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					            12/12/2011                                                       University Information Systems                                                                         4:07 AM
                                                                                FRS Project Report - FY08
                                                                                       (Active)
    Major Project Name     Project Detail Description     Req. Type Size Reason Prty Stat Due Date                         Project Status Comments
     Sys                                                 Dept               /
                                                                         Benefit
1   FRS GDS online    Integrate GDS online food          BUD ENH MED EFF         A    IP     9/30/2007 *Comments 1/6/06 - 2/9/06 removed due to Excel Limits*
        food ordering ordering system with FRS to                                                      03/03/06: System to go live on 3/6
        system        ensure proper authorization of                                                   04/05/06: UIS in process of testing transactions
        (06-05)       expenditures, and timely recording                                               04/10/06: User procedural documentation re-written.
                      of encumbrances and expenses                                                     05/02/06: GDS Upload change moved to Production
                                                                                                       05/05/06: UIS to develop a process to store and access GDS
                                                                                                       history data on our server
                                                                                                       09/01/06: Haresh G. to coordinate with GDS and update Joel.
                                                                                                       10/06/06: Haresh G. is coordinating with GDS on history data;
                                                                                                       Message to be sent to Budget Office in the event that the system
                                                                                                       is brought down.
                                                                                                       11/03/06: Environment will be created to import the whole data
                                                                                                       base; Queries to be developed for GA and Budget
                                                                                                       12/01/06: Ed B. to schedule meeting with GDS
                                                                                                       12/06/06: Meeting held with GDS
                                                                                                       01/12/07: Test environment created; Reports to be developed
                                                                                                       03/02/07: Per Haresh file download will be set-up by Jason N.
                                                                                                       04/19/07: Met with Joel to discuss requirements. Project to be
                                                                                                       divided into 3 phases and performed by student employee.
                                                                                                       05/07/07: Student worker (Mitul) and Scott met with Joel to
                                                                                                       demonstrate prototype of phase 1.
                                                                                                       07/01/07: Student worker (Sukhdeep) took over from Mitul and is
                                                                                                       working on project
                                                                                                       07/19/07: Link sent to Joel for review. Upon Joel's review student
                                                                                                       started working on changes
                                                                                                       07/30/07: Changes performed and Joel sent a link to review
                                                                                                       10/05/07: Joel reviewed and made suggestions; Student is
                                                                                                       working on changes (add FY search)
                                                                                                       12/21/07: Changes completed; Code to be checked
                                                                                                       03/12/08: Preliminary checking of code started; issues being
                                                                                                       discovered and addressed; demo estimated to be held in the
                                                                                                       middle of May




                                                                                            Page 1 of 9                            revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls
            12/12/2011                                                       University Information Systems                                                                      4:07 AM
                                                                                FRS Project Report - FY08
                                                                                        (Active)
    Major Project Name      Project Detail Description     Req. Type Size Reason Prty Stat Due Date                     Project Status Comments
     Sys                                                  Dept               /
                                                                          Benefit
2   FRS Executive        Evaluate feasibility of Budget   BUD ENH MED INFO        A    IP           10/08/04: Mike Toomey presented demo of Budget Dept's
        Budgets          Department's Executive Budgets   GET                                       Executive Budgets Mgmt System; added to proj list w/prty B
        Management       Management System; develop                                                 *Comments 11/5/04-8/31/07 removed due to Excel limits*
        System           adoption and implementation                                                09/12/07: Meeting held (Budget & UIS) - student starts working on
        (05--07)         timeline.                                                                  Platform change - Master Project
                                                                                                    09/27/07: Start weekly meetings (Budget & UIS) to review status
                                                                                                    10/31/07: Progress: Migrated tables, created stored procedures to
                                                                                                    delete/update/insert (replacing micros); In process of generating
                                                                                                    reports
                                                                                                    12/12/07: Right side reports navigation being refined and reports
                                                                                                    being developed
                                                                                                    12/15/07: Hua X. assigned to project - working on login page,
                                                                                                    admin page, reports
                                                                                                    01/24/08: Meeting and demo held (Budget and UIS); Security to
                                                                                                    be implemented
                                                                                                    03/12/08: Issues from last demo reviewed and changes being
                                                                                                    implemented; Security to be worked-on; Demo to be scheduled
                                                                                                    the week of April 7th or April 21st
                                                                                                    04/02/08: Changes made and security implemented. Demo to be
                                                                                                    scheduled on 4/4/08
                                                                                                    04/28/08: Awaiting Budget's decision on UIS proposed Phase I
                                                                                                    deployment




