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ways to use EFS

ways to use EFS. Sue Paulson 02.17.2009. Top 10 “Cool” Ways to Use EFS. Run your sponsored reports in the Reporting Instance and not in Production Can have both instances open at the same time EFS Financial Reporting link on finsys.umn.edu

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ways to use EFS

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  1. ways to use EFS Sue Paulson 02.17.2009

  2. Top 10 “Cool” Ways to Use EFS • Run your sponsored reports in the Reporting Instance and not in Production • Can have both instances open at the same time • EFS Financial Reporting link on finsys.umn.edu • Production (FSUMPRD) is tuned for processing transactions not running reports • The Reporting Instance (FSUMRPT) is tuned for generating reports and reports do run faster • 13 seconds in RPT vs. 57 seconds in PRD

  3. Number 9 • Use Query Viewer • Everyone with Production access has Query Viewer access in the reporting instance • Query Catalog http://www1.umn.edu/ohr/prod/groups/ohr/@pub/@ohr/@trainingservices/documents/asset/ohr_asset_062828.pdf • Other public query not listed in the catalog - call or email the HelpLine @ 4-1617 or finsys.umn.edu

  4. Number 8 • Use the award profile page, (grants awards award profile) it has or links to many of the most important award data elements • Proposal # = Award # = Contract # • For continuations, new proposal number but keep the existing award and contract number • Header section of the NOGA gives the path where to find the exact information in EFS • Don’t have to run a report for everything

  5. Number 7 • Know your dates, dates, dates! There are seven places where dates are stored, two impact departmental processing • Grants > Awards > Award Profile, click on Award Modifications • Grants > Awards > Award Profile – Award Tab • Grants > Awards > Award Profile – Funding Tab • Grants > Awards > Project, General Information page • Grants > Awards > Project, Project Activities hyperlink • Customer Contracts > Create and Amend > General Information, lines tab • Commitment Control

  6. Number 6 • Understand how transactions from feeder modules post to Projects • Transactions need to post in the feeder module only in order for projects to cost collect • Projects cost collects AP transactions from AP, Employee Expense transactions from EE and Journal Entries from GL. We don’t cost collect the feeder modules transactions from GL • Remember queries/reports that pull data from the GL will only show the current fiscal year transactions, for inception to date use the theProj_Resource table or the sponsored reports reports

  7. Number 5 • View award & modification documents online in PS • Customer Contracts  Create & Amend  General Information  Attachments (dropdown)  click on the view icon • Naming convention • Contract number, new/modification/date

  8. Number 4 • Track your proposal • Grants  Proposal  Maintain Proposal

  9. Number 3 • Customize screens • Any where you see a grid – Customize link • For viewing purposes • Don’t have to navigate to the right, can have the most important details to the left • For entry purposes • Don’t have to tab or navigate past the fields you don’t normally enter a value

  10. Number 2 • Add frequently used inquiries/reports/screens to Favorites • Bypass the navigation steps • To save a screen to favorites, click the “Add to Favorites” link in the upper right. • Favorites is the very top menu item

  11. Number 1 • Remember, we are all in this together • Ask questions • Share answers • Help eachother • Call helpline • Use tools on websites • http://www.finsys.umn.edu/index.html • http://www.ospa.umn.edu/efs_sp/index.htm

  12. Contact Information • Sue Paulson • spaul@umn.edu • 612-624-5007

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