Projects

Projects offers improved budgeting capabilities and greater oversight into project transactions than was possible under SPINS.

Current Issues

Issue	Priority	Trakker #	Status	Estimated Date
Management reports.	1	2210	Design	2/28/11
Project entry security by page.	2	2211	Design	2/28/11
Security setup	2	2212	Cancelled
GASB 33	2	2213	Not Started
Proposal/Award number in search screens	3	2214	Complete	11/17/10
Multiple proposal numbers per project. (need proposal type and search on project chartfield.)	3	2215	Not Started
Award/Project hierarchy (parent/child and segment relationship)	3	2216	Design
PIE Accounts.	3	2217	Complete	11/3/10
Multiple Primary Principals (edit to only allow 1 and require valid employee id whenever saving last effective dated row).	3	2218	Design	11/24/10
Field Edits on Project Entry pages	3	2219	Design
Segments and segment start date. Use User Date 1 for date?	5	2220	Complete	11/10/10
Expansion of A-21 checklist items.	5	2221	Not Started
Cost Share field on User Fields page. Rename "Cost Share Project" or "CS Project" depending on room.	5	2222	Complete	11/10/10

 

Billing

Billing enables bill cycle management including customization, calculation, and submission of invoices.

Current Issues

Issue	Priority	Trakker #	Status	Estimated Date
Printing cumulative amounts that differ from GL actuals.	1	2200	Complete	1/21/11
Capturing bill notes by project for printing on all bills for a project.	1		Complete
Identifying projects to bill. (Includes a flag identifier on the project to prevent monthly interface bill, and changing the interface to not automatically include AR type 3 projects)	1	2201	Complete	12/1/10
Re-address decision to allow bills to be created over budget.	1		Cancelled
Management reports.	1	2202	Design	2/28/11
Pre-award setup (Identifying projects in pre-award status and producing first bill as cumulative to date)	1	2203	Cancelled
Budget reports	1	2204	Complete	12/1/10
Add AR/BI tables to CIW	1	2205	Testin	2/28/11
Security setup	2	2206	Cancelled
Proposal/Award number in search screens	3	2207	Complete	11/17/10
Fields on billing screen	3	2208	Not Started
F&A automation of 25K ceiling on subcontract expense.	4	2209	Not Started

 

Accounts Receivable

Accounts Receivable streamlines accounts receivable processes, accelerates collections, reduces credit risk, and resolves exceptions.

Current Issues

Issue	Priority	Trakker #	Status	Estimated Date
Aging reports that exclude 00Us and are by campus.	1		Design
Management reports.	1		Not Started
Add AR/BI tables to CIW	1		Testing	2/28/11
Security setup	2		Cancelled
AR Distribution code setup	2		Not Started
Proposal/Award number in search screens	3		Complete	11/17/10

 

Grants

Grants will provide proposal generation, transitioning proposals into awards, award tracking, facilities and administration processing, comprehensive bill generation, and flexible financial reporting.

Contracts

Contracts will allow revenue recognition and billing to be independent decisions. This in turn will satisfy different business demands – adhering to proper revenue recognition practices without manual intervention or accounting manipulation.

The Sponsored Project Billing team is composed of representatives from campus sponsored project offices, controller’s offices, University Information Systems (UIS), and the Office of University Controller (OUC):

Calvin Anderson Brad Bailey Robert Barthel Julie Brewster Patricia Dodson Randall Draper William Freud MC Gaisbauer Amy Gannon Gwen Gennaro Sandra Godden Kim Huber Kathy Illian Pamela Jones Robert Kuehler

James Lei Jonathan Levenstein Mary Lile Rob Lucas Steve McNally Scott Munson Dian Pollard Thomas Pond Diane Przygocki Laura Ragin Terri Roark Carolyn Rupp Chuck Schultz Jennifer Silverthorne Pam Vincent