PeopleSoft 9.2 Grants Demo Healthcare Provider · 2019-10-06 · Create Proposal ... Bill Type Pre...
Transcript of PeopleSoft 9.2 Grants Demo Healthcare Provider · 2019-10-06 · Create Proposal ... Bill Type Pre...
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10/6/2019 © SpearMC Consulting 1 © 2019 SpearMC Consulting
PeopleSoft 9.2 Grants Demo Healthcare Provider
October 3, 2019
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PeopleSoft 9.2 Delta Agenda
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Topic Presenter Timing Introductions Yemi Adeniyi 8:00 AM – 8:30 AM Fluid Basics Tiles & Home Pages Navigation Options Mobile (Approvals)
Randy Johnson 8:30 AM – 9:15 AM
General Ledger and Reporting Workcenters Dashboards and Pivot Grids Chartfield Request Advanced Query Topics
Randy Johnson 9:15 AM – 10:00 AM
Accounts Payable, Project Costing, and Asset Management Workcenters Payment Request
Randy Johnson 10:00 AM – 10:45 AM
Introduction to Grants Jessica Mann 10:45 – 11:30 Introduction to Lease Administration Randy Johnson 11:30 – 12:00 Closing Comments Yemi Adeniyi 12:00 – 12:10
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Jessica Mann Practice Director – Grants Management [email protected] 866-SPEARMC x815 www.SpearMC.com
Introductions
17 Years – PeopleSoft Consulting Experience 15 Years – Specialty in PeopleSoft Grants
Management
Grants Project Costing Contracts
Billing Accounts Receivable Commitment Control
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Founded in 2004, SpearMC specializes in:
PeopleSoft FSCM, HCM, SCM, and Grants
PeopleSoft Hosting on OCI
PeopleSoft & Tools Training
Oracle Cloud Infrastructure
PeopleSoft Reseller since 2008
PTF, QA and Test Automation
Hyperion and Cloud EPM
Oracle Business Intelligence
Managed Services
© 2019 SpearMC Consulting
About SpearMC
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© 2019 SpearMC Consulting
Focus on Healthcare
SpearMC offers products and services that compliment and support Oracle applications.
Labor Cost Distribution for Funded Research
Transfer Pricing Agreements
Effort Reporting for Grants
Custom Financials Mapper for Growth and Acquisitions
Billing Integration with Epic, Cerner, Kaufman Hall
Smart GL and BI Solutions (w/out sensitive PHI data)
PeopleSoft Clear Benefits
2019-2019 HIUG Pillar Sponsor
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© 2019 SpearMC Consulting
Some of our Clients
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Grants Demo Agenda
Grants Management Introduction
Grants Management Overview
Homepages and Dashboards
Pre-award
Create Proposal
Product ID
Create Budget
Proposal Security
Grants Workflows
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Grants Demo Agenda
Submit Proposal & Generate Award
Submit Proposal
Generate Award
Post Award Set Up and Reporting
Generate Award
Data moved from Pre to Post Award
Award Profile
Supplemental Data
Grants Portal
Grants WorkCenter
Other reporting tools
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Grants Management Introduction
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GM Overview
© 2019 SpearMC Consulting
PeopleSoft Grants supports the key business processes that are associated with the administration of sponsored research activities.
Proposal Preparation Proposal Submission Protocol Management Award Negotiation Award Funding Project Administration Award Administration Budget Administration Facilities and Administration (F&A) Cost processing
Bill Creation Letter of Credit Processing Payment Processing Financial Reporting Project Analysis Award Closeout PeopleSoft Grants Workflow
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GM Overview
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Pre-to Post Award
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Generate
Award Create Proposal
Proposal
Submit
Proposal Update Award
Project
Budget ID
Budget
Select Project (s)
Budget ID (s)
Award
Project
Contract
Activity
Budget
Additional Information Location Resources Certifications Reports Attachments Component Keywords Attributes Protocol Gender & Minority Study Trainee
Additional Information Location Resources Certifications Reports Attachments Component Keywords Attributes Protocol Gender & Minority Study Trainee
Terms Milestones
Notepad Award Modifications
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GM Overview
© 2019 SpearMC Consulting
New Fluid Homepage! Fluid User Interface technology allows pages to be accessed using a smart phone, tablet, laptop, or desktop.
In PeopleTools 8.55 Image 18, the Grants navigation collection was added to the PeopleSoft Fluid User Interface. This navigation collection groups common functionalities used in Grants in a single location. Home pages are collections of tiles that users tap to access transactions. Users can have multiple home pages.
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GM Overview
© 2019 SpearMC Consulting
Added the Grants navigation collection in the PeopleSoft Fluid User Interface. This navigation collection groups common functionalities used in Grants in a single location. You can add the Grants tile to the Fluid Home page using the Personalize HomePage function.
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GM Overview
© 2019 SpearMC Consulting
Classic homepages and dashboards are PeopleSoft pages that aggregate and display pagelets that share some common or similar purpose. Homepages and dashboards provide quick access to useful information by presenting concise but feature-rich pagelets or tiles to the user. These pagelets can vary in function and complexity, enabling users to see not only an overview, but to drill into the data to access more granular and detailed information.
