peoplesoft 9.2 grants demo healthcare provider · 2019-10-06 · create proposal ... bill type pre...

10/6/2019 © SpearMC Consulting 1 © 2019 SpearMC Consulting

PeopleSoft 9.2 Grants Demo Healthcare Provider

October 3, 2019

PeopleSoft 9.2 Delta Agenda

© 2019 SpearMC Consulting

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Topic Presenter Timing Introductions Yemi Adeniyi 8:00 AM – 8:30 AM Fluid Basics Tiles & Home Pages Navigation Options Mobile (Approvals)

Randy Johnson 8:30 AM – 9:15 AM

General Ledger and Reporting Workcenters Dashboards and Pivot Grids Chartfield Request Advanced Query Topics


Accounts Payable, Project Costing, and Asset Management Workcenters Payment Request


Introduction to Grants Jessica Mann 10:45 – 11:30 Introduction to Lease Administration Randy Johnson 11:30 – 12:00 Closing Comments Yemi Adeniyi 12:00 – 12:10

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Jessica Mann Practice Director – Grants Management [email protected] 866-SPEARMC x815 www.SpearMC.com

Introductions

17 Years – PeopleSoft Consulting Experience 15 Years – Specialty in PeopleSoft Grants

Management

Grants Project Costing Contracts

Billing Accounts Receivable Commitment Control

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Founded in 2004, SpearMC specializes in:

PeopleSoft FSCM, HCM, SCM, and Grants

PeopleSoft Hosting on OCI

PeopleSoft & Tools Training

Oracle Cloud Infrastructure

PeopleSoft Reseller since 2008

PTF, QA and Test Automation

Hyperion and Cloud EPM

Oracle Business Intelligence

Managed Services


About SpearMC

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Focus on Healthcare

SpearMC offers products and services that compliment and support Oracle applications.

Labor Cost Distribution for Funded Research

Transfer Pricing Agreements

Effort Reporting for Grants

Custom Financials Mapper for Growth and Acquisitions

Billing Integration with Epic, Cerner, Kaufman Hall

Smart GL and BI Solutions (w/out sensitive PHI data)

PeopleSoft Clear Benefits

2019-2019 HIUG Pillar Sponsor

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Some of our Clients

Grants Demo Agenda

Grants Management Introduction

Grants Management Overview

Homepages and Dashboards

Pre-award

Create Proposal

Product ID

Create Budget

Proposal Security

Grants Workflows


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Grants Demo Agenda

Submit Proposal & Generate Award

Submit Proposal

Generate Award

Post Award Set Up and Reporting

Generate Award

Data moved from Pre to Post Award

Award Profile

Supplemental Data

Grants Portal

Grants WorkCenter

Other reporting tools


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Grants Management Introduction

9 © 2019 SpearMC Consulting

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GM Overview


PeopleSoft Grants supports the key business processes that are associated with the administration of sponsored research activities.

Proposal Preparation Proposal Submission Protocol Management Award Negotiation Award Funding Project Administration Award Administration Budget Administration Facilities and Administration (F&A) Cost processing

Bill Creation Letter of Credit Processing Payment Processing Financial Reporting Project Analysis Award Closeout PeopleSoft Grants Workflow

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GM Overview


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Pre-to Post Award


Generate

Award Create Proposal

Proposal

Submit

Proposal Update Award

Project

Budget ID

Budget

Select Project (s)

Budget ID (s)

Award

Project

Contract

Activity

Budget

Additional Information Location Resources Certifications Reports Attachments Component Keywords Attributes Protocol Gender & Minority Study Trainee


Terms Milestones

Notepad Award Modifications

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GM Overview


New Fluid Homepage! Fluid User Interface technology allows pages to be accessed using a smart phone, tablet, laptop, or desktop.

In PeopleTools 8.55 Image 18, the Grants navigation collection was added to the PeopleSoft Fluid User Interface. This navigation collection groups common functionalities used in Grants in a single location. Home pages are collections of tiles that users tap to access transactions. Users can have multiple home pages.

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GM Overview


Added the Grants navigation collection in the PeopleSoft Fluid User Interface. This navigation collection groups common functionalities used in Grants in a single location. You can add the Grants tile to the Fluid Home page using the Personalize HomePage function.

