Banner Research HOT TIPS. This is a short presentation on the hot tips that SPFS (Sponsored Programs Financial Services) normally explains frequently.

Transcription

1 Banner Research HOT TIPS This is a short presentation on the hot tips that SPFS (Sponsored Programs Financial Services) normally explains frequently.

2 Where do I get the GRANT budget, actual expenditures and available balance? ALL GRANT financial information should be reviewed on FRIGITD. This is a different location than where you review your departmental financial information. PLEASE DO NOT USE FGIBDST. To go to FRIGITD please type FRIGITD in the direct access box on the Banner front page as shown on the next page.

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4 The following screen will appear once FRIGITD is typed on direct access screen when ENTER is hit. Place to type Fund Notice that the screen above is blank. Tab to the fund which is noted by an arrow and type in the fund, the grant fund will automatically appear, then tab to Program and DELETE the code. Then do NEXT BLOCK. Please see the example on the next page.

5 DELETE the program code

6 Can I get a summary of the balances without adding up each line item in the budget? Yes, by using the FRIGITD form. Type in your fund again, delete the program code and then click on the down arrow beside account summary. Change the account summary to Level 2 Acct Types. This is noted with an arrow on the next page. After the account summary is changed, please do NEXT BLOCK to review your data as shown on the next page.

7 Level 2 Acct Type Summary of FRIGITD example: Click on drop down arrow, change to Level 2 Acct Types Account code description for each account type to be addressed at a future date

8 Account Type Description 61 Salaries and Wages 65 - Benefits 71 Operational Expense 72 Scholarships, Fellowships, Tuition 73 Depreciation 74 Equipment 75 Other Non-Operational Expense 76 Interest Expense 81 Transfers In 82 Transfers Out 7C Cost Recovery 7G Athletic Guarantee Expense 7I Indirect Cost

9 Using FTVACCT to get Roll-up of Account Codes for each Type (ex. 71) To find Account Type

10 To Get Hierarchy Details for Account Code (ex. 720) Must put in Acct level Must click Go to FRIGITD, and enter in Fund number and Account number range (ex. 720). Check Hierarchy Option on right-hand side. This will give you all Account codes that roll up into the 720 account range.

11 Example Acct Code 720

12 Can I view my grant financial information for just a period of time? YES, by using the FRIGITD form. Type in your fund again, delete the program code and then click in the Date from and put in the month and year that is needed and then tab to the Date to field and type in the month and year that is needed. For example, for looking only at a given month, please type in in the Date from and the in the Date to for review of data just for the month of February, Multiple months can be reviewed as well by covering the months needed within the Date from and to (For example, if the months of January and February are needed, then use in the Date from and in the Date to. After the information is entered, do NEXT BLOCK to review the data. (See next page)

13 Example of period of financial data to review on FRIGITD (February, 2007) Please note that there is not a budget listed. For grants we enter the budget at the beginning of the award or in increments by year. Therefore, no budget was added within February, To review the budget, look at all of the information to date for the grant.

14 Can I use e-print to review my GRANT budget, actual and available balance? YES, however, grant data is available under reports for FRRGITD not FGRBDSC. FRRGITD will give you the inception to date information unlike FGRBDSC. Under the FRRGITD reports page, there is a list of the various months available such as:

15 The Inception to Date E-print looks like the following example:

16 Item to remember on Inception to Date financial reports (GRANTS): The inception to date report (GRANTS) shows revenue. Please ignore revenue when looking at the information as this could be incorrect based on when revenue is recognized for any given grant fund.

17 Where do I find the START and END Date of my award? FRAGRNT is the appropriate place to find the Start and End Date of your award. Please note below via the arrow.

18 Who handles my grant fund in SPFS (Sponsored Programs Financial Services)? There are 2 ways to find the information, go to FTMFUND and click on F7, then tab to FUND and type in the fund you need the information for, then click F8. The financial manager is shown with an arrow below:

19 Another way to find the Financial Analyst responsible for your grant. Use FRAGRNT, type in your grant code on FRAGRNT then do NEXT BLOCK. Tab on personnel. Use you arrow keys and go to the person with an indicator of 03 as shown below:

20 Where can I get a list of my grants? FRIGRNT is the place to go to get a listing of your grants. This form along with most all forms within Banner cannot be exported into EXCEL. To use this form click to the second block beside Principal Investigator ID and type in a PI last name followed by the wildcard key of %. (such as Turner%) Click F8 to initiate the request. A list will appear that you can use you arrow keys or slide bar to review all the output. An example is next.

21 Example of FRIGRNT results:

22 Can I get the FRIGRNT list in a way that I can manipulate the data? YES, most all data within Banner can be exported into EXCEL by doing the following: On the FRIGRNT form go to HELP, Hold down your CONTROL KEY and then click on EXTRACT DATA NO KEY. Continue to hold down your CONTROL key until a File download box appears. Let go on the control key and click on OPEN. The information will appear in EXCEL. Review the next page for results.

23 Excel Extract data from FRIGRNT The information can be manipulated ever how you wish, by end date, etc.

24 How do I keep the Header Row Info when I extract data to Excel? Before downloading data, go to Direct Access screen Click on File and Preferences Check Include Header Row in Data Extract Click Save

25 Keeping Header Row Information