                                                                                           Page 2 of 9                          revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls
            12/12/2011                                                    University Information Systems                                                                         4:07 AM
                                                                             FRS Project Report - FY08
                                                                                          (Active)
    Major Project Name      Project Detail Description       Req. Type Size Reason Prty Stat Due Date                      Project Status Comments
     Sys                                                     Dept              /
                                                                            Benefit
3   FRS In-house         Investigate the possibility of     FIN   ENH LRG EFF,      A    IP             02/03/06: Some data already gathered on software and
        printing of      printing Payroll and AP checks in-                 COST,                       equipment cost and performance. In process of obtaining more
        checks           house. Equipment and software to                   SERV                        info from various vendors.
        (06-07)          be reviewed                                                                    03/24/06: Kevin Byron gathered comparative information of costs
                                                                                                        for multiple options
                                                                                                        04/07/06: Kevin B. is gathering info on Payroll checks printing.
                                                                                                        05/05/06: Kevin B. reviewing information gathered with Dave U.
                                                                                                        05/08/06: Kevin B. shared information gathered with Bill G.
                                                                                                        11/03/06: Kevin B. updating document
                                                                                                        03/02/07: Nick T. suggested that Wachovia services should also
                                                                                                        be considered
                                                                                                        05/04/07: To be included in next FY budget
                                                                                                        06/01/07: Additional vendor "evision" being considered.
                                                                                                        09/07/07: Kevin B. to make arrangements with vendors for demo
                                                                                                        10/05/07: Kevin B. given other priorities to work on; Haresh G. to
                                                                                                        discuss with Dave U.
                                                                                                        10/16/07: Project elevated to priority A
                                                                                                        10/31/07: Meetings being scheduled for webinar with vendors and
                                                                                                        WPU site visit
                                                                                                        11/12/07: Evisions Demo
                                                                                                        11/16/07: Troy Demo
                                                                                                        12/13/07: Payformance Demo
                                                                                                        01/10/08: Bottomline and NEPS demo being scheduled
                                                                                                        01/29/08: Printer Source(PlanetPress) Demo
                                                                                                        01/31/08: Bottomline demo




                                                                                       Page 3 of 9                              revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls
          12/12/2011                                                    University Information Systems                                                                         4:07 AM
                                                                           FRS Project Report - FY08
                                                                                        (Active)
 Major Project Name       Project Detail Description       Req. Type Size Reason Prty Stat Due Date                      Project Status Comments
  Sys                                                     Dept               /
                                                                          Benefit
4 FRS   Graduate       An electronic nomination form will GRD ENH LRG INFO,       A    IP             06/23/04: Added to SIS project list
        Award          be used to initiate the process of ST              EFF                         07/27/06: Prototype demo'd to Grad Stud and Budget
        Nomination     granting an award to a student.    BUD                                         09/05/06: Added to FRS list
        System         Those involved in the process of                                               10/24/06: Scott Sherman assigned to project.
        (07-01)        nominating and approving a                                                     11/28/06: Met with Ron Kane, created test environment and
                       student for an award will also be                                              migrated to .NET 2.0. Performed modifications as per Graduate
                       able to track the status of the                                                Studies request, Follow up meeting scheduled for 12/01/06
                       nomination process                                                             01/03/07: Completed 8 modification/enhancement requests with 6
                                                                                                      remaining.
                                                                                                      01/10/07: Completed 11 modification/enhancement requests.
                                                                                                      Awaiting assistance on remaining 4 including resolution of "FRS
                                                                                                      web services" problem on MIS3 server.
                                                                                                      02/01/07: Bhavna Vij assigned to project.
                                                                                                      03/02/07: Per Haresh G., Bhavna V. to demonstrate in about 2
                                                                                                      weeks
                                                                                                      05/04/07: Bhavna to be ready to demo soon
                                                                                                      06/01/07: H. Gopal placed project on hold due to other priority
                                                                                                      projects.
                                                                                                      07/23/07: Hua X. started working on this project - Fixed errors
                                                                                                      after .NET 2 conversion; test after correcting application errors;
                                                                                                      demo to GS staff
                                                                                                      10/05/07: Demo to GS and Budget - Meeting being scheduled for
                                                                                                      the end of October
                                                                                                      10/31/07: Completed .NET conversion; Tested approval flow;
                                                                                                      Added e-mail notifications for each approval level; Improved
                                                                                                      performance retrieving SIS data
                                                                                                      11/08/07: Demo held; Issues from the demo are being reviewed




