ConnectUND Weekly Information Session

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ConnectUNDWeekly Information Session

• March 01, 2005

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Topics for Today

• Grants Contracts Module - update

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Next Week

• Tuesday, March 8th
• Agenda TBA
• Please stay tuned to the website and emails for
  the topic.

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General Info

• Training survey
• Please respond by Thursday, March 3rd
• Send your completed surveys to Hope French
• Email hopefrench_at_mail.und.nodak.edu
• Intra-campus mail Box 8364

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The Grant Life Cycle

• Pre-award
• Award Acceptance
• Project Performance
• Award Close-out

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Legacy and how we handled

• Pre-award
• Award Acceptance
• Project Performance
• Award Close-out

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PeopleSoft Grants Management

• PeopleSoft handles Grants Management through the
  following five Modules
• Grants
• Projects
• Contracts
• Billing
• Accounts Receivable

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Effort Reporting
An additional stand alone Module had to be
developed for Effort Reporting. PeopleSoft has
no mechanism to capture effort, therefore we had
to develop a system to be compliant with Federal
Regulation.
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The PeopleSoft way for the Modules

• Grants will be utilized by Research Development
  and Compliance (RDC) to record all proposals in
  PeopleSoft (Express Proposals)
• Grants at the award stage Grants Contracts
  Administration (GCA) will input a Version 1 (V1)
  detail budget in the Grants Module

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The PeopleSoft way for the Modules (contd)

• Grants Then GCA will copy and create a Final or
  Funded Version (F1), this will be used to
  generate the award. It is very important to make
  the F1 version as complete as possible as this is
  truly the only part of the process where
  PeopleSoft will populate all of the Modules

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The PeopleSoft way for the Modules (contd)

• After generating the award you must finish
  setting up the Contracts Module, this contains
  the award type and the different billing and
  revenue recognition plan.
• Navigation
• Grants
• Awards
• Award Profile

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The PeopleSoft way for the Modules (contd)
Enter UND01 for the Business Unit and Click
Search
Your Search Results Click UND0004006
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The PeopleSoft way for the Modules (contd)
Click View Contract
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The PeopleSoft way for the Modules (contd)
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The PeopleSoft way for the Modules (contd)

• The Projects Module will need to be updated with
  the different funding type Federal, State, or
  Other.
• The Project Budget which came over on the
  generate award process must be sent to Commitment
  Control (KK) the budget checking part of the
  system and to the Project Resource Table where
  the Grant and Contract Expenditures reside.

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The PeopleSoft way for the Modules (contd)

• Effort Reporting and Cost Share

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Reports and Chartfields

• Spending money How do the charges get to the
  Project Resource Table?
• Checking Budgets and Chartfields
• Navigation for Budget Details
• Commitment Control
• Review Budget Activities
• Budget Inquiry
• Budget Details

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Reports and Chartfields (contd)
The UND01 Business Unit should default.
Enter the Ledger Group GNTDTL (grant detail)
Enter the Project number UND0004006
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Reports and Chartfields (contd)
Click Search
Your Search Results
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Reports and Chartfields (contd)
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Reports and Chartfields (contd)

• Budget Overview
• Navigation
• Commitment Control
• Review Budget Activities
• Budget Inquiry
• Budgets Overview

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Reports and Chartfields (contd)
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Reports and Chartfields (contd)
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Grants Contracts Questions?

• Email Your Questions to
• grantquestions_at_mail.und.nodak.edu

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• Thank you for coming!
• See you next week!