Presentation on theme: "Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant."— Presentation transcript:
Slide 2 Todays Topic Well introduce you to the PI Partners Financial Reporting tool. Well talk about how to log-in, navigate around, view data, and adjust settings.
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 PI Partners Welcome page including Research at a Glance, Maintain Favorites and Maintain Budget Period tabs. 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 email us at: firstname.lastname@example.org email@example.com You can also send us an instant message! GoogleTalk – HopkinsFastFacts@gmail.comHopkinsFastFacts@gmail.com AOL Instant Messenger – HopkinsFastFacts MSN – FastFacts@jhu.edu
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 8 PI Partners – Access to PI Partners and Maintenance Activities
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 Agenda Today we will cover how to… Access PI Partners Review Research at a Glance Maintain Favorites Maintain Budget Periods
Slide 11 Accessing PI Partners Begin by logging in to SAP. Double-click the SAP icon on your desktop and log in. OR Navigate to https://my.johnshopkins.edu https://my.johnshopkins.edu Click the Login button. Enter your JHEDID and Password. Click the Login button. Hover over myApps and then select SAP.
Slide 12 Accessing PI Partners You will arrive at the SAP Welcome page. Click the PI Partners tab to continue.
Slide 13 PI Partners – Welcome to PI Partners You will arrive at the PI Partners Welcome page which displays system alerts and hyperlinks to reports available in PI Partners. Click the hyperlink for Research at a Glance.
Slide 14 PI Partners – Research at a Glance After clicking the Research at a Glance hyperlink, a new window will open displaying My Awards and My Sponsored Programs. Financial data for My Awards and My Sponsored Programs will be displayed when the PI is designated as the Grant or Sponsored Program PI. For Administrators, these reports will be empty until they create a portfolio of awards and sponsored programs using Maintain Favorites.
Slide 15 PI Partners – Research at a Glance – My Awards My Awards is a condensed version of the Awards Overview report. The awards displayed are those where the PI is the Grant PI in SAP.
Slide 16 PI Partners – Research at a Glance – My Sponsored Programs My Sponsored Programs is a condensed version of the Sponsored Program Overview report. The sponsored programs displayed are those where the PI is the Sponsored Program PI in SAP.
Slide 17 PI Partners – Maintain Favorites From the PI Partners tab, click the Maintain Favorites tab to navigate to this maintenance tool. Maintain Favorites will allow you to add additional awards and sponsored programs not automatically included in the reports when you log in. Remember, Administrators will need to build their portfolio of items to manage before the PI Partners reports display information.
Slide 18 PI Partners – Maintain Favorites Maintain Favorites allows PIs and administrators to self-manage the awards or sponsored programs that are displayed in the PI Partners Financial Reporting tool. Click Add Favorite Awards to add an award. OR click Add Favorite Programs to add a sponsored program.
Slide 19 PI Partners – Maintain Favorites After clicking the Add Favorite Awards button, youll arrive at the ADD Award Favorites screen. Search for awards by entering information in the Filter Awards Selection List by fields and clicking the Search button.
Slide 20 PI Partners – Maintain Favorites To add an award to your Saved Favorites, click the gray square next to the award number and then click the ADD Awards button. Click the Save All Selected Favorites button. The award you selected will now be included in the My Awards and Awards Overview reports.
Slide 21 PI Partners – Maintain Favorites Another way to add awards to your Favorites list is by using the PERNR number for the PI. Begin by clicking the Add Favorite Awards button. Enter the PERNR for the PI in the PI for Grant (PERNR) field and click the Search button. A list of results will be displayed.
Slide 22 PI Partners – Maintain Favorites Click the gray square next to the appropriate award and then click the ADD Awards button. Click the Save All Selected Favorites button. The award that you selected will now be included in the My Awards and Awards Overview reports.
Slide 23 PI Partners – Maintain Budget Periods Now lets look at how you can adjust the budget period for a grant. From the PI Partners tab, click the Maintain Budget Periods tab. Here, you can adjust the default budget period length that will be used for an award and its sponsored programs when the current budget period is not Active in SAP. E.g., A new budget period has started but the budget has not been posted in SAP.
Slide 24 PI Partners – Maintain Budget Periods Enter information in one or more of the Filter Grants by fields. Click the Search button. A list of results will be displayed.
Slide 25 PI Partners – Maintain Budget Periods Highlight the award whose budget period youd like to adjust by clicking the gray square to the left of the SAP Grant # field. Enter a number in the Budget Period field. Click the Save button.
Slide 26 Conclusion In todays session, we covered: How to log into the PI Partners Financial Reporting tool How to navigate to Research at a Glance for a high level overview of My Awards and My Sponsored Programs How to Maintain Favorites How to Maintain Budget Periods
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 emailed to us during the presentation. If theres a question that we cant answer, well do some research after this session, and then email 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 email us at: firstname.lastname@example.org
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… http://connect.johnshopkins.edu/fastfactssurvey/ http://connect.johnshopkins.edu/fastfactssurvey/ Thanks again!