THE PEOPLESOFT GRANTS PRE-AWARD PROCESS

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THE PEOPLESOFT GRANTS PRE-AWARD PROCESS

• Delta Initiative

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MODULE INTEGRATION

• Data is exchanged between modules
• Eliminates redundant data entry
• Reduces errors omissions
• Paperless transfer of data

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Grants Business Process

• Proposal to Award Completion
• Involves several Modules
• Grants
• Purchasing / Receiving
• Accounts Payable
• Commitment Control
• AR / Billing
• General Ledger

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PeopleSoft

• Screen Shots to Create and Approve
• a Proposal

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Add Proposal
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Select a PI, Sponsor, Title, Due Date, etc.
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Enter a Department and Project information
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Enter Resources, Sub-recipients and Team Members
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Enter location information

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Enter required report information
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Add attachments
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Add Certifications
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Add Key words
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Completed Proposal ready to be Saved.
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Proposal Approval Process
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Stakeholders added as approvers. Notify button
used to e-mail stakeholders to review proposal.
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Institution approved proposals are set to status
of Submitted.
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Generating an Awardin PeopleSoft
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Generating an Award

• Awards created from Approved Proposals
• Pre-award spending option is available
• Process creates other PeopleSoft documents to
  manage the Post-Award process
• Data entered on Proposal is copied forward

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PeopleSoft
Screen Shots to Generate an Award
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Push-button controlled centrally initiates process
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Award Profile is created
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Contract Profile is created
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Project Profile is created
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Project Budget is created