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Grants Project Update UBR/PREP Meeting January 10, 2008

Grants Project Update UBR/PREP Meeting January 10, 2008. Peggy Vanco Ryan Liebert. Grants Project (PeopleSoft Grants Module). Why? Accurate and timely data Easier access to data Integration with PeopleSoft shared financials Electronic tracking of documents Who?

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Grants Project Update UBR/PREP Meeting January 10, 2008

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  1. Grants Project UpdateUBR/PREP MeetingJanuary 10, 2008 Peggy Vanco Ryan Liebert

  2. Grants Project(PeopleSoft Grants Module) • Why? • Accurate and timely data • Easier access to data • Integration with PeopleSoft shared financials • Electronic tracking of documents • Who? • UW-Milwaukee (Project Manager: Peggy Vanco) • UW-Madison • UW-Extension • UW-System • Huron Consulting (Campus consultant: Cara Grib)

  3. Current System

  4. Proposal Submission

  5. Grant Administration

  6. WISPER Electronic T-Form • WISconsin Proposal Electronic Routing • No more paper t-form • Electronic Routing • Create and Sign t-forms from anywhere • Eliminates “sneaker net” • Review and approve award terms and budgets before set-up • Nightly emails of all projects set up and modified during the previous day • Includes new project numbers, PI name, and links to the enhanced WISDM reporting tool

  7. WISPER Electronic T-Form • Status Tracking • Real-time monitoring – not an overnight load • Copy an existing record – save yourself time • Collect Data at Award Set up • Cost Sharing • Effort Commitments – they load to ECRT

  8. WISPER Demo

  9. Improved WISDM • Improved interface • Automatic list of “MyProjects” • User friendly organization & displays • Realistic budget information • Nightly updates • Incorporates fringes, tuition, overhead • “Drill down” capacity • Award Information available on screen • Terms and conditions • Attachments • Modifications

  10. WISDM Demo

  11. Additional Changes • Project ID Format for New Projects • Existing Project IDs will not change • New Project ID format is PRJ##AA • Grant attributes used to track award types (e.g. Federal vs. Non-Federal) • Cost Sharing • Major improvements in tracking and reporting cost share for all awards (Federal and Non-Federal) • Information captured by WISPER will feed new effort reporting system (eCRT)

  12. Timeline • Account & Data Conversion: On-going • RPC, UBRs, Deans: Ongoing • Identifying the key personnel: December • Training • Key personnel: Late January/Early February • P I s: February • SFS Shutdown: Late January/Early February • Estimated launch: Late February

  13. SFS Shutdown • Last day to submit to RSA: Jan. 30 • Backstops • New Account/Project Requests • Submit all paper requests to BFS by: Jan. 31 • Travel Advances, Travel Expense Reports • Check Requests • Purchase Orders • Salary Cost Transfers, Non-Salary Payment Transfer Requests • Journal Uploads • ASSA • New Department Requests • Last Day for P-card Allocations: Feb. 4

  14. SFS Shutdown • WISDM will be available during the downtime • All financial data will be reflected as of February 8, 2008 • This will include the February Classified payroll • No Fringe or F&A will be reflected until February’s close

  15. Questions? • More communications will be coming related to Shutdown and Training • Email any questions to grants-project@uwm.edu

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