Presentation on theme: "Slide 1 FastFacts Feature Presentation September 18, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant."— Presentation transcript:
Slide 2 Todays Topic In this FastFacts session we will introduce you to the Sponsored Program Non-Personnel and Budget Planning Templates. We will show you how to navigate through these planning templates and make planning adjustments for non-personnel related costs and budget data as needed.
Slide 3 Todays Presenter Diana Burke Senior Accountant, Office of Finance, Financial Quality Control
Slide 4 Session Segments Presentation Diana will give you an introduction to the remaining planning templates for Sponsored Program Non-Personnel and Budget Planning available in the PI Partner Financial Reporting Solution. During Dianas presentation, your phone will be muted. Q&A After the presentation, well hold a Q&A session. Well open up the phone lines, and youll be able to ask questions. Diana will answer as many of your questions as time allows.
Slide 5 Contact Us If you would like to submit a question during the presentation or if youre having technical difficulties, you can us at: You can also send us an instant message! GoogleTalk – AOL Instant Messenger – HopkinsFastFacts MSN –
Slide 6 Survey At the end of this FastFacts session, well ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
Slide 7 How To View Full Screen Click Here
Slide 8 PI Partners Non-Personnel and Budget Planning Templates
Slide 9 Overview The PI Partners Financial Reporting tool was designed to provide a way for principal investigators and departmental administrators to: Access Sponsored Research financial data Enhance administrative effectiveness Improve compliance
Slide 10 PI Partners – FastFacts Sessions Were presenting five FastFacts sessions on the PI Partners Reporting tool. 1.Access to PI Partners and Maintenance activities – September 4, 2012 [Recording is available]Recording is available 2.Award and Sponsored Program Overview and Sponsored Program Level Reports – September 6, 2012 [Recording is available]Recording is available 3.Personnel Reports – September 10, 2012 [Recording is available]Recording is available 4.Personnel Planning Template – September 12, 2012 [Recording is available]Recording is available 5.Sponsored Program Budget Planning Template and Non- Personnel Planning Template – September 18, 2012 [Todays session!]
Slide 11 Agenda Today we will cover how to navigate to the templates for: Sponsored Program Non-Personnel Planning Sponsored Program Budget Planning We will also cover conduct planning and forecasting for non-personnel related costs and budgets for a sponsored program for: Current Budget Period Total Award
Slide 12 PI Partners – Non-Personnel Planning You must be on one of the Sponsored Program Level Reports to navigate to the Planning Templates. To navigate to the Non-Personnel Planning template, click the hyperlink titled Non-Personnel Planning.
Slide 13 PI Partners – Non-Personnel Planning Non-Personnel Planning will allow users to conduct planning and forecasting on non-personnel related costs for a Sponsored Program for the current budget period or total award either by Sponsored Class or GL account.
Slide 14 PI Partners – Non-Personnel Planning Non-Personnel Planning can be performed for the current budget period by dollars or by remaining award period by dollars. Within either of those selections, you can then plan by sponsored class or GL account.
Slide 15 PI Partners – Non-Personnel Planning Non-Personnel Planning can be performed for all sponsored class items listed on the template by clicking the Apply Burn Rate – All button.
Slide 16 PI Partners – Non-Personnel Planning Non-Personnel Planning can be performed for individual sponsored classes as needed by selecting the row and clicking the Apply Burn Rate – Selected button.
Slide 17 PI Partners – Non-Personnel Planning Non-Personnel Planning can also be used to add a new sponsored class that doesnt have a burn rate on this sponsored program. To begin the process, click the Add/Change Sponsored Class button.
Slide 18 PI Partners – Non-Personnel Planning Non-Personnel Planning for a new sponsored class requires you to make a selection of Sponsored Class, Month From and Month To time frames and enter an amount per month.
Slide 19 PI Partners – Non-Personnel Planning New Sponsored Class has been added based on criteria entered. Click the Close button to return to main Non-Personnel Planning Screen.
Slide 20 PI Partners – Non-Personnel Planning New Sponsored Class has been added to the planning tab. Click the Save Data button before you click the Calculate F&A button.
Slide 21 PI Partners – Non-Personnel Planning Click the Calculate F&A button after you save your data. Enter F&A manually for unauthorized Sponsored Classes last. Click the Save Data button after all F&A information is entered.
Slide 22 PI Partners – Budget Planning You must be on one of the Sponsored Program Level Reports to navigate to the Planning Templates. To navigate to the Budget Planning template, click the hyperlink titled Budget Planning.
Slide 23 PI Partners – Budget Planning Budget Planning will allow users to manually input anticipated budget amounts, restricted balances and carry-over amounts for a budget period when the funding allocation has not yet been entered into SAP.
Slide 24 PI Partners – Budget Planning Budget Planning can be performed for the current budget period or by remaining award period.
Slide 25 PI Partners – Budget Planning Select the sponsored class you want to add budget planning information for, enter the amount in the Budget Projection column and click the Save Data button to finish the process.
Slide 26 Conclusion In todays session, we covered how to navigate to the Non-Personnel and Budget Planning templates to: Apply non-personnel commitments to All or Selected sponsored classes Add a new sponsored class for planning purposes Calculate F&A Enter Budget planning amounts And most of all, Save your data so it will be reflected in other PI Partner Reports
Slide 27 Were going to open the phone lines now! There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line. Well be answering questions in the order that we receive them. Well also be answering the questions that were ed to us during the presentation. If theres a question that we cant answer, well do some research after this session, and then the answer to all participants. Q&A
Slide 28 Thank You! Thank you for participating! We would love to hear from you. Are there certain topics that you would like us to cover in future FastFacts sessions? Would you like to be a FastFacts presenter? Please us at:
Slide 29 Survey Before we close, please take the time to complete a short survey. Your feedback will help us as we plan future FastFacts sessions. Click this link to access the survey… Thanks again!