»PeopleSoft Enterprise Resource Planning

In 2011, Chapman University started a project to implement a new Enterprise Resource Planning (ERP) system.  In early 2012 the university selected PeopleSoft as our new ERP system and selected Io Consulting as our implementation partner.  From there, a 3-year implementation of PeopleSoft started.  Many administrators and staff, in addition to their regular roles, are very involved in designing and configuring the new system.

Project Status

Below are the latest project status posts. We will also be sending regular updates in the Thursday, Weekly Updates for Chapman University. Please check often for these updates and feel free to call IS&T if you have questions.

PeopleSoft Updates Week of September 8th, 2014
 

In addition to sessions for Purchase Requisitions, Travel and Expenses and Budget Reports, we have added a training session titled Purchasing – Receiving Invoices.  For more details, please refer to “PeopleSoft Training” content below. 

  

PeopleSoft Budgets Operating budgets for the year ending 5/31/2014 (PeopleSoft fiscal year 2013) have been loaded to PeopleSoft. 

 

New PeopleSoft Reports – We are pleased to announce two new reports are now available in PeopleSoft!

 

1)      Monthly Budget to Actuals by program – This report includes the monthly spread of budgets and actuals by account for the program selected.  Navigation: Chapman Customizations → Reports → Budget → Monthly Budget to Actuals  

 

2)      Monthly Budget to Actuals by department This report includes the monthly spread of budgets and actuals by account for the department selected.  For departments that have multiple programs, this report consolidates budgets and actuals, respectively, for the programs within and provides the department level figures.  Navigation: Chapman Customizations → Reports → Budget → Monthly Budget to Actuals  

 

PeopleSoft Training - In addition to sessions for Purchase Requisitions, Travel and Expenses and Budget Reports, we have added a session titled Purchasing – Receiving Invoices.  All sessions are posted on the PeopleSoft Training Scheduler.  To register use this linkPeopleSoft Training SchedulerTrainings are scheduled for the week of September 15th and 22nd.   Additional dates/times for September and the remaining Fall Term months will be posted every two weeks.  Classes are limited to 20 participants so act NOW and register for a session.   Purchase Requisition training is required for those planning to enter requisitions.  Budget Report training is most effective if you have access to budget data.  See the session descriptions for details or contact Kara Moore at kamoore@chapman.edu if you have questions.

 

Tip of the Week “Disabling Type Ahead” – This tip can come in handy if you need it.  Navigation: Main Menu → My Personalizations.  For complete detail and instruction, please visit PS Live! – Financials, under “Tip of the Week.

 

Please direct your PeopleSoft inquiries or comments to IS&T Service Desk (servicedesk@chapman.edu) or (714) 997- 6600.

 

 

 

 

Expires: 10/3/2014

Read More »
View all Posts »

  • Featured
  • News
  • Events
  • page loading
    TODAY TOMORROW

    »

    TODAY TOMORROW

    »

    TODAY TOMORROW

    »

    View all News »
  • page loading
    TODAY TOMORROW

    »

    TODAY TOMORROW

    »

    TODAY TOMORROW

    »

    View all Events »

Planned Go-Live Dates

  • Benefits/Open Enrollment: Nov 2013
  • HR and Payroll: January 2014
  • Finance: May/June 2014
  • Admission and Recruiting: Fall 2014
  • Financial Aid and Registration: Spring 2015

What is PeopleSoft?

Video by Panther Productions and Strategic Marketing for the PeopleSoft project