Today’s Presentation. Can also be found after 2:20 pm today at: http://www.med.upenn.edu/orss. Business Objects - Utilizing The Tool from a Departmental Perspective. Richard J Snyder Assoc. Director – Post Award School of Medicine Office of Research Support Services
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Can also be found after 2:20 pm today at:
Richard J Snyder
Assoc. Director – Post Award
School of Medicine
Office of Research Support Services
Brian J Squilla
Admin. & Financial Officer
Dept. of Pathology
“There are so many reports I’m not sure where to look first.”
Select “Grants Management”
PI Summary Tab
PI Detail Tab
Payroll Encumbrances Tab
Taken from the “PI Matrix –all” Tab
Taken from the “Personnel Matrix” Tab. Note: this covers one period only.
Fund Detail –PI.rep could do this for a range of dates
Why isn’t my fund disabled?
Make sure the formula toolbar is checked under View Toolbar.
This is the “Acct Per. Summary Tab”. There is also a Pay Summary Tab as well as numerous tabs to sort payroll information and expense detail information. Variations of this include: Fund Detail-PI.rep and Fund Detail - cref detail.rep
This tab of the GrantMonitor can help identify NIH noncompeting Progress Reports that
Might be due. There are also separate tabs which can identify when Subcontracts Progress Reports are due and also T32’s based on which Institute the award is with.
Note the 3 tabs which are specifically designed for grant entries done by Res Svcs (8760) or the Comptroller’s Office (8720)
Ability to search on multiple criteria
The “New AIS Summary” Tab can give a summary of AIS’s issued in the last 35 days
Select NIH Cap
After editing/ changing the <NIH Cap> variable, the query needs to be rerun. Column Headings will also update on all tabs.
This tab gives a summary of protocols by fund #. There are also separate tabs for Human
Protocols by PI, Animal Protocols by PI, Protocols by #, and Expired Protocols.
There is no data available for who the responsible BA is on a fund or who the ORSS Manager is.
Monitor changing workloads
1. Click on any Cell in the query.
2. Select “Format” “Filters”
3. Click “Global” and “Add”
4. Select the new variable to filter
5. Select the Value
As you are filtering on individuals, you may want to apply the same filter on all tabs and rename the query, or perhaps you can duplicate a tab by via “Edit” “Duplicate Report”