Transcript Grants Module

Grants Project Update
UBR/PREP Meeting
January 10, 2008
Peggy Vanco
Ryan Liebert
Grants Project
(PeopleSoft Grants Module)
• Why?
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Accurate and timely data
Easier access to data
Integration with PeopleSoft shared financials
Electronic tracking of documents
• Who?
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UW-Milwaukee (Project Manager: Peggy Vanco)
UW-Madison
UW-Extension
UW-System
Huron Consulting (Campus consultant: Cara Grib)
Current System
Proposal
PI
Paper
T-Form
Approvals
Research
Services
Sponsoring
Agency
Proposal Submission
Proposal
PI
Electronic
T-Form
Approvals
WISPER
Research
Services
Sponsoring
Agency
Grant Administration
WISPER
data
Grants
Module
Effort
Reporting
System
Shared
Financial
Systems
Data
Warehouse
Daily data feed
Improved
WISDM
Queries and Reports
Users
WISPER Electronic T-Form
• WISconsin Proposal Electronic Routing
– No more paper t-form
• Electronic Routing
– Create and Sign t-forms from anywhere
– Eliminates “sneaker net”
– Review and approve award terms and budgets before set-up
• Nightly emails of all projects set up and modified
during the previous day
– Includes new project numbers, PI name, and links to the
enhanced WISDM reporting tool
WISPER Electronic T-Form
• Status Tracking
– Real-time monitoring – not an overnight load
– Copy an existing record – save yourself time
• Collect Data at Award Set up
– Cost Sharing
– Effort Commitments – they load to ECRT
WISPER Demo
Improved WISDM
• Improved interface
– Automatic list of “MyProjects”
– User friendly organization & displays
• Realistic budget information
– Nightly updates
– Incorporates fringes, tuition, overhead
– “Drill down” capacity
• Award Information available on screen
– Terms and conditions
– Attachments
– Modifications
WISDM Demo
Additional Changes
• Project ID Format for New Projects
– Existing Project IDs will not change
– New Project ID format is PRJ##AA
– Grant attributes used to track award types (e.g.
Federal vs. Non-Federal)
• Cost Sharing
– Major improvements in tracking and reporting cost
share for all awards (Federal and Non-Federal)
– Information captured by WISPER will feed new
effort reporting system (eCRT)
Timeline
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Account & Data Conversion: On-going
RPC, UBRs, Deans: Ongoing
Identifying the key personnel: December
Training
• Key personnel: Late January/Early February
• P I s: February
• SFS Shutdown: Late January/Early February
• Estimated launch: Late February
SFS Shutdown
• Last day to submit to RSA: Jan. 30
– Backstops
– New Account/Project Requests
• Submit all paper requests to BFS by: Jan. 31
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Travel Advances, Travel Expense Reports
Check Requests
Purchase Orders
Salary Cost Transfers, Non-Salary Payment Transfer
Requests
– Journal Uploads
– ASSA
– New Department Requests
• Last Day for P-card Allocations: Feb. 4
SFS Shutdown
• WISDM will be available during the
downtime
– All financial data will be reflected as of
February 8, 2008
– This will include the February Classified
payroll
• No Fringe or F&A will be reflected until
February’s close
Questions?
• More communications will be coming
related to Shutdown and Training
• Email any questions to [email protected]