MCG DSPA - Grants

MCG DSPA - Grants

Created on Sunday, October 05, 2008

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/ Training Guide
MCG DSPA - Grants

Table of Contents

Grant Inquiry - End User Training 1

GR.070.011MCG - Review MCG Project Grant Pages 1

GR.070.020MCG - Run the P/G Status Project Life Basis Report 11

GR.070.021MCG - Run the Grant Administrator Report 19

GR.070.022MCG - Run the Open Encumbrance Rpt for a Grant 26

GR.070.023MCG - Comprehensive Fin Report for Grant 34

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/ Training Guide
MCG DSPA - Grants

Grant Inquiry - End User Training

GR.070.011MCG - Review MCG Project Grant Pages

This topic demonstrates how to review the MCG Project Grant Pages for informational review.

Topic Objectives:

Upon completion of this topic, you will be able to review and identify information on these pages:

- Award Header page

- Award Funding page

- Sponsor page

- Award Personnel page

- Billing/Reports page

- Conditions page

- Grant Customer page

- Indirect Cost page

Procedure

For this topic, imagine that you want to review the information on a particular grant by looking at the MCG Grant pages.

Step

Action

/
1. / Click the MCG Components link.

2. / Click the MCG Project Grant link.

3. / Click the Use link.

4. / Click the Award Header link.

Step

Action

/
5. / Enter "12000" in the Business Unit field. MCG's Business Unit is always 12000.
6. / Enter the Project ID into the Project field. For this example, type in "HRSA00046".
7. / Click the Search button.

8. / Click an entry in the Project column.

9. / Review the Award Header page.

Step

Action

/
10. / Click the Award Funding link.

11. / Review the information on the Award Funding page.

Step

Action

/
12. / Click the Sponsor link.

13. / Review the information on the Sponsor page.

Step

Action

/
14. / Click the Award Personnel link.

15. / Review the information on the Award Personnel page.

Step

Action

/
16. / Click the Horizontal scrollbar to review all of the Project Personnel.
17. / Click the View All link.

18. / Click the Horizontal scrollbar.
19. / Click the Billing/Reports link.

20. / Review the information on the Billing/Reports.
21. / If you notice that there are more than one report, then you can click on View All to view all of the Reports.

Step

Action

/
22. / Click the Conditions link.

23. / Review the information on the Conditions page.

Step

Action

/
24. / Click the Subcontract link.

25. / Review the information on the Subcontract page.

Step

Action

/
26. / Click the View All link to view all Subcontract information.

27. / Click the Vertical scrollbar to scroll through the Subcontracts.
28. / Click the Indirect Cost link.

Step

Action

/
29. / Enter "12000" into the SetID field.
30. / Click the Search button.

31. / Review the information on the Indirect Cost page.
32. / Please notice that this page now contains an effective date option that will allow you to pull up all effective dated Indirect Cost amounts.
If there are multiple Indirect Costs, click the View All link to view them.
33. / Congratulations! You have just completed the topic for Reviewing MCG Project Grant Pages.
End of Procedure.

GR.070.020MCG - Run the P/G Status Project Life Basis Report

This topic demonstrates how to run the P/G Status Project Life Basis Report.

Procedure

For this topic, let's imagine that you need to review a summary of Total Budget, Pre-Encumbrances, Encumbranes, Expenses and Remaining Budget by Budget Category.

Step

Action

/
1. / Click the MCG Components link.

2. / Click the MCG Project Grant link.

3. / Click the Report link.

4. / Click the P/G Status Project Life Basis link.

Step

Action

/
5. / Click the Add a New Value tab to create a new Run Control.

6. / Enter the desired information into the Run Control ID field. Enter "PROJ_LIFE_BASIS".
7. / Click the Add button.

Step

Action

/
8. / Enter the desired information into the Project field. Enter "HRSA00046".
Note: Do not enter a "%" at the end of your Project ID or any of the other fields when entering criteria. If you enter the "%" sign, you will receive an error message.
9. / Click the Run button.

Step

Action

/
10. / Click the Server Name list.
Note: For a Process Type that is a Crystal, then choose the PSNT server.
For a Process Type that is a SQR or other type, then choose the PSUNX server.

11. / Click the PSNT list item.

12. / Click the OK button.

Step

Action

/
13. / Click the Process Monitor link.

Step

Action

/
14. / Click the Refresh button.
Continue clicking the Refresh Button until the Run Status is Success, and the Distribution Status is Posted.

15. / Click an entry in the Details column.

Step

Action

/
16. / Click the View Log/Trace link.

Step

Action

/
17. / Click an entry in the Name column that is a PDF file.
This file will contain your report results.
This file can then be reviewed, saved and/or printed.

18. / Congratulations! You have completed the topic on running the Project Grant Life Basis Report.
End of Procedure.

GR.070.021MCG - Run the Grant Administrator Report

This topic demonstrates how to run the Grant Administrator Report.

Procedure

For this topic, let's pretend that you need to run the Grant Administrator Report.