                                                                                     Page 4 of 9                              revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls
          12/12/2011                                                    University Information Systems                                                                     4:07 AM
                                                                           FRS Project Report - FY08
                                                                                     (Active)
 Major Project Name       Project Detail Description    Req. Type Size Reason Prty Stat Due Date                     Project Status Comments
  Sys                                                   Dept              /
                                                                        Benefit
5 FRS   FRS            Develop improved FR reporting    UIS  ENH LRG SERV       A   IP             09/05/06: Added to list
        Reporting      system to be used by financial                  EFF                         *Comments 10/23/06-11/30/07 removed due to Excel Limits*
        Database       departments                                     INFO                        01/09/08: EOM package running but not providing desired results -
        (07-02)                                                        ACC                         investigation to be performed
                                                                                                   01/11/08: Dave Ullman recommended adding FFRHFL (report
                                                                                                   history file).
                                                                                                   01/25/08: UIS met with Budget Office to review training for MS-
                                                                                                   Access.
                                                                                                   02/08/08: MS-Access training held, deployment of ODBC to be
                                                                                                   performed.
                                                                                                   02/15/08: Finance personnel set up with ODBC connection.
                                                                                                   Follow up session held by Budget Office. Fields being added as
                                                                                                   needed.
                                                                                                   03/03/08: Added items to sub_ledger for grants and created
                                                                                                   grants view.
                                                                                                   03/05/08: Updated tables as needed, including PO text (full 10
                                                                                                   lines), created pseudo-EOM database including
                                                                                                   general_ledger_monthly and sub_ledger_monthly tables (report
                                                                                                   history - 3 fiscal year jan-dec month end info)
                                                                                                   03/12/08: New table added - sub_ledger_summary (19 screen
                                                                                                   info).
                                                                                                   03/31/08: New table added, requisition_approvals. Weekly MS-
                                                                                                   Access sessions held for end users. Archive Database in
                                                                                                   process.
                                                                                                   04/30/08: Archive DB in process. Creating CONNX definitions for
                                                                                                   history files, refining and testing procedure for extracting and
                                                                                                   creating FY01-06 information.




                                                                                    Page 5 of 9                           revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls
            12/12/2011                                                       University Information Systems                                                                       4:07 AM
                                                                                FRS Project Report - FY08
                                                                                      (Deferred)
    Major Project Name     Project Detail Description      Req. Type Size Reason Prty Stat Due Date                      Project Status Comments
     Sys                                                  Dept               /
                                                                          Benefit
1   FRS Update Eprint FRS value-based security export CSD ENH MED EFF             B DEF             10/08/04: added to proj list w/prty B
        Security      program, ZBPS10, needs to be                                                  11/05/04: prty changed from B to A
        (05--05)      modified to help eliminate need for                                           11/30/04: program modification document created and under
                      manual group maintenance.                                                     review by UIS
                                                                                                    01/31/05: dependent upon decisions from "Electronic Information
                                                                                                    Dissemination and Storage" project
                                                                                                    03/02/05: detailed specs developed; in progress by Asha G
                                                                                                    04/29/05: program modification completed in test; awaiting
                                                                                                    finalization of FRS repository restructuring
                                                                                                    06/03/05: awaiting Joel S's comments on proposed report
                                                                                                    structure
                                                                                                    12/05: Kevin Byron to sent Kevin Jones security data dump.
                                                                                                    Currently under review by Budget
                                                                                                    11/03/06: Meeting to be scheduled when Kevin Jones returns
                                                                                                    01/12/07: Kevin Jones to meet when time permits
2   FRS Automation of This project will address the need GEN ENH LRG INFO         C DEF             06/13/02: requirements specifications to be developed
        Endowment     for improved recording and          ACCT                                      10/07/05: Per Gene C. - requirements will be developed by GA
        Accounting    tracking of income, capital gains                                             this FY
        Process       and losses received from the                                                  02/02/07: UIS requested meeting with Wendy Jiang and Joel to
        (02--13)      University Endowment portfolio.                                               discuss how procedure is currently being performed manually
                                                                                                    04/05/07: Joel requested this be put on hold until after foundation
                                                                                                    reporting is complete and FY06 is closed.
3   FRS Imaging of    The goal is to eliminate paper      GEN NEW LRG EFF,        C DEF             06/13/02: recommend subcommittee be formed to develop RFP
        University    storage costs and enhance           ACCT            COST,                     06/29/04: rec'd info re Xtender Solutions on SCT Plus
        Documents     interaction among various end                       SERV                      03/02/05: Interest by Purchasing is noted.
        (02--11)      user departments. Hardcopy                                                    12/02/05: Nick to attend meeting with Wachovia on this topic
                      documents will be scanned,                                                    December 12th (2-3pm).
                      recorded and reviewed                                                         01/06/06: Nick attended teleconference. Bank is not ready to
                      electronically.                                                               offer this service as it is in development.
                                                                                                    11/03/06: Placed on hold
                                                                                                    09/07/07: Joel S. and Haresh G. to form subcommittee to start
                                                                                                    gathering info - inventory of documents and offices that would
                                                                                                    benefit from this project




