Supporting PI’s with PeopleSoft Data
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SUPPORTING PI’S WITH PEOPLESOFT DATA Sponsored Awards Financial Monitoring August 8, 2013
description
Supporting PI’s with PeopleSoft Data. Sponsored Awards Financial Monitoring August 8, 2013. Agenda. Open Discussion – Who, What, Where, When, How, & Why? What reports are available? What is S.P.E.R.? Who are the reports available to and how is access obtained? Need Assistance? - PowerPoint PPT Presentation
Transcript of Supporting PI’s with PeopleSoft Data
SUPPORTING PI’S WITH PEOPLESOFT DATA
Sponsored Awards Financial MonitoringAugust 8, 2013
Agenda
• Open Discussion – Who, What, Where, When, How, & Why?
• What reports are available?
• What is S.P.E.R.?
• Who are the reports available to and how is access obtained?
• Need Assistance?
• Questions, Comments, Suggestions, Opinions?
OPEN DISCUSSION
Open Discussion
• Who, What, Where, When, How, & Why?
• Questions, Comments, Suggestions, Opinions?
REPORTS
Sponsored Awards Repository Queries
Sponsored Accounting Bursted Reports
Current Report Name LocationSponsored Projects Summary Personal Folder Userid Subfolder
Sponsored Projects Summary by Account
Personal Folder Userid Subfolder
Sponsored Projects – DetailActivity by Department, Project,
Activity
Personal Folder Userid Subfolder
Sponsored Labor Distribution Personal Folder Userid Subfolder
Cost Share Labor Distribution Personal Folder Userid Subfolder
FAB Reports – Sponsored Repository ReportsFAB Reports Use Location
Sponsored Project Chartstring Listing
This query provides listings of project chartstring with the Budget Reference start and end dates for each project combination
FAB Folder Grants Subfolder
Sponsored Award Financial Report Due
List of Sponsored awards that currently have a financial report due date assigned.
FAB Folder Grants Subfolder
Grants Inquiry This 1st section of the query provides summary and detail information for budget, expenditures, and commitments at the project level. The 2nd section of the query provides expenditures summarized at the account level for a contract.
FAB Folder Grants Subfolder
Sponsored Contracts and Projects Summary
Summary of the budget, expenditures, commitments and available budget balance for Sponsored Contracts and Projects.
FAB Folder Grants Subfolder
Sponsored Project Expenditures by Fiscal Year
Summary and detail information of Sponsored project to date expenditures by fiscal year.
FAB Folder Grants Subfolder
FAB Reports – Sponsored Repository ReportsFAB Reports Use Location
Sponsored Project Payroll Activity Detail Report
List of Sponsored Project Payroll transactions for employees.
FAB Folder Grants Subfolder
Sponsored Projects Payroll Activity FYTD Summary
List of total labor charges and open commitments for each employee for the current fiscal year to date.
FAB Folder Grants Subfolder
Sponsored Payroll Fringe Report
Provides sponsored project information for payroll activity and related fringe and facilities and admin (F&A) costs from July 1, 2005 through the current date.
FAB Folder Grants Subfolder
Project Run Rate Provides information on financial performance of sponsored projects, as well as, six and twelve month average spending by project.
FAB Folder Grants Subfolder
Grants Available Budget Balance Enhanced
This Query provides Net Budget, Activity Fiscal YTD, Open Commitments, and the Available Budget Balance, by GL account or Budget Account with in an Area, Department or Project based on parameters selected by the end user.
FAB Folder Grants Subfolder
REFERENCE DOCUMENT
Navigation• Log on to myslice.syr.edu with your SU NetId and password
• Under Administrative applications box, locate the SU Reports section and click on the My Reports link
• Locate FAB folder located in the Report Repository folder– Click on the FAB folder
• You will see at least one folder in the FAB folder including Grants, which is where the Sponsored Repository Reports are located
• Locate Personal folder located in the Report Repository folder– Click on the Personal folder
• You will see a folder with your SU NetID, which is where the Sponsored Bursted Reports are located
S.P.E.R.
S.P.E.R.Sponsored Project Expenditure Report
Overview• Designed to facilitate the Principal Investigator’s (PI) or
designee in the financial oversight and efficient management of sponsored awards.
• Presents financial data at three levels:– Summary– Mid-level– Chart string detail
• Has drill down capabilities
• All data can be exported to excel spread sheets
Navigation
• Log on to myslice.syr.edu with your SU NetId and password
• Under Administrative applications box, locate the People Soft section and click on the PeopleSoft Financials/Supply Chain link.
• Click on Syracuse Applications link– You will see at least one folder in Syracuse Applications including
Grants, which is where the Sponsored Projects Expenditure Report is located
Current Authorization Process
Current Authorization Process
• Access is given via the FAST access requests processed through the FAST system
• The Department Information Coordinator (IC) submits the access request in the FAST system
• Upon the appropriate approvals access is granted
Items for consideration
• Access:• Determination of levels of access for users• Award vs. Project level access• Current School/College security structure• Department level access• Inter Disciplinarian Awards access
ASSISTANCE
Need Assistance?
Need Assistance?
Visit the BFAS Training Web site at
http://fab.syr.edu/
Schedule One on One Training with the Report Experts
http://fab.syr.edu/Fab/display.cfm?content_ID=%23%28%28%29%2A%0A
Need Assistance?
For Specific Financial Award Related Assistance contact the Office of Sponsored Accounting:
E-mail us at [email protected] Phone us at 443-2059 Contact the OSA Senior Accountant assigned to your department
For Additional Sponsored Award related assistance, contact the Office of Sponsored Programs
E-mail: [email protected] Phone: 443-2807 Contact the OSP Research Administrator assigned to your department
ON THE HORIZON
FAB Reports Updates
Grants Portal
Questions?
Comments?
Suggestions?
Opinions?
