Transcript Ben Reports (Logo) - University of Pennsylvania
University of Pennsylvania March 31, 2002
Overview 1
Overview of
• Business Enterprise Network – Penn’s business & financial management systems • Includes BEN applications • Includes: – – – Web-enabled tools Self-service applications Support structure
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Overview of
• is part of • New architecture for delivering business and financial information • Mid-tier product between system reports & Data Warehouse • Extends accessibility of information via web-based applications
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Overview of
• Web Browser – – – Not platform dependant; PC or Mac Netscape • Version 4.06 or higher Internet Explorer • Internet Explorer 4.01 or higher
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Overview of
• Reports availability same as Data Warehouse – – – 8am - 8pm Monday - Friday Some reports available when others are unavailable due to data collection refresh • Financial Reports unavailable Saturdays, you can still use Salary Management & Protocol No reports available early Monday (12:30am - 6am) during weekly Data Warehouse backup
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Overview of
• Security – – PennKey ID & Password • www.upenn.edu/computing/netid/ 2-hour session limit • Connection will be terminated when 2 hour limit reached • Need more time, just log-in again – A dedicated browser window for a BEN Reports session is recommended
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Overview of
• Running Reports – – Use links to generate reports & drilldown Use standard web navigation - [Back] & [Forward] browser buttons • Cancelling Reports – – Click on [Stop] browser button Call Data Administration 898-2171
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Getting Started in
• Location of Ben Reports – http://benapps.isc-seo.upenn.edu/ • Location of Ben Reports Guide –
http://www.upenn.edu/computing/da/dw/ benreports/guide.html
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Financial
Salary Management Sponsored Programs 9
Financial Reports
• Web-based and easy to use • Business Objects knowledge is not required • Able to export data into MS-Excel (helps with budget planning & analysis)
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Financial Reports
• Access to Financial Reports – – Access to Financial Reports is the same access as for BEN & Salary Management systems Individuals without access to BEN & Salary Management systems need to complete COA training & access form with appropriate signatures to obtain access
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Financial Reports
• Budget/Actual Variance Reports • General Ledger Revenue/Expense Detail • RCM Category Comparisons • Access to BEN or Salary Management systems not required
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Financial Reports
• Budget/Actual Variance Reports – – – – Budget to Actual comparisons Drill through RCM categories to detail from BEN or Salary Management Fiscal funds (General Operating and Service Centers) Sponsored Project funds
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Financial Reports
• General Ledger Revenue/Expense Detail – – – – Transaction level detail sorted by object Data available from JUL-96 All Funds • Rev/Exp detail within ORG Sponsored Project Funds • Rev/Exp detail within RESP ORG
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Financial Reports
• RCM Category Comparisons – – – – Chart providing Budget Balance Available (BBA) by RCM category Drill down to RCM rows, object level detail Fiscal Funds (General operating & service center funds) Sponsored Project (Grants & Contracts)
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Financial Reports
• Data Currency – Balances updated on a weekly basis • Export results at any level to Excel • On-line demonstration – Navigate through Financial Reports • Functionality • Documentation • Support
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Questions?
