Kickoff Meeting for Testing

August 26, 2008

Welcome Introduction of Project Team Remarks from Vice Presidents Project Background and Progress to

Date Testing Plans by Modules Questions and Answers Closing Remarks

Gagneesh Rawat – Project Manager Ken Yelton – Manager Data Base Administration Scott Jenkins – Finance Data Base Administrator Robin Deters – Security Dave Huffman – Database Administrator Jill McGinnis – Change Manager Thomas North – Project Consultant Ben Canlas – Manager of Finance Applications

James Wahl - Programmer/Analyst Ken Dunn – Programmer/Analyst Suresh Yerrapu - Programmer/Analyst Rebecca Bohlmeyer – Programmer/Analyst Wren Roark - Programmer/Analyst Beth Minor - Programmer/Analyst Donna Turner – Programmer/Analyst Melissa Whalen – Programmer/Analyst Wende Waltz – Programmer/Analyst Julie Chen – Programmer/Analyst

Jennifer Alexander - Purchasing/eProcurement Adria Allen - Purchasing/eProcurement Daqing Ann Chen – Budget and Planning Karla Dowd – Budget and Planning Bobbi Walker – Asset Management, Accounts Payable Debbie Caselman – Accounts Receivable/Billing, Grants

Management Chad Hampton – Grants Management Janet Meyer – Reporting Sharon Stephens – Reporting Janis Levsen – Training Donna Johanning – General Ledger, Web

Application/Reports

Gary Allen, Vice President of Information Technology

Nikki Krawitz, Vice President of Finance and Administration

Why Upgrade? – Key Benefits

Vendor Support for 8.8 ends in December 2008

Version 9.0 includes enhanced functionality

Modifications made to version 8.8 are now part of delivered functionality in 9.0

Fits in with timing of upgrades to HR/Payroll and Student Administration applications

Recommendation to upgrade made in December 2007

Project Plan and Charter created

Oracle Upgrade Lab March 10 - May 2

First Look at University of Missouri data in 9.0 instance May 5th

Testing by Functional and Technical teams

Testing Teams identified by campuses (Primary and Secondary)

Kickoff meeting

Weekend of November 22nd and 23rdComplete regular job stream Friday, November 21Ensure all errors have been resolved and all transactions

processed and postedRun reports to use for validation purposesDatabase turned over to technical team to run conversion

process

Week of November 24thNo production access for usersConversion scripts run and 9.0 database createdData validated and tested

Monday December 1st Users provided with access to log in to the new

9.0 Production instance

Answer questions & provide support

Testing Plans by Testing Plans by ModuleModule

Functionality has remained the same

New Date: Placement Date

New Asset Attributes/Types: Assigned by Profile

Testing Plan

Primary – Core Office Staff

Secondary – Power Users

Conference call to determine testing plan

Test what you do during a normal day

Training materials

Functionality has remained the same

Invoice Information tab has been revamped Everything still there….just in a new place

New tab on saved voucher: Related Documents Payment Information PO Information Receiver Information

New Document Association

Testing Plan

Primary – Core Office Staff

Secondary – Departmental “power users”

Joint session scheduled with Procurement – Sept

12th

Test what you do during a normal day

Training materials

VendorsFunctionality has remained the same

1099 Functionality has remained the same

Testing Plan

Joint session scheduled with Procurement – Sept 12th

Test what you do during a normal day

Training materials

Core RequisitioningePro Requisitioning/Approval

Purchase OrdersReceiving

Primary – Purchasing Office Staff Secondary – Departmental “power users”

Detailed Test Scripts Report Testing Results Training Materials Training Deployment

PS Delivered Commitment Control ModuleCustom Designed UM Budget Development Module

Commitment Control Very little change in functionality or design

Should look and feel the same to users

Underlying tables have same design as 8.8

IT and Budget Office time is being spent on previous UM developed modifications, such as data entry and upload.

UM Budget DevelopmentNo change in functionality and design

Should look and feel the same to end users

Power users that use spreadsheet import may see some difference due to PS changes

IT and Budget Office time is being spent on previous UM developed modifications, such as end user budget data entry pages

Testing Plans

2 rounds of user testing in Columbia

At least 2 testers from each campus for first

round; more power end users for second round

Will request testers to bring in examples to use

with our test scripts

May be asked to test special issues at your

location

BillingVery little changes to the PeopleSoft pages

Accounts ReceivableSome minor changes to the pages

Testing on your current duties

System builds periods based on start and end dates

System calculates target amount based on budget

Prompt table for CFDA numbers with value and description

Multiple CFDA numbers for award

F&A amount rounded to nearest dollar

NIH Salary Cap

Additional breakdown on Award Modification

Certification on both Proposal and Award

Little changes to the PeopleSoft pages

Testing on your current duties

Post-UpgradeWorkflow – Electronic ApprovalGrants.gov through PeopleSoft Grants

Module

PeopleTools Upgrade – 8.48 to 8.49

PeopleTools TestingQuerynVisionCrystal

Table TestingAnalysis and testing of queries affected by table

changes, identified by the PS Upgrade Labs

Primary Testers will serve as BU leads, helping with communication and troubleshooting at their campus

Query testing by other Work Groups

Functionality has remained the same

PeopleSoft pages are mostly unchanged

Additional project information now showing on Journal Lines in PeopleSoft pages

Chartfield structure is unchanged

Testing will be done at your work station – no group testing scheduled

Functionality has remained the same

Web application pages will not change

Upgrading the Web Applications to 9.0 will be done in a manner transparent to the end users

Testing will be done at your work station – no group testing scheduled

Materials are currently being developed using Oracle’s UPK training tool where possible

Priority is being given to those training materials that affect the most users

Testing groups will help determine needed changes in training materials

Campuses will determine what style of training is required (UPK, classroom, etc.)

PeopleSoft Finance training Web site - https://doit.missouri.edu/training/peoplesoft/financials/

You will be required to log in with your SSO ID after accessing this page.

Check this site in late October for 9.0 materials.

Feeder file formats will not change

We will continue to use the current feeder process for 9.0

Testing of the nightly production job stream is underway.

Issues are being resolved as they arise

Project Websitehttp://www.umsystem.edu/ums/departments/is/peoplesoft/schedule/fm.shtml

The test instance for the Primary group is being

created as we speak.

Testing Scripts and the test instance URL will be

sent by the functional leads when testing is to

begin.

Each team will have different testing timelines

and deadlines for completion.

Questions?Questions?