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.