Financial
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Financial
Salary Management
Sponsored Programs 18
Salary Management Reports
• Web based and easy to use • Business Objects knowledge is not required • Able to export data into MS-Excel very quickly (helps with Salary Plans) • Access to Salary Management system not required
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Salary Management Reports
• Access to Salary Management Reports – – Access to Salary Management Reports is the same access as for Salary Management system Individuals without access to Salary Management system need to complete COA training & access form with appropriate signatures to obtain access
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Salary Management Reports
• Employee Payments by Fund • Employee Payments by Individual • Position Inventory Reports
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Salary Management Reports
• Employee Payments by Fund – – Chart of total payments by fund Drill down directly to transaction level detail – – –
Home ORG
• All payments to individuals by home ORG
Posted ORG
• All employee payments by COA posted ORG
Responsible ORG
• Payments to all individuals on funds by RESP ORG
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Salary Management Reports
• Employee Payments by Individual – – – – – Total payments by employee First level returns employees only (no $) Drill down by employee to detail
Home ORG
• All payments to individuals by Home ORG
Posted ORG
• All employee payments by COA posted ORG
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Salary Management Reports
• Position Inventory – Allows University management to track changes • Employee • Organizational affiliation • Job classification • Funding
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Salary Management Reports
• Position Inventory features & benefits – Managers can • Track position trends • Track expenditures for temporary employees • Report on positions in FTE terms • Run predefined reports against Data Warehouse – Monthly snapshots » Summary - ORG level » Detail - Status of each position
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Salary Management Reports
• Position Inventory Reports available: – – – – University Totals Responsibility Center Groups Responsibility Centers Organizations Belonging to a Parent
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Salary Management Reports
• Data Currency – HR data updated daily; Sal Mgmt weekly • Export results at any level to Excel • On-line demonstration – Navigate through Salary Management • Functionality • Documentation • Support
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Questions?
Salary Management
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Financial Salary Management
Sponsored Programs
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Sponsored Program Reports
• Web based and very easy to use • Information directly available to PI • Allows more effective management of sponsored programs • Access to BEN or Salary Management systems not required
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Sponsored Program Reports
• Grants Reporting and Management System (GRAM) • Protocol Status Reports
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GRAM
• PI view of grants & contracts • PI has greater access to information • High level summarized balances • “Burn rate” and elapsed time charts • Ability to drill down to detail transaction level whether BEN or Salary Management data
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GRAM
• GRAM key elements – – – – – PI information Award information Budget periods Project-to-date vs. Project Year-to-date vs. Fiscal Year-to-date Different expense categories & Object Code roll-ups than RCM
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GRAM
• GRAM data based on Data Warehouse – – – BEN for account balances & General Ledger detail Salary Management for salary detail Research Services for award data • Management of data is key – PI & BA must work together to ensure data in source systems is correct
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GRAM
• PI’s have access to all information related to their sponsored projects • BA’s have same access in GRAM as in BEN & Salary Management • For GRAM access individuals without BEN or Salary Management access need to complete COA training & access form with appropriate signatures
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GRAM
• Data Currency – View updated through end of last prior period • On-line demonstration – Navigate through GRAM • Functionality • Documentation • Support
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Questions?
GRAM
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• Sponsored Programs – – Grant Reporting and Management System (GRAM)
Protocol Status Reports March 31, 2002
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Protocol Reports
• PI & BA have greater access to current Protocol status information • Assists in grant proposal preparation • Assists in compliance
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Protocol Reports
• Faculty (PI) – – – Access to all of their own Protocols Each Protocol has a RESP Org •For old Protocols, Resp Org is Home Org of PI •For new Protocols, Resp Org is now captured in submission process PI can e-mail Regulatory Affairs to change RESP Org • Business Administrator (BA) – Access form with Senior Business Officer approval
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Protocol Reports
• What is a Protocol?
– Complete description of research plan when using human and animal subjects • Reviewed by – – – Institutional Review Board (IRB) Institutional Animal Care and Use Committee (IACUC) Office of Regulatory Affairs (ORA)
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Protocol Prior to
• Penn Protocol Manager (PPM) – – – Letter and e-mail to Principal Investigator (PI) when status of protocol is changed Administrator is NOT formally informed of protocol Administrator calls Office of Regulatory Affairs for status of protocol
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Protocol Today
• PPM continues as it always has • Protocol Status Report can be accessed by both Faculty (PI) and Administrator Penn Protocol Manager (PPM) Data Warehouse Web Protocol (PPM2WWW)
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Protocol Reports
• Data Currency – Information updated nightly • Will not see terminated protocols that have an expiration date of over 1 year ago • On-line demonstration – Navigate through Protocol Status Reports • Functionality • Documentation • Support
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Protocol Reports
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