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Frequently Asked Questions (FAQs) 1. Who can access SAP Project Statement Report? Access will be granted:- By Office of Finance to School Administrator; thereafter By School Administrator to Principal Investigator. 2. How to access SAP Project Statement Report? SAP Project Statement can be accessed via StaffLink. Menu path as follows:- StaffLink Financial Services SAP SAP Project Statement Report 3. What kind of SAP Research Project Report can I generate? There are 2 main types of reports:- Budget/Actual/Commitment per Project Definition (detail by WBS, CE) Actual Line Items per Project Definition (Detail by CE) – Detail 4. How can I generate out a SAP Research Project Report? For Budget/ Actual/Commitment per Project Definition Report: - (1) Select Budget/Actual/Commitment per Project Definition (detail by WBS, CE) from Main Menu.

Frequently Asked Questions Project Statement HELP.pdf · (1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended. (2) If the entire

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Page 1: Frequently Asked Questions Project Statement HELP.pdf · (1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended. (2) If the entire

Frequently Asked Questions (FAQs) 1. Who can access SAP Project Statement Report? Access will be granted:-

By Office of Finance to School Administrator; thereafter By School Administrator to Principal Investigator.

2. How to access SAP Project Statement Report? SAP Project Statement can be accessed via StaffLink. Menu path as follows:- StaffLink → Financial Services → SAP → SAP Project Statement Report 3. What kind of SAP Research Project Report can I generate? There are 2 main types of reports:-

Budget/Actual/Commitment per Project Definition (detail by WBS, CE)

Actual Line Items per Project Definition (Detail by CE) – Detail

4. How can I generate out a SAP Research Project Report?

For Budget/ Actual/Commitment per Project Definition Report:-

(1) Select Budget/Actual/Commitment per Project Definition (detail by WBS, CE) from Main Menu.

Page 2: Frequently Asked Questions Project Statement HELP.pdf · (1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended. (2) If the entire

(2) Enter Period (Fiscal Year & Month) and Project required.

(3) SAP Project Report will be generated out as according to input requirements. All Reports can be printed out in full detail by just clicking on the “Print” button below (as per arrow indicated in the sample picture below).

Page 3: Frequently Asked Questions Project Statement HELP.pdf · (1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended. (2) If the entire

For Actual Line Items per Project Definition Report:-

(1) Select Actual Line Items per Project Definition (Detail by CE) – Detail from Main Menu.

(2) Enter Period (Fiscal Year & Month to Month) and Project required.

Page 4: Frequently Asked Questions Project Statement HELP.pdf · (1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended. (2) If the entire

(3) Actual Line Report will be generated out as per input requirements. Details are grouped according to WBS for easy reference.

For School Administrators Only 5. How do I add a new Principal Investigator to access SAP Project

Report? (1) Select Maintain School/Department PI Access.

Page 5: Frequently Asked Questions Project Statement HELP.pdf · (1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended. (2) If the entire

(2) Enter PI Name and Project Definition. Click Save to save new PI.

To enter PI Name, click on Search to view a pop – up menu to access NTU’s Staff Members list.

SEARCH FOR NTU STAFF MEMBERS 1. To begin a new search, blank out or enter a portion of the name in the Name: field. 2. You may limit the search to a School or Department. 3. Click to start the search. 4. Select the name from Search Results and click the Copy to main page

button.

Name: Search Results:

A NAME OF S1717723H ... MAE 5608 names found.

Page 6: Frequently Asked Questions Project Statement HELP.pdf · (1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended. (2) If the entire

6. How do I delete/amend an existing Project from SAP Project Report?

(1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended.

(2) If the entire Project is to be deleted, click on Delete.

In cases where there is the change of Project Investigator for an existing Project, Enter new PI name through the Search screen (as explained in Point 4).

Page 7: Frequently Asked Questions Project Statement HELP.pdf · (1) Under the Maintain PI screen, click on the individual PI/ Project to that is to be deleted or amended. (2) If the entire

7. How do I track the Projects I have added, amended or deleted?

(1) Go to Main Menu, and Click on View Audit Trail on PI. (2) View all previous actions.