Per & Acct, OLM Manual DE

Standard Installation / Training Plan

Project Management
Personnel, Accounting, 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	1/17/2006	1/17/2006	1/17 at 11AM ET	1/17/2007
PM2	PM200	60	Create Timeline	2	1/19/2006	1/19/2007
PM3	PM300	60	Map to G/L, HR, other Institutional Systems	5	1/24/2006	1/24/2007
PM4	PM400	60	Map to G/L, HR, other Institutional Systems (Review)	5	1/29/2006	1/29/2007

Session	Topic(s)	Length	Description	Days after Prev Session	Original Outline	Current Outline
Pre-Load
PL1	PLP100	1wk	Receive Preliminary Personnel Files(s)	7	2/5/2006	2/5/2007
PL2	PLP200	1day	Receive Final Personnel/Salary File(s)	1	2/6/2006	2/6/2007
PL3	PLP300	3days	Load Personnel Data (ITW Technical Staff)	3	2/9/2006	2/9/2007
PL4	PLP400	1wk	Verify Pre-loaded Personnel Data	1	2/10/2006	2/10/2007

Session	Topic(s)	Length	Description	Days after Prev Session	Original Outline	Current Outline
Pre-Load
PL5	PLA100	1wk	Receive Preliminary Transaction File(s)	7	2/16/2006	2/16/2007
PL6	PLA200	1day	Receive Final Transaction File(s)	1	2/17/2006	2/17/2007
PL7	PLA300	3days	Load Transaction Data (ITW Technical Staff)	3	2/20/2006	2/20/2007
PL8	PLA400	1day	Verify Pre-loaded Transaction Data	1	2/21/2006	2/21/2007

Session	Topic(s)	Length	Description	Days After Prev Session	Original Outline	Current Outline
Training
T1	P100, P110	60	Getting Started: Personnel Overview / Organization Codes	2	2/23/2006	2/23/2007
T2	A120	60	Transaction Level Codes & Their Attributes: Codes for Basic Accounting	5	2/28/2006	2/28/2007
T3	P200, P210	60	Personnel Data Entry - Overview & Total Salary & Salary Distribution	10	3/10/2006	3/10/2007
T4	A600	30	Security System (setting up new users)	2	3/12/2006	3/12/2007
T5	P220 or P221	30	Fringe Benefit Codes	30	4/11/2006	4/11/2007
T6	P222 or P223	60	Fringe Benefit Rates	2	4/13/2006	4/13/2007
T7	P230	30	Appointment/Rank/Title Info	5	4/18/2006	4/18/2007
T8	P300, P320	60	Personnel Reports - Overview / Financial Reports	10	4/28/2006	4/28/2007
T9	P240, P310	60	Data Entry - Non-Financial Tabs	5	5/3/2006	5/3/2007
T10	A100, A110	60	Getting Started: Accounting Overview / Organization Codes	5	5/8/2006	5/8/2007
T11	A200	60	Starting a Project/Account (entering Budgets)	15	5/23/2006	5/23/2007
T12	A210	30	Tracking Orders/Purchases (day to day data entry)	10	6/2/2006	6/2/2007
T13	A300	60	Generating Accounting Reports I: Overview and Basics	2	6/4/2006	6/4/2007
T14	A220	30	Reconciliation	10	6/14/2006	6/14/2007
T15	A700	30	Question & Answer	2	6/16/2007	6/16/2007
T16	P400	60	Projection System Overview	10	6/26/2006	6/26/2007
T17	P410	60	Projection System Loading Encumberances	5	7/1/2006	7/1/2007
T18	A310 [Level 1 Operational]	30	Generating Accounting Reports II: Selection Criteria and Balance View	5	7/6/2006	7/6/2007
T19	A130	30	Coding Information for Management Reports: Codes the Group Codes	10	7/16/2006	7/16/2007
T20	A700	60	Question & Answer	2	7/18/2006	7/18/2007
T21	A700 [Level 2 Operational]	60	Turn on OnLine Management; Review Security, Web Rollups, Overview	2	7/20/2006	7/20/2007
T22	A140	60	Coding Information for Management Reports: Cost Accounting Code Setup	5	7/25/2006	7/25/2007
T23	P420	60	Projection System Advanced Reports	5	7/30/2006	7/30/2007
T24	A330 [Level 3 Operational]	60	Generating Accounting Reports IV: Management & Trend Analysis	5	8/4/2006	8/4/2007
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