We have been waiting since October for a grant IO. At this point I was instructed to use an IO from another grant to create my shopping cart.

Pamela do not use another grant. Please send me the details and I’ll follow up.

I was instructed to do this but will contact the people involved.

Please tell me the PI and some grant information so I can learn what the hold up is

How do we go about ‘deactivating’ IOs so that charges cannot hit them in the future?

Interested in that excel session!

Excel session yes!

So if we submit a start date/end date and need to change the end date, that does not seem to appear in Cost Objects Dashboard. We’ve awarded internal grants with a specific timeframe. Is it necessary for us to change our period of work somewhere? We attempted, but were told it was not needed.

I would like to be notified of the excel training. Thanks!

I would also like to be notified of the Excel training!

Maryellen -- I will e-mail you this information after this meeting is over.

Excel training for me too!

Excel training for me

For excel training, please send an email to Whitney with the subject of Excel Training Request

wdd107@psu.edu

I would like the excel training information too please

Initially the expenses were shown as a negative and income as a positive, however, that was changed. I still have transactions that were not adjusted, how do I get those fixed?

can support staff drill down to see receipts and AIO forms attached to expenses? I can't. It would be so helpful if we could see the attached paperwork from pcard transactions for example

Can you show how to do a budget summary report that excludes GLs? For example, in general funds often salary and fringe does not need to be included in the reports as it is covered elsewhere. It’s not part of our operating budgets.

Can you show how to exclude different commitment items that may be beneficial to some? For example, I exclude academic salaries on a DEPT IO since the college covers those and I need to see actual dept expenses.

I'm with Extension

thank you

That would be awesome Maryellen!

It would be awesome and I’m pushing for it Paula.

Thank you so much! Faculty like to see what the item was that was purchased and the vendor.

For this report, you can "group by commitment item" to obtain a snapshot of your balances

Random question: Is there a way to view the long text after a document is approved (example a JE)?

Thank you for this!

I have a question of budgeting the revenue

My understanding is I can not move the budget (RBCC or RACC in IBIS lingo). I need to send request to move the budget to the correct IOs. Right now all the budget sits in the main endowment IO, the only IO before the additional IOs were added to the master database.

what is the difference, what does FM and GM mean

Funds Management MOdule vs Grants Management Module

Makes sense now, Thanks!

Craig, do we know when the reports Budget vs Actual by Funds Center and Budget vs Actual by Funded Program are being eliminated?

Tammy - we were originally told these reports would be eliminated as of 6/30/21

Thanks Susan! I use those two A LOT!

We know. That's why we are trying to create new versions on PowerBI

PowerBI looks like a very helpful tool.

To add clarification to looking up the long text - once you click on the document number then you will need to click on one of the lines credit/debit, click on the long text and it will show the description.

https://pennstateoffice365.sharepoint.com/sites/AGFinancialOffice

Thanks