Fiscal ManagementCAPPS Financials User Group Meeting Notes
Feb. 28, 2013
9 a.m. to 11 a.m.
Travis Building, Room 1-111
Agenda
- Open Meeting
- Action Items from Previous Meetings
- Approval of Meeting Minutes from 10/4/12
- Approval of Meeting Minutes from 1/31/13
- Update on CAPPS Financials Project Initiatives
- Closing Items
Participants
| First & Last Name | Role/Position | Attending? | |
|---|---|---|---|
| Alison Meier | alison.meier@cpa.texas.gov | CPA – Change Management & Communications | Yes |
| April Shapley | april.shapley@cpa.texas.gov | CPA – Governance Coordinator | Yes |
| Becca Murdock | rebecca.murdock@cpa.texas.gov | CPA – Financials Lead | Yes |
| Cecilie Engle | cecilie.engle@hhsc.state.tx.us | HHSC | Yes |
| Ginger Salone | ginger.salone@cpa.texas.gov | Xerox – Project Manager | Yes |
| Glynis Butruff | glynis.butruff@tdi.texas.gov | TDI | Yes |
| Joe Meyer | joe.meyer@tdi.texas.gov | TDI – Project Manager; FIN UG Voting Member | Yes |
| Kellie Turner | kellie.turner@txdot.gov | TxDOT – Project Manager; FIN UG Voting Member | Yes |
| Leonard Higgins | leonard.higgins@cpa.texas.gov | CPA – FIN UG Voting Member | Yes |
| Reggie Pegues | reginold.pegues@dir.texas.gov | DIR – Director of Accounting; FIN UG Voting Member | Yes |
| Stephanie Moll | stephanie.moll@cpa.texas.gov | CPA – CAPPS Contractor | Yes |
| Steve Schiurring | steve.schiurring@cpa.texas.gov | CPA – CAPPS Financials; FIN UG Voting Member | Yes |
Meeting Minutes
- Meeting Minutes Approval – Oct. 4, 2012
- DECISION: The minutes from the previous meeting held Oct. 4, 2012, are approved.
- Meeting Minutes Approval – Jan. 31, 2013
- DECISION: The minutes from the previous meeting held Jan. 31, 2013, are approved.
- Update on CAPPS Financials Project Initiatives
- SR 1243 - Alternative to ApDesigner Access for Query Support
- Status: in work
- Design has been approved by the CPA Information Security Office.
- Xerox anticipates three weeks of UAT will be needed so it is expected to go into production in approximately one month. A demo will be presented at the next UG meeting.
- SR 1485 – User Preferences: Copy/Import Auth Requesters and Buyers
- Status: completed and in production
- SR 1808 – Conversion of Crystal Reports
- Status: assigned
- This will not affect most of the users.
- SR 1813 – Redesign Financials Recon (HS Recycle/IN Browser)
- This will entail three major phases of development but we may not complete all three before the PeopleSoft 9.2 upgrade project starts in June.
- SR 1827 – Asset Management Capitalization Functionality
- Status: in work
- Data conversion has been completed.
- SR 1862 – Convert Core Req Workflow to Baseline
- Status: acceptance testing
- Xerox anticipates three more weeks of UAT.
- SR 1950 – Functionality for Copying All User Preferences
- Status: in work
- This will be an internal tool for setting up new users.
- SR 1243 - Alternative to ApDesigner Access for Query Support
- PeopleSoft 9.2 Upgrade Project
- Oracle on track for delivering the upgrade package by June 2013.
- Xerox anticipates that system testing will be completed by November 2013.
- Agencies will have December 2013 through mid-February 2014 to complete UAT.
- On track for February 2014 go live of PeopleSoft 9.2
- Next FIN User Group Meeting
- The next meeting is scheduled to occur on March 28, 2013.
- The agencies would like to review the Level 1 Contact List to make sure it is up to date.
- TDI Issue: Missing Tree
- TDI Issue: Missing Tree
- CPA and Xerox confirmed there had not been a refresh that occurred that the agencies were not aware of and stated they would research the issue and provide an update to TDI.
- Action Items
- Provide Level 1 Contact Lists to Xerox and the agencies (April)
- Make any necessary updates to the Level 1 Contact List (Agencies)
- Research the missing tree for TDI and provide update (Leo)