1. State of Kansas Project Costing January 2015
Fit Gap Sessions
State of Kansas
Project Costing
January 2015

2. Agenda Introductions Objectives Schedule Fit Gap Discussion
Global Enhancements with 9.2
Enterprise Search (Confirm the areas where it will be utilized)
Business Process Deltas between 9.0 and 9.2
Online Review / Offline Review
Confirm new functionality that should be explored for system design
Workflow
If applicable – Confirm whether AWE or Virtual Approver will be used
Interfaces
Retrofit / Eliminate
Customizations
Reports
Security
Batch Schedule
Discussion

3. Introductions
Name
Functional Area
Role

4. Objectives
Analyze the deltas between current Business processes and version 9.2.
Identify Gaps
Confirm Inventory of Interfaces, Customizations and Reports.
Facilitate the next stage – Design and Configuration
A list of potential post upgrade improvements requiring new or changed configuration and business process that cannot be implemented now due to upgrade constraints.

5. Schedule Date Time Topics 1/6/2015 1:30 PM – 4 PM Project Costing
1/8/2015
9:00 AM – 12 PM
1/29/2015

6. Global Enhancements Oracle Secure Enterprise Search (SES)
Provides global search capabilities that enables the user to take action from search results without navigating through the menus thereby increasing productivity
SES is implemented through the PeopleSoft Search Framework. The PeopleSoft Search Framework replaces the Verity search engine and provides a standard method to create search indexes for PeopleSoft applications
SES indexing is available in these areas of PS FSCM
Assets, Expenses, Journals, Payments, Procurement Contracts, Purchase Orders, Receiving in Purchasing, Requisitions in Purchasing and eProcurement, Strategic Sourcing Events, Suppliers, Supplier Conversations, Vouchers

7. Global Enhancements
Example

8. Global Enhancements

9. Global Enhancements

10. Global Enhancements Pivot Grids
Based on PS Query results that display results in an Excel-like pivot table, chart, or grid.
Interactive analytical grids and charts
Accessible through pagelets added to a users Home Page, Work Center and Dashboards

11. Global Enhancements Embedded Help Use Help Icon (?)
Explains how to perform a specific task
Message modal window can be moved

12. Global Enhancements
Accessible with Apple Ipad and other tablet devices
Certified on Safari browser running IOS version 4.2 or later
Enables view to virtually all of the PS application pages
Use with mobile devices

13. Business Processes
Create/Update Project – Pain Points?

14. Business Processes Deltas 9.0 vs 9.2 Business Process Feature
Create/Update Project
Supplemental Data – Ability to add Project Attributes via configuration. This would allow SOK/State agencies to track specific information related to their projects.

15. Business Processes
Manage Projects – Pain Points?

16. Business Processes Deltas 9.0 vs 9.2 Business Process Feature
Manage Projects
Feeder and Pricing Summarization – Ability to summarize data in PROJ_RESOURCE but retain detail in supporting tables for Feeder Summarization to limit the amount of rows written to PROJ_RESOURCE
Funds Distribution – Enhanced to add Sequencing of Funding, Threshold Limits, Budget Checking and Redistribution functionality. This tool can be used to support billing or manage funding sources on Projects.
Contracts Workbench – Designed to bring critical information together from the PeopleSoft Contracts, Project Costing, and Grants applications into a single interface.
Custom Rates – Ability to define custom cost and billing rates based on multiple fields for indirect costs and/or billing markups.

17. Business Processes Deltas 9.0 vs 9.2 Business Process Feature
Manage Projects
Project Reconciliation Workbench – Ability by Project ID to understand if a project is in process of being costed or billed.
Project Costing WorkCenter/DashBoards/Pivot Grids – Workcenters allow for a single navigation of common work (tasks) and reports to be run in a given module. Dashboards are pagelets within the workcenters and Pivot Grids based on queries which display data in a graphical chart of graph.

