1. S UPPORTING PI’ S WITH P EOPLE S OFT D ATA 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. O PEN D ISCUSSION

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

5. R EPORTS

6. Sponsored Awards Repository Queries

7. Sponsored Accounting Bursted Reports Current Report Name Location Sponsored Projects SummaryPersonal Folder  Userid Subfolder Sponsored Projects Summary by Account Personal Folder  Userid Subfolder Sponsored Projects – Detail Activity by Department, Project, Activity Personal Folder  Userid Subfolder Sponsored Labor DistributionPersonal Folder  Userid Subfolder Cost Share Labor DistributionPersonal Folder  Userid Subfolder

8. FAB Reports – Sponsored Repository Reports FAB ReportsUseLocation 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 1 st section of the query provides summary and detail information for budget, expenditures, and commitments at the project level. The 2 nd 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

9. FAB Reports – Sponsored Repository Reports FAB ReportsUseLocation 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 RateProvides 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

10. REFERENCE DOCUMENT

11. 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

12. S.P.E.R.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, 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

16. Current Authorization Process

17. 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. A SSISTANCE

20. Need Assistance?

21. 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 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.educontacct@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. Need Assistance? For General Ledger Related Assistance contact General Accounting:  E-mail us at genacctg@syr.edugenacctg@syr.edu  Phone us at 443-2522 For Budget Related Assistance contact The Office of Budget and Planning:  E-mail us at BPlan@syr.eduBPlan@syr.edu  Phone us at 443-4214 For additional remitted tuition related assistance contact the Graduate Award Office:  gradawd@syr.edu gradawd@syr.edu  Phone us at 443-2298

24. Some Other Web Site Links http://comptroller.syr.edu/comptroller/display.cfm?content_ID=%23%28%28%29%2B %0A http://comptroller.syr.edu/comptroller/display.cfm?content_ID=%23%28%28%29%2B %0A http://bfas.syr.edu/bfas/display.cfm?content_ID=%23%288%3D%2A%0A http://osp.syr.edu/ http://supolicies.syr.edu/emp_ben/tuition_remitted.htm http://humanresources.syr.edu/benefits/RemTuitionBenefit.html http://comptroller.syr.edu/display.cfm?content_ID=%23%2BX%21%2E%0A http://syr.edu/gradschool/ http://purchasing.syr.edu/

25. O N THE H ORIZON

26. FAB Reports Updates Grants Portal

27. Questions? Comments? Suggestions? Opinions?