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GM Overview


Classic homepages and dashboards are PeopleSoft pages that aggregate and display pagelets that share some common or similar purpose. Homepages and dashboards provide quick access to useful information by presenting concise but feature-rich pagelets or tiles to the user. These pagelets can vary in function and complexity, enabling users to see not only an overview, but to drill into the data to access more granular and detailed information.

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GM Overview


Pre-Award


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Create Proposal


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Create Proposal


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Create Proposal


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Create Proposal


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Create Proposal



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Product ID (selected in pre-award)

Bill Plan Detail Template

Bill Type Pre Appr & Dir Inv

Invoice Form Cycle Bill By ID Contract Type (default from Grants BU set up)

CR_NON_LOCX* CR_NON_LOC SCR No GM_CR_CUM MONTHLY CONTRACT XX-XX-XX

CR_LOCX* CR_LOC LOC No GM_LOC MONTHLY LOC XX-XX-XX

MILESTONE MILESTONE PPD No NOPRINT ON-DEMAND

GM_DIR XX-XX-XX

CR_PREPAID CR_PREPAID PPD No NOPRINT ON-DEMAND

GM_DIR XX-XX-XX

NO_CONTRACT N/A N/A

N/A

N/A N/A N/A

XX-XX-XX

Note: Bill Source, Payment Terms, Billing Inquiry, and Billing Specialist use the same value for all contracts *X = CR_NON_LOC1 - CR_NON_LOC5 and CR_LOC1 - CR_LOC6

Product ID Customer Example

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Create Proposal Budget


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Proposal Budget may be entered a detail or high level Numerous information can be stored for a proposal including

• Additional Information • Location • Resources • Certifications • Reports • Attachments • Keywords • Attributes • Protocols • Gender & Minority Study • Trainee

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Proposal Security


PI Grants Department Security (Departmental Tree)

Authorized Personnel (You can give users access to specific proposals by

listing them on the Maintain Proposal - Resources page with the role type of Authorized Personnel)

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Grants Workflow


Proposal Component Approval Process (Worklist/E-mail) Proposal Status Notification (E-mail) Protocol Approval (Worklist/E-mail) Protocol Notification (E-mail) Protocol Batch Notification (E-mail) Milestone Notification (E-mail)

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Grants Workflow


Proposal Workflow is fully configurable to allow the customer to control properties and routing of the proposal approval process

Allows complex multi-component, multi-tiered approval Processes Tracks history Workflow can be processed at two levels: “Primary Project” or “All

Projects” depending on the setup. (BU Setup Level - Components is default. Can be overwritten at the Proposal Level.)

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Grants Workflow


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Protocols


Protocol Management provides an automated system that enables you to document and amend human and animal protocols and to manage the necessary approving authority approval processes.

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Protocols


Submit Proposal and Generate Award


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Submit Proposal


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Generate Award


Award Set Up and Reporting


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Pre-to Post Award


Generate

Award Create Proposal

Proposal

Submit

Proposal Update Award

Project

Budget ID

Budget

Select Project (s)

Budget ID (s)

Award

Project

Contract

Activity

Budget



Terms Milestones

Notepad Award Modifications

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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Award Profile


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Grants Budget



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F&A


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Supplemental Data

Supplemental Data functionality that allows customers to “create” new fields as needed Limited number of fields available in different formats

• Text • Date/Time • Numeric/Signed Number • Yes/No • Codes (with drop down list)

Do not need technical support to create Available at the Award and the Project (also Contract Header/Line) Can indicate if the field is required Logic can be built to display fields on the Supplemental Data page only when appropriate (e.g. when Award Type is CON)


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Supplemental Data

FFATA Reporting: Subject to FFATA and Rationale FH Origin Date – replaces NIH Start Dt Type of Follow-up FHCRC Conversion created to move these values stored on the Attribute to Supplemental Data tables

Customer Example


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Grants Portal

Developed to provide Project Managers/PIs, departments, and grants support staff insight into awards. View high level and detail level Award and Project information

including demographic and budget status information View detailed transactions View summary and detailed personnel costs Provide security access by PI, Division, Award or Project Specialized search functions provided for Award Summary,

Project Summary and Personnel Cost Summary


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Grants Portal


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Grants Portal


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WorkCenters

9.2 Added the Grants WorkCenter, which is designed to quickly identify and act to resolve key process exceptions across grants post award functions so that grants in need of attention can be quickly spotlighted

and addressed.

Q&A


Thank You.


peoplesoft 9.2 grants demo healthcare provider · 2019-10-06 · create proposal ... bill type pre...

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