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Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and...

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Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651- 5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2012 The Johns Hopkins University. All rights reserved.
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Page 1: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 1

FastFactsFeature Presentation

September 6, 2012

To dial in, use this phone number and participant code…

Phone number: 888-651-5908 Participant code: 182500

To participate via VoIP…

You must have a sound card

You must have headphones or computer speakers

© 2012 The Johns Hopkins University. All rights reserved.

Page 2: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 2

Today’s TopicPI Partners – Award and Sponsored Program Overview and Sponsored Program Level Reports

Page 3: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 3

Today’s Presenter

Diana BurkeSenior Accountant, Office of Finance, Financial Quality Control

Page 4: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 4

Session Segments

PresentationDiana will give you an introduction to the Award Overview and Sponsored Program Overview reports. She will show you how to navigate and drill through these summary reports to get to more specific detail by sponsored program and sponsored class.During Diana’s presentation, your phone will be muted.

Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Diana will answer as many of your questions as time allows.

Page 5: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 5

Contact Us

If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected] can also send us an instant message!

GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]

Page 6: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 6

Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

Page 7: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 7

How To View Full Screen

Click Here

Page 8: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 8

PI Partners –Award and Sponsored Program

Overview and Sponsored Program Level Reports

Page 9: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 9

Overview

The PI Partners Financial Reporting tool was designed to provide a way for principal investigators and departmental administrators to:

Access Sponsored Research financial dataEnhance administrative effectivenessImprove compliance

Page 10: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 10

PI Partners – FastFacts Sessions

We’re presenting five FastFacts sessions on the PI Partners Reporting tool.1. Access to PI Partners and Maintenance activities –

September 4, 2012 [Recording is available]2. Award and Sponsored Program Overview and

Sponsored Program Level Reports – September 6, 2012 [Recording is available]

3. Personnel Reports – September 10, 2012 [Today’s session!]

4. Personnel Planning Template – September 12, 20125. Sponsored Program Budget Planning Template and

Non-Personnel Planning Template – September 18, 2012

Page 11: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 11

Agenda

Today we will cover how to navigate, view, and filter financial data on the following reports…

Award OverviewAward Overview with Sponsored ProgramSponsored Program OverviewSponsored Program Summary for Current Budget PeriodSponsored Program Actuals – Current Budget PeriodSponsored Program Actuals – User Defined PeriodSponsored Program Transaction Detail

Page 12: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 12

PI Partners – Welcome to PI Partners

After logging on to PI Partners, you’ll arrive at the PI Partners Welcome page, which displays system alerts and the navigation path of reports available in PI Partners.Click the Award Overview hyperlink to navigate to the Award Overview report.

Page 13: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 13

PI Partners – Toolbar and Filters

The Top Toolbar allows you to print, save, and export data.The Filter Toolbar allows you to filter the data in the report.Input Controls allow further report filtering, depending on the report.

Page 14: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 14

PI Partners – Award OverviewThis report provides a consolidated summary-level view of financial data for a set of awards assigned to a PI.The grant numbers are hyperlinks. Click one to go to the Award Overview with Sponsored Program report.

Page 15: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 15

PI Partners – Award Overview with Sponsored Program

This report provides a consolidated summary-level view a single award and its sponsored programs.Return to the PI Partners Welcome page and click the Sponsored Program Overview hyperlink to go to the Sponsored Program Overview report.

Page 16: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 16

PI Partners – Sponsored Program Overview

This report provides users with a consolidated summary-level view of the financial status of the sponsored programs for which they are responsible.The sponsored program numbers are hyperlinks. Click one to go to the Sponsored Program for Current Budget Period report.

Page 17: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 17

PI Partners – Sponsored Program Summary for Current Budget Period

This report provides a summary-level view of a sponsored program, allowing review of the financial status of the sponsored program to identify problem areas requiring further investigation.Click the hyperlink for Sponsored Program Actuals – Budget Period report.

Page 18: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 18

PI Partners – Sponsored Program Actuals – Budget Period

This report provides a detail-level view of actual activity for a sponsored program for the current budget period.Click the hyperlink for Sponsored Program Actuals– User Defined report.

Page 19: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 19

PI Partners – Sponsored Program Actuals – User Defined

This report provides a detail-level view of actual activity for a sponsored program for a user-defined period of time.The sponsored class numbers are hyperlinks. Click one to go to the Sponsored Program Transactions Detail report for that sponsored class.

Page 20: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 20

PI Partners – Sponsored Program Transaction Detail

This report provides the core transaction details for selected activity on a sponsored program with sufficient detail to allow the user to identify and validate transactions to initiate additional investigation or error correction activities.

Page 21: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 21

Conclusion

In today’s session, we talked about how to navigate, view, and filter financial information on the following reports:

Award OverviewAward Overview with Sponsored ProgramSponsored Program OverviewSponsored Program Summary – Current Budget PeriodSponsored Program Actuals – Current Budget PeriodSponsored Program Actuals – User Defined PeriodSponsored Program Transaction Detail

Page 22: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 22

We’re going to open the phone lines now!

There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.

We’ll be answering questions in the order that we receive them.

We’ll also be answering the questions that were emailed to us during the presentation.

If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

Page 23: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 23

Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]

Page 24: Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 24

Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!


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