2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Finance Data Warehouse: Sponsored Programs DashboardMarch 12, 2014 – FOA/PSSOA Conference

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

What we will coverSP Dashboard Tabs

Review of the reports available in the SP

Dashboard

Identify reports that depend on following certain business rules in CFS and the SP mod

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

SP Dashboard TabsSP Dashboard tabs were designed with the end user in mindAdmin: designed for grant administrators or

accountants who are familiar with the SP mod attributes and finance information in the DW

Management: designed for staff in the dean/provost’s office to provide higher level view of grant/contract expenditures

PI: designed for the Principal Investigator with limited filters with goal of simplifying the process of running reports to manage their grants

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

SP Dashboard Tabs (cont.)Reports in the following tabs are generally designed to be downloaded to Excel for further manipulationBilling: provides data to facilitate the billing

process (by fund and by project)Awards Report: reports awards from the SP

mod – may be run by FY or award statusAttribute Reports: includes several reports

on SP attributes, including award/project attributes, compliance, cost share, reporting attributes, and subrecipient report

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin Tab2 Column Report – example of a high level summary of grant

fund (all funds in the CSU fund for grants & contracts:

Filters...

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin Tab2 Column

Report – high level summary by PI/Fund:

Report…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin Tab2 Column Report –

high level summary by Fund:

Report…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin TabA-133 Report – and – A133 TM1 Data (2

reports!)Run the report for only Federally funded awards; or for

ALL awardsThe A-133 Report is the only report in the SP

Dashboard that retrieves ONLY current FY expendituresSubrecipient expenditures rely upon use of account

category 620The report relies upon entering data about sponsor and

prime sponsor very accurately in in the SP Mod, Award Entry– General 1 and General 2 screens

“Download Data” will provide additional information that may not be readily in the web or Download to Excel formats

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin TabA-133 Reports – Data Entry – General 1

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin TabA-133 Reports – Data Entry – General 2

Note: If you are the prime awardee, the “Prime Awardee?” must be checked. If you are NOT the prime awardee, then do NOT check the box, and DO fill in the Prime Sponsor information!

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin TabA-133 Report – and – A133 TM1

Data (2 reports)

Filters...

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin TabA-133 Report…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin TabDrill down on CFDA #47.050, Fund 10109

Total Expense: $89,141.57

Drill down on Subrecipient Amount: $52,298.84

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin TabA-133 TM1 Download…

Download to Excel

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Admin TabA-133 TM1 Download – Download Data…

Downloads all data, including sponsor name

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Management Tab SP Available Balance – shows BBA at the Direct and F&A/IDC cost levels;

also shows Effective F&A/IDC rate (F&A divided by Direct costs) – relies upon use of Firms Object Code 662001 (Acct Cat=662) for F&A/IDC Expense

Filters...

Column Selectors…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Management TabSP Available Balance – export to Excel

Report…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

PI Tab 5 Column Report – Manage Grant Expenditures

Filters...

Column Selectors…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

PI Tab5 Column Report – Manage Grant Expenditures

Report…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Awards ReportDesigned to provide award information by fiscal year for

reporting to Academic Affairs and beyondReports only data from the SP Mod (no finance data from the GL)

Filters…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Awards Report

Effective Date (Award Effective Date entered at setup on General 1 tab) is used to determine which fiscal year the award will fall under.

For awards with multiple projects (possibly for multi-year awards or awards with multi PIs), values from the award screen

(General 1 tab) will be duplicated for each associated project. To modify report, Download Data to Excel and do pivot table

with “Average” rather than sum on the amounts.

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Attribute Reports

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Attribute ReportsAward-Project AttributesIntended to be a data dump of all of the

attributes entered in the SP Mod, Award EntryContains no financial (GL) data Often used to merge attributes with other

reports downloaded to ExcelRuns two reports – the 2nd report (scroll down,

keep scrolling) is a Project close-out report

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Filters…

Attribute ReportsAward-Project Attributes

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Report…

Attribute ReportsAward-Project Attributes

…

2 0 1 4 F O A / P SS O A C S U B u s i n e s s C o n f e r e n c e

Close-out Report…

Attribute ReportsAward-Project Attributes