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

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Key Issues and Status

Closed EFS - Unable to Create Proposals for PIs who are B-Term Appointees while they are on "Short Work Break" Status (07/21/08)

Closed EGMS - Department Name and Subdivision Name contains Unexpected Values in Grants.gov, NIH 398, and NIH 2590 Forms (07/28/08)

Closed EFS - Journal Entries when a CA is both Preparer and Approver (Resolution expected by 08/25/08)

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

EFS Training and Job Aids

EFS Training Classes


EFS Job Aids

• Calculating payroll encumbrance end dates for sponsored projects (11/09)
• 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
• How to Look Up an Accounts Receivable
• Sponsored Reports
• Sponsored Projects Inquiry
• Running Sponsored Transaction Detail Reports to Excel 2007
• Running Sponsored Transaction Detail Reports to Excel 2003 or older
• Analysis Type
• Subcontract Purchase Orders
• How to look up the Grant Administrator/SFR Accountant
• Sponsored Tranaction Detail Expense Report Numbers
• When and How to use a Journal Entry (JE) to move Payroll and Fringe
  

Sponsored Projects EFS Overviews:

EFS Sponsored Projects On-Line Overview

EFS Reporting

Guide for EFS Sponsored Reports (10/09)
Sponsored Reports Snapshot (11/08)
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