Step

Action

/
1. / Click the MCG Components link.

2. / Click the MCG Project Grant link.

3. / Click the Report link.

4. / Click the Grant Administrator Report link.

Step

Action

/
5. / Click the Add a New Value tab.

6. / Enter the desired information into the Run Control ID field. Enter "GRTADM_HRSA".
7. / Click the Add button.

Step

Action

/
8. / Enter "12000" into the Business Unit field.
The Business Unit for MCG is always "12000".
9. / Enter the desired information into the Fiscal Year field. Enter "2008".
10. / Enter the desired information into the Accounting Period field. Enter "10".
11. / Enter the desired information into the Project/Grant ID Active Only field. Enter "HRSA00046".
12. / Click the Save button.

13. / Click the Run button.

Step

Action

/
14. / Click the Server Name list to choose the PSUNX server.
Note: When a report or process that run a Crystal report, then you need to change it to PSNT server. If your report or process is a SQR report or other type, then you need to change it to PSUNX server.

15. / Click the PSUNX list item.

16. / Click the OK button.

Step

Action

/
17. / Click the Process Monitor link.

Step

Action

/
18. / Click the Refresh button until the Run Status is Success, and the Distribution Status is Posted.

19. / Click an entry in the Details column to view your report.

Step

Action

/
20. / Click the View Log/Trace link.

Step

Action

/
21. / Click the PDF link to view, print or save the report.

22. / Congratulations! You have completed the topic Running the Grant Administrator Report.
End of Procedure.

GR.070.022MCG - Run the Open Encumbrance Rpt for a Grant

This topic demonstrates how to run the Open Encumbrance Report for a specific Grant.

Procedure

For this topic, let's imagine that you need to run the Open Encumbrance Report to review your open encumbrance amounts for a specific Project ID.

Step

Action

/
1. / Click the MCG Components link.

2. / Click the MCG Interfaces Reports link.

3. / Click the Report link.

4. / Click the Open Encumbrance link.

Step

Action

/
5. / Click the Add a New Value tab to add a new Run Control.

6. / Enter the desired information into the Run Control ID field. Enter "OPEN_ENC".
7. / Click the Add button.

Step

Action

/
8. / Enter the desired information into the Project field. Enter "HRSA00046".
You can also enter other criteria in the other fields if you would like to narrow down your criteria.
9. / Click the Run button.

Step

Action

/
10. / Click the Server Name list.
Note: If the Process Type is a Crystal process, then choose PSNT as the server.
If the Process Type is a SQR process, then choose PSUNX as the server.

11. / Click the PSNT list item.

12. / Click the Select option to choose which report that you want to run.

13. / Click the OK button.

Step

Action

/
14. / Click the Process Monitor link.

Step

Action

/
15. / Click the Refresh button.
Continue clicking the Refresh button until the Run Status is Success and the Distribution Status is Posted.

16. / Click an entry in the Details column.

Step

Action

/
17. / Click the View Log/Trace link.

Step

Action

/
18. / Click an entry in the Name column that is a PDF file.
After it displays, you can Review, Save or Print the report.

19. / Congratulations! You have completed the topic on Running the Open Encumbrance Report.
End of Procedure.

GR.070.023MCG - Comprehensive Fin Report for Grant

This topic demonstrates how to run the Comprehensive Financial Report by a Project ID.

Procedure

For this topic imagine that you need to run the Comprehensive Financial Report for a specific grant.

Step

Action

/
1. / Click the MCG Components link.

2. / Click the MCG Interfaces Reports link.

3. / Click the Report link.

4. / Click the Comp Financial Report link.

Step

Action

/
5. / Click on the Add a New Value tab to create a new Run Control.
Enter the desired information into the Run Control ID field. Enter "CompFinRpt".
6. / Click the Add button.

Step

Action

/
7. / Enter the desired information into the Fiscal Year field. Enter "2009".
8. / Enter the desired information into the Accounting Period field. Enter "1".
9. / Click the Comp Fin Rpt by Project ID option to choose to run the report by a Project ID.

10. / Enter the desired information into the Project field. Enter "HRSA00046".
11. / Click the Save button to save the criteria that you entered for this Run Control.

12. / Click the Run button.

Step

Action

/
13. / Click the Server Name list.
Note: If the Process Type is a Crystal process, than choose the PSNT server.
If the Process Type is a PSUNX process, than choose the PSUNX server.

14. / Click the PSUNX list item.

15. / Click the OK button.

Step

Action

/
16. / Click the Process Monitor link.

Step

Action

/
17. / Click the Refresh button until the Run Status is Success and the Distribution Status is Posted.

18. / Click an entry in the Details column.

Step

Action

/
19. / Click the View Log/Trace link.

Step

Action

/
20. / Click on the PDF file in the Name column.
You can then Review, Save and/or Print the report.

21. / Congratulations! You have now completed the topic for running the Comprehensive Financial Report for Grants.
End of Procedure.
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