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Grants Project UpdateUBR/PREP MeetingJanuary 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? • UW-Milwaukee (Project Manager: Peggy Vanco) • UW-Madison • UW-Extension • UW-System • Huron Consulting (Campus consultant: Cara Grib)
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
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
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
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)
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
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
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
Questions? • More communications will be coming related to Shutdown and Training • Email any questions to firstname.lastname@example.org