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GM Overview
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Pre-Award
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Create Proposal
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Create Proposal
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Create Proposal
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Create Proposal
© 2019 SpearMC Consulting
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Create Proposal
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Product ID (selected in pre-award)
Bill Plan Detail Template
Bill Type Pre Appr & Dir Inv
Invoice Form Cycle Bill By ID Contract Type (default from Grants BU set up)
CR_NON_LOCX* CR_NON_LOC SCR No GM_CR_CUM MONTHLY CONTRACT XX-XX-XX
CR_LOCX* CR_LOC LOC No GM_LOC MONTHLY LOC XX-XX-XX
MILESTONE MILESTONE PPD No NOPRINT ON-DEMAND
GM_DIR XX-XX-XX
CR_PREPAID CR_PREPAID PPD No NOPRINT ON-DEMAND
GM_DIR XX-XX-XX
NO_CONTRACT N/A N/A
N/A
N/A N/A N/A
XX-XX-XX
Note: Bill Source, Payment Terms, Billing Inquiry, and Billing Specialist use the same value for all contracts *X = CR_NON_LOC1 - CR_NON_LOC5 and CR_LOC1 - CR_LOC6
Product ID Customer Example
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Create Proposal Budget
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Create Proposal Budget
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Create Proposal Budget
© 2019 SpearMC Consulting
Proposal Budget may be entered a detail or high level Numerous information can be stored for a proposal including
• Additional Information • Location • Resources • Certifications • Reports • Attachments • Keywords • Attributes • Protocols • Gender & Minority Study • Trainee
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Proposal Security
© 2019 SpearMC Consulting
PI Grants Department Security (Departmental Tree)
Authorized Personnel (You can give users access to specific proposals by
listing them on the Maintain Proposal - Resources page with the role type of Authorized Personnel)
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Grants Workflow
© 2019 SpearMC Consulting
Proposal Component Approval Process (Worklist/E-mail) Proposal Status Notification (E-mail) Protocol Approval (Worklist/E-mail) Protocol Notification (E-mail) Protocol Batch Notification (E-mail) Milestone Notification (E-mail)
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Grants Workflow
© 2019 SpearMC Consulting
Proposal Workflow is fully configurable to allow the customer to control properties and routing of the proposal approval process
Allows complex multi-component, multi-tiered approval Processes Tracks history Workflow can be processed at two levels: “Primary Project” or “All
Projects” depending on the setup. (BU Setup Level - Components is default. Can be overwritten at the Proposal Level.)
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Grants Workflow
© 2019 SpearMC Consulting
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Protocols
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Protocol Management provides an automated system that enables you to document and amend human and animal protocols and to manage the necessary approving authority approval processes.
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Protocols
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Submit Proposal and Generate Award
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Submit Proposal
© 2019 SpearMC Consulting
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Generate Award
© 2019 SpearMC Consulting
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Award Set Up and Reporting
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Pre-to Post Award
© 2019 SpearMC Consulting
Generate
Award Create Proposal
Proposal
Submit
Proposal Update Award
Project
Budget ID
Budget
Select Project (s)
Budget ID (s)
Award
Project
Contract
Activity
Budget
Additional Information Location Resources Certifications Reports Attachments Component Keywords Attributes Protocol Gender & Minority Study Trainee
Additional Information Location Resources Certifications Reports Attachments Component Keywords Attributes Protocol Gender & Minority Study Trainee
Terms Milestones
Notepad Award Modifications
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Award Profile
© 2019 SpearMC Consulting
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Award Profile
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Award Profile
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Award Profile
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Award Profile
© 2019 SpearMC Consulting
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Award Profile
© 2019 SpearMC Consulting
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Award Profile
© 2019 SpearMC Consulting
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Award Profile
© 2019 SpearMC Consulting
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Award Profile
© 2019 SpearMC Consulting
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Award Profile
© 2019 SpearMC Consulting
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Award Profile
© 2019 SpearMC Consulting
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Award Profile
© 2019 SpearMC Consulting
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Grants Budget
© 2019 SpearMC Consulting
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F&A
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Supplemental Data
Supplemental Data functionality that allows customers to “create” new fields as needed Limited number of fields available in different formats
• Text • Date/Time • Numeric/Signed Number • Yes/No • Codes (with drop down list)
Do not need technical support to create Available at the Award and the Project (also Contract Header/Line) Can indicate if the field is required Logic can be built to display fields on the Supplemental Data page only when appropriate (e.g. when Award Type is CON)
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Supplemental Data
FFATA Reporting: Subject to FFATA and Rationale FH Origin Date – replaces NIH Start Dt Type of Follow-up FHCRC Conversion created to move these values stored on the Attribute to Supplemental Data tables
Customer Example
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Grants Portal
Developed to provide Project Managers/PIs, departments, and grants support staff insight into awards. View high level and detail level Award and Project information
including demographic and budget status information View detailed transactions View summary and detailed personnel costs Provide security access by PI, Division, Award or Project Specialized search functions provided for Award Summary,
Project Summary and Personnel Cost Summary
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Grants Portal
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Grants Portal
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WorkCenters
9.2 Added the Grants WorkCenter, which is designed to quickly identify and act to resolve key process exceptions across grants post award functions so that grants in need of attention can be quickly spotlighted
and addressed.
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Q&A
59 © 2019 SpearMC Consulting
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Thank You.
60 © 2019 SpearMC Consulting