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Getting Started with PeopleSoft Grants
PeopleSoft Grants Overview
PeopleSoft Grants Business Processes
PeopleSoft Grants Integrations
PeopleSoft Grants Implementation
Navigating in PeopleSoft Grants
Navigating in PeopleSoft Grants
Grants Management Homepage
Using the Fluid User Interface to Access Frequently Used Grants Pages
Defining Your Operational Structure
Understanding the Implementation Process
Understanding the Inter/IntraUnit Processor
Defining PeopleSoft Grants Rules and Business Units
Establishing Facilities and Administration and Direct-Cost Cost-Sharing Options
Understanding PeopleSoft Grants Security
PeopleSoft Grants Security
Structuring PeopleSoft Grants
Understanding PeopleSoft Grants Implementation
Establishing Institution Controls
Establishing Sponsor Controls
Establishing Professional Controls
Establishing Proposal Controls
Establishing Milestones
Setting Up the PeopleSoft Grants Forms Printing Solution
Setting Up and Maintaining PeopleSoft Grants Information
Setting Up and Maintaining Institutions
Setting Up and Maintaining Sponsored Projects
Setting Up and Maintaining Departments
Setting Up and Maintaining Sponsors
Setting Up and Maintaining Professional Data
Maintaining Subrecipients
Defining a Contracts Workbench Template for Grants
Maintaining Grants Information Using the Contracts Workbench
Setting Up and Maintaining Protocol Management
Understanding Protocol Management Setup
Establishing Protocol Controls
Preparing and Submitting a Proposal
Establishing Proposals
Establishing Noncompeting Continuations
Establishing Proposal Budgets
Submitting Proposals
Printing Proposals
Freezing Submitted Proposals by Using Version IDs
Unlocking Proposal Information
Viewing Proposal Audit Logs
Copying Proposal Information
Inquiring About Proposal Budgets
Approving Proposals Using the PeopleSoft Fluid User Interface
Establishing Awards and Projects
Negotiating Awards
Generating Awards
Establishing Award Profiles
Establishing Milestone Notifications and Processing
Establishing Award Contracts
Establishing Project Profiles
Establishing Project Activities
Establishing Project Budgets
Maintaining and Reviewing Attachments
Modifying End Dates
Processing Facilities and Administration Costs and Adjustments
Reviewing PeopleSoft Grants Information
Closing Out Awards
Preparing and Submitting a Protocol
Understanding Protocol Management
Maintaining Protocol Information
Entering Protocol Data
Copying Protocols and Versions
Administering Projects
Understanding Project Administration
Billing for PeopleSoft Grants
Understanding the Billing Process
Understanding Integrating PeopleSoft Grants with Other Applications
Integration Process Flows for PeopleSoft Grants
Setting Up and Using the Grants Portal
Understanding the PeopleSoft Grants Portal
Understanding Grants Portal Security
Common Elements Used When Setting Up and Using the Grants Portal
Searching for Award, Project, and Personnel Data in the Grants Portal
Setting Up the Grants Portal
Staging Data to the Grants Portal
Viewing Award Data
Viewing Project Data
Viewing Personnel Data
Viewing Transaction Data
Using the Grants WorkCenter and Dashboard
Understanding the Grants WorkCenter and Dashboard
Analyzing Grants Using PeopleSoft Insights
Understanding PeopleSoft Insights for Grants
Setting up Insights Dashboards for Grants
Analyzing Grants Using PeopleSoft Insights
Preparing a Proposal and Award for Cost Sharing
Proposal and Award Preparation for Cost Sharing
Booking and Managing PeopleSoft Grants Revenue
Booking and Managing Revenue
Applying Transactions to PeopleSoft Grants
How Transactions Are Created and Applied to PeopleSoft Grants Awards
Delivered Workflows for PeopleSoft Grants
Delivered Workflows for PeopleSoft Grants
PeopleSoft Grants Reports and Forms
PeopleSoft Grants Reports and Forms: A to Z
Report Samples