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Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651- 5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2012 The Johns Hopkins University. All rights reserved.

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Page 1: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1

FastFactsFeature Presentation

January 15, 2013

To dial in, use this phone number and participant code…

Phone number: 888-651-5908 Participant code: 182500

To participate via VoIP…

You must have a sound card

You must have headphones or computer speakers

© 2012 The Johns Hopkins University. All rights reserved.

Page 2: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 2

Today’s TopicPI Partners – Origins and Overview of the PI Partners Project

Page 3: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 3

Today’s PresentersScott Zeger – Vice Provost, ResearchMark Chisamore – Project Manager, PI Partners Financial Reporting ProjectTina Cole - Training Program Manager, Financial Information Technology Training Program

Page 4: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 4

Session Segments

PresentationScott, Mark, and Tina will introduce the PI Partners project, discussing its origins, development process, key features, support structures, and plans for future development.

Page 5: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 5

Contact Us

If you would like to submit a question, you can email us at: [email protected]

Page 6: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 6

Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

Page 7: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 7

How To View Full Screen

Click Here

Page 8: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 8

PI Partners Reporting Tool – Overview

Page 9: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 9

Agenda

Today we will provide an overview of the PI Partners Financial Reporting tool:

Origins of PI PartnersDesign ApproachSolution OverviewAccess/AvailabilitySupport

Page 10: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 10

Introduction

The PI Partners Financial Reporting project (“PI Partners”) was initiated in May 2010 by the Best Environment for Research and Scholarship (BERS). The PI Partners Financial Reporting tool was designed to provide a way for Principal Investigators (PIs)and their administrators to:

Easily access Sponsored Research financial data;Enhance administrative effectiveness;Improve compliance; and,Reduce financial risk

Financial focus; 40% of PI research time spent on research administration – a common issue at almost all research universities, including JHU.Worked with PIs and administrators from across JHU to determine what they needed in a financial and reporting system – PI Partners is the result.

Page 11: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 11

PI Partners – Goals

Primary Goals:Augment currently available reporting tools to help PIs and administrators with their post-award financial management – planning and reporting activities.Streamline access to post-award sponsored research financial data, make decisions easier, and improve compliance. Help PIs manage their “small business” and answer the basic questions:

What is my “big picture”?How much money do I have and when will it run out?Do I need to adjust my spending?Are there any errors?Where are my people allocated?Whom am I paying?

 

Page 12: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 12

PI Partners – Design Approach

Focus on user needs first; then choose technology solutionWorked with administrators and PIs; socialized conceptWhat do you need to see to stop doing what you do today?Solution must work for PIs AND their administrators

Keep it simple, intuitiveNo variable boxes/pop-ups; click navigation basedMinimize the training burden, speed deployment

Manage expectationsFirst iteration – get the basics right; build trust in the systemCatalog features desired for subsequent releasesLet users use it to better inform changes/additions needed

Page 13: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 13

PI Partners – Schema

13

Legend

Award Overview Sponsored Program Overview

Award Overview with Sponsored

Programs

Sponsored Program Summary - Current

Budget Period

Sponsored Program Summary Total

Award

Sponsored Program Actuals Current Budget Period

Sponsored Program Actuals User

Defined

Sponsored Program Transaction Detail

Sponsored Program Personnel

Sponsored Program Personnel by Pay

Month

Sponsored Program Personnel Planning

Sponsored Program Non-Personnel

Planning

Sponsored Program Budget Planning

Maintenance

Maintain Favorites

Maintain Budget Period

Personnel Summary Personnel Summary with Prompt

Complete Labor Distribution

S S

S

S S

S

P

P

PP

P

PP

Pla

nn

ing

T

emp

late

sS

po

nso

red

Pro

gra

m L

evel

R

epo

rts

Su

mm

ary

Lev

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epo

rts

Planning Data

HR SecuredS

P

Research at a Glance

My Awards

My Sponsored Programs

P

P

Reports with the merge data from SAP BW with user-entered planning data (financial projections) from the Planning Templates.

Reports/Planning Templates with an contain HR data and require the correct HRCCIO authorization to view.

Page 14: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 14

PI Partners – Welcome to PI Partners

Page 15: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 15

PI Partners – Sample Overview Report

Page 16: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 16

PI Partners – Sample Personnel Summary Report

Page 17: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 17

PI Partners – Sample Sponsored Program Report

Page 18: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 18

PI Partners – Sample Planning Template

Page 19: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 19

PI Partners – User Support

19

Phone: 410-516-3277

Email: [email protected]

Hours of Operation: Monday – Friday, 8:00AM – 4:30PM

Issue

Step 3: Contact the FQC Help Desk

Answers to basic user questions; advice, feedback, peer-to-peer guidance

Augmented by self-help sources listed above

Step 2: Ask a Super User

Contextual, report specific help (directly in system)Documentation sources (e.g., Quick Reference

Documents, FastFacts, FAQs, User Guides, etc.)

Step 1: Refer to Reference Materials/System Help

What steps should users follow if they need help using PI Partners?

We recommend:

Page 20: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 20

PI Partners – FastFacts Sessions

FastFacts sessions are available on the PI Partners Reporting tool. Please click on the link to register or download the session:

Session 1: PI Partners Reporting Tool – Overview – January 15, 2013 

Session 2: PI Partners Reporting Tool – Reports and Maintenance Tools (rebroadcast) – January 22, 2013 

Session 3: PI Partners Reporting Tool – Planning Templates (rebroadcast) – January 29, 2013 

OR, go to http://learning.jhu.edu and search in the Course Catalog for “PI Partners.”

Please Note: Session 2 and Session 3 are a compilation of five (5) original FastFacts sessions originally delivered in September 2012.

Page 21: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 21

PI Partners – What’s Next?

The foundational elements of PI Partners are now in place… user feedback will help guide which additional features or enhancements may come next, such as:

Non-Sponsored reportsClinical Research reportsDepartment/Divisional level reportsDashboards/Visualizations Other improvements to existing tool based on user feedback

Page 22: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 22

Additional Information

If you would like…A system demonstration for your Department or Answers to questions about PI Partners

Please contact:

Mark ChisamoreProject Manager – PI Partners Financial Reporting Project(443) [email protected]

Page 23: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 23

Conclusion

In today’s session, we talked about:The origins of the PI Partners Financial Reporting ProjectHow PI Partners was designed, developed, and deployedAn overview of the Reports and Planning templates within

the toolWhere to turn for supportWhat’s next for PI Partners

Page 24: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 24

Questions? Want more information?Please contact us by email at: [email protected]

Q&A

Page 25: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 25

Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]

Page 26: Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 26

Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!


Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation November 17, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation April 26, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation April 16, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation May 3, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation April 3, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation November 11, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation October 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation September 19, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation July 22, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation December 17, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation September 18, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation March 28, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation April 30, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation May 10, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation August 13, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation 03/19/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation January 29, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation Thursday August 9, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation June 7, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation December 4, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation October 29, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation December 22, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation April 24, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation January 21, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation June 02, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation September 19, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation February 6, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation January 15, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation 02/07/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation March 12, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation April 9, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code: