Upload File

slide 1 fastfacts feature presentation september 4, 2012 to dial in, use this phone number and...

  • Home
  • Documents
  • Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant
29
Slide 1 FastFacts Feature Presentation September 4, 2012 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.

Upload: aiden-blake

Post on 27-Mar-2015

217 views

Category:

Documents


1 download

Report

Tags:

TRANSCRIPT

Page 1: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1

FastFactsFeature Presentation

September 4, 2012

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 September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 2

Today’s TopicWe’ll introduce you to the PI Partners Financial Reporting tool. We’ll talk about how to log-in, navigate around, view data, and adjust settings.

Page 3: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 3

Today’s Presenter

Diana BurkeSenior Accountant, Office of Finance, Financial Quality Control

Page 4: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 4

Session Segments

PresentationDiana will give you an introduction to the PI Partners Welcome page including Research at a Glance, Maintain Favorites and Maintain Budget Period tabs.During Diana’s presentation, your phone will be muted.

Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Diana will answer as many of your questions as time allows.

Page 5: Slide 1 FastFacts Feature Presentation September 4, 2012 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 during the presentation or if you’re having technical difficulties, you can email us at: [email protected] can also send us an instant message!

GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]

Page 6: Slide 1 FastFacts Feature Presentation September 4, 2012 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 September 4, 2012 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 September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 8

PI Partners – Access to PI Partners and

Maintenance Activities

Page 9: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 9

Overview

The PI Partners Financial Reporting tool was designed to provide a way for principal investigators and departmental administrators to:

Access Sponsored Research financial dataEnhance administrative effectivenessImprove compliance

Page 10: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 10

Agenda

Today we will cover how to…Access PI PartnersReview “Research at a Glance”Maintain FavoritesMaintain Budget Periods

Page 11: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 11

Accessing PI Partners

Begin by logging in to SAP.

Double-click the SAP icon on your desktop and log in.

OR

Navigate to https://my.johnshopkins.eduClick the Login button.Enter your JHEDID and Password.Click the Login button.Hover over “myApps” and then select SAP.

Page 12: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 12

Accessing PI PartnersYou will arrive at the SAP Welcome page.Click the PI Partners tab to continue.

Page 13: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 13

PI Partners – Welcome to PI Partners

You will arrive at the PI Partners Welcome page which displays system alerts and hyperlinks to reports available in PI Partners.Click the hyperlink for Research at a Glance.

Page 14: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 14

PI Partners – Research at a GlanceAfter clicking the Research at a Glance hyperlink, a new window will open displaying My Awards and My Sponsored Programs.Financial data for My Awards and My Sponsored Programs will be displayed when the PI is designated as the Grant or Sponsored Program PI. For Administrators, these reports will be empty until they create a portfolio of awards and sponsored programs using Maintain Favorites.

Page 15: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 15PI Partners – Research at a Glance –

My AwardsMy Awards is a condensed version of the Awards Overview report.The awards displayed are those where the PI is the Grant PI in SAP.

Page 16: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 16

PI Partners – Research at a Glance – My Sponsored Programs

My Sponsored Programs is a condensed version of the Sponsored Program Overview report.The sponsored programs displayed are those where the PI is the Sponsored Program PI in SAP.

Page 17: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 17

PI Partners – Maintain FavoritesFrom the PI Partners tab, click the Maintain Favorites tab to navigate to this maintenance tool.Maintain Favorites will allow you to add additional awards and sponsored programs not automatically included in the reports when you log in.

Remember, Administrators will need to build their portfolio of items to manage before the PI Partners reports display information.

Page 18: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 18

PI Partners – Maintain FavoritesMaintain Favorites allows PIs and administrators to self-manage the awards or sponsored programs that are displayed in the PI Partners Financial Reporting tool.

Click Add Favorite Awards to add an award.OR click Add Favorite Programs to add a sponsored program.

Page 19: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 19

PI Partners – Maintain FavoritesAfter clicking the Add Favorite Awards button, you’ll arrive at the ADD Award Favorites screen.Search for awards by entering information in the Filter Awards Selection List by fields and clicking the Search button.

Page 20: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 20

PI Partners – Maintain FavoritesTo add an award to your Saved Favorites, click the gray square next to the award number and then click the ADD Awards button. Click the Save All Selected Favorites button.The award you selected will now be included in the My Awards and Awards Overview reports.

Page 21: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 21

PI Partners – Maintain FavoritesAnother way to add awards to your Favorites list is by using the PERNR number for the PI.Begin by clicking the Add Favorite Awards button.Enter the PERNR for the PI in the PI for Grant (PERNR) field and click the Search button.A list of results will be displayed.

Page 22: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 22

PI Partners – Maintain FavoritesClick the gray square next to the appropriate award and then click the ADD Awards button. Click the Save All Selected Favorites button.The award that you selected will now be included in the My Awards and Awards Overview reports.

Page 23: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 23

PI Partners – Maintain Budget Periods

Now let’s look at how you can adjust the budget period for a grant.From the PI Partners tab, click the Maintain Budget Periods tab.Here, you can adjust the default budget period length that will be used for an award and its sponsored programs when the current budget period is not “Active” in SAP.

E.g., A new budget period has started but the budget has not been posted in SAP.

Page 24: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 24

PI Partners – Maintain Budget Periods

Enter information in one or more of the Filter Grants by fields.Click the Search button.A list of results will be displayed.

Page 25: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 25

PI Partners – Maintain Budget Periods

Highlight the award whose budget period you’d like to adjust by clicking the gray square to the left of the SAP Grant # field. Enter a number in the Budget Period field. Click the Save button.

Page 26: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 26

Conclusion

In today’s session, we covered:How to log into the PI Partners Financial Reporting tool How to navigate to Research at a Glance for a high level overview of My Awards and My Sponsored Programs How to Maintain FavoritesHow to Maintain Budget Periods

Page 27: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 27

We’re going to open the phone lines now!

There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.

We’ll be answering questions in the order that we receive them.

We’ll also be answering the questions that were emailed to us during the presentation.

If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

Page 28: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 28

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 29: Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 29

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

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

Slide 1 FastFacts Feature Presentation November 18, 2015 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 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 September 19, 2013 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 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 December 17, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

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 24, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation May 20, 2015 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 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 September 10, 2012 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 January 29, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

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

Slide 1 FastFacts Feature Presentation June 18, 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 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 November 19, 2015 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 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 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 November 17, 2014 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 February 21, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

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 October 15, 2013 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 January 21, 2014 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 March 28, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code: