The Agreements Module (“agreement” is a term used throughout in reference to all types of research grants and contracts) provides fund and project related information in one central location. It is designed for users to view a summary listing of selected records with drill down capability into more detailed information around a specific project or fund. Within Insight version 2, information is now available for all active and pending agreements submitted to the grants and contracts office as well as the corporate-sponsored clinical research office.
The Agreements or financial tracking module is updated nightly with research-related information from across multiple systems to provide application users with financial reports that are not available in any other system. In addition, research fund information about a specific project can be viewed in a variety of different ways. This allows users to view historical expenses, personnel costs over time, future commitments of expenditures and track to project budgets by budget year and aggregated tracking across multiple projects or sponsors, such as the National Institutes of Health.
Under the Agreements module, there are a number of different pages or sub-modules that assist the user in reporting on information more specifically. The module is divided into four main groupings:
Summary Pages – allow the user to search and browse any number of records available in their portfolio to get to the record or records that they would like to report on further. For example, the user can filter on one fund number, all subcontracts or sundry accounts in departments or many of the other options found in the search filter.
Overview Pages – once the user has selected a subset of records, the overview pages allow the user to view aggregated information according to these pages. Tracking overall budgets for an entire program project and viewing all NIH budgets or expenditures across all projects for an investigator over the last year are just some of the features available in the overview pages.
Detail Pages – upon selection of a single record, the detail pages allow the user to report on that specific record to view budgets, personnel costs, expenditures, purchase orders and more.
Breakdown Pages –upon selection of a single value (via a link on a page), the breakdown pages are displayed. These pages allow viewing of individual amounts that comprise ‘totals’ on the detail pages.
Summary Pages
Caption |
Type |
Description |
Agreement Summary |
Tab |
Agreements Summary is a table of the aggregate list of agreements unique to each user. For each agreement, the screen displays summary demographic information on all types of funds active and pending. |
Financial Summary |
Tab |
The Financial Summary page displays the aggregated Financial Summary of all the funds that the user has permissions to. It displays information about the budgets, revenues, expenses, salaries, cash balances, open PO/AP orders and other demographic information like project start date and end date. |
Overview Pages
Caption |
Type |
Description |
Transactions Overview |
Tab |
The screen provides information returned based on the PeopleSoft Purchase Order/Accounts Payable data and Journal data. |
Budget Overview |
Tab |
Budget Overview page is designed to provide an aggregated Budget Overview for a grouping of Principal Investigators (PIs) or Chief of Services (COS). It reflects the current budget entered within the PeopleSoft posted expenses at the end of the prior month and current encumbered expenses including PO/AP and salary data. It reflects cash balances, categorical balance, encumbered salaries, carry forwards and overall budget balances. |
Salary Overview |
Tab |
Salary Overview page displays the salary information of employees on a research project including the fund numbers from which they are paid and how much they are paid from a particular fund, their start and end date on a project, and other information like monthly rate, committed salary, fringe rate, committed fringe and % effort on a project. |
Expense Overview |
Tab |
Expense Overview provides the user with historical data relating to expenses accumulating on the selected fund since the beginning of the project period. |
Detail Pages
Caption |
Type |
Description |
Project Details |
Tab |
The Project Details page displays the demographic information specific to a selected fund or project. The detail page is grouped into the four areas, including General, Sponsor, Fund and Admin. |
Contract Details |
Tab |
The Contract Details page identifies all of the compliance obligations associated with the overall award into five main areas, including Subcontracts, Related Protocols, Associated Agreements, Terms & Conditions and Milestones. |
Transaction Details |
Tab |
The Transaction Details screen provides a listing of all purchase orders, invoices and journal entries that are encumbered or have been paid against the selected grant or fund. |
Budget Details |
Tab |
The Budget Details page displays budget details about a specific fund. The page provides a financial statement about any research account. |
Revenue Breakdown |
Tab |
The Revenue Breakdown page displays the posted deposits for a project. |
Expense Details |
Tab |
The Expense Details page displays the posted expenses for a project on a monthly basis for the budget period. Information is organized by expense category and account on monthly basis. |
Patient Care Details |
Tab |
The Patient Care Details page displays the posted inpatient clinical or patient care expenses for a specific fund. (Currently, it does not include inpatient room and bed charges or professional fees. Outpatient patient care charges are also not included.) |
Projections |
Tab |
The Projection Report is used to forecast the expected fund balance at the end of the budget or project period for each category or account. |
Breakdown Pages
Caption |
Type |
Description |
Budget Breakdown |
Tab |
The Budget Breakdown page displays a listing of all the individual project budgets that total the amount displayed by category on the Budget Overview page. The page displays the individual fund number, budget amount for the selected category, project title, project and budget start and end dates, sponsor and PI name. |
Revenue Breakdown |
Tab |
The Revenue Breakdown page details revenue deposits to the research funds. The data on this screen is organized by fund and then account number. The Revenue Breakdown page is accessed from the Financial Summary, Budget Overview and Expense Overview pages upon selecting the revenue amount links from any of those screens. |
Labor Distribution |
Tab |
This page displays the salary commitments and expenditures for a specific fund. It will inventory everyone who has been paid off of the fund as well as those currently obligated to be paid off the fund. |