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Slide 1
FastFactsFeature Presentation
September 6, 2012
To dial in, use this phone number and participant code…
Phone number: 888-651-5908 Participant code: 182500
To participate via VoIP…
You must have a sound card
You must have headphones or computer speakers
© 2012 The Johns Hopkins University. All rights reserved.
Slide 2
Today’s TopicPI Partners – Award and Sponsored Program Overview and Sponsored Program Level Reports
Slide 3
Today’s Presenter
Diana BurkeSenior Accountant, Office of Finance, Financial Quality Control
Slide 4
Session Segments
PresentationDiana will give you an introduction to the Award Overview and Sponsored Program Overview reports. She will show you how to navigate and drill through these summary reports to get to more specific detail by sponsored program and sponsored class.During Diana’s presentation, your phone will be muted.
Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Diana will answer as many of your questions as time allows.
Slide 5
Contact Us
If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected] can also send us an instant message!
GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]
Slide 6
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.
Slide 7
How To View Full Screen
Click Here
Slide 8
PI Partners –Award and Sponsored Program
Overview and Sponsored Program Level Reports
Slide 9
Overview
The PI Partners Financial Reporting tool was designed to provide a way for principal investigators and departmental administrators to:
Access Sponsored Research financial dataEnhance administrative effectivenessImprove compliance
Slide 10
PI Partners – FastFacts Sessions
We’re presenting five FastFacts sessions on the PI Partners Reporting tool.1. Access to PI Partners and Maintenance activities –
September 4, 2012 [Recording is available]2. Award and Sponsored Program Overview and
Sponsored Program Level Reports – September 6, 2012 [Recording is available]
3. Personnel Reports – September 10, 2012 [Today’s session!]
4. Personnel Planning Template – September 12, 20125. Sponsored Program Budget Planning Template and
Non-Personnel Planning Template – September 18, 2012
Slide 11
Agenda
Today we will cover how to navigate, view, and filter financial data on the following reports…
Award OverviewAward Overview with Sponsored ProgramSponsored Program OverviewSponsored Program Summary for Current Budget PeriodSponsored Program Actuals – Current Budget PeriodSponsored Program Actuals – User Defined PeriodSponsored Program Transaction Detail
Slide 12
PI Partners – Welcome to PI Partners
After logging on to PI Partners, you’ll arrive at the PI Partners Welcome page, which displays system alerts and the navigation path of reports available in PI Partners.Click the Award Overview hyperlink to navigate to the Award Overview report.
Slide 13
PI Partners – Toolbar and Filters
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.
Slide 14
PI Partners – Award OverviewThis 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.
Slide 15
PI Partners – Award Overview with Sponsored Program
This report provides a consolidated summary-level view a single award and its sponsored programs.Return to the PI Partners Welcome page and click the Sponsored Program Overview hyperlink to go to the Sponsored Program Overview report.
Slide 16
PI Partners – Sponsored Program Overview
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.
Slide 17
PI Partners – Sponsored Program Summary for Current Budget Period
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 Sponsored Program Actuals – Budget Period report.
Slide 18
PI Partners – Sponsored Program Actuals – Budget Period
This report provides a detail-level view of actual activity for a sponsored program for the current budget period.Click the hyperlink for Sponsored Program Actuals– User Defined report.
Slide 19
PI Partners – Sponsored Program Actuals – User Defined
This report provides a detail-level view of actual activity for a sponsored program for a user-defined period of time.The sponsored class numbers are hyperlinks. Click one to go to the Sponsored Program Transactions Detail report for that sponsored class.
Slide 20
PI Partners – Sponsored Program Transaction Detail
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.
Slide 21
Conclusion
In today’s session, we talked about how to navigate, view, and filter financial information on the following reports:
Award OverviewAward Overview with Sponsored ProgramSponsored Program OverviewSponsored Program Summary – Current Budget PeriodSponsored Program Actuals – Current Budget PeriodSponsored Program Actuals – User Defined PeriodSponsored Program Transaction Detail
Slide 22
We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us during the presentation.
If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.
Q&A
Slide 23
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]
Slide 24
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!