Transition Workshop Dates

Workshop Topic

Workshop Description

Dates, Times, Locations

Chart of Accounts (COA)

Materials

Provides an overview of the new chart of accounts. Learn how to go from CUFS account numbers to PeopleSoft chart strings. We will provide examples.

1/16/07:
1-2:30pm – LRTL Meeting

1/22/08:
9-10:30am – Baldwin Auditorium, Lurie, CH

2/4/08:
9-10:30am – Hardin Hall, Crown, EV

2/6/08:
9-10:30am – Hardin Hall, Crown, EV

2/12/08:
9-10:30am – Baldwin Auditorium, Lurie, CH

2/18/08
9-10:30am – Hardin Hall, Crown, EV

Larger units and schools will have their own COA sessions so that customized examples can be used.

Each group’s LRTLs will disseminate specific location information.

OSR/ASRSP/Research:
1/16/08 – 10:30-Noon (Evanston)
1/18/08 – 9-10:45 (Chicago)

UNIVERSITY SERVICES:
1/17/08 – 1-2pm

FACILITIES MANAGEMENT:
1/23/08 – 9-11am

WCAS:
1/29/08 – 9:30-11am

SCHOOL OF COMMUNICATION:
1/31/08 – 2-4pm

MCCORMICK:
2/1/08 – 2:30-5pm

CONTROLLER’S OFFICE:
2/8/08 – 9-10:30am

KELLOGG:
2/20/08 – 10-Noon

FEINBERG:
At the Feinberg Retreat

Procurement

Materials

Provides an overview of new purchasing policies, practices, systems and organizational changes.

2/21/08: 
1-2:30pm – LRTL Meeting

2/22/08: 
10-11:30am – McCormick Auditorium, Norris, EV

2/22/08: 
1-2:30pm – McCormick Auditorium, Norris, EV
 
2/25/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

2/27/08: 
9:30-11am – McCormick Auditorium, Norris, EV

2/27/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

Budget and Spending Mechanics

Materials

Learn the type of spending and budget controls that are associated with chart strings.

3/4/08:
1-2:30pm – LRTL Meeting

3/5/08: 
10-11:30am – McCormick Auditorium, Norris, EV

3/5/08: 
1-2:30pm – McCormick Auditorium, Norris, EV

3/6/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

3/11/08: 
10-11:30am – 205 Louis South, Norris, EV

3/12/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

What’s New with General Ledger?

Materials

Explains which processes are changing and/or staying the same for General Ledger. We will discuss security, workflow, data access, journal spreadsheets, and journal entry.

3/18/08:
1-2:30pm – LRTL Meeting

3/19/08: 
10-11:30am – 205 Louis South, Norris, EV

3/19/08: 
1-2:30pm – 205 Louis South, Norris, EV

3/20/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

3/25/08: 
10-11:30am – McCormick Auditorium, Norris, EV

3/26/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

Using the Chart of Accounts Crosswalk

Materials

Demonstrates how to use the new COA crosswalk to look up CUFS accounts and codes and obtain their new PeopleSoft chart string and account equivalents.

4/1/08:
1-2:30pm – LRTL Meeting

4/2/08: 
9:30-11 – 205 Louis South, Norris, EV

4/2/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

4/8/08: 
10-11:30am – McCormick Auditorium, Norris, EV

4/8/08: 
1-2:30pm – McCormick Auditorium, Norris, EV

4/9/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

Chart of Accounts Crosswalk Drop-In

Provides hands-on experience and a review of the new Chart of Accounts crosswalk and Chartfield request form. Come with questions or to practice using the crosswalk.

Please attend the Crosswalk & Chartfield Request Workshop prior to attending a drop-in lab.

4/9/08:  
9-12 – Evanston Training Room, University Library

4/10/08: 
9-12 – Chicago Training Room, Tarry Building

4/15/08: 
9-12 – Evanston Training Room, University Library

4/16/08: 
9-12 – Evanston Training Room, University Library

4/17/08: 
9-12 – Chicago Training Room, Tarry Building

Receiving and Handling Cash and Making Deposits

You will no longer need to wait in line at the Bursar’s Office to make your department’s deposit.  In this session you will learn about major changes that will simplify your life:

• How you will use the new Online Cash Receipt Ticket instead of an NUR

• How you will prepare Department Deposits and Deposit Tickets

• How you will maintain cash handling controls  in your department

4/15/08:
1-2:30pm – LRTL Meeting

4/14/08: 
10-11:30am – McCormick Auditorium, Norris, EV

4/14/08: 
1-2:30pm – McCormick Auditorium, Norris, EV

4/17/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

4/23/08* 
RESCHEDULED: SEE BELOW

*4/24/08: 
1-2:30pm – Hardin Hall, EV

4/23/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

Security Access, Workflow, Conversion, Reporting and Portal

We’ll discuss security access to the new systems, the workflow (approvals) process, what data is being converted, how reporting on data maintained within the new systems will occur, and Café’s portal presence.

4/29/08:
9:30-11 – LRTL Meeting

4/29/08:
1-2:30pm – Hughes Auditorium, Lurie, CH

5/5/08: 
1-2:30pm – McCormick Auditorium, Norris, EV

5/7/08: 
10-11:30am – McCormick Auditorium, Norris, EV

5/7/08: 
1-2:30pm – McCormick Auditorium, Norris, EV

5/13/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

Accounts Payable Overview

Provides an overview of changes to come, including:

• New Accounts Payable policies and procedures for processing payments
• How to process staff reimbursements
• How to obtain advances using the new system.  

5/13/08:
1-2:30pm – LRTL Meeting

5/14/08:
10-11:30am – 205 Louis South, Norris, EV

5/14/08: 
1-2:30pm – 205 Louis South, Norris, EV

5/16/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

5/21/08: 
10-11:30am – McCormick Auditorium, Norris, EV

5/23/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

Grants Overview

This workshop will introduce users to PeopleSoft Grants Management, with special emphasis on changes to processes for Cost Sharing, F&A, Clinical Trials, Pre-Spending and Invoicing.

5/27/08:
1-2:30pm – LRTL Meeting

5/28/08:
10-11:30am – McCormick Auditorium, Norris, EV

5/28/08: 
1-2:30pm – McCormick Auditorium, Norris, EV

5/30/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH

6/3/08: 
10-11:30am – McCormick Auditorium, Norris, EV

6/4/08: 
1-2:30pm – Hughes Auditorium, Lurie, CH