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Finance Data Warehouse: Sponsored Programs Dashboard

Finance Data Warehouse: Sponsored Programs Dashboard. March 12, 2014 – FOA/PSSOA Conference. What we will cover. SP Dashboard Tabs Review of the reports available in the SP Dashboard Identify reports that depend on following certain business rules in CFS and the SP mod. SP Dashboard Tabs.

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Finance Data Warehouse: Sponsored Programs Dashboard

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  1. Finance Data Warehouse: Sponsored Programs Dashboard March 12, 2014 – FOA/PSSOA Conference

  2. What we will cover • SP Dashboard Tabs • Review of the reports available in the SP Dashboard • Identify reports that depend on following certain business rules in CFS and the SP mod

  3. SP Dashboard Tabs SP Dashboard tabs were designed with the end user in mind • Admin: designed for grant administrators or accountants who are familiar with the SP mod attributes and finance information in the DW • Management: designed for staff in the dean/provost’s office to provide higher level view of grant/contract expenditures • PI: designed for the Principal Investigator with limited filters with goal of simplifying the process of running reports to manage their grants

  4. SP Dashboard Tabs (cont.) Reports in the following tabs are generally designed to be downloaded to Excel for further manipulation • Billing: provides data to facilitate the billing process (by fund and by project) • Awards Report: reports awards from the SP mod – may be run by FY or award status • Attribute Reports: includes several reports on SP attributes, including award/project attributes, compliance, cost share, reporting attributes, and subrecipient report

  5. Admin Tab • 2 Column Report – example of a high level summary of grant fund (all funds in the CSU fund for grants & contracts: Filters...

  6. Admin Tab • 2 Column Report – high level summary by PI/Fund: Report…

  7. Admin Tab • 2 Column Report – high level summary by Fund: Report…

  8. Admin Tab • A-133 Report – and – A133 TM1 Data (2 reports!) • Run the report for only Federally funded awards; or for ALL awards • The A-133 Report is the only report in the SP Dashboard that retrieves ONLY current FY expenditures • Subrecipient expenditures rely upon use of account category 620 • The report relies upon entering data about sponsor and prime sponsor very accurately in in the SP Mod, Award Entry– General 1 and General 2 screens • “Download Data” will provide additional information that may not be readily in the web or Download to Excel formats

  9. Admin Tab • A-133 Reports – Data Entry – General 1

  10. Admin Tab Note: If you are the prime awardee, the “Prime Awardee?” must be checked. If you are NOT the prime awardee, then do NOT check the box, and DO fill in the Prime Sponsor information! • A-133 Reports – Data Entry – General 2

  11. Admin Tab • A-133 Report – and – A133 TM1 Data (2 reports) Filters...

  12. Admin Tab • A-133 Report…

  13. Admin Tab • Drill down on CFDA #47.050, Fund 10109 • Total Expense: $89,141.57 • Drill down on Subrecipient Amount: $52,298.84

  14. Admin Tab • A-133 TM1 Download… Download to Excel

  15. Admin Tab • A-133 TM1 Download – Download Data… • Downloads all data, including sponsor name

  16. Management Tab • SP Available Balance – shows BBA at the Direct and F&A/IDC cost levels; also shows Effective F&A/IDC rate (F&A divided by Direct costs) – relies upon use of Firms Object Code 662001 (Acct Cat=662) for F&A/IDC Expense Filters... Column Selectors…

  17. Management Tab • SP Available Balance – export to Excel Report…

  18. PI Tab • 5 Column Report – Manage Grant Expenditures Filters... Column Selectors…

  19. PI Tab • 5 Column Report – Manage Grant Expenditures Report…

  20. Awards Report • Designed to provide award information by fiscal year for reporting to Academic Affairs and beyond • Reports only data from the SP Mod (no finance data from the GL) Filters…

  21. Awards Report For awards with multiple projects (possibly for multi-year awards or awards with multi PIs), values from the award screen (General 1 tab) will be duplicated for each associated project. To modify report, Download Data to Excel and do pivot table with “Average” rather than sum on the amounts. Effective Date (Award Effective Date entered at setup on General 1 tab) is used to determine which fiscal year the award will fall under.

  22. Attribute Reports

  23. Attribute ReportsAward-Project Attributes • Intended to be a data dump of all of the attributes entered in the SP Mod, Award Entry • Contains no financial (GL) data • Often used to merge attributes with other reports downloaded to Excel • Runs two reports – the 2nd report (scroll down, keep scrolling) is a Project close-out report

  24. Attribute ReportsAward-Project Attributes Filters…

  25. Attribute ReportsAward-Project Attributes Report… …

  26. Attribute ReportsAward-Project Attributes Close-out Report…

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