The Modernization of Financial Reporting Project recently deployed Grants Management dashboards to Production for a pilot with 90 users. The timing of the Grants Management roll-out to users will be determined by each school-based engagement council. Your local implementation manager can provide you with information on when you can expect content to be made available to your school.
Included in the release were 8 Dashboards.
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Run this OBI Dashboard |
If you used this CREW Report |
Business Description |
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Sponsored Invalid Code Combinations |
Provides information at the account level of invalid charges in the GL as the Fund, Activity, Subactivity combination does not exist in GMAS. |
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Requests |
Provides a listing of requests in the GMAS system based on the tub/org specified |
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Scheduled Reports |
Identifies what reports are due to a sponsor for a given segment. |
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Segments |
Identifies GMAS segments for a particular Tub, Org and/or Principal Investigator. A segment is a way of dividing a project into pieces with distinct periods of time, amounts of funding, and scope of work |
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Sponsored Accounts |
Summarizes account information by account group for each segment. Used to monitor the account status, dates and dollars as well as the segment level information of obligated and anticipated dates and dollars. |
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GL Budgets for Sponsored Accounts |
Compares the GL Budget amount for an account with the GMAS Allocation amount. Used to identify Sponsored accounts without a GL budget and discrepancies between the budgeted and allocated amounts. |
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Unreconciled Accounts |
Lists all accounts with an expense or income variance. In order to close accounts, the expenses and income posted to each account must be equal to the final figure reported to the sponsor. |
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Interest Policy |
Shows which accounts have over expenditures. |
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Accounts Receivable |
Used to track receivables due to Harvard University for individual segments. |
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Subagreements |
Listing of all subagreements for a given project. Summarizes the most recent amendment status, issued start and end dates, issued amount and expenses as well as other important subagreement information. |
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GMAS User Security |
This report provides GMAS Authorized Requestors with a tool for completing the yearly access review required by Harvard's Security Policy. |
The project team is currently prototyping the Grants Financial dashboard (PER replacement) and it will be piloted at a later point in time.
In order to receive access to the OBI content users must successfully complete a 45 minute tools training course. Training may be completed using the on-line OBI Tools Training option or users that prefer an instructor-led training session may register in PeopleSoft for course FSS170.