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Sponsored Reports – Unlock the Power

Sponsored Reports – Unlock the Power. Sue Paulson 02.18.2010. Agenda. Discussion about tools Overview and discussion of four sponsored reports Sponsored Award Overview Sponsored Project Detail Award Processing Statistics Deficit Oversight Future Reports. Tools. UM Reports Web based

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Sponsored Reports – Unlock the Power

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  1. Sponsored Reports – Unlock the Power Sue Paulson 02.18.2010

  2. Agenda • Discussion about tools • Overview and discussion of four sponsored reports • Sponsored Award Overview • Sponsored Project Detail • Award Processing Statistics • Deficit Oversight • Future Reports

  3. Tools • UM Reports • Web based • Online sorts • Easily exportable to Excel/PDF • Linked to related sponsor reports ~ Sponsored Award Summary Sponsored Award Overview Sponsored Project Detail • PS Reporting In (RPT) • In PeopleSoft • Schedule reports to execute • For a specific period on a specific day • For review later • Automatically emailed • Executable to Excel

  4. Overview of Reports • UM Reports Version • General Format • How the report is populated • Understanding the data • How to use the report

  5. Future Sponsored Reports • Briefly announced via the EFS listserv email • Detailed information • Added to Guide for EFS Sponsored Project Reports found on the EFS-SP website • Emailed to GMUN, CAAC listservs • Coming Soon • Fixed Price Balances • Flexible Period Expense Report

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