Use the following Guides to help you understand Grants Management\u00a0reports and the data they contain.<\/p>\n
There are two categories of reports in the GM (Distributed) report folder: those that deal with post-award activity and reports that examine pre-award activity. The former provide data related to\u00a0the financial elements of grant management – budgets and expenses – while the latter explore data pertaining to proposal and initial award activity.<\/p>\n
How to Run – GM Budget vs Actual<\/a> How to Run – GM Master Data – Revenue and AR<\/a> How and When to Use Post Award GM Reports\u00a0<\/a> This report category contains reports developed for use by distributed users (department administrators) and central users, e.g., Office of Sponsored Program (OSP) administrators. View the Research and Sponsored Program How-to Guides<\/a>.<\/p>\n A third set of reports \u2013 the Faculty Grants Management reports \u2013 are available in the Grants Management (Faculty) reporting folder. The Budget vs Actuals report and the associated detail reports differ from the Faculty GM reports in several ways. Chief among them are these significant\u00a0differences:<\/p>\n Because of these differences,\u00a0the GM Budget vs Actual report is recommended as the “go-to” destination\u00a0for Department Admins responsible for monitoring grant activity. Note: while a new set of reports was\u00a0created for use by principal investigators in 2014, the GM Faculty reports are still available to administrators.<\/p>\n
\nThis report,\u00a0recommended for\u00a0use by Department Administrators, displays\u00a0<\/span>the budget and actuals for one or more grants during specified fiscal periods. The report provides a snapshot of budget, income\/expense actuals, payroll actuals, and commitments and includes unexpended budget and percentage of budget expended. Drill-down is available to view the following detail data via separate reports: (1) expenses, (2) commitments, (3) payroll information, and (4) budget entries.<\/p>\n
\nThis report is useful to Department Administrators when they are reviewing the health of an account. It gives DA\u2019s a tool to see open AR (awaiting payment) on Grants, and reduces risk associated with accounts because it\u2019s possible to check that the sponsor is paying BU the invoiced funds so we don\u2019t spend more than we are being compensated for. The report provides\u00a0Accounts Receivable (money owed to BU from a Sponsor) on Grants. Data includes total budget, expense, revenue and open AR on an award for the sponsor portion only.\u00a0<\/span><\/a><\/p>\n
\nThe table in this Help Guide shows, for six frequently-used GM reports, a description of how the report might prove useful, when to use the report, and a list of helpful tips.<\/p>\nResearch and Sponsored Program \/ Pre-award\u00a0Activity<\/h4>\n
Grants\u00a0Management (Faculty) reports<\/h3>\n
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