Acct Only Manual DE

Standard Installation / Training Plan

Accounting Module (only) - Manual Data Entry

Project Management

SessionTopic(s)LengthDescriptionDays After Prev SessionOriginal OutlineCurrent OutlineScheduled Date & TimeDate Completed
PM1PM10060Review Questionnaire, Project Management Meeting01/1/20071/1/20071/1 at 9:00AM ET1/17/2007
PM2PM20060Create Timeline21/19/20061/19/2007  
PM3PM30060Map to G/L, HR, other Institutional Systems51/24/20061/24/2007  

Pre-Load

SessionTopic(s)LengthDescriptionDays after Prev SessionOriginal OutlineCurrent OutlineScheduled Date & TimeDate Completed
PL1PLP100N/AReceive Preliminary Personnel Files(s)71/15/20071/15/2007  
PL2PLP200N/AReceive Final Personnel/Salary File(s)11/16/20071/16/2007  
PL3PLP300N/ALoad Personnel Data (ITW Technical Staff)31/19/20071/19/2007  
PL4PLP400N/AVerify Pre-loaded Personnel Data11/20/20071/20/2007  

Training

SessionTopic(s)LengthDescriptionDays After Prev SessionOriginal OutlineCurrent OutlineScheduled Date & TimeDate Completed
T1A100, A11060Getting Started: Accounting Overview / Organization Codes51/25/20071/25/2007  
T2A12060Transaction Level Codes & Their Attributes: Codes for Basic Accounting51/30/20071/30/2007  
T3A60030Security System22/1/20072/1/2007  
T4A20060Starting Up a Project / Account102/11/20072/11/2007  
T5A210 or A51030Tracking Orders/Purchases - Day to Day Data Entry / Electronic Import Procedures: Basic Operation102/21/20072/21/2007  
T6A30060Generating Accounting Reports I: Overview & Basics52/26/20072/26/2007  
T7A220 or A52030Reconciliation / Electronic Import Procedures: Trouble Shooting153/13/20073/13/2007  
T8A310 [Level 1 Operational]30Generating Accounting Reports II: Selection Criteria & Balance Views53/18/20073/18/2007  
T9A13030Coding Information for Management Reports: Codes that Group Codes103/28/20073/28/2007  
T10A70060Question & Answer54/2/20074/2/2007  
T11A14060Coding Information for Management Reports: Cost Accounting Code Setup104/12/20074/12/2007  
T12A33060Generating Accounting Reports IV: Management & Trend Analysis154/27/20074/27/2007  
T13A70060Question & Answer55/2/20075/2/2007  
T14A50060Archiving Data, Year End Transfers TBD   
T15Repeat 1/Other/Elective60To be Determined by User TBD   
T16Repeat 2/Other/Elective30To be Determined by User TBD   
 Total