i.e. 2xx. 9xx) and have the enrolment engine correctly assigned a valid repeat code.

4231 Student Student Administration Vet Med Development work This issue captures all the development work required to have Vet Med included in the UGRD academic

career

4262 Student Enrolment Services Transcript - International International exchange, group study, term abroad, co-op/internship and practicum work is inadequately or not 4262 Student Enrolment Services Transcript - International

Experience Notation

Required_Analysis Project

International exchange, group study, term abroad, co-op/internship and practicum work is inadequately or not

at all noted on transcripts.

4364 Student Financial Services FS_Create Effective

Communication Strategy for Fees

Owing and Deferral Fees - Analysis

Project

The current communication strategy is ineffective. We have very little ability to change the notices within

PeopleSoft.

4379 Student Enrolment Services SAFA_ Override field required for

Bursary selections

“Override” field from PeopleSoft Awards component missing. Impacts Bursary selections and ER.

4414 Student Schulich School of

Engineering

SCHULICH_Auto-populating Appl.

Eval. Cover Sheets

The evaluation cover sheet collects all admission data in a template for easy review.

4431 Student Enrolment Services ES_Process needed to track

communications to students

A check is required to ensure that duplicate communications are not being sent to students.

4434 Student Undergrad Programs

Office

ES_Four Year Undergraduate

Graduation Guarantee -

Implementation Project

Provide online systems as requested by the UPO and the OSS in support of the Four-Year Undergraduate

Graduation Guarantee Program at the UofC.


(IT)

Upgrade HCM/Student to V9.0 -

Campus Solutions Implementation

Project

A Business Case has been put forward for the upgrade of the Student and HCM PeopleSoft Systems to V9.0

on October 30, 2009.

Project

4593 Student Enterprise Reporting ER_Load Academic Org onto

Academic Plan Table

Many clients request reports by department and Grad Studies broken down by undergrad Department and this

is not in the DataWarehouse.

4594 Student Graduate Studies FGS_Prorate General Fees for

Graduate Students_Analysis

Currently, Graduate Students are assessed their General fees once a year on their registration anniversary.

This causes a lot of manual adjustments to prorate the students’ general fees when they go on a Leave of

Absence, when they withdrawal from the program or when they complete their program during the registration

year




16-Mar-09

Issue ID IT Owner Team Client Title Description4638 Student Enrolment Services ES_Changes to the Undergrad

Web Application Process_Analysis

Students apply for admission to undergraduate programs with a Fall intake by completing the on-line

application for admission by the deadline of April 1. They often pay the appropriate fee amount on-line. The

data is uploaded to the Student Administrative System creating the student file and appropriate processing is

automatically initiated (e.g. email correspondence, early admission consideration, requesting of appropriate

letter/paper communication, payment processed and recorded). Applications which need manual review are

placed on alert list.


(IT)

SA_PeopleTools Patch A PeopleTools Patch will be applied on March 7 and 8, 2009.

2818 Student Undergrad Programs

Office

Academic Review - Configuration

for Additional Faculties

Configuration of the system to accommodate the academic review requirements of remaining faculties is

required.

3137 Student Enrolment Services Ad Astra Support for Ad Astra.

4205 TAS Define standard messaging 4205 TAS Define standard messaging

protocols

2998 TAS Information Technologies

(IT)

Peoplesoft Server Upgrades Ongoing upgrades of the Peoplesoft server environments to ensure dependable and secure delivery of

services


(IT)

Storage Array Upgrade Upgrade of storage system to improve capacity and performance in support of growth and usage of enterprise

systems


(IT)

HCM/Student Upgrade To Release

9

In the assessment phase, we will upgrade HSDMO2 to HR / Student version 8.9 MP9, HR Bundle #8 CS

Bundle #5. A HRDMO3 environment will be created for the assessment of HR / Student version 9.x MP4

which includes CS 9 Bundle #6, HRMS 9 Bundle #4 and Tax Updated 08-A.

See "Peoplesoft - Document Library > 07. Upgrades > 06. HCM Student Upgrades > HRMS 8.9 To 9

Upgrade" for a current project plan and upgrade strategy.


(IT)

Stabilize the ERP Environment

Refresh Scripts

There are many development, test, UAT and training environments that have to be replicated from the FSCM

production environment and the HCM/Student production environment on an ongoing basis. We have a

requirement to stabilize and standardize these back replication scripts.


(IT)

Operationalize the ERP Shutdown

and Startup procedures

Move the process of shutting down and starting up our ERP environments off to Operations.

3812 TAS Information Resources Update Startup / Shutdown

Documentation / CheckList

3004 TBD Information Technologies

(IT)

Peoplesoft Application Training,

Education Session and User

Groups

Provision of ongoing specialized training programs, education sessions user group support to business units

to improve adoption and use of enterprise systems


(IT)

Integrated Release Management Improve our ability to effectively move solution delivery from design through to testing into delivery




16-Mar-09

Issue ID IT Owner Team Client Title Description1321 TBD PeopleSoft Support Independent Batch Scheduler (for

PS and non-PS) - Tidal

Independent Batch Scheduler (for PS and non-PS)

2231 TBD Financial Services Post Implementation Audit - PS-

FSR

Post Implementation Audit - PS-FSR


(IT)

Mainframe Decommissioning Provide archiving capability for existing information and physically retire the mainframe and related sw and

equipment


(IT)

ITSM Phase III Implement improved processes, and tools to enhance our ability to support services in line with customer

requirements

3931 TBD HA Facility Upgrade Develop and implement a plan to expand the HA facility in the Admin building

3989 WEM Information Technologies RSA Authentication Manager Upgrade RSA Authentication Manager from current version 6.1 to 7.1 to take advantage of significant new 3989 WEM Information Technologies

(IT)

RSA Authentication Manager

upgrade to 7.1

Upgrade RSA Authentication Manager from current version 6.1 to 7.1 to take advantage of significant new

functionality

4135 WIS LDAP Technology Refresh Update LDAP to take advantage of new capabilities. Currently it is using several deprecated technologies.

4648 WIS Replace MQSeries with ActiveMQ At present MQSeries is used in a couple of scenarios:

- RPC from IDCore to Peoplesoft

- Asynch messaging from Application for Admission to Peoplesoft

MQSeries is running on obsolete hardware and is poorly understood.

Apache ActiveMQ is an open source product that provides similar functionality to MQSeries. It runs

everywhere and conforms to modern standards (e.g. JMS, STOMP). It provides a base for other "Enterprise

Service Bus" technologies such as ServiceMix.


it project status information for feb 2009...demo project costing/time and labour - interface a...

Documents