PeopleSoft Grants Reports and Forms

Appendix: PeopleSoft Grants Reports and Forms

This appendix provides an overview of PeopleSoft Grants reports and forms.

Note. For samples of these reports and forms, see the PDF files that are published on CD-ROM with the documentation.

PeopleSoft Grants Reports and Forms: A to Z

The tables in this appendix list the PeopleSoft Grants reports and forms.

This section discusses:

Federal Grants.gov forms
Other Federal forms
Administrative reports
Billing forms

Federal Grants.gov Forms

Report ID and Report Name	Description	Navigation	Run Control Page
SF 424 R&R SF 424 R&R Family	Provides data for electronic proposal submission through Grants.gov.	Grants, Proposals, Submit Proposal	GM_WEB_SUBMIT

Report ID and Report Name

Description

Navigation

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SF 424 R&R

SF 424 R&R Family

Provides data for electronic proposal submission through Grants.gov.

Grants, Proposals, Submit Proposal

GM_WEB_SUBMIT

Other Federal Forms

Report ID and Report Name	Description	Navigation	Run Control Page
PHS 398 Federal Form – PHS 398	Provides information for the Federal Grant Application.	Grants, Proposals, Print Proposal	GM_PROP_PRINT_REQ
PHS 2590 Federal Form – PHS 2590	Provides information for the Federal Non-Competing Grant Progress Report or the Continuation Proposal	Grants, Proposals, Print Proposal	GM_PROP_PRINT_REQ

Report ID and Report Name

Description

Navigation

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PHS 398

Federal Form – PHS 398

Provides information for the Federal Grant Application.

Grants, Proposals, Print Proposal

GM_PROP_PRINT_REQ

PHS 2590

Federal Form – PHS 2590

Provides information for the Federal Non-Competing Grant Progress Report or the Continuation Proposal

Grants, Proposals, Print Proposal

GM_PROP_PRINT_REQ

Administrative Reports

Report ID and Report Name	Description	Navigation	Run Control Page
GMPER034 Bio sketch	Includes the name, address, education, professional experience, and language proficiency of the investigators on the proposal.	Grants, Professionals, Biosketch Report	RUN_GM_PERS_BIO
GMPER035 Current and Pending Support	Provides an overall summary of the total commitments for a particular investigator.	Grants, Professionals, Other Support Report	RUN_GM_PERS_BIO
SF-269A Financial Status / Interim Outlay Report	Provides information that the U.S. government requires for interim outlays on selected grants that it awards.	Grants, Interactive Reports, SF 269	GM_AWD_RUN_CNTL
SF-272 Federal Cash Transactions Report	Provides information that the U.S. government requires. Report can take two forms, depending upon whether the award entails a letter of credit.	Grants, Interactive Reports, SF 272	GM_AWD2_RUN_CNTL
SF-272A Federal Cash Transactions Report Continuation	Provides information that the U.S. government requires for continuation grants.	Grants, Interactive Reports, SF 272	GM_AWD2_RUN_CNTL

PeopleSoft Billing Forms

Report ID and Report Name	Description	Navigation	Run Control Page
SF-1034 Public Voucher for Purchases and Services Other Than Personal	Provides a public voucher for purchases and services other than personal, including invoice summary page with invoice header information.	Billing, Generate Invoices, Non-Consolidated, Single Action Invoice Billing, Generate Invoices, Non-Consolidated, Print Pro Forma Billing, Generate Invoices, Non-Consolidated, Finalize and Print Invoices	RUN_BI_PRNTIVC
SF-1035 Public Voucher for Purchases and Services Other Than Personal - Continuation	Provides a continuation sheet on SF-1034. It includes invoice header and expense line detail information that the expense account tree defines.	Billing, Generate Invoices, Non-Consolidated, Single Action Invoice Billing, Generate Invoices, Non-Consolidated, Print Pro Forma Billing, Generate Invoices, Non-Consolidated, Finalize and Print Invoices	RUN_BI_PRNTIVC
SF-270 Request for Advance or Reimbursement	Provides an invoice summary page that includes invoice header information.	Billing, Generate Invoices, Non-Consolidated, Single Action Invoice Billing, Generate Invoices, Non-Consolidated, Print Pro Forma Billing, Generate Invoices, Non-Consolidated, Finalize and Print Invoices	RUN_BI_PRNTIVC
GM_GEN Generic Letterhead Invoice	Provides a generic invoice. It includes invoice header and expense line detail information that the expense account tree definition controls.	Billing, Generate Invoices, Non-Consolidated, Single Action Invoice Billing, Generate Invoices, Non-Consolidated, Print Pro Forma Billing, Generate Invoices, Non-Consolidated, Finalize and Print Invoices	RUN_BI_PRNTIVC
GMIVCPN Invoice Print Summary	Generates the invoices that are described previously plus optional cost-sharing and salary-detail (BIGSALDL) reports.	Billing, Generate Invoices, Non-Consolidated, Single Action Invoice Billing, Generate Invoices, Non-Consolidated, Print Pro Forma Billing, Generate Invoices, Non-Consolidated, Finalize and Print Invoices	RUN_BI_PRNTIVC
BIGSALDL Salary Detail	Provides the salary detail that is associated with the invoices that the system creates.	Billing, Generate Invoices, Reports, Salary Detail	RUN_GM_SAL_DETL
GMLOC01 Letter of Credit	Provides details on document number and federal award number as well as funding, previously billed, unbilled, and allowable draw balances.	Billing, Manage Billing Worksheet, Letter of Credit Summary	BI_LOC_SUMMARY