Description
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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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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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Usage Guide
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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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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.
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To show graphs of project health click the Click Here for Summary Balances button.
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The Project Overview header displays the following:
Project financial health visualizations are available by subcode category, click on the colored sections to display the various dollar amounts.
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). |
SPAR Details
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