Slide 1 FastFacts Feature Presentation January 29, 2013 To dial in, use this phone number and participant code… Phone number: 888-651- 5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2012 The Johns Hopkins University. All rights reserved.
Slide 1 FastFacts Feature Presentation January 29, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.
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Slide 1
FastFactsFeature Presentation
January 29, 2013
To dial in, use this phone number and participant code…
Phone number: 888-651-5908 Participant code: 182500
To participate via VoIP…
You must have a sound card
You must have headphones or computer speakers
© 2012 The Johns Hopkins University. All rights reserved.
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Today’s TopicPI Partners Reporting Tool
Sponsored Program Non-Personnel Planning TemplateSponsored Program Personnel Planning TemplateSponsored Program Budget Planning TemplateMaintain Budget Periods Tool
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Today’s PresenterDiana BurkeSenior Accountant, Office of Finance, Financial Quality Control
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Session Segments
PresentationIn this session, Diana will teach you how to use the planning templates to forecast for future expenses, including non-personnel and personnel. You’ll also learn how to extend a budget period.
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Survey
SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
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How To View Full Screen
Click Here
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PI Partners Reporting Tool
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The Best Environment for Research and Scholarship (BERS) Faculty Advisory Committee initiated a study to determine alternatives for improving access to Sponsored Research financial and administrative information, allowing PIs to focus more fully on their research.
What is PI Partners Reporting Tool?
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Improve access to sponsored research financial dataPIs will have easier access to both consolidated and detailed views of their Sponsored Research funds Reports will be available in an immediately usable format Access to improved tools for analysis and validation
Improve administrative effectiveness Administrators / Support Staff will spend more time on analysis and serving PI needs; less time compiling and preparing data; Reports will be available in an immediately usable format Access to improved tools for analysis and validation
Improve risk/compliance profile (e.g., FSR’s, deficit balance)
Central Finance will see improved compliance with sponsor required financial reporting Divisions/Departments will have an improved ability to complete reconciliations; avoid deficit balances
What is PI Partners Reporting Tool? (Cont’d)
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Sponsored Program Non-Personnel Planning Template
Practice planning and forecasting for non-personnel related costs for a sponsored program for the current budget period or the total award.
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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.
PI Partners – Non-Personnel Planning
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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.
PI Partners – Non-Personnel Planning
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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.
PI Partners – Non-Personnel Planning
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Non-Personnel Planning can be performed for all sponsored class items listed on the template by clicking the Apply Burn Rate – All button.
PI Partners – Non-Personnel Planning
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Non-Personnel Planning can be performed for individual sponsored classes as needed by selecting the row and clicking the Apply Burn Rate – Selected button.
PI Partners – Non-Personnel Planning
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Non-Personnel Planning can also be used to add a new sponsored class that doesn’t have a burn rate on this sponsored program.To begin the process, click the Add/Change Sponsored Class button.
PI Partners – Non-Personnel Planning
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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.
PI Partners – Non-Personnel Planning
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New Sponsored Class has been added based on criteria entered.Click the Close button to return to main Non-Personnel Planning Screen.
PI Partners – Non-Personnel Planning
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New Sponsored Class has been added to the planning tab.Click the Save Data button before you click the Calculate F&A button.
PI Partners – Non-Personnel Planning
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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.
PI Partners – Non-Personnel Planning
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Sponsored Program Personnel Planning Template
Practice planning and forecasting for salary and fringe benefit related costs for a sponsored program for the current budget period or the total award.
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You must open one of the Sponsored Program Level Reports to navigate to the Planning Templates.To navigate to the Personnel Planning template, click the hyperlink titled Personnel Planning.
PI Partners – Personnel Planning
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Personnel Planning will allow users to conduct planning and forecasting on salary and fringe benefit related costs for a Sponsored Program for the current budget period or total award.
PI Partners – Personnel Planning
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Personnel Planning can be performed for the current budget period by dollars, percentage or by remaining award period by dollars.
PI Partners – Personnel Planning
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Personnel Planning can be performed for all employees listed on the template by clicking the Apply Sal Commitment – All button.
PI Partners – Personnel Planning
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Personnel Planning can be performed for only certain individuals as needed by selecting the rows to plan for and clicking the Apply Sal Commitment – Selected button.
PI Partners – Personnel Planning
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Personnel Planning can be used to add a new employee that has not yet been added to payroll but that you know will be paid on the sponsored program in the future.
PI Partners – Personnel Planning
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Personnel Planning can be used to add a new employee that has not yet been put on the payroll but that you know will be paid on the sponsored program in the future.
PI Partners – Personnel Planning
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New Placeholder Employee has been added based on criteria entered.Click the Close button to return to main Personnel Planning screen.
PI Partners – Personnel Planning
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New Placeholder Employee has been added to the planning tab.Click the Save Data button to save the added employee information.
PI Partners – Personnel Planning
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The Change Employee button is a fast way to make changes to multiple months for an individual if the amounts are consistent.Click the Change Employee button to begin the process.
PI Partners – Personnel Planning
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The Change Employee process involves five steps: select the employee, select the date range, enter the new salary amount to plan for and selecting the Change Employee button to complete the process.
PI Partners – Personnel Planning
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Employee salary information has been updated for the months selected.Click the Close button to return to main Planning Screen.
PI Partners – Personnel Planning
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1. Employee salary information changed has been added to the template.
2. Click the Save Data button to save the added employee information.
3. Click one of the Fringe Benefits Calc buttons to update fringe benefits data.
4. Click the Calculate F&A button to update F&A for all information.5. Click the Save Data button to save all information entered and
calculated.
PI Partners – Personnel Planning
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Sponsored Program Budget Planning Template
Practice how 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 in SAP.
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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.
PI Partners – Budget Planning
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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.
PI Partners – Budget Planning
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Budget Planning can be performed for the current budget period or by remaining award period.
PI Partners – Budget Planning
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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.
PI Partners – Budget Planning
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Maintain Budget Period Tool
Practice how to 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.
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Return to the PI Partners Welcome page to get to the navigation path for Maintain Budget Periods and click the Maintain Budget Periods hyperlink.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.
PI Partners – Maintain Budget Periods
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Enter information in one or more of the Filter Grants by fields.Click the Search button.A list of results will be displayed.
PI Partners – Maintain Budget Periods
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Highlight the award whose budget period you’d 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.
PI Partners – Maintain Budget Periods
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PI Partners – FastFacts Sessions
FastFacts sessions are available on the PI Partners Reporting tool. Please click on the link to register or download the session:
Session 1: PI Partners Reporting Tool – Overview – January 15, 2013
Session 2: PI Partners Reporting Tool – Reports and Maintenance Tools (rebroadcast) – January 22, 2013
Session 3: PI Partners Reporting Tool – Planning Templates (rebroadcast) – January 29, 2013
OR, go to http://learning.jhu.edu and search in the Course Catalog for “PI Partners.”
Please Note: Session 2 and Session 3 are a compilation of five (5) original FastFacts sessions originally delivered in September 2012.
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ConclusionIn today’s session, we discussed three planning templates available to you in PI Partners:
Sponsored Program Non-Personnel Planning TemplateSponsored Program Personnel Planning TemplateSponsored Program Budget Planning Template
We also discussed how to use the Maintain Budget Period Tool
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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: [email protected]
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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/
Thanks again!
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