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PeopleSoft Data Monitoring and Financial Support for Sponsored Awards

Get assistance and access reports for financial monitoring of sponsored awards using PeopleSoft data. Learn about S.P.E.R and how to navigate reports. Find help and contacts for further assistance.

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PeopleSoft Data Monitoring and Financial Support for Sponsored Awards

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  1. Supporting PI’s with PeopleSoft Data 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. Open Discussion

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

  5. Reports

  6. Sponsored Awards Repository Queries

  7. Sponsored Accounting Bursted Reports

  8. FAB Reports – Sponsored Repository Reports

  9. FAB Reports – Sponsored Repository Reports

  10. REFERENCE DOCUMENT

  11. Navigation • Log on to myslice.syr.eduwith your SU NetId and password • Under Administrative applications box, locate the SU Reports section and clickon the My Reports link • Locate FAB folder located in the Report Repository folder • Click on theFAB 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 thePersonal folder • You will see a folder with your SU NetID,which is where the Sponsored Bursted Reports are located

  12. 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, locatethe People Soft section and click on the PeopleSoft Financials/Supply Chainlink. • 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. Current Authorization Process • 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. Assistance

  20. Need Assistance?

  21. Need Assistance? • 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

  22. Need Assistance? For Specific Financial Award Related Assistance contact the Office of Sponsored Accounting: • E-mail us at contacct@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. On the Horizon

  24. FAB Reports Updates Grants Portal

  25. Questions?Comments?Suggestions?Opinions?

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