2. ways to use EFS ways to use EFS Sue Paulson 02.17.2009

3.  Run your sponsored reports in the Reporting Instance and not in Production ◦ Can have both instances open at the same time ◦ EFS Financial Reporting link on finsys.umn.edu ◦ Production (FSUMPRD) is tuned for processing transactions not running reports ◦ The Reporting Instance (FSUMRPT) is tuned for generating reports and reports do run faster  13 seconds in RPT vs. 57 seconds in PRD

4.  Use Query Viewer ◦ Everyone with Production access has Query Viewer access in the reporting instance ◦ Query Catalog http://www1.umn.edu/ohr/prod/groups/ohr/@pub /@ohr/@trainingservices/documents/asset/ohr_ass et_062828.pdf http://www1.umn.edu/ohr/prod/groups/ohr/@pub /@ohr/@trainingservices/documents/asset/ohr_ass et_062828.pdf ◦ Other public query not listed in the catalog - call or email the HelpLine @ 4-1617 or finsys.umn.edu

5.  Use the award profile page, (grants  awards  award profile) it has or links to many of the most important award data elements ◦ Proposal # = Award # = Contract #  For continuations, new proposal number but keep the existing award and contract number ◦ Header section of the NOGA gives the path where to find the exact information in EFS ◦ Don’t have to run a report for everything

6.  Know your dates, dates, dates! There are seven places where dates are stored, two impact departmental processing  Grants > Awards > Award Profile, click on Award Modifications  Grants > Awards > Award Profile – Award Tab  Grants > Awards > Award Profile – Funding Tab  Grants > Awards > Project, General Information page  Grants > Awards > Project, Project Activities hyperlink  Customer Contracts > Create and Amend > General Information, lines tab  Commitment Control

7.  Understand how transactions from feeder modules post to Projects ◦ Transactions need to post in the feeder module only in order for projects to cost collect  Projects cost collects AP transactions from AP, Employee Expense transactions from EE and Journal Entries from GL. We don’t cost collect the feeder modules transactions from GL ◦ Remember queries/reports that pull data from the GL will only show the current fiscal year transactions, for inception to date use the the Proj_Resource table or the sponsored reports reports

8.  View award & modification documents online in PS ◦ Customer Contracts  Create & Amend  General Information  Attachments (dropdown)  click on the view icon ◦ Naming convention  Contract number, new/modification/date

9.  Track your proposal ◦ Grants  Proposal  Maintain Proposal

10.  Customize screens ◦ Any where you see a grid – Customize link ◦ For viewing purposes  Don’t have to navigate to the right, can have the most important details to the left ◦ For entry purposes  Don’t have to tab or navigate past the fields you don’t normally enter a value

11.  Add frequently used inquiries/reports/screens to Favorites ◦ Bypass the navigation steps ◦ To save a screen to favorites, click the “Add to Favorites” link in the upper right. ◦ Favorites is the very top menu item

12.  Remember, we are all in this together ◦ Ask questions ◦ Share answers ◦ Help eachother ◦ Call helpline ◦ Use tools on websites  http://www.finsys.umn.edu/index.html http://www.finsys.umn.edu/index.html  http://www.ospa.umn.edu/efs_sp/index.htm http://www.ospa.umn.edu/efs_sp/index.htm

13.  Sue Paulson ◦ spaul@umn.edu spaul@umn.edu ◦ 612-624-5007