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Finance System (FIN) Upgrade

CU has embarked on a journey to upgrade its PeopleSoft Finance System ... and we at the OUC want you to travel this road with us. In fact, we need you to help us build the road. After all, you know the processes, the potential, and the pain points of our financial system better than anyone. Feel free at any time to give us FIN Feedback.

Think of this page as a map

You can rely on this webpage ... to explain what's happening during each step of our FIN upgrade journey ... to present options for users to gather information (as detailed as you like, at the time-point you prefer) ... and to enable your comments and feedback throughout the trip.

We're not riding alone

The University's HR System is also getting an upgrade. The formal name for our combined effort is the PeopleSoft HCM/FIN 9.2 Upgrade - and our arrival date is November 2015.

What to expect

PeopleSoft 9.2 delivers an improved user experience that fundamentally changes how users interact with PeopleSoft. 9.2 takes the user experience to the next level with a more intuitive, easy-to-use interface.

Easier navigation...and a more visual interface

Users will now navigate effortlessly with a global, free text search and have the ability to act directly on the search results. Information is presented in the most visual manner possible, making it easy for casual users to navigate and work faster. Out-of-the-box WorkCenters help frequent users dramatically boost productivity by consolidating user tasks, exceptions, alerts, links, reports, and queries into a single, secure, role-based, command center that can be personalized.

Attachments and notifications

Attachments and notifications will reduce manual effort and save time by eliminating the need to store supplemental information outside of the system. An email can be created directly on a transaction page that will include a link that takes the recipient directly to the transaction for review or action.


Forms can now be built to replace paper or Excel-based forms for ChartField requests, expense delegate requests, and other departmental forms. Each form built includes separate tabs for the form, instructions, and attachments. Workflow-based approvals can also be implemented to provide an audit trail for tracking progress.

Click the Module Snapshots tab to find further information about each module of PeopleSoft 9.2.

From the OUC News and PeopleSoft HCM/FIN 9.2 Upgrade News

Campus Involvement in the FIN Upgrade

Fit/Gap Analysis

Fit/Gap Analysis spans April through June 2014. Session information will be posted here soon.

Business Process Design

More information regarding this phase will be posted here when ready.

Functional Design

More information regarding this phase will be posted here when ready.

Technical Design

More information regarding this phase will be posted here when ready.


More information regarding this phase will be posted here when ready.


More information regarding this phase will be posted here when ready.

Key Contacts

Each campus controller has identified specific individuals from the campus to serve as key contacts during the design phase. These persons participate in the FIN Upgrade campus outreach sessions (Fit/Gap Analysis, Business Process Design, etc.).

Steering Committee

The Steering Committee provides University authorization (including budget) for the PeopleSoft HCM/FIN 9.2 Upgrade Project. A list of committee members will be posted soon.

Leadership Committee

The Leadership Committee provides functional and technical direction and impact interpretation, including identification of need for ongoing customizations. A list of committee members will be posted soon.

Communications Committee

The Communications Committee develops the upgrade communication plan and crafts text and visual messages to keep the campuses informed.
A list of committee members will be posted soon.

FIN Upgrade:
Week by Week

July 7 - July 11, 2014
  • Met with UCB and demonstrated PeopleSoft Grants along with initial conversations about InfoEd integration
  • Began drafting calendar of meetings/sessions for detailed design
June 30-July 4, 2014
  • Launched Pain Points form (getting great feedback!)
  • Met with campus controllers on expectations, process
  • Distributed draft minutes of those meetings, pre-publication
June 23-27, 2014
  • Worked with Oracle on FIN processes
  • Scheduled further campus involvement beginning 7/21
  • Reviewed customizations identified to date
June 16-20, 2014
  • Published FIN Upgrade website
  • Developed Module Snapshots (plain-talking user guides)
  • Conducted Grants Mgmt fit/gap session at UCB

Important Links

Links to meeting notes, downloadable plans, etc.

Need help?

Finance & Procurement Help Desk

Leslie Nittoli