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?

• 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 contacct@syr.edu 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: ospoff@syr.edu Phone: 443-2807 Contact the OSP Research Administrator assigned to your department

ON THE HORIZON

FAB Reports Updates

Grants Portal

Questions?

Comments?

Suggestions?

Opinions?