Single Use WBS - Research
Transcript of Single Use WBS - Research
![Page 1: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/1.jpg)
Single Use WBS
Melissa Paray02.12.2018
![Page 2: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/2.jpg)
SingleUseAccounts
2
What is changing:
For specific types of awards a Single WBS will be created for the entire project period
Example: NIH R01
Awards that require annual financial reporting are excluded
Example: New York State Contract
Benefits of single WBS:
Easier to create and close out accounts
No need to complete soft-close for non-competing accounts until FFR is due
Commitments can be made throughout the life of the Sponsored Program, including Change of Funding
![Page 3: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/3.jpg)
• Grant Statement and Grant Detail Statement data will be merged into a single report called the “Sponsored Program Report”
• This new report will available on BI Launch Pad Analysis for Excel
There are total 5 tabs in the Report:
Summary Tab – The overview of Budget , Expense and Commitments.
SP Statement Tab – Sponsor Program activity displayed by Direct Expenses versus Indirect Expenses
SP Detail Statement – Sponsor Program activity displayed at the detailed transaction level
Receipts – Cash receipt details starting from FY18.
Information - Report properties, variables and help files
EnhancedBIReporting
3
![Page 4: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/4.jpg)
BI Reporting
4
AfterLoginyoucanseetheTab– BILaunchPad– Clickonit.
APopupwindowwillappearwhereyouneedtoclickonTab- Documents
![Page 5: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/5.jpg)
BI Reporting
5
PublicFolders– EnterpriseService– Finance– GrantManagement:Thereport-SponsorProgramStatement
![Page 6: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/6.jpg)
BI Reporting
6
Clickonthereport- >PromptscreenwillcomeupwhereGrantValidToPeriod(Mandatory)andSponsorProgram(Mandatory),needtobeputasinput- >ClickOk
![Page 7: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/7.jpg)
BI Reporting
7
Thedefaultviewwillbethesummarytab.
![Page 8: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/8.jpg)
BI Reporting
8
ThesecondtabwillbetheSPStatementTab
![Page 9: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/9.jpg)
BI Reporting
9
TheBudgetcanbeexpandedtodisplaythefollowingbreakdown.1.PTDNoticeofAward2.PTDBudgetRevision3.CarryForward4.TotalBudget
Thebudgetcanthenbyfurtherbreakdownbythebudgetyears.
![Page 10: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/10.jpg)
BI Reporting
10
Commitmentfieldcanbeexpandedtodisplaythefollowingtypesofcommitments1.FundReservation2.POCommitments3.LaborCommitments
![Page 11: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/11.jpg)
Training & Go-Live
11
Therewere4webinars(webinarsarerecordedtofuturereference).
Tuesday,January30th:10:00am– 11:00amWednesday,January31st:2:00pm– 3:00pmMonday,February5th:2:00pm– 3:00pmWednesday,February7th:10:00am– 11:00am
Coachinglabsarescheduledat1300YorkAvenueintheITSSuite,RoomLC-02
Monday,February12th at2:00pm- 4:00pmWednesday,February14th 2:00pm- 4:00pmMonday,February26that2:00pm- 4:00pm
EffectiveMonday,February12,2018,singleWBSwillbeimplemented.
GrantStatementandGrantDetailStatementtoberetiredMarch12,2018.
![Page 12: Single Use WBS - Research](https://reader031.fdocuments.us/reader031/viewer/2022012411/616a6a56471f0169d812f4ab/html5/thumbnails/12.jpg)
Questions
12