My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty...

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My Funding

Transcript of My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty...

Page 1: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding

Page 2: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding

• My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external contracts, grants, and cooperative agreements.

• Views based on your userid• Used by Principal Investigators, Co-Pis,

Department Personnel

Page 3: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Overview

• Global View• Four Areas• Drill Down

Page 4: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Overview

• Active – Funds Currently Active• Historical – Funds Not Active• Other – Reports, Contact Information• Resources

Page 5: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Overview

Expiring Grants

Department Grants(if Department Personnel)

Page 6: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding Overview

Grants

Department Grants(if Department Personnel)

Available BalanceExpires

Cash Balance

Page 7: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding

• Overview of Funding Financial Status• Details of Funding Finances

LedgersTransactionsSalaryIndirect Cost RecoveryEncumbrancesInvoices To Agency

• Alerts

Page 8: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Overview

Click on Grant

Page 9: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding – Grant

• Top of window gives general information • Ledger View• Salary View• Transaction View• Encumbrance View• Invoice to Agency View

Page 10: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding – General Information

General Information

General Financial Information

Views

Page 11: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Ledger

Page 12: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Ledger

Page 13: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Transactions

Page 14: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Salary

Page 15: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding – Indirect Cost Recovery

Page 16: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Encumbrances

Page 17: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Other

Reporting for your funding

Search Salary/transactions within your funding

Questions, concerns, suggestions to the system

Page 18: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

My Funding - Resources

Web Resources

Department Contacts

Page 19: My Funding. My Funding is an interactive dashboard, or tool, that provides administration, faculty and staff with real-time financial data on external.

Questions / Concerns

[email protected]• Website for my funding goes here