Posts

Where do I stand with My Budget? Lessons from KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their budget reporting process. These improvements included the development and distribution of a weekly report for those responsible for the budget.

Utilizing Connected Query and BI Publisher, we have developed several reports to support budget users in managing their budgets. Many ad-hoc reports to manage the overall college budgets had already been developed for the business officers who use PeopleSoft on a regular basis. But what was really needed, was the ability to email reports to the non-PeopleSoft users who were in charge of the budgets. Read more

Homemade Budget Development: Creating a Customized Budget Module at KCTCS

I have been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their annual budget planning process. These improvements include the development of a custom budget module within PeopleSoft Financials. With the upgrade to PeopleSoft Financials 9.2 and PeopleTools 8.53, we continue to improve upon the budget planning process—now is in its 3rd year of being utilized by the colleges. Read more

Activity Guides: Steering You Down the Right Path for Grant Closeouts

So what’s an Activity Guide?

You are probably making a To-Do List leading up to the Alliance Conference. That’s similar to an Activity Guide except for it to become and Activity Guide, you would need to then copy your To-Do List, hand it out to everyone else who is coming to Alliance 2015, and have them adopt. All of a sudden, everyone coming to the conference would prepare for Alliance in exactly the same way that you do. No task would be forgotten…because I know your To-Do List is absolutely complete and thorough. That would be a wonderful world, right? Read more

Before, During, and After the Upgrade to PeopleSoft Financials 9.2: What We Learned at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on their PeopleSoft Financials upgrade from 9.1 to 9.2. This upgrade brought a great many new features which KCTCS wanted to take advantage of immediately.

With the upgrade to PeopleSoft Financials 9.2, KCTCS was able to eliminate several customizations and improve their efficiencies. Read more

Implementing GL Journal Workflow at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their journal entry process. These improvements include streamlining their entry process and reducing redundancy.

With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the entry of journals by utilizing several of the new delivered functionality. This included the new approval framework for workflow and the attachment feature for journals. Read more

Security Matters

While many aspects of PeopleSoft security have not really changed much since I was first introduced to the product as a university student worker, there have actually been a lot of changes over the past 19 years, especially with Campus Solutions. From my early days as a student worker as a developer for a University HRMS/Financials implementation, every job I had started as a technical developer position but ended up with either teaching security or doing security.

At the time I started, PeopleSoft security was a new and somewhat foreign concept to functional and technical alike. Instead of the legacy system where IT pretty much told the functional users what they could have access to, we started asking them what pages they needed access to in order to do their jobs. From that first enablement of the functional teams taking control (and therefore responsibility) of their staff’s access we have continued to engage the functional teams in the design and implementation of the system security. Read more