Chart of accounts “office hour” today 2 pm.

In the first part of the hour we’ll take a look at the crosswalk and discuss what it will and won’t do for you, then take a quick tour of the lookup reports that will be available in the new system.  Afterwards, there will be time for discussion and questions.

Join Zoom Meeting https://riceuniversity.zoom.us/j/95346614763?pwd=OElnRG5vSTFLQUVTNGJDRTVPbXV0UT09

Meeting ID: 953 4661 4763 Passcode: 368327

One tap mobile +13462487799,,95346614763# US (Houston)

The iO freeze dates list is here: Transaction Freeze Dates

Updates and reminders will be sent out by iO Change Management every Thursday at 3 p.m.  The information is also available at System Freeze Resources | ImagineOne | Rice University  Click on “Resources folder” for the link to Rice Box.

May 3, 11 am

Join Zoom Meeting https://riceuniversity.zoom.us/j/96516967860?pwd=KzFscEZERHJUMVBEcmFmOEsySkZvdz09

Meeting ID: 965 1696 7860

Passcode: 727490

Today I’ll be starting with a discussion of how the general ledger chart of accounts differs from the projects portfolio management (PPM) chart and how this affects data entry and reporting.

April 20 at 2 p.m. on iO program codes, which is a new field.  In some cases it replaces Banner suborgs, but there are exciting new applications.  We’ll cover program codes in the first part of the session, and take any iO questions I’m qualified to answer in the second part of the session.

Join Zoom Meeting https://riceuniversity.zoom.us/j/98028145050?pwd=OVJqQ3NlS2J3b2psenpSU0VrQ3dKQT09

Meeting ID: 980 2814 5050

Passcode: 606414

May 3, 11 am

Join Zoom Meeting https://riceuniversity.zoom.us/j/96516967860?pwd=KzFscEZERHJUMVBEcmFmOEsySkZvdz09

Meeting ID: 965 1696 7860

Passcode: 727490

May 20, 10 am

Join Zoom Meeting https://riceuniversity.zoom.us/j/94222513998?pwd=UXpCbWxHb2IyeTdLdllJZkNDN3dsQT09

Meeting ID: 942 2251 3998

Passcode: 221652

June 2, 2 pm

Join Zoom Meeting https://riceuniversity.zoom.us/j/95346614763?pwd=OElnRG5vSTFLQUVTNGJDRTVPbXV0UT09

Meeting ID: 953 4661 4763

Passcode: 368327

June 17, 9 am

Join Zoom Meeting https://riceuniversity.zoom.us/j/93613620531?pwd=OHVVODhBcDMvZ3RHMFRya1p0QTk4UT09

Meeting ID: 936 1362 0531

Passcode: 984022

The next chart of accounts “office hours” will be April 7 and April 20.

April 7 at 2 p.m. on the topic of account codes in the first part of the session, and take any iO questions I’m qualified to answer in the second part of the session.

Join Zoom Meeting https://riceuniversity.zoom.us/j/98753648502?pwd=VmlKbFlhSXdYQkwzbkw2a2doSEF4UT09

Meeting ID: 987 5364 8502

Passcode: 250748

April 20 at 2 p.m. on iO program codes, which is a new field.  In some cases it replaces Banner suborgs, but there are exciting new applications.  We’ll cover program codes in the first part of the session, and take any iO questions I’m qualified to answer in the second part of the session.

Join Zoom Meeting https://riceuniversity.zoom.us/j/98028145050?pwd=OVJqQ3NlS2J3b2psenpSU0VrQ3dKQT09

Meeting ID: 980 2814 5050

Passcode: 606414

We are in the process of converting data from Banner to iO in advance of our go live date.  As part of this effort we do not plan to establish new chart of accounts values between April 16 and July 1.  This includes, but is not limited to, designated funds, capital project funds, university research funds, org codes, and activity codes.  We will continue to establish new fund codes for new external revenue, such as sponsored research grants.

Banner funds with no balance or budget at June 30, 2021, will not be converted into iO.  Chart of accounts maintenance will resume in iO in July.

If you have questions or need additional information, please contact me at crystald@rice.edu.

We’re converting Banner values into iO Oracle values in preparation for go-live on July 1.  As part of that effort, there will be no new chart of accounts values created after March 31, with a few very limited exceptions.  (The very limited exceptions apply to new external funding, such as sponsored research grants and donor endowed fund agreements.)

If you anticipate the need for a new designated fund, new activity code, or other new Banner chart of accounts value, please contact me at crystald@rice.edu in March.

As part of the ImagineOne (iO) project, we’re offering Chart of Accounts office hours during the first and third week of the month.  Each hour will start with a short topic, approximately 10 minutes, and then offer time for questions and discussion of the new chart of accounts.

The times will rotate between MWF/TuTh and morning/afternoon, and sessions will be recorded.  Sessions will run from February through June.

Upcoming times and topics

• Location February 5          11 am

Discuss concept of operating location, how it differs from FE&P/fixed asset inventory location, display draft list of locations, discuss how this field can be used

Meeting ID 956 7132 6412 passcode 426039

• Hierarchy February 18       10 am

Discuss concept of hierarchy in Oracle chart, how it compares to and differs from Banner, display org hierarchy for a selected academic school or administrative unit, discuss how this will affect reorganization and reporting

Meeting ID 948 0639 6003 passcode 826232

• Activity Code March 3              2 pm

Discuss the concept of activity code, how it compare to and differs from Banner, display draft activity code list, discuss how this field can be used

Meeting ID 976 7535 9372 passcode 031925

• Classification Code March 18            9 am

Discuss the concept of classification code, how the classification is used in external and internal reporting, why it is important, the significant changes from Banner program to Oracle classification, how to choose a classification, display draft list of classifications

Meeting ID 920 2029 5311 passcode 583673

Future dates:

April 7, 2 pm

April 20, 2 pm

May 3, 11 am

May 20, 10 am

June 2, 2 pm

June 17, 9 am

Please send questions or suggested topics to Crystal Davis at crystald@rice.edu!