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Slide 1
FastFactsFeature Presentation
January 15, 2013
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.
Slide 2
Today’s TopicPI Partners – Origins and Overview of the PI Partners Project
Slide 3
Today’s PresentersScott Zeger – Vice Provost, ResearchMark Chisamore – Project Manager, PI Partners Financial Reporting ProjectTina Cole - Training Program Manager, Financial Information Technology Training Program
Slide 4
Session Segments
PresentationScott, Mark, and Tina will introduce the PI Partners project, discussing its origins, development process, key features, support structures, and plans for future development.
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.
Slide 7
How To View Full Screen
Click Here
Slide 8
PI Partners Reporting Tool – Overview
Slide 9
Agenda
Today we will provide an overview of the PI Partners Financial Reporting tool:
Origins of PI PartnersDesign ApproachSolution OverviewAccess/AvailabilitySupport
Slide 10
Introduction
The PI Partners Financial Reporting project (“PI Partners”) was initiated in May 2010 by the Best Environment for Research and Scholarship (BERS). The PI Partners Financial Reporting tool was designed to provide a way for Principal Investigators (PIs)and their administrators to:
Easily access Sponsored Research financial data;Enhance administrative effectiveness;Improve compliance; and,Reduce financial risk
Financial focus; 40% of PI research time spent on research administration – a common issue at almost all research universities, including JHU.Worked with PIs and administrators from across JHU to determine what they needed in a financial and reporting system – PI Partners is the result.
Slide 11
PI Partners – Goals
Primary Goals:Augment currently available reporting tools to help PIs and administrators with their post-award financial management – planning and reporting activities.Streamline access to post-award sponsored research financial data, make decisions easier, and improve compliance. Help PIs manage their “small business” and answer the basic questions:
What is my “big picture”?How much money do I have and when will it run out?Do I need to adjust my spending?Are there any errors?Where are my people allocated?Whom am I paying?
Slide 12
PI Partners – Design Approach
Focus on user needs first; then choose technology solutionWorked with administrators and PIs; socialized conceptWhat do you need to see to stop doing what you do today?Solution must work for PIs AND their administrators
Keep it simple, intuitiveNo variable boxes/pop-ups; click navigation basedMinimize the training burden, speed deployment
Manage expectationsFirst iteration – get the basics right; build trust in the systemCatalog features desired for subsequent releasesLet users use it to better inform changes/additions needed
Slide 13
PI Partners – Schema
13
Legend
Award Overview Sponsored Program Overview
Award Overview with Sponsored
Programs
Sponsored Program Summary - Current
Budget Period
Sponsored Program Summary Total
Award
Sponsored Program Actuals Current Budget Period
Sponsored Program Actuals User
Defined
Sponsored Program Transaction Detail
Sponsored Program Personnel
Sponsored Program Personnel by Pay
Month
Sponsored Program Personnel Planning
Sponsored Program Non-Personnel
Planning
Sponsored Program Budget Planning
Maintenance
Maintain Favorites
Maintain Budget Period
Personnel Summary Personnel Summary with Prompt
Complete Labor Distribution
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Planning Data
HR SecuredS
P
Research at a Glance
My Awards
My Sponsored Programs
P
P
Reports with the merge data from SAP BW with user-entered planning data (financial projections) from the Planning Templates.
Reports/Planning Templates with an contain HR data and require the correct HRCCIO authorization to view.
Slide 14
PI Partners – Welcome to PI Partners
Slide 15
PI Partners – Sample Overview Report
Slide 16
PI Partners – Sample Personnel Summary Report
Slide 17
PI Partners – Sample Sponsored Program Report
Slide 18
PI Partners – Sample Planning Template
Slide 19
PI Partners – User Support
19
Phone: 410-516-3277
Email: [email protected]
Hours of Operation: Monday – Friday, 8:00AM – 4:30PM
Issue
Step 3: Contact the FQC Help Desk
Answers to basic user questions; advice, feedback, peer-to-peer guidance
Augmented by self-help sources listed above
Step 2: Ask a Super User
Contextual, report specific help (directly in system)Documentation sources (e.g., Quick Reference
Documents, FastFacts, FAQs, User Guides, etc.)
Step 1: Refer to Reference Materials/System Help
What steps should users follow if they need help using PI Partners?
We recommend:
Slide 20
PI Partners – FastFacts Sessions
FastFacts sessions are available on the PI Partners Reporting tool. Please click on the link to register or download the session:
Session 1: PI Partners Reporting Tool – Overview – January 15, 2013
Session 2: PI Partners Reporting Tool – Reports and Maintenance Tools (rebroadcast) – January 22, 2013
Session 3: PI Partners Reporting Tool – Planning Templates (rebroadcast) – January 29, 2013
OR, go to http://learning.jhu.edu and search in the Course Catalog for “PI Partners.”
Please Note: Session 2 and Session 3 are a compilation of five (5) original FastFacts sessions originally delivered in September 2012.
Slide 21
PI Partners – What’s Next?
The foundational elements of PI Partners are now in place… user feedback will help guide which additional features or enhancements may come next, such as:
Non-Sponsored reportsClinical Research reportsDepartment/Divisional level reportsDashboards/Visualizations Other improvements to existing tool based on user feedback
Slide 22
Additional Information
If you would like…A system demonstration for your Department or Answers to questions about PI Partners
Please contact:
Mark ChisamoreProject Manager – PI Partners Financial Reporting Project(443) [email protected]
Slide 23
Conclusion
In today’s session, we talked about:The origins of the PI Partners Financial Reporting ProjectHow PI Partners was designed, developed, and deployedAn overview of the Reports and Planning templates within
the toolWhere to turn for supportWhat’s next for PI Partners
Slide 25
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]
Slide 26
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!