Acct & Per, OLM Manual Feed

Standard Installation / Training Plan

Project Management
Accounting, Personnel, OLM - Manual Data Entry
Session	Topic(s)	Length	Description	Days After Prev Session	Original Outline	Current Outline	Scheduled Date & Time	Date Completed
PM1	PM100	60	Review Questionnaire, Project Management Meeting	0	1/1/2007	1/1/2007	1/16 at 2PM ET	1/1/2007
PM2	PM200	60	Create Timeline	2	1/3/2007	1/3/2007
PM3	PM300	60	Map to G/L, HR, other Institutional Systems	5	1/8/2007	1/8/2007
PM4	PM400	60	Map to G/L, HR, other Institutional Systems (Review)	5	1/13/2007	1/13/2007

Session	Topic(s)	Length	Description	Days after Prev Session	Original Outline	Current Outline
Pre-Load Accounting Data
PL1	PLA100	1wk	Receive Preliminary Transaction File(s)	7	1/20/2007	1/20/2007
PL2	PLA200	1day	Receive Final Transaction File(s)	1	1/21/2007	1/21/2007
PL3	PLA300	3days	Load Transaction Data (ITW Technical Staff)	3	1/24/2007	1/24/2007
PL4	PLA400	1day	Verify Pre-loaded Transaction Data	1	1/25/2007	1/25/2007

Session	Topic(s)	Length	Description	Days after Prev Session	Original Outline	Current Outline
Pre-Load Personnel Data
PL5	PLP100	1wk	Receive Preliminary Personnel File(s)	7	2/1/2007	2/1/2007
PL6	PLP200	1day	Receive Final Personnel/Salary File(s)	1	2/2/2007	2/2/2007
PL7	PLP300	3days	Load Personnel Data (ITW Technical Staff)	3	2/5/2007	2/5/2007
PL8	PLP400	1wk	Verify Pre-loaded Personnel Data	1	2/6/2007	2/6/2007

Session	Topic(s)	Length	Description	Days After Prev Session	Original Outline	Current Outline
Training
T1	A100, A110	60	Getting Started: Accounting Overview / Organization Codes	2	2/8/2007	2/8/2007
T2	A120	60	Transaction Level Codes & Their Attributes: Codes for Basic Accounting	5	2/13/2007	2/13/2007
T3	A600	30	Security System	2	2/15/2007	2/15/2007
T4	A200	60	Starting Up a Project / Account	5	2/20/2007	2/20/2007
T5	A210	30	Tracking Orders/Purchases - Day to Day Data Entry	10	3/2/2007	3/2/2007
T6	A300	60	Generating Accounting Reports I: Overview & Basics	10	3/12/2007	3/12/2007
T7	P100, P110	60	Getting Started: Personnel Overview / Organization Codes	5	3/17/2007	3/17/2007
T8	P200, P210	75	Personnel Data Entry - Overview & Total Salary & Salary Distribution	5	3/27/2007	3/27/2007
T9	P220 or P221	30	Fringe Benefit Codes	10	4/6/2007	4/6/2007
T10	P222 or P223	60	Fringe Benefit Rates	10	4/16/2007	4/16/2007
T11	P230	30	Appointment / Rank / Title Info	10	4/26/2007	4/26/2007
T12	P310, P320	60	Generating Accounting Reports II: Selection Criteria & Balance Views / Generating Accounting Reports III: Specialized Formats	5	5/1/2007	5/1/2007
T13	A220 or A520	30	Reconciliation / Electronic Import Procedures: Trouble Shooting	5	5/6/2007	5/6/2007
T14	P400	60	Projection System Overview	15	5/21/2007	5/21/2007
T15	P410	60	Projection System Loading Encumberances	5	5/26/2007	5/26/2007
T16	A310 [Level 1 Operational]	30	Generating Accounting Reports II: Selection Criteria & Balance Views	5	5/31/2007	5/31/2007
T17	A130	30	Coding Information for Management Reports: Codes that Group Codes	10	6/10/2007	6/10/2007
T18	P240	60	Data Entry - Non-Financial Tabs	5	6/15/2007	6/15/2007
T19	A700	60	Question & Answer	5	6/20/2007	6/20/2007
T20	OL100 [Level 2 Operational]	60	Turn on OnLine Management; Review Security, Web Rollups, Overview	2	6/22/2007	6/22/2007
T21	A140	60	Coding Information for Management Reports: Cost Accounting Code Setup	5	6/27/2007	6/27/2007
T22	P420	60	Projection System Advanced Reports (w/ Accounting)	10	7/7/2007	7/7/2007
T23	A330	60	Generating Accounting Reports IV: Management & Trend Analysis	10	7/17/2007	7/17/2007
T24	A700 [Level 3 Operational]	60	Question & Answer	5	7/22/2007	7/22/2007
T25	A500	60	Archiving Data, Year End Transfers		TBD
T26	Repeat 1/Other	60	To be Determined by User		TBD
T27	Repeat 2/Other	30	To be Determined by User		TBD
	Total