PeopleSoft Grants Training

PeopleSoft Grants Training

Course Delivery

This Course is available in the following format:

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GSA Schedule 70 Saving for Government Customers

Course Overview:

PeopleSoft Grants Training Course with Hands-on Labs

This PeopleSoft Grants training teaches the fundamental concepts and features of the PeopleSoft Grants solution. PeopleSoft Grants Training will also teach you how to perform the steps required to set up the Grants system, enabling you to create a proposal, generate an award, manage the award budget, generate invoices and recognize revenue for award transactions and any associated facilities and administration costs.

PeopleSoft Grants Training – Benefits:

Taking the time to complete training gives you a chance to learn about the relationships between PeopleSoft Grants, Contracts, Project Costing and Commitment Control. You’ll walk away knowing how to set up a Grants business unit, define sponsor budget items and proposal budget and process an award budget. By enrolling in this course, you’ll also develop the skills to create a detailed proposal and generate an award.

Participate in Hands-On Exercises:

Using workflow, you will learn how to process proposals and protocols through the review and approval process. Through participating in interactive lessons and hands-on activities, you’ll gain an edge by learning to implement and process grants in accordance with your business needs.

PeopleSoft Grants Training – Customize It:

• We can adapt this PeopleSoft Grants Training course to your group’s background and work requirements at little to no added cost.
• If you are familiar with some aspects of this PeopleSoft Grants Training course, we can omit or shorten their discussion.
• We can adjust the emphasis placed on the various topics or build the PeopleSoft Grants Training course around the mix of technologies of interest to you (including technologies other than those included in this outline).
• If your background is nontechnical, we can exclude the more technical topics, include the topics that may be of special interest to you (e.g., as a manager or policy-maker), and present the PeopleSoft Grants Training course in manner understandable to lay audiences.

PeopleSoft Grants Training – Related Courses:

Intro to PeopleSoft for FMS and SCM Training
PeopleSoft Treasury Training

Audience / Target Group:

• Functional Implementer


• How to perform basic navigation and PeopleSoft concepts
• How to run processes and reports
• How to use control tables to enforce business rules

PeopleSoft Grants Training – What You Will Learn:

• Create a proposal.
• Generate an award and manage the award budget.
• Generate invoices and recognize revenue for awards.
• Process proposals through the review and approval process.
• Setup and manage protocols.
• Set up and use the Grants Portal.
• Manage cost sharing.
• Understand award advances and protocols.

PeopleSoft Grants Training – Skills Gained:

• Describe PeopleSoft Enterprise Grants key features
• Evaluate award funding in accordance with government regulations
• Generate Grants revenue and billing transactions
• Prepare proposals and generate awards
• Prepare your PeopleSoft Enterprise Grants system for implementation
• Set up and use the Grants Portal
• Setup and manage protocols
• Close awards

PeopleSoft Grants Training – Course Content:

Preparing to Implement Grants

Explaining the Grants Integration Points
Explaining the Relationship Between PeopleSoft Enterprise Commitment Control and Grants
Explaining the Relationship between PeopleSoft Enterprise Contracts, Project Costing, and Grants
Setting Up a Grants Business Unit
Setting Up System-level Default Values
Setting Up User Preferences

Setting Up Facilities and Administration Cost Parameters

Describing the Facilities and Administration Calculation Process
Setting up Facilities and Administration Trees
Setting Up Facilities and Administration Options and Offsets
Setting Up IterUnit and IntraUnit Processing Rules
Setting Up Facilities and Administration Base Types
Setting Up Facilities and Administration Rate Types

Setting up Billing and Revenue Control Tables

Identifying the Components Required to Recognize Revenue and to Bill for Grant Awards
Explaining the Grants Revenue Process Flow
Explaining the Grants Billing Process Flow
Explaining the Accounting Entries Created by the Revenue and Billing Processes in Contracts
Setting Up an Unbilled Accounts Receivable Account
Setting Up Accounting Rules for Award Lines
Defining Distribution Accounting for Fixed-Amount Award Lines
Setting Up Invoice Formatting Options

Defining Your Institution

Setting Up Institution Profiles and Contacts
Defining Facilities and Administration Rates for Your Institution
Defining Fringe Rates for You Institution
Defining Budget Identifiers
Setting Up Certification and Compliance Data
Managing Institution Audit Records
Setting Up Department Profiles and Contacts

Setting Up Professionals in Grants

Explaining Professional Control Table Setup for Grants
Setting Up Control Tables for Institution Professionals
Setting Up Core Data for Institution Professionals
Setting Up Grants-Specific Data for Institution Professionals
Creating Biosketch Reports

Defining Award Sponsors

Defining Sponsor Profiles and Contacts
Defining Sponsor Forms
Setting Up Sponsor Facilities and Administration Rates
Defining Sponsor Budget Items

Preparing Grants Proposals

Explain the Relationship Between Implementation Setup and Proposal Preparation
Explaining the Proposal Preparation Process
Explaining the Role of Workflow in Proposal Processing
Setting Up Grants Security
Preparing a Proposal
Preparing and Managing a Proposal Budget
Managing Proposals

Managing Awards

Performing the Award Generation Process
Managing Awards
Managing Award Milestones, Projects, Activities, and Contracts
Managing Award Budgets

Processing Grants Transactions

Describing the Grants Transaction Process Flow
Applying a Payable Transaction to a Funded Award
Managing Transactions that are Applied to a Funded Award
Managing Facilities and Administration Cost Calculations

Managing Revenue and Facilities and Administration Costs for Awards

Explaining the Award Revenue Recognition Process Flow
Explaining the Steps to Preparing Awards for Revenue Recognition
Managing Award Revenue Plans
Performing the Contract Activation Process
Running the Revenue Recognition Process
Managing Award Revenue

Managing Award Billing

Explaining the Award Billing Process Flow
Explaining the Steps to Preparing an Award for Billing
Managing Contract Billing Plans
Executing the Contracts and Billing Interface Process
Managing Award Bills
Managing Project Billing Data

Managing Cost Sharing Using Grants

Explaining Cost Sharing Parameters for Grants
Identifying Cost Sharing Analysis Types and Groups
Explaining the Steps to Prepare a Proposal with Cost Sharing
Evaluating the Impact of Cost Sharing on Awards

Managing Advances

Describing the Process Flow Associated with Grants Advances
Setting Up an Award Advance
Manaing and Utilizaing an Award Advance
Analyzing Award Advance Utilization

Setting Up and Managing Protocols

Explaining Protocol Management
Setting Up Protocol Approval Committees
Defining Protocol Approval Rules
Creating and Managing Protocols

Closing Out Awards

Explaining the Award Clost Out Process
Closing Out Awards, Projects, and Award Budgets

Evaluating Award Funding in Accordance with Government Regulations

Identifying Grants Reports
Creating Federal Financial Reports
Creating a Continuation Proposal

Setting Up and Using the Grants Portal

Describing the Grants Portal
Setting up the Grants Portal
Granting access to the Grants Portal
Loading data to the Grants Portal
Viewing data using the Grants Portal

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