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AG Monthly SIMBA Session - Shared screen with gallery view
Pamela J Passmore
09:52
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.
Maryellen O'Brien
12:39
Pamela do not use another grant. Please send me the details and I’ll follow up.
Pamela J Passmore
13:25
I was instructed to do this but will contact the people involved.
Maryellen O'Brien
15:41
Please tell me the PI and some grant information so I can learn what the hold up is
Rachel L Unger
17:23
How do we go about ‘deactivating’ IOs so that charges cannot hit them in the future?
Sue Hurley
19:26
Interested in that excel session!
Ursula
19:48
Excel session yes!
Rachel L Unger
20:13
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.
Renee L Mosier
28:12
I would like to be notified of the excel training. Thanks!
Emily S Jozefik
28:39
I would also like to be notified of the Excel training!
Pamela J Passmore
28:48
Maryellen -- I will e-mail you this information after this meeting is over.
Suzy Watson
29:46
Excel training for me too!
Jamie
30:14
Excel training for me
Craig R Story
30:40
For excel training, please send an email to Whitney with the subject of Excel Training Request
Craig R Story
31:11
wdd107@psu.edu
Jennifer Daubert
31:34
I would like the excel training information too please
Lizette Fiorito
33:01
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?
Jennifer Daubert
38:41
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
Rachel L Unger
42:54
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.
Erika Stover
43:19
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.
Jennifer Daubert
43:53
I'm with Extension
Jennifer Daubert
43:55
thank you
Paula Morgan
43:58
That would be awesome Maryellen!
Maryellen O'Brien
44:22
It would be awesome and I’m pushing for it Paula.
Paula Morgan
45:00
Thank you so much! Faculty like to see what the item was that was purchased and the vendor.
Erika Stover
57:29
For this report, you can "group by commitment item" to obtain a snapshot of your balances
Dana Grove
58:27
Random question: Is there a way to view the long text after a document is approved (example a JE)?
Laura O
59:35
Thank you for this!
Yuhui Zhou
01:03:39
I have a question of budgeting the revenue
Yuhui Zhou
01:05:36
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.
Sue Hurley
01:06:00
what is the difference, what does FM and GM mean
Susan Diane Sampsell
01:06:25
Funds Management MOdule vs Grants Management Module
Sue Hurley
01:08:36
Makes sense now, Thanks!
Tammy Connelly
01:11:30
Craig, do we know when the reports Budget vs Actual by Funds Center and Budget vs Actual by Funded Program are being eliminated?
Susan Diane Sampsell
01:12:31
Tammy - we were originally told these reports would be eliminated as of 6/30/21
Tammy Connelly
01:12:53
Thanks Susan! I use those two A LOT!
Susan Diane Sampsell
01:13:58
We know. That's why we are trying to create new versions on PowerBI
Tammy Connelly
01:28:29
PowerBI looks like a very helpful tool.
kjc22
01:40:07
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.
Lesley Maalouf
01:43:36
https://pennstateoffice365.sharepoint.com/sites/AGFinancialOffice
Yuhui Zhou
01:44:34
Thanks