Key Issues & Status

Policy & Procedure Changes

EFS Training & Job Aids

EFS Reporting

Conversion Strategy

Lifecycle Information

Forms & Tools

EFS Roles

Departmental Best Practices

SPA Procedures

Sponsored Projects Administration

Sponsored Financial Reporting

Enterprise Financial System

EFS: SP Forum

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Key Issues and Status

Full list of key issues and status

Key Policy and Procedure Changes

Commitment Control
Contract for Professional Services
Cost Sharing
Cost Sharing Clarification #1
E-Award Distribution
E-Award Distribution Lists:

• Dean's List
• All Three to Dean List
• Department and Unit Mailing List
  

EFS Billing and Accounts Receivable
F&A Allocations
Financial Policy/Procedure Changes
Program Income
Revenue Recognition
Small Business Reporting
Sponsored Rebudgeting

GMUN Meeting Materials:
Conversion Update
SPA Rebudgeting
New Grad/Professional Student Budget-level Account Codes

EFS Training and Job Aids

EFS Training

EFS Training Classes


EFS Job Aids

Grants, Projects, Contracts

• How to Run a NOGA
• How to Run a NOGA (Narrative Version)
• How to Look Up Agency Award Documents
• How to Look Up a Proposal/Award/Project/Contract
• Sponsored Projects Inquiry
• How to look up the Grant Administrator/SFR Accountant

General Ledger

• Analysis Type
• When and How to use a Journal Entry (JE) to move Payroll and Fringe (7/29/10)

Accounts Receivable and Billing

• How to Look Up an Accounts Receivable

HRMS

• Calculating payroll encumbrance end dates for sponsored projects (11/09)

Purchasing and Accounts Payable

• Subcontract Purchase Orders
  

Sponsored Projects EFS Overviews:

EFS Sponsored Projects On-Line Overview

EFS Reporting

PS and UM Reports

• Guide for EFS Sponsored Reports (7/10)
  Sponsored Reports Snapshot (11/08)
  
• Sponsored Reports
• Running Sponsored Transaction Detail Reports to Excel 2007
• Running Sponsored Transaction Detail Reports to Excel 2003 or older
• Sponsored Tranaction Detail Expense Report Numbers (2/10)
• Sponsored Project Detail Drilldown Transaction Source ID and Source Document ID Definitions (2/10)

Legacy and Go Live

• AHC Reporting Tool (ART)
• CA Reporting Information
• GMUN Reporting Presentation
• Reporting Resources
  
• Reporting Summary
  
• Sponsored Financial Reports on the
  Web/PeopleSoft Reports Crosswalk

Lifecycle Information

Business Process Flows
PeopleSoft Grants Management Overview