PeopleSoft Finance Upgrade Project

Published: February 27th, 2008

Category: Memos

Kyle Cavanaugh, Senior Vice President for Administration
Ed Poppell, Vice President for Business Affairs
Winfred M. Phillips, Vice President for Research

In July 2004, the university converted legacy financial and grants management systems to PeopleSoft along with new business intelligence capabilities, a new human resource system and the myUFL portal. We thank all staff and faculty for their effort in helping the university implement and adapt to the largest single change in UF administrative history. The ERP software now supports most UF business processes.

Periodic upgrade of the ERP system is required to stay current with modern technology, remain compliant with all regulations, and sustain support from our vendor. It is now time to upgrade the financial and business intelligence components of the ERP system.

The effort will be called the Finance Upgrade Project and will move us from the current 8.4 version to version 9.0 of PeopleSoft. Other components of the university ERP system will be upgraded in future years as part of a commitment to continuous improvement of our business processes and the systems supporting those processes.

Upgrading these systems is a large scale effort that will take months of planning and eighteen months of implementation. The project will begin now with pre-planning activities to conclude June 30, 2008. In July, the implementation work will begin with expected completion and launch of the new Finance and Business Intelligence systems in January 2010.

Dr. Mike Conlon, the PeopleSoft Implementation Officer, will coordinate the upgrade activities of campus, the core offices and Bridges. Work groups will be formed for Travel, Purchasing, Assets, Accounting and Grants.

We look forward to working with you all as we begin this important next chapter in the development of our ERP systems. For more information about the PeopleSoft Finance Upgrade Project, including details about the modules to be upgraded and the work groups that will be formed for pre-planning, see the project Web site at

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