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FastFactsFeature Presentation
January 22, 2013
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Today’s TopicPI Partners Reporting Tool
Access PI Partners Maintain FavoritesResearch at a GlanceAwards OverviewAward Overview with Sponsored ProgramsPersonnel Summary
Complete Labor DistributionSponsored Program Personnel
Sponsored Program OverviewSponsored Program Summary for Current Budget PeriodSponsored Program Transaction Detail
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Today’s PresenterDiana BurkeSenior Accountant, Office of Finance, Financial Quality Control
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Session Segments
PresentationIn this session, Diana will teach you how to access PI Partners and navigate the system. You’ll learn how to maintain your favorites and view your “Research at a Glance.” Diana will also introduce you to the summary level reports. She will show you how to navigate and drill through these summary reports to get more specific detail by sponsored program and sponsored class.
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Survey
SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
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PI Partners Reporting Tool
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The Best Environment for Research and Scholarship (BERS) Faculty Advisory Committee initiated a study to determine alternatives for improving access to Sponsored Research financial and administrative information, allowing PIs to focus more fully on their research.
What is PI Partners Reporting Tool?
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Improve access to sponsored research financial dataPIs will have easier access to both consolidated and detailed views of their Sponsored Research funds Reports will be available in an immediately usable format Access to improved tools for analysis and validation
Improve administrative effectiveness Administrators / Support Staff will spend more time on analysis and serving PI needs; less time compiling and preparing data; Reports will be available in an immediately usable format Access to improved tools for analysis and validation
Improve risk/compliance profile (e.g., FSR’s, deficit balance)
Central Finance will see improved compliance with sponsor required financial reporting Divisions/Departments will have an improved ability to complete reconciliations; avoid deficit balances
What is PI Partners Reporting Tool? (Cont’d)
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Begin by logging in to SAP.
Double-click the SAP icon on your desktop and log in.
OR
Navigate to https://my.johnshopkins.eduClick the Login button.Enter your JHEDID and Password.Click the Login button.Hover over “myApps” and then select SAP.
Accessing PI Partners
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You will arrive at the SAP Welcome page.Click the PI Partners tab to continue.
Accessing PI Partners
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From the PI Partners tab, click the Maintain Favorites tab to navigate to this maintenance tool.Maintain Favorites will allow you to add additional awards and sponsored programs not automatically included in the reports when you log in.
Remember, Administrators will need to build their portfolio of items to manage before the PI Partners reports display information.
PI Partners – Maintain Favorites
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Maintain Favorites allows PIs and administrators to self-manage the awards or sponsored programs that are displayed in the PI Partners Financial Reporting tool.
Click Add Favorite Awards to add an award.OR click Add Favorite Programs to add a sponsored program.
PI Partners – Maintain Favorites
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After clicking the Add Favorite Awards button, you’ll arrive at the ADD Award Favorites screen.Search for awards by entering information in the Filter Awards Selection List by fields and clicking the Search button.
PI Partners – Maintain Favorites
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To add an award to your Saved Favorites, click the gray square next to the award number and then click the ADD Awards button. Click the Save All Selected Favorites button.The award you selected will now be included in the My Awards and Awards Overview reports.
PI Partners – Maintain Favorites
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Another way to add awards to your Favorites list is by using the PERNR number for the PI.Begin by clicking the Add Favorite Awards button.Enter the PERNR for the PI in the PI for Grant (PERNR) field and click the Search button.A list of results will be displayed.
PI Partners – Maintain Favorites
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Click the gray square next to the appropriate award and then click the ADD Awards button. Click the Save All Selected Favorites button.The award that you selected will now be included in the My Awards and Awards Overview reports.
PI Partners – Maintain Favorites
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Return to the PI Partners Welcome page to get to the navigation path for the reports available in PI Partners.Click the hyperlink for Research at a Glance to display My Awards and My Sponsored Programs.
PI Partners – Research at a Glance
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After clicking the Research at a Glance hyperlink, a new window will open displaying My Awards and My Sponsored Programs.Financial data for My Awards and My Sponsored Programs will be displayed when the PI is designated as the Grant or Sponsored Program PI. For Administrators, these reports will be empty until they create a portfolio of awards and sponsored programs using Maintain Favorites.
PI Partners – Research at a Glance
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My Awards is a condensed version of the Awards Overview report.The awards displayed are those where the PI is the Grant PI in SAP.