                                                                                           Page 6 of 9                           revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls
            12/12/2011                                                    University Information Systems                                                                       4:07 AM
                                                                             FRS Project Report - FY08
                                                                                   (Deferred)
    Major Project Name    Project Detail Description    Req. Type Size Reason Prty Stat Due Date                     Project Status Comments
     Sys                                                Dept              /
                                                                       Benefit
4   FRS Positive Pay Implement Positive Pay with       FIN   ENH MED INFO      C DEF             09/10/04: added to proj list w/prty B
        Implementatio Wachovia to help prevent                                                   01/14/05: Kevin B to contact Wachovia
        n             unauthorized check cashing                                                 04/01/05: Kevin B and Nick T discussed transmission timing
        (05--03)                                                                                 requirements with Wachovia's Paula Soussa; 24 hour hold
                                                                                                 requirement may not match NJIT's needs
                                                                                                 05/06/05: Kevin B to have Nick T arrange Wachovia visit to NJIT
                                                                                                 06/02/05: Nick T requested Wachovia visit to NJIT; no date set
                                                                                                 08/29/05: Nick T to set up conference call with Wachovia
                                                                                                 10/07/05: Kevin B. and Bill G. will contact Nick for status
                                                                                                 10/31/05: There was a conference call (per Kevin B.) and another
                                                                                                 one scheduled for 11/14.
                                                                                                 12/02/05: 24 hour delay okayed by A/P according to Kevin B.
                                                                                                 01/06/06: 24 hour delay is an issue for payroll replacement
                                                                                                 checks. Nick - bank having "reject rate" issue with their name
                                                                                                 reader (payroll checks only).
                                                                                                 01/19/06 New File Layout provided by the bank; In process of
                                                                                                 applying changes to COBOL program
                                                                                                 02/03/06: UIS working on modifications to COBOL program for
                                                                                                 transmission. Nick to review problem with payroll checks with
                                                                                                 Wachovia/ADP.
                                                                                                 02/28/06: Meeting held to discuss project status; Nick T to update
                                                                                                 Henry M. Target implementation for middle of March.
                                                                                                 04/05/06: UIS Test complete
                                                                                                 04/07/06: Manual checks still an issue to be addressed with Bank
                                                                                                 05/05/06: Some issues still addressed with the Bank
                                                                                                 10/12/06: Meeting held.
                                                                                                 11/03/06: Placed on hold
                                                                                                 09/07/07: Research if manual checks could be issued from a
                                                                                                 separate account without positive pay
                                                                                                 10/05/07: Separate account for manual checks is not a cost
                                                                                                 effective solution