18. Business Processes
Manage Project Billing – Pain Points?

19. Business Processes Deltas 9.0 vs 9.2 Business Process Feature
Manage Project Billing
Manager Transaction Review - The Manager Transaction Review (MTR) feature has been enhanced to allow users to search billable transactions by contract and contract line. This enables users to defer specific billable transactions to be processed at a later time, and provides a page for users to review transactions that are outside of a contract’s Period of Performance (POP) start/end dates.

20. Business Processes
Finalize Budget/Manage Budget/Manage Project Revenue– Pain Points?

21. Workflow AWE (Approval Workflow Engine) replaces Virtual Approver
No workflow in Project Costing

22. Interfaces
INF22 – Project Upload – Upload Projects and Activities into SMART
KDOT load and handful of other agencies
Retrofit/Eliminate = Retrofit
INF59 – Inbound Project Transactions
Wildlife and Parks for Equipment related transactions

23. Customizations PC001 – Carryover field
Used to determine if funds for Grants can be carried over to the next grant year
Project Activity User1 relabeled and edit
Are agencies utilizing?
Currently no instances of where this is checked in Production per Central.
How many queries/reports keying off of this field?
Does it need to be at Activity ID level? If Project level suffices could replace with Supplemental Data
Retrofit/Eliminate = Eliminate
If agencies still want we will replace with Supplemental Data

24. Customizations PC005 – Shared CFDA Table
Ability to share CFDA numbers for Grants across the State of Kansas
Based on functional design this should be delivered functionality
Validated GM_CFDA_TBL not in Compare Report
Retrofit/Eliminate = Eliminate
PC007 – Time and Labor Cost Sharing
Update PC_DISTRIB_STATUS to N for Payroll Journals
Update analysis type from LBR to CLB for cost sharing labor
PC_DISTRIB_STATUS moves from JRNL_HEADER to JRNL_LN
Retrofit/Eliminate = Retrofit
Unnamed – SQL Script run to zero out RESOURCE_QUANTITY values for Time Reporting Codes that are amount based TRCs.
New customizations?

25. Reports Crystal, SQR, nVision, Queries, XML - Confirm Tools
SQR/XML/Query
Delivered Reports that were customized – Confirm List
None
New custom reports created by SOK – Confirm List
KPC00001.SQR – Sponsor Drawdown Report - Retrofit
KPC00002.SQR – SEFA Report - Retrofit
Report currently does not pull data for all agencies
KPC00004.SQR – Project Costing Query - Retrofit
KPC00005.SQR – Prepaid Drawdown Request Report - Eliminate
Don’t utilize prepaids – should this report be dropped?

26. Reports New custom reports created by SOK – Confirm List
KPC00006.SQR – Project Summary Report - Retrofit
KPC00007.SQR – Project Reconciliation Report - Retrofit
KPC00008.SQR – Project Resource Extract - Retrofit
KPC00009.SQR – Project Positions Report – Dept of Labor - Retrofit
KPC00010.SQR – Project Cost Reports – Dept of Labor - Retrofit
KPC00011.SQR – Funding by Project – Dept of Labor - Retrofit
KPC00012.SQR – Project Allocation Report - Eliminate
Indication this is no longer needed – from Dept of Labor
KPC00013.SQR – Monthly Project Status Report - Retrofit
KPC00014.SQR – Project Cash Balance Report - Retrofit

27. Reports New custom reports created by SOK – Confirm List
KPC00018.SQR – KDWP Agency Exp Summary - Eliminate
KPC00019.SQR – KDWP Source Type/Category Smry - Eliminate
KPC00020.SQR – KDWP Source Type Smry by Fund - Eliminate
Indication these above are no longer needed – from Wildlife and Parks
KPCCTX71.SQC – Accounts Payable Related
Federal Financial Report (KS_FFR_RPT) - Eliminate
Not been formally released to agencies
Delivered in 9.2
Demonstrated during Grants Fit Session

28. Security Page access – Permission lists and Roles Row Level Security
Custom Permission lists or using Delivered?
Row Level Security BU
SETID
Chartfields
Current Design
Review security matrix

29. Batch Schedule
Changes to Batch schedule?

30. Open Discussion & Questions