PEOPLESOFT (PS) GRANTS MODULE GRANTS PORTAL TRAINING ACADEMIC HEALTH COLLABORATIVE RESOURCE CENTER
11/14/2018 Michele Wood mgwood@uri.edu 401-874-2353
PS Grants Portal - What is it?? - Alternative to commitment control and PS report manager - Accounting/reporting focused - Cost share reporting but somewhat limited - Delivered functionality with PS – already “purchased” - Go live – September 2013 - Rollout gradual – based on training and requests with a focus on colleges that had a lot of research
PS Grants Portal - Highlights • Summary information at the award level (AWD#) • Can select period of data to view through (cumulative basis) • Can drill to project level and transaction level • Data updated previous night • Budget categories = proposal • Personnel data available to the extent the transaction was posted through HR (i.e., payroll accruals are not posted to the Personnel cost detail) • Links - Award attachments and project attachments only • A/R and payment • NO payroll encumbrances are included in the portal
Sample – award detail
Sample – budget status page
Sample – Cost share
Sample – Project page
Sample – AR and payment
Sample – Expenditure Inquiry
FAQs – How to get AWD#
Sample – Personnel Cost Detail
Common Questions/Issues • User cannot access project – have PS Financials Lab check your security • Cost share category “FACADM” is waived F&A and calculates for any award • Remember to click “search” • Invoice date = date invoice cycle ran • Invoices with CNV were converted from old billing system • Copies of invoices – contact the billing specialist • Contact me or Eileen Tobin for the name of your billing specialist
Common Billing Questions/Issues • For billing status, contact me (email is best) • 2 main types of invoices – cost reimbursable and fixed price • Final invoices usually due in 60 days (means 30 days to wrap up expenses) • Please check encumbrances as you approach end date • FP adjustments – still a slow process
QUESTIONS?