PI Portfolio enhancements - key updates

  • Created a “Show balance through” filter which is now available in the Portfolio, Fund Summary, and new Chartstrings tabs, giving Actuals and balances through the end of a prior closed month, going back to July 2012.
  • Changed the By Month tab into a complete view of the month to month balance, in order to make it easier to know when funding will run out.
  • Added a Chartstrings tab, which allows users to get a balance in each chartstring used in a given PI’s Portfolio. It’s also helpful to see at a glance the chartfields being used for this PI. 
  • Improved the archive function, so that past projections can now be downloaded into an Excel file, which will be helpful for performing variance analysis against Actuals.
  • Added a column showing the “Minimum Direct Cost Balance” in the Portfolio tab projections view, in order to show the actual amount left to spend without going into deficit, after overhead is charged.

Overview Tab

  • Added a link to login to “Pheobe Search” to lookup the RA associated with a faculty member, access project status and other details.

Portfolio Tab

  • Added a “Show balance through” filter, which provides the ability to show balance and actuals in a fund through the end of a closed month, making it easier to reconcile transactions for that month.
  • Increased ability to customize reports, by adding prompts to limit by Fund, Dept, and CF1.
  • Added a column showing the “Minimum Direct Cost Balance” in the Portfolio tab projections view, in order to show the actual amount left to spend without going into deficit, after overhead is charged.

Fund Summary Tab

  • Added a “Show balance through” filter to Actuals views, which provides the ability to show balance and Actuals in a fund through the end of a closed month, making it easier to reconcile transactions for that month.
  • Added “Start Month,” “End Month” and “%Distribution” columns to the drill down report behind the “Projected Expenses” column values, so that it gives more detail for each compensation projection.

Transactions Tab

  • Updated Transactions tab to allow multi-fund reporting, so users can view all funds associated with a faculty member without having to choose a single fund.
  • Added a Fund column and a subtotal by “Expense Type” to the default view.
  • Added a Budget column, to allow access to details of all transactions in order to capture all activities in the month at the transaction level.

By Month

  • Changed the By Month tab into a complete view of the month to month balance, in order to make it easier to know when funding will run out.
  • Made “Projected Thru” date available in this tab, to enable users to easily view how far out projections go.

Personnel Tab

  • Added “Account” (Account Code - Description) as an includable column in the report table. 
  • Updated GAEL calculations to approved FY17 rates, including the unit "J" use rate.
  • Updated CBR calculations to approved FY17 rate, so that Actuals for FY17 will reflect the current rate.

Projections Tab

  • Created an Archive job aid for users to take advantage of this feature in the APEX Projections Input form, which allows users to save projections each month to be downloaded at a later date. Users can choose a saved set of projections in this tab, choose a past Start Month, and download expired projections.
  • Improved the archive function, so that past projections can now be downloaded into an Excel file, which will be helpful for performing variance analysis against Actuals. 
  • Added ability to sort within the APEX input form, so that it's easier to locate a given projection.
  • Updated GAEL projections to current FY17 rates, including the unit "J" use rate.
  • Updated CBR to approved FY17 rate, so that all projections for FY17 will reflect the current rate.
  • Updated CBR for FY18 and beyond to projected rates, so that all projections will use the corresponding projected rate, based on the period of the projection. Rate used is now displayed in the comment field when the CBR projection is generated.

Chartstrings

  • Added a Chartstrings tab, which allows users to get a balance in each chartstring used in a given PI’s Portfolio. Also helpful to see at a glance the chartfields being used.