Presentation on theme: "Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant."— Presentation transcript:
Slide 2 Todays Topic PI Partners – Award and Sponsored Program Overview and Sponsored Program Level Reports
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 Award Overview and Sponsored Program Overview reports. She will show you how to navigate and drill through these summary reports to get to more specific detail by sponsored program and sponsored class. 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 – Award and Sponsored Program Overview and Sponsored Program Level Reports
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 [Todays session!] 4.Personnel Planning Template – September 12, Sponsored Program Budget Planning Template and Non- Personnel Planning Template – September 18, 2012
Slide 11 Agenda Today we will cover how to navigate, view, and filter financial data on the following reports… Award Overview Award Overview with Sponsored Program Sponsored Program Overview Sponsored Program Summary for Current Budget Period Sponsored Program Actuals – Current Budget Period Sponsored Program Actuals – User Defined Period Sponsored Program Transaction Detail
Slide 12 PI Partners – Welcome to PI Partners After logging on to PI Partners, youll arrive at the PI Partners Welcome page, which displays system alerts and the navigation path of reports available in PI Partners. Click the Award Overview hyperlink to navigate to the Award Overview report.
Slide 13 PI Partners – Toolbar and Filters The Top Toolbar allows you to print, save, and export data. The Filter Toolbar allows you to filter the data in the report. Input Controls allow further report filtering, depending on the report.
Slide 14 PI Partners – Award Overview This report provides a consolidated summary-level view of financial data for a set of awards assigned to a PI. The grant numbers are hyperlinks. Click one to go to the Award Overview with Sponsored Program report.
Slide 15 PI Partners – Award Overview with Sponsored Program This report provides a consolidated summary-level view a single award and its sponsored programs. Return to the PI Partners Welcome page and click the Sponsored Program Overview hyperlink to go to the Sponsored Program Overview report.
Slide 16 PI Partners – Sponsored Program Overview This report provides users with a consolidated summary-level view of the financial status of the sponsored programs for which they are responsible. The sponsored program numbers are hyperlinks. Click one to go to the Sponsored Program for Current Budget Period report.
Slide 17 PI Partners – Sponsored Program Summary for Current Budget Period This report provides a summary-level view of a sponsored program, allowing review of the financial status of the sponsored program to identify problem areas requiring further investigation. Click the hyperlink for Sponsored Program Actuals – Budget Period report.
Slide 18 PI Partners – Sponsored Program Actuals – Budget Period This report provides a detail-level view of actual activity for a sponsored program for the current budget period. Click the hyperlink for Sponsored Program Actuals– User Defined report.
Slide 19 PI Partners – Sponsored Program Actuals – User Defined This report provides a detail-level view of actual activity for a sponsored program for a user-defined period of time. The sponsored class numbers are hyperlinks. Click one to go to the Sponsored Program Transactions Detail report for that sponsored class.
Slide 20 PI Partners – Sponsored Program Transaction Detail This report provides the core transaction details for selected activity on a sponsored program with sufficient detail to allow the user to identify and validate transactions to initiate additional investigation or error correction activities.
Slide 21 Conclusion In todays session, we talked about how to navigate, view, and filter financial information on the following reports: Award Overview Award Overview with Sponsored Program Sponsored Program Overview Sponsored Program Summary – Current Budget Period Sponsored Program Actuals – Current Budget Period Sponsored Program Actuals – User Defined Period Sponsored Program Transaction Detail
Slide 22 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 23 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 24 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!