March, 2016 Cloud Financials Implementation – Projects SLA Expanded Project String and Reporting Initiative

What are the different non-Sponsored Project types and their tasks? Owned By Being Conve rted ? Existing Fund Source/ Index Numbers Type of Project Project Number Tasks for the Project Type Finance Yes 77 & 88 series / P- Fund Code Capital Projects Each Existing Fund Source / Index is a Project Three Tasks for each Project – 1.Construction 2.Design 3.Admin Finance Yes 06 series - Includes Terms, True & Quasi / E – Fund Code Endowment Principals Each Endowment is a Project One Endowment Project with 2 tasks; 1.Endowment Principal 2.Endowment Operating (can be more than one if needed) Finance Yes 6 series / R index with Fund type 75 Endowment Operating Finance Yes 53 series / R Index with Fund Type 75 Gifts-Restricted One Project for each UDO Separate Task for every combination of Fund Type, and Activity for a Fund Source Finance Yes 05 series / L – Fund Code Loans One Project for each loan types e.g. Perkins, RULP Loans, Univ Loans (approx. 10) Each Loan /Fund Source / Index as a Task Departments Yes 28 series / R Index with Fund Type 04 RU Non-Spon Research (Startup Funds) Discretionary Each Existing Fund Source / Index is a Project One task for every Fund Type, Activity and location combination OR Purpose of the Fund Source / Index OR Tasks approved by Project Control Committee Departments NoN/A All Other (New Projects) Sequential System Generated Number

What are the different Sponsored Project types and their tasks? Owned ByExisting Fund Source/Index Numbers Type of Project Project Number Tasks for the Project Type Grants and Contract Administration (GCA) 4 Series, Cost Share - 22/23 series / R Index with Fund Type 02 Grants Each Existing Fund Source / Index is a Project Default One Task – Name of the Project SEBS RU Specific HATCH/SML Land Grants Each Existing Fund Source is a Project Separate Task for every combination of Fund Type, and Activity for a Fund Source

Requirements and Assumptions for Cross-Project Reporting Requirements  For many non-sponsored Projects (fund source series 25/26/28), users wish to track related projects and projects Initiatives. e.g. Project may use some amount from grants project (4XXXXX) or Endowment Operating (64XXXX) or Gifts-Restricted (53XXXX) Assumptions:  Rutgers is not able to map department activity 1, and department activity 2 to any segment in the new chart of account (COA).  All the Integration Partners will be able to incorporate this additional Project field in Project string

Reporting Projects scenarios List of value of Projects with type “Reporting Project” with; -No charging -No Budgets Project StringNew Type of Charge to Project Charge to Project Charge to Task Expenditure Type (Natural Account) Expenditure Org (UDO) RU Initiative Sponsored4XXXXXXXXXXXXXXXXXXXXXXXX Non-Sponsored25XXXXXXXXXXXXXXXXXXXXXXX Non-Sponsored26XXXXXXXXXXXXXXXXXXXXXXX Non-Sponsored64XXXXXXXXXXXXXXXXXXXXXXX Non-Sponsored53XXXXXXXXXXXXXXXXXXXXXXX Non-Sponsored281234XXXXXXXXXXXXXXXXXXXX981234

Mapping between Current Chart – New Chart and Project Structure Fund Source/Index Fund Type - embedded Project and Task Organization UnitDivisionOrganization Expenditure Organization (UDO) Natural Account Expenditure Type Existing RIAS COAERP Cloud Project Structure New COA Location Business Line Activity G/L Segments

What would user enter while charging to a Project ? Task Expenditure Type Expenditure Org - UDO Project Project Segment 3 Project Segment 4 Project Segment 1 Business Line Activity Location GL Segment 4 GL Segment 6 GL Segment 8 Project Segment 2 Project Structure GL COA String Reporting Initiative # Project Segment 5 New List of value of Projects with type “Reporting Project” with; -No charging -No Budgets Since many Project and Tasks are charged to multiple Locations, Business Lines and Activities, these fields will have to be manually entered in the GL String.