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Description

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nameFP-Grants Admin

Fiscal Panther 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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This dashboard allows tracking of 05 grant account balances, spending, and projections from PBCS Grants Forecasting. Balances and spend can be view by department, grant, master account, and Primary Investigator. Individual transaction data can be viewed as well, including Panther Express Purchase Order data, credit card purchases, and Concur travel expenses. Answer questions like:

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nameFP-Grants Admin?

  • What is the current remaining balance on a PI’s grant? What is the remaining balance after PBCS projections?

  • Does my department have any projects that are over balance, or projected to be over balance?

  • What is the budget and actual spend on a grant by Subcode?

  • What SPAR distributions are on a grant?

  • How many awarded and proposed grants does a department or PI have?

  • What is the actual and projected spend of all Subawards in a project?

  • What are the invoice, check, PO or Concur details of a transaction?

  • What transactions have hit a grant, and which are projected to hit?

  • Which purchase orders have an encumbrance?

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Usage Guide
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basic_usage

To start using this dashboard, open one of the following three tabs: Department Overview, Investigator Overview, or Master Account Profile. Data on other tabs are populated based on selections made on one of these tabs. Those other tabs will show no data unless you navigate to it using one of the first three mentioned tabs. Navigation actions will be denoted with a ▶️ icon.

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