                                                                                        Page 7 of 9                           revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls
            12/12/2011                                                            University Information Systems                                                                      4:07 AM
                                                                                     FRS Project Report - FY08
                                                                                           (Completed)
    Major Project Name      Project Detail Description          Req. Type Size Reason Prty Stat Due Date                      Project Status Comments
     Sys                                                       Dept               /
                                                                               Benefit
1   FRS Foundation:    Provide "mirror" accounting for         GA    ENH LRG EFF       A done 7/30/2007 01/10/06: Added to list.
        Account        foundation restructuring                                                          *Comments 2/3/06 - 2/17/06 removed due to Excel Limits*
        restructuring                                                                                    04/07/06: Placed on-hold
        for foundation                                                                                   09/05/06: Implementation in progress
        reporting                                                                                        11/03/06: Overall plan to be developed
        (06-08)                                                                                          01/22/06: Periodic reporting performed for G/A as needed.
                                                                                                         02/26/07: Joel requested we test procedure to force re-mapping of
                                                                                                         SL accounts to GL. SCT does not advise this.
                                                                                                         03/05/07: Change performed in test, monthly and daily cycles run,
                                                                                                         G/A advised to review and go on-line in test.
                                                                                                         04/03/07: Train system to be dedicated to G/A for mass change of
                                                                                                         AICPA code test.
                                                                                                         04/23/07: Multiple refresh and tests performed, mass change of
                                                                                                         aicpa.
                                                                                                         06/01/07: FY06 completed, FY07 in process.
                                                                                                         07/12/07: All FY07 coding changes made, FBM070 reports and
                                                                                                         procedures reconfigured and in production.
                                                                                                         07/16/07: UIS requested project marked done by Joel and he
                                                                                                         agreed.
2   FRS FRS GUI          The objective is to implement         BUD NEW LRG SERV,       B Canc            06/13/02: prototype to be available January 1, 2003
        (02--09)         SCT’s FRS GUI (Graphical User                         EFF         elled         *Comments 1/1/03 - 2/3/06 removed due to Excel Limits*
                         Interface) product to enable point                                              *Comments 3/1/06 - 5/10/06 removed due to Excel Limits*
                         and click functionality, to improve                                             09/01/06: Concurred that SCT's GUI solution is not a viable
                         user friendliness and to shorten                                                option. Research what it will take to implement our own web
                         the training learning curve for                                                 based interface. Bill Garcia suggested a meeting to discuss the
                         FRS.                                                                            cost/benefit of the project.
                                                                                                         09/19/06: Document created containing preliminary technical and
                                                                                                         functional specifications. Under UIS management review.
                                                                                                         10/24/06: More detailed specifications to be prepared
                                                                                                         11/08/06: Specifications enhanced and refined; Under UIS
                                                                                                         management review
                                                                                                         01/12/07: Haresh G. to e-mail GUI specs to group
                                                                                                         02/02/07: Haresh G. e-mailed specs to Bill G. and Ed B.
                                                                                                         04/05/07: Bill and Ed would like Haresh/Dave to discuss
                                                                                                         cost/benefit of proceeding or not
                                                                                                         12/14/07: Project deferred per agreement FRS user group.
                                                                                                         01/11/08: Project cancelled per agreement FRS user group.




                                                                                                Page 8 of 9                          revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls
            12/12/2011                                                     University Information Systems                                                                    4:07 AM
                                                                              FRS Project Report - FY08
                                                                                   (Completed)
    Major Project Name    Project Detail Description    Req. Type Size Reason Prty Stat Due Date                       Project Status Comments
     Sys                                                Dept              /
                                                                       Benefit
3   FRS New data field ICC code, length undetermined,   GA   NEW MED INFO      A done            05/04/2007: Added to list
        GL and SL - possibly on 2 and 6 screens and                                              05/18/2007: Joel requested possibly using PO #3 auth field. UIS
        ICC code       maybe ap6 as well.                                                        found that this field has values in a few records, recommend
        (07-03)                                                                                  using new 2 char code.
                                                                                                 06/04/2007: Joel agreed to 2 character code, DBD definitions to
                                                                                                 be supplied.
                                                                                                 06/05/07: Placed on hold until foundation FY07 completed since
                                                                                                 we cannot modify DBD in test or train.
                                                                                                 07/12/07: Test/Train systems available, awaiting DBD codes.
                                                                                                 10/05/07: Ed B. and Joel S. to meet and provide DBD codes to
                                                                                                 UIS
                                                                                                 01/10/07: Budget sent codes and accounts to UIS.
                                                                                                 01/11/08: Test system used to assign ICC codes to accounts.
                                                                                                 01/17/08: Joel requested report to list accounts with blank ICC
                                                                                                 codes where AICPA=1,2. Report created.
                                                                                                 01/22/08: ICC codes added to DBD in production.
                                                                                                 01/25/08: Joel requested report listing total $ by ICC codes.
                                                                                                 01/28/08: Report created and run.
                                                                                                 2/1/08: ICC codes loaded (in batch) for FY07 accounts. Joel to
                                                                                                 review results and approve FY08 after.
                                                                                                 02/12/08: Joel approved load for FY08.




                                                                                        Page 9 of 9                         revised 12/12/2011 dc53acd3-eb75-44b0-b994-dab657a6b65a.xls

				
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