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Keeping Facilities & Administration (F&A) In Sync with their Related Expenses

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Session Number: 27567
Track: Grants, Contracts and Billing
Sub-Categorization: Billing
Session Type: Tips and Tricks
Presenter: Juan Covas (Florida International University)
Co-presenter: Joseph Purri (Huron Consulting Group)

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Target Audience: All
Audience Level: Intermediate
Level of Customization: None or N/A
Project Phase: Production
Project Go Live: Q3 2009
Version Presenting: PS 9.0
Product: PeopleSoft
CPE Eligible: No

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Florida International University has just upgraded our existing Financials modules from v. 8.4 to v. 9.0 and implemented the Grants suite. The University had historically used a series of shadow systems and the General Ledger to manage our sponsored research activity. The implementation of the Grants suite has provided the University with a more robust tool for managing our current and future activity which is expected to increase significantly due to the addition of a new medical school.

Florida International University intends to share our experiences and lessons learned using the delivered exception accounting date override functionality to process F&A. The presentation will cover setting up run the facilities and administration run controls at month end, issues related to budget exceptions and commitment control configuration changes made to eliminate and reduce these exceptions. We will also cover the business process developed for making F&A adjustments and the reporting implications of making those adjustments.