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Latest News for Financial System Enhancements/Upgrades

The following new tool will be released 03/02/2018:

Grant Campus Reports

Major features of the Grant Campus Reports

  • Reports will no longer be disburt to Report2Web
  • Reports will be available within Financials
  • Simplified menu navigation
  • Access to the reports is automatically granted with the SAR Role – “Research Administrator”
  • Ability to run the reports at the 2, 4 or 6 digit Department ID level
  • Reports download in MS Excel format

User Guide

Older News:

  • Researchers Homepage short navigation video (released 10/3/17)

Major features of the New Research Homepage in the MyPack Portal:

  • A central repository of sponsored award project information
  • New “fluid” tile format for accessing sponsored award project information
  • Visual indicators of the number of items requiring action
  • Streamlined information on the following:
    • Grant Alerts
    • PI Portal – Detailed Sponsored Award Project information
    • Closeouts requiring Uniform Guidance Certification
    • Pending Project Modification Requests (PMR)
  • Centralized access to the following:
    • RADAR
    • PINS
    • Wolftime
    • PCard
    • Travel Center
    • Financials Worklist
  • Information previously available on the “For Researchers” and “Manage My Projects section of the For Faculty & Staff” will be available under the Researchers Homepage

General Information:

  • Added the Destroyed Date field to the C&G Attribute Section – This field indicates the date C&G actually destroyed the file.
  • Made the Project ID (Segment) in the Report Header area a link to the Project Maintenance page (i.e., Attribute panels).
  • Added the PI Portal – Research Admin link to the Main Menu.  Link has been added under the Other Reporting Links section on the main menu and the Links Section on the preferences menu.
  • As a default, this report will be set to “Y – display” on the main menu list.
  • WRS 2.0 was released to campus APRIL 11, 2016.  Campus Training available.  See Reporting section for more information
  • Periodic system upgrades are necessary to provide improvements and efficiencies to existing systems. The most recent March 2017 Financials 9.2 upgrade information and training materials are currently included in this section.
  • Financials 9.2 Upgrade – Released Spring 2017

Account Codes

  • Listing of system account codes for colleges that budget at the Summary or Detail level.

Chartfield Request

  • The Chartfield Request System launched in the Financials System in March 2012 eliminating the use of the BA-148 form to request new projects. The Chartfield Request System is be used to request a new or make modifications to a Department ID or Segment.

Closeout

  • Closeouts for final reporting and documentation for Sponsored Projects are electronically routed in the Closeout system to the various business units for processing, review, and approval.

Faculty Asset Search Tool

  • The Faculty Asset Search tool is used to certify the completion of a search for existing equipment at the University that may be used for project purposes in order to reduce project costs on federal projects or projects that reference OMB Circular A-110 or 2 CFR 200 (Uniform Guidance).

PAR (Prior Approval Request)

PMR (The Project Modification Request)

  • The online PMR system (replacing the PAR System) streamlines prior approval requests from the department/PI to the College Research Office, then on to C&G or Sponsored Programs. The online PMR system also provides accountability for all who manage and process PMRs.

PMR Portal

  • The Project Modification Request (PMR) Module provides a method within the
    Financial System to help streamline the Project Modification process.


PI Portal

  • The PI Portal provides a listing of each PI’s projects (active and inactive), alerts, and project specific information.

Redistributions

  • Redistributions are used to adjust monthly and biweekly payroll charges, including salary and benefits, made in previous periods.

Reporting

  • Wolfpack Reporting System (WRS) provides financial data on sponsored projects
  • Grant Campus Reports provides access to financial data on sponsored projects to aid in the management of the awards.
  • Report2Web generates reports for Personnel data as well as financial data related to financial activity and Redistributions and Supplemental Pay.

Research Administration Data And Reporting (RADAR)

  • RADAR is a database for monitoring, recording, and reporting on submitted proposals and award actions on sponsored activities maintained by Sponsored Programs & Regulatory Compliance Services (SPARCS).

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