PI Partners – Research at a Glance – My Awards
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My Sponsored Programs is a condensed version of the Sponsored Program Overview report.The sponsored programs displayed are those where the PI is the Sponsored Program PI in SAP.
PI Partners – Research at a Glance – My Sponsored Programs
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Return to the PI Partners Welcome page to get to the navigation path for the reports available in PI Partners.Click the Awards Overview hyperlink to navigate to the Awards Overview report.
PI Partners - Awards Overview
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The Top Toolbar allows you to print, save, and export data.The Filter Toolbar allows you to filter the data in the report.Input Controls allow further report filtering, depending on the report.
PI Partners – Toolbar and Filters
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This report provides a consolidated summary-level view of financial data for a set of awards assigned to a PI.The grant numbers are hyperlinks. Click one to go to the Award Overview with Sponsored Program report.
PI Partners – Awards Overview
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This report provides a consolidated summary-level view a single award and its sponsored programs.
PI Partners – Award Overview with Sponsored Program
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Return to the PI Partners Welcome page to get to the navigation path for the reports available in PI Partners.Click the Personnel Summary hyperlink to navigate to the Personnel Summary report.
PI Partners – Personnel Summary
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This report provides the PI with a rolling six month history/12 month outlook of labor distributions to confirm past payment trends and allow the timely identification of upcoming staffing events, errors, or required staffing decisions.
PI Partners – Personnel Summary
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Scrolling to the right on the Personnel Summary report provides you with a 12-month outlook on future labor distributions.You can click the hyperlinks in the Reports section to navigate to other reports.
PI Partners – Personnel Summary
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Scrolling back to the left on the Personnel Summary report, you will see hyperlinks that will take you to the Complete Labor Distribution report or the Sponsored Program Personnel report. Click a PERNR # hyperlink to go to the Complete Labor
Distribution report. Click a Sponsored Program # hyperlink to go to the
Sponsored Program Personnel report.
PI Partners – Personnel Summary
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Clicking a PERNR # hyperlink has opened the Complete Labor Distribution report.This report provides you with a tool to review the labor distribution for the selected PERNR # and make decisions that could impact current and future distributions.
PI Partners – Complete Labor Distribution
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Clicking a Sponsored Program # hyperlink has opened the Sponsored Program Personnel reportThe Sponsored Program Personnel report allows you to manage salary and benefit distributions to your sponsored program(s). This report provides payroll data for the current budget period only.
PI Partners – Sponsored Program Personnel
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This report provides users with a consolidated summary-level view of the financial status of the sponsored programs for which they are responsible.The sponsored program numbers are hyperlinks. Click one to go to the Sponsored Program for Current Budget Period report.
PI Partners – Sponsored Program Overview
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This report provides a summary-level view of a sponsored program, allowing review of the financial status of the sponsored program to identify problem areas requiring further investigation.Click the hyperlink for the sponsored class to go to the Sponsored Program Transaction Detail report.
PI Partners – Sponsored Program Summary for Current Budget Period
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This report provides the core transaction details for selected activity on a sponsored program with sufficient detail to allow the user to identify and validate transactions to initiate additional investigation or error correction activities.
PI Partners – Sponsored Program Transaction Detail
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PI Partners – FastFacts Sessions
FastFacts sessions are available on the PI Partners Reporting tool. Please click on the link to register or download the session:
Session 1: PI Partners Reporting Tool – Overview – January 15, 2013
Session 2: PI Partners Reporting Tool – Reports and Maintenance Tools (rebroadcast) – January 22, 2013
Session 3: PI Partners Reporting Tool – Planning Templates (rebroadcast) – January 29, 2013
OR, go to http://learning.jhu.edu and search in the Course Catalog for “PI Partners.”
Please Note: Session 2 and Session 3 are a compilation of five (5) original FastFacts sessions originally delivered in September 2012.
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ConclusionIn today’s session, we talked about:
Accessing PI PartnersHow to Maintain FavoritesResearch at a GlanceThe Summary Level Reports
Awards OverviewAward Overview with Sponsored ProgramsPersonnel Summary (including Complete Labor Distribution and Sponsored Program Personnel Report)Sponsored Program Overview
Sponsored Program Level ReportsSponsored Program Summary for Current Budget PeriodSponsored Program Transaction Detail
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Thank You!
Thank you for participating!We would love to hear from you.
Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]
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Survey
Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!
