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Description

Excerpt

Fiscal Panther Grants Grant Administration is a tool for reviewing and managing grant funding, spending, and projections for active grants. It pulls together data across PRISM, PBCS, and PERIS to provide account administrators a unified view of their budgets vs. actual spend and encumbrances at the RC, Department, and individual project level.

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The Project Profile will show a project overview based on the project selected from the Master Account Profile, the Department Profile, or the Investigator Overview. This view is split into three two parts: general information about the project is at the top ; the dials in the middle show financial health of the project; and the table at the bottom displays the totals by subcode and reference, along with a health indicator to show funds remaining or deficits.

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▶️ Click on a Subcode row in the Expenses by Type and Subcode section to open the Transactions tab.

To show graphs of project health click the Click Here for Summary Balances button.

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titleAdditional Details and Definitions

The Project Overview header displays the following:

  • Project Number

  • Project Title

  • Principal Investigator

  • Award ID (defined by entry in MyFunding or by SPA entry at time of creation)

  • Project Period (total date range of the project)

  • Award Period (current budget period)

  • Funding Agency (funding sponsor)

  • Indirect Cost Method (1, 3, 5, 0) & Indirect Cost Rate (rate as defined in award letter)

  • Account Relationship (Independent, Master, Subaward)


Project financial health visualizations are available by subcode category, click on the colored sections to display the various dollar amounts.

  • Total: (subcodes 5xxx-9xxx)

  • Compensation:  subcodes 5xxx-5999

  • Non-Compensation:  subcodes 6xxx-9xxx (excluding indirect subcodes)

  • Indirect:  subcodes 8350, 8351

  • Calculated Directs Available:  total balance divided by 1 + indirect cost rate


The bottom section, Expenses by Type and Subcode, displays the totals by subcode and reference for Budget, Actualand Encumbrances, along with a funds remaining health indicator (green for funds remaining, red for deficits).

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SPAR Details
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