Mission &Scope

Brandeis PEAK Project
Mission & Scope

Mission

Scope

	Financials Scope
	HR/Payroll Scope
	Out of Scope

Mission

The mission of the PeopleSoft project is to implement a flexible and integrated management information system that provides access to accurate, timely, and relevant data in support of the mission of Brandeis University.

Scope

Financials Scope

Financials Scope - Part I (to be completed by October 2001)

G/L (General Ledger)
	Allocations for existing prorate Chart of Accounts Standard Reporting Budget Management in G/L Project year-to-date Fiscal year-to-date Balance forward for grants & restricted accounts Grant accountancy Labor Distribution System interface or replacement Cash Balancing by Fund* Security to row level* This item may result in a system customization* and must be evaluated by the steering committee and approved by the EVP/COO before implementation.
AP (Accounts Payable)
	Budget checking Payment of non-salaried disbursements
PO (Purchasing)
	Budget checking Online requisition

Financials Scope - Part II (to be completed by July 2002)

Grants
	Pre- and post-award administration Other functionality items to be determined Spring 200

Financials Scope - Part III (to be completed by October 2002)

Budgets
	Position management Other functionality items to be determined Spring 2001

HR/Payroll Scope - Phase I
	Functionality Essential for Producing Paychecks and Funding Distributions
		Continuation of HRizon HR/Payroll System Functionality (same as today)
			HR (Personnel administration and reporting)
			Base Benefits management and reporting
			Payroll processing
		New Functionality
			Position management
			Web-based time entry
			In-house payroll check production and distribution
			Labor distribution/redistribution within the HR system
			Automated leave accrual
			Additional report creation and distribution abilities
			All EEO data will be stored in PeopleSoft
			1042 Non-resident Alien taxing and reporting
			Ability to handle work-study functionality

	Functionality NOT Essential for Producing Paychecks and Funding Distributions
			Benefits Billing (for affiliates)
			Faculty/Tenure tracking
			COBRA

	Assumptions Regarding Scope
		Non-essential Phase I items may be postponed beyond go-live if they are determined to be undeliverable within the Phase 1 timeline.

Out of Scope

(Amended, Version 2, October 2001)

The following items are outside the scope of the Financials/HR project.

Function

Rationale

Financial functions

Endowment management

PeopleSoft does not provide that function

Inventory

Delayed until higher priority modules completed

Treasury

PeopleSoft does not provide that function for education and government clients

Asset Management

Delayed until higher priority modules completed

Purchasing functions

EDI

Delayed until higher priority modules completed

Procurement cards

Delayed until higher priority modules completed

HR/Payroll functions

Automated Applicant Tracking

Delayed until higher priority modules completed

Benefits Administration Module

Delayed until higher priority modules completed

Time and Labor Module

Delayed until higher priority modules completed

Automated Work Flow

Delayed until higher priority modules completed

Employee Self Service

Delayed until higher priority modules completed

Business processes or functional changes

External third-party time card capture systems

Delayed until higher priority modules completed

Scheduling/Space management

PeopleSoft does not provide that function

Travel administration

PeopleSoft does not provide that function

Workflow

Delayed until higher priority modules completed

Student Administration Modules (to be reevaluated in future)

Admissions

Installed system meets current needs

AR Invoicing

To be evaluated in future

Financial Aid

Installed system meets current needs

Alumni/Development (to be reevaluated in future)

Alumni Relations

Installed system meets current needs

Development

Installed system meets current needs


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