Projects Financial Management Project Overview - Overview As of July 1, 2016

Transcription

1 Boise State University University Financial Services Title: Description: Context: Project Financial Management Work Area Explanation This is a map providing the explanation of each field in the Project Financial Management work area. The Project Financial Management area has two areas of information available to you. Project Overview has three tabs and Manage Project Plan has two additional tabs for your information. ***If the image is too small, please log-in and view the system screens*** Projects Financial Management Project Overview - Overview 1. Project Name 2. Project Number 3. The Tasks pane Project Planning area allows you to click on Projects Overview (default page) or Manage Project Plan for review. 4. Track Project Progress is a function we are not currently utilizing but is available for review. 5. This is the Project Overview Overview 6. The Project Manager is the OSP Sponsored tab. Projects Administrator. 7. The Project Status real-time. 8. The Project Start Date is the first date on which transactions can be processed. This will typically match the pre-award date on the Financial tab of the Details train stop in the Award area. 9. The Project Finish Date is the last date for activity on the project and will typically be 15 days prior to the due date of the final financial report or invoice. 11. The Project Unit with default to IDBSU Project Unit. 10. The Project Type will show either sponsored or internal (match or program income). 12. The Organization is the cost center that represents the Purpose of the project. It

2 will be one of four options: a Instruction b Research c Other Sponsored Activity d Academic Support 13. The Business Unit defaults to IDBSU 14. The Customer is the sponsoring agency. 15. The Overall Health will indicate if 16. This is an aditional indicator displaying spending is in line with time elapsed. 17. Clicking the Chevron will expand the Additional Information area to show the Revenue Account code for the project; these vary based on the funding. a Federal or Federal flow through sponsored revenue. b State of Idaho sponsored revenue. c Local Entity sponsored revenue. d Miscellaneous Sponsored Revenue. e Private Sponsored Revenue f Other Educational Activity Revenue g Miscellaneous Income 19. The Team Members will be listed here. a. Project Manager SPA. b. Project Team Member PI, co-pis, department all administrators, and additional individuals as requested. sponsored or internal funding. 18. For all research awards (organization ) and NSF Research Code should have been determined during the award acceptance period and will be populated here. This information is used for reporting. Projects Financial Management Project Overview Documents 1. This is the Documents tab in Project Overview 2. Any attachments for the project will be found here.

3 Projects Financial Management Project Overview Gantt Chart *This functionality is not being utilized at this time* 1. This is the Gannt Chart tab in Projects Overview. 3. This column lists the Task Numbers for tasks that are associated with the project. 5. The Planned Finish Date is the last date on 2. This column lists the Task Names for tasks that are associated with the project. 4. The Planned Start Date is the first date on 6. This is a Gannt Chart for the projects by task. This functionality is not being used at this time.

4 Projects Financial Management Manage Project Plan Tasks 1. This is the Manage Project Plan landing page. 3. This column lists the Task Numbers for tasks that are associated with the project. There will be three or four tasks for converted projects and two tasks for new projects. a All non-tagable expenditures will post here. b All tagable expenditures need to post here. 5. The Planned Start Date is the first date on 7. The Transaction Start Date the first date on 9. Notes may be included in a task and will populate here. This will not be available on converted projects. 11. The Details functionality is not currently used. 13. The Baseline Creation Details show when the budget baseline was created and by whom. 2. This is the Tasks tab in Manage Project Plan. 4. This column lists the Task Names for tasks that are associated with the project. There will be three or four tasks for converted projects and two tasks for new projects. a. Task 01 All non-tagable expenditures will post here. b. Tagable Assets All tagable expenditures need to post here. 6. The Planned Finish Date is the last date on 8. The Transactions Finish Date the last date on which transactions are allowed 10. Any Additional Information will be shown here. 12. The Summarization Dates and Time will show the last time in which the project activity was updated.

5 Projects Financial Management Manage Project Plan Progress 1. The Progress tab in Manage Project Plan is not being ulitized at this time.