Effective January 1, 2013, we are requiring all fund holders to use the new PeopleSoft (PS) chartfield codes and transaction forms in referencing G-, RS-, C- funds (previously 07-, 17-, and 37- accounts respectively). An email informing fund holders of this implementation date was sent back in mid-October together with attachments that cross referenced old general ledger (GL) codes to the new PeopleSoft chartfield strings. The crossover table between the old GL and PS chartfield codes as well as the PS Department code information and the new PS transaction forms can be found at the following websites:
Although the majority of fund holders have now been trained in generating reports for their funds using the Data warehouse, we will be providing additional training workshops in the New Year. Please email fishelpdesk@csulb.edu to request training. Read the entire message.
A FAQ about the PeopleSoft Conversion and Data Warehouse Reports is now available for principal investigators (PI) and account holders on the Grants Management Conversion System website.
To facilitate the transition to the new grants and contracts reporting system, we will continually provide updates via email and on the website. It is our goal to make sure that all PIs and account holders are informed of new information and training during this interim period.
October 11, 2012
Principal Investigators (PI) and account holders will shortly be receiving emails with monthly reports generated from the old IFAS system. Shortly thereafter they will receive reports showing the account balances generated from the new Data Warehouse reporting system tied to People Soft (together with a mapping table that shows the conversion of the old IFAS project number to their new PeopleSoft chartfield).
To help PI’s and account holders run their own reports and to capitalize upon the new reporting features offered through the Data Warehouse system we have scheduled training sessions. Read the entire message and register for training.
September 25, 2012
As you are probably aware, the current windows-based, grants management system licensed by SunGard Bi-Tech to the Research Foundation will no longer be supported by the company. Migration to the new web-based system offered by SunGard Bi-Tech was not fiscally possible. As a cost saving measure, a decision was made to convert the existing system to the campus PeopleSoft system. This conversion to a centralized system offers users the advantage of access to both Research Foundation and campus accounts through one system. It is important to note that Research Foundation information will not be merged with university data, rather, the Research Foundation is being set up as a separate Business Unit on the campus PeopleSoft platform.
Since many of the policies and procedures will have to be changed as we undergo the conversion, we see this as a window of opportunity to change past practices to streamline processes and increase efficiency to provide improved and expedited services to our clients. The Research Foundation and the Office of Research and Sponsored Programs are working collaboratively to facilitate this transition which will take place in a coordinated fashion over the next three months. We apologize for the inconvenience that this conversion will cause during the transitional period but we believe that in the long run the services provided to our clients by our respective units will be improved as a result of the implementation. Read the entire message.
