Rollout Calendar

Click here to listen to a UMConnect recording detailing an overview of rollout activities.

Below are calendars showing some of the important dates to remember as we near go-live of the financial system. The activity cutoff dates shown are high-level, project-based cutoff dates. If you have been given a different date by your RRC or BPO for cutoff of a particular activity, you should follow that date. Please note that dates are subject to change, and refer to the Office of Budget and Finance and the Accounting Services Web sites for more detailed calendars regarding cutoff dates for specific activities.

SPA and SFR have established cutover dates for processing of various sponsored projects transactions prior to converting to EFS. A complete, downloadable copy of their master cutover calendar and additional detail about what information is needed in order to process each type of transaction is available on the EFS-SP Web site at: http://www.ospa.umn.edu/temp_efs/documents/EFS-SPCutover.doc.

A few things to keep in mind:

• PeopleSoft Financials is live for end-user transaction entry on July 1, 2008.
• All activity affecting fiscal year 2009 must be recorded in PeopleSoft Financials.
• All activity affecting fiscal year 2008 must be recorded in CUFS.
• Fiscal year 2008 financial reporting will be done from CUFS and other legacy systems.

Some timeframes for project activities:

• March to May – Production EFS systems built.
• January to June – Manual conversion of vendors.
• June 2 to August 16 – Automated and manual EFS conversion activities take place.

Go to:

• March 2008
• April 2008
• May 2008
• June 2008
• July 2008
  
  

MARCH 2008

APRIL 2008

MAY 2008

Sunday	Monday	Tuesday	Wednesday	Thursday	Friday	Saturday
				1 Twelve online classes launch (see class launch page for details).	2	3
4	5 Accounting Services FY08 year-end procedures workshop.	6 Accounting Services FY08 year-end procedures workshop.	7 Procurement Specialist instructor-led class launches.	8	9	10
11	12	13	14 Create Bills instructor-led class launches.	15	16	17
18	19	20	21	22	23	24
25	26	27	28	29 CUFS nonsponsored budgets locked for RRC managers.	30	31

JUNE 2008

Sunday	Monday	Tuesday	Wednesday	Thursday	Friday	Saturday
1	2	3	4	5	6	7
8	9	10	11 CUFS nonsponsored budgets locked (locked May 29 for RRC managers).	12 Conversion of nonsponsored budgets.	13 Budget Journals instructor-led class launches.	14 Human resources and students systems (HCM/CS) updated to accommodate first FY09 payroll.
15	16 First day HCM/CS can accommodate FY09 payroll.	17	18	19	20 Last day to enter legacy vendor changes, customer changes, sponsored bills, and new or modified awards and proposals.	21 Conversion of sponsored grants and proposals today through June 30. Last day to enter FFN/CUFS POs.
22	23	24	25 Last day to enter FFN/CUFS travel authorizations.	26 Last day for FFN/CUFS PVs and TPs voucher entry (must be approved by end of day), customer check and electronic payment application (CUFS CRs with open AR items only). Final CUFS check run for payment vouchers, travel payments, and expenses. Last day for HSAs in FY08.	27 Conversion of sponsored customer and open AR items and POs.	28 HCM/CS updated to accommodate first FY09 historical salary adjustments (HSAs).
29	30

JULY 2008

Sunday	Monday	Tuesday	Wednesday	Thursday	Friday	Saturday
	Any FY08 activity that takes place after July 1 must be captured in CUFS and other legacy systems. Last day for CUFS Period 12 FY08 activity (IXs, IVs, and JVs).	1 Go-live for new financial system! All FY09 transactions entered in PeopleSoft from now on.	2 First day HCM/CS can accommodate FY09 HSAs. CUFS open for Period 13 FY08 activity (no ISO activity or HSA transactions allowed).	3	4 Conversion of Period 12 General Ledger and carryforward balances.	5 Conversion of sponsored project transaction detail.
6	7 Carryforward and sponsored project detail available in PeopleSoft.	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26 CUFS Period 13 FY08 closes.
27	28	29	30	31		August 11 Conversion of assets.