PSLite [1]
We expect that PSLite will no longer work when CU moves to PeopleSoft 9.2 in November 2015. PSLite [3] has been a good system for CU, but it is not being maintained.
If you are relying on PSLite you should transition to CU Cognos m-Fin reports. This is the recommendation of the OUC [4], the Boulder Campus Controller's Office [5], the Denver | Anschutz Medical Campus Finance Office [6], and the UCCS Resource Management Division Accounting [7] office.
Identifying PSLite
Heard of PSLite but not really sure if it is something you use? All of its menus say "PSLite" in large letters in the upper left.
Transitioning to m-Fin
This summer and fall you'll still be able to run PSLite reports, so you can run reports from both systems and compare. Once the November PeopleSoft 9.2 (Elevate [8]) go-live date comes this no longer will be an option - the expectation is that PSLite will no longer work.
Here are some helpful tips for making the transition:
- PSLite -> m-Fin crosswalk and training
- m-Fin LAUNCH
- m-Fin documentation
- Tips and tricks blog category
PSLite -> m-Fin crosswalk and training
Know what PSLite report you would run and wondering what to pick in m-Fin? There is a crosswalk and also Boulder and Denver/Anschutz based training. This is training specifically for PSLite users:
- Boulder: click on the PSLite to m-Fin crosswalk tab at: http://www.colorado.edu/controller/calendar [9].
- Denver/Anschutz: contact ryan.yu@cudenver.edu [10].
- The crosswalk is available on the PSLite tab at: http://www.cu.edu/controller/reporting-system [11].
m-Fin LAUNCH
Unless you have changed the sort order, the first report listed in the CU Cognos Finance folder is m-Fin LAUNCH. m-Fin LAUNCH provides a menu for m-Fin reports. Like PSLite, you first enter a code such as a speedtype or an orgnode and then you can run reports for it. In Cognos parlance m-Fin LAUNCH presents what are called "drill links" to the other reports. m-Fin LAUNCH is not required - if you know what report you want to run it is ok to run it directly.
m-Fin documentation
The documentation for m-Fin reports includes quick reference guides and also "getting started" Cognos orientation guides. The quick reference guides are a page or so for each report providing some basic explanation of the report and an example output page.
The m-Fin documentation is available at: http://www.cu.edu/controller/cognos-reporting-system-training [12]. You will see that the page says it is training but since it is all on-line, as opposed to the instructor-led Boulder and Denver/Anschutz training above, I am calling it documentation here.
Tips and tricks blog category
The tips and tricks link provides a collection of posts that are meant to be helpful to new users. It is in the CATEGORIES section in the column on the right, here in the m-Fin blog.