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Supporting PI’s with PeopleSoft Data

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?

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Supporting PI’s with PeopleSoft Data

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  1. Supporting PI’s with PeopleSoft Data Sponsored Awards Financial Monitoring August 8, 2013

  2. 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?

  3. Open Discussion

  4. Open Discussion • Who, What, Where, When, How, & Why? • Questions, Comments, Suggestions, Opinions?

  5. Reports

  6. Sponsored Awards Repository Queries

  7. Sponsored Accounting Bursted Reports

  8. FAB Reports – Sponsored Repository Reports

  9. FAB Reports – Sponsored Repository Reports

  10. REFERENCE DOCUMENT

  11. Navigation • Log on to myslice.syr.eduwith your SU NetId and password • Under Administrative applications box, locate the SU Reports section and clickon the My Reports link • Locate FAB folder located in the Report Repository folder • Click on theFAB 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 thePersonal folder • You will see a folder with your SU NetID,which is where the Sponsored Bursted Reports are located

  12. s.p.e.r.

  13. S.P.E.R. Sponsored Project Expenditure Report

  14. 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

  15. Navigation • Log on to myslice.syr.edu with your SU NetId and password • Under Administrative applications box, locatethe People Soft section and click on the PeopleSoft Financials/Supply Chainlink. • 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

  16. Current Authorization Process

  17. 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

  18. 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

  19. Assistance

  20. Need Assistance?

  21. 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

  22. 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

  23. On the Horizon

  24. FAB Reports Updates Grants Portal

  25. Questions?Comments?Suggestions?Opinions?

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