Fiscal Panther: Grants Admin Hub
Description
Fiscal Panther Grant Administration Hub is a tool for reviewing and managing grant funding, spending, and projections for sponsored projects. It pulls together data across PRISM, PBCS, PantherEpxress, Pitt Worx, Concur and PERIS to provide account administrators a unified view of their budgets vs. actual spend, encumbrances and expenditure history at the RC, Department, PI and individual project level.
Views within the Hub
Direct and Indirect Expenditures
Key Business Questions
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:
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?
Which purchase orders have an encumbrance?
What is the total directs and indirect expenses incurred by my department and or PI?
What is the source of this information?
The data sources include:
PRISM (Pitt’s Real-time Integrated Solution for Management), which comprises:
General Ledger
Accounts Payable (invoice and payment information)
RPA (Research Proposal and Accounting information)
PCard (purchasing card transactions)
SPAR (Salaried Personnel Activity Report, which includes labor distributions for salaried staff)
Purchasing (includes PantherExpress orders)
PittWorx: Employee roster and TEAM
PBCS (Oracle Planning and Budgeting Cloud Solution) Grants Forecasting data, which captures encumbrance forecasts for compensation and non-compensation expenses for those who use the tool. PBCS is also known as Enterprise Performance Management (EPM)
PERIS™ My Funding (Pitt Electronic Research Information System)
Concur, which captures travel & business expense reports
The data is refreshed with posted general ledger transaction information everyday around 9:30 am, such that changes made in the system today will not appear until the next business day. Many views contain current actual account balances, projected account balances and remaining amounts based on the budget period of the grant. There are drill-down capabilities for multiple transaction types from the various sources.
NOTE: Monthly payroll dollars are costed as part of the month end closing process and thus are not available until the beginning of the next month.
How do I get access?
You will automatically have access to this dashboard if you have GL Mart Access. You will see all departments that contain an 05 grant account that you have access to.
You can request GL Mart access through the Federated Authorization form. More information can be found here: Federated Authorization Community.
Status | PRODUCTION |
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