Understanding the Grants WorkCenter – My Work Pagelet

This page shot provides an example of how the Grants WorkCenter – My Work section can be set up:

This example illustrates the fields and controls on the Grants WorkCenter – My Work. You can find definitions for the fields and controls later on this page.

Grants WorkCenter My Work

In this example, the My Work section is divided into these groupings:

  • Pre Process Exceptions

  • Process Exceptions

  • Take Actions en Masse

  • AR Action Items

  • AR Exceptions

For detailed information on these exceptions, see: PeopleSoft Contracts: Using the Contracts WorkCenter, PeopleSoft Billing: Using the PeopleSoft Classic Billing WorkCenter - Dashboard, PeopleSoft Receivables: Understanding the PeopleSoft Classic Receivables WorkCenter and PeopleSoft Receivables: Understanding the PeopleSoft Fluid Receivables WorkCenter

Pre Process Exceptions

Pre-process exceptions display data about all active contracts. You can select required rows and perform necessary actions on the rows. This following section discusses each exception in detail.

The Pre Process Exceptions group contains these links:

  • Billing Plans Requiring User Action

  • Revenue Plans Requiring User Action

  • Billing Events Not Processed

  • Revenue Events Not Processed

  • Contract Lines Missing Rate Set/Plan

  • Posted Budged Amount <> Billing Limit

  • Milestones Due

  • Contracts Set to Expire

The Milestones Due link displays all overdue Award milestones as well as active milestones with approaching deadlines. You can configure the number of days before a deadline you want to display.

Milestones Due page

grantsworkcenter_milestones_due

The Contracts Set to Expire link displays all expired contracts as well as active contracts approaching expiration. You can configure the number of days before expiration you want to display.

Contracts Set to Expire page

grantsworkcenter_contracts_set_to_expire

Process Exceptions

The Process Exceptions group displays closed contracts that have open projects associated with them, invoices not finalized and with errors, and billing interface and worksheet errors.

The Process Exceptions group contains these links:

  • Closed Contracts with Open Projects

  • Billing Interface Errors

  • Worksheet Errors

  • Invoices Not Finalized

  • Invoices in Error Status

Take Actions en Masse

The Take Actions en Masse group allows users to process changes in the Grants Application en masse, as a single action. Manage Proposals link is part of this group.

Term Definition

Manage Proposals

Enables users to process changes for multiple proposals as a single action. This includes submitting a proposal, generating a pre-award project and generating an award. In addition, users can easily create new proposals by copying existing proposals. User can also create new versions of a proposal and update budget details.

Users can generate up to five awards or pre-award projects in a single action.

This example illustrates the fields and controls on the Manage Proposals page.

Manage Proposals Page

AR Action Items

The AR Action Items group contains these links:

  • Pending Item Groups to Post

  • Express Deposits to Post

  • Incomplete Payments

  • Payments to Post

  • Maintenance Worksheets to Post

AR Exceptions

The AR Exceptions group contains these links:

  • Deposit Balancing Errors

  • Direct Journal Accounting Entry Errors

  • Direct Journal Budget Exceptions

  • Posting Errors