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Introduction to the Researcher Home Page

Introduction to the Researcher Home Page Martine Desrochers , Research Facilitator, Augustana , Campus Saint-Jean & Native Studies March 12, 2013 / 12:45 pm – 1:45 pm Library Classroom for Computer. Agenda. Introduction Accessing the Researcher Home Page (RHP)

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Introduction to the Researcher Home Page

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  1. Introduction to the Researcher Home Page Martine Desrochers, Research Facilitator, Augustana, Campus Saint-Jean & Native Studies March 12, 2013/ 12:45 pm – 1:45 pm Library Classroom for Computer

  2. Agenda Introduction Accessing the Researcher Home Page (RHP) Information available from the RHP Projects General Info Flash Report including Expenditure Details Report Proposals General Info Tasklist What’s not in the RHP Summary/Questions

  3. Introduction This session will cover the use and interpretation of RHP information. According to UAPPOL Research Administration Procedure (Roles and Responsibilities) https://policiesonline.ualberta.ca/PoliciesProcedures/Procedures/Research-Administration-Procedure-Roles-and-Responsibilities.pdf The responsibilities of the Researcher include Exercising financial control over research funds Being personally responsible for any expenses in excess of award funds, including ineligible costs and revenue lost due to failure to meet the terms and conditions of the agreement

  4. Accessing PeopleSoft • For example via RSO home page • Single access for Researcher Home Page, eTRAC, Travel & Expense Centre, PER, and Purchase Request

  5. Initial (Home) Screen • Direct access to Researcher Home Page, Travel & Expenses, PER, PO Requisitions, and Training Resources

  6. Finding the Researcher Home Page

  7. Layout

  8. Projects - 1 • Starts with basic project information • Attachments • Keywords (not yet functional) • Project Number • End Date

  9. Projects - 2 • Next shows award amount info • Total Award – including future installments • Current amount remaining before and after commitments • Percent Complete – not including future installments

  10. Threshold • % Complete is the percentage of expenditures-to-date divided by the budget-to-date • This does not include commitments • Helps in monitoringoverexpenditures or potential overexpenditures – unauthorized overexpenditures are not allowed

  11. Projects - 3 • Project tab also includes identifying information • SpeedCode – only one will show here if there are multiples • Title – RES# projects will be of the fomat: SPONSOR PROGRAM Award# Last,First • Description – the scientific title as provided by the Applicant/Principal Investigator/Project Holder

  12. Attachments Click paperclip icon for list then view icon to see attachments Attachments related to legal/financial matters

  13. SpeedCodes Active SpeedCode shows on Project tab If multiple active SC’s, will see “…” following SC# Clicking SC shows full chartfield info for all

  14. Flash Report Click desired Project ID The flash report for the specific project will be generated, containing several sections

  15. Flash Report - Overview

  16. Flash Report – Project Information Lists general project information Links to SpeedCode information (same as can be linked from the RHP)

  17. Flash Report – Awarded Amounts Budget information Green checkmarks indicate which amounts are included in the funds available calculation Can change date range – default is current budget period

  18. Flash Report – Award & Expense Summary Shows for selected date range Click on the link for the amount shown as “Funds Available after expenditures as of…” to generate expenditure details report

  19. Expenditure Details Report • Useful for print records • Use for reconciliation • Compare lines on Expenditure Details Report with pay action forms (or ePAF), receipts, invoices • Benefits are calculated by HR • GST may be less than on receipts • Itemizes both expenditures and commitments for the chosen period • Example

  20. Flash Report – Milestones Finance-related milestones only When project is set up, an notify date will be included, milestones will not appear until that date Milestones will disappear once they have been met

  21. Project Search Expand the Advanced Project Search section to search Enter search terms as needed Click

  22. Proposals – 1 • Only shows pending proposals • Applications where sponsor decision has not yet been received • Successful applications in the set up process • Proposals disappear from the list • if RSO receives notice that application is unsuccessful • project setup is complete (moves up to Projects section)

  23. Proposals – 2 • Proposals may also have attachments • Proposal ID becomes Project ID if successful • Proposal Status is status within PeopleSoft • Award Processing Status indicates PeopleSoft status for successful applications

  24. Proposals – 3 • Proposal Title similar to Project Title, but may not yet be complete (e.g. award # may not be known) • Description is PI-defined scientific title • Also shows name of Sponsor and date the Task List was last updated

  25. Task Management Click desired Proposal ID (RES#) Task Management page will show progress of applications and project setups once award is granted

  26. Task List – General Information • General information will change as Proposal is updated by RSO • Remainder of Task List has sections (Task Category) related to the stage in the process

  27. Initial Pre-Proposal Stage • Note that the Task List is primarily meant for RSO tracking • May change as RSO tracking needs change • Tasks may also be added as required • The Pre-Proposal Stage can be started when researcher indicated intent to apply

  28. Application Stage • Proposal Approved task may remain with a status of “Pending” until notice is received from the sponsor concerning whether or not funds were awarded.

  29. Award Finalization Stage • Ensuring that the correct information is entered into PeopleSoft and that the terms of the award are acceptable.

  30. Project Setup Stage

  31. Proposal Search As with Projects, can expand the Proposal Search section to reduce the size of the Proposals list Add search terms as desired Click

  32. What’s Not in the RHP Revenue Details For cash-based (CSHBA) projects, this can be found in eTRAC For budget-based projects (BUDBA), eligible revenue will be reflected in the budget Non-Financial Milestones Such as research reports to be sent directly to sponsor by researcher Non-Financial/Legal Attachment E.g. important e-mails may be kept in paper file but not attached Tasklist for amendments Non-pending proposals (not funded or setup as projects)

  33. Additional Training • If basic PeopleSoft training is required, see the Training Resources found within PeopleSoft • The Training covers several PeopleSoft topics, not just the Researcher Home Page

  34. User Productivity Kit • PeopleSoft Training

  35. Other Training • A Researcher Home Page Learning Summary is available from the RSO website • Has not been updated with the new look from the Financials 9.1 upgrade • One-on-one training is available to Researchers and Research Administrators via the Faculty’s Research Facilitation Office

  36. Questions?

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