RAD 104

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• RAD 104
• Making the Most of eTRAC
• Krista Stefan, Financial Analyst (Research),
  Research Facilitation Office - Faculty of
  Arts/RSO
• 230 to 345 pm
• June 2, 2009

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Agenda

• Introduction
• Searching for Projects
• Naming Standards and Status Indicators
• Inquire Online vs. Print Reports
• Useful Information in Less-Used Reports
• Examples / FAQs

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Introduction

• Who am I?
• Krista Stefan, Financial Analyst (Research) Arts
  Research Facilitation Office
• Who are you?
• Involved in Research Administration
• Can use basic functions of eTRAC
• Interested in using full capability of eTRAC

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Searching for Projects

• See Inactive projects
• Refines project list
• Can use a variety of criteria

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Useful Search Criteria
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Project Titles

• Generally PeopleSoft project titles include
• Sponsor
• Sponsors award identifier (if applicable)
• PIs or Project Holders name

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Project Status

• Levels of status include
• Active dates
• Active/Inactive speedcode
• Open/Closed/Complete project
• Active/Inactive project
• Can be found on the Project Overview Inquire
  Online report

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Inquire Online vs. Print Reports

• Print Reports recommended for PIs standard
  formats
• Inquire Online views can be customized
• Inquire Online faster than Print Reports
• Inquire Online can be downloaded to Excel

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Useful Information from eTRAC

• Overview project status, active speed code(s),
  budget and budget type
• Funds Available funds before and after
  commitments, actuals (can drill down)
• Expenditure Details journal , posting date, HR
  (can drill down to salary details)
• Salary Details actual and commitments
• Revenue Details eligible ineligible

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Questions?

• Examples/review FAQs