Description

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Use this dashboard to answer questions like:

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basic_usage basic_usage

Basic Usage

Several dashboards are included here. Each one dashboard can be customized using filter options and saved for quicker access, or sent as email subscriptions delivered directly to your inbox.

Monitor Award Status

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• GL Period: GL period to which the entry was posted

• Posted Date: Date of GL post (this can cross periods)

• Project Number: this would include subs and independents

• Master Project Number: same as the billing ID

• GL Category Name - Default value is BMR-Dept Research

  • BMR-Dept Research - Entries created by departments in the on-line research BMR application

  • BMR-Research: BMRs entered by SPA within RPA

  • Budget: Initial budget setup entry from RPA activation

• Batch Name: GL journal batch name (shown on current level reports)

• Journal Name: GL journal name (there can be multiple journals within a batch). For Department initiated BMRs, the journal name includes the user's HR Department, their initials and the date the entry was created

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Monitor Modification Status

The purpose of this dashboard is to review the status of Modification requests within MyFunding  Use of the filtering options has described below and give insight to where action is needed if a MOD has not yet been approved.  Data is updated from the previous days’ activity.

Filter options to available:

• School/RC - School or RC name responsible for the award/proposal creation in MyFunding

• Department - Department name responsible for the award/proposal creation in MyFunding

• Status - Modification status within MyFunding

• Award ID - directly enter the AWD number or use the drop down to search

• Mod Type – modification type as specified in MyFunding

• Direct Sponsor Name - direct sponsor assigned in MyFunding

• Award PI - directly enter the name or use the drop down to search

• MOD Approved Date – Date MOD was approved in MyFunding.  If the status is not yet approved, the date will be Null.  If only looking for approved, update the Status filter to only approved records.

• Use the slider on the date filer to change the date or simply click on the date and the calendar will open to select a new date

Click on a specific AWD record to display links to open the award in MyFunding.   You must have the necessary role/security assigned within the MyFunding record to open.

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Subaccount RC Approver List

The purpose of this dashboard is to identify and/or contact your designated RC approver for subaccount activation requests.  All designated approvers will receive an approval notification when a request is submitted but only one needs to approve.  Approvals go to the RC of the master account only.  SPA maintains the designated approver records within RPA.  If your approver has changed or will be changing, contact SPA directly for this update.  There can be more than one approver per RC.

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Non-Standard MTDC

Modified Total Direct Costs (MTDC) are the total costs that can be directly identified to a sponsored activity less certain categories of direct costs that are excluded for purposes of application of indirect or overhead costs. The University is required to exclude certain categories of costs, by fund accounting entity, for purposes of overhead application to be compliant with Office of Management and Budget. This dashboard shows all active projects that do not follow the MTDC standard subcode rules for indirect cost calculations, along with relevant subcode inclusion/exclusions, based on one of three cost methods:

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These dashboards brings together data from PERIS MyFunding (Pitt Electronic Research Information System) and different sections of PRISM (Pitt’s Real-time Integrated Solution for Management) Financial system, including the General Ledger and Research Accounting Project (RPA) modules. Data are transformed and loaded into the University’s Data Warehouse, and subsequently synced with the Tableau Server each morning, so data entered into systems today will not be reflected in dashboards until the next business day. Refresh dates are published on each dashboard for reference.

How do I get access?

Contact your designated RC approver to request access. If you are unsure of the approver, you can use the list here below to find points-of-contact for each Responsibility Center.

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