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PeopleSoft Grants

  • Tuition USD $5,000
  • Reviews star_rate star_rate star_rate star_rate star_half 4841 Ratings
  • Course Code D81130GC20
  • Duration 5 days
  • Available Formats Classroom, Virtual

This PeopleSoft Grants training teaches the fundamental concepts and features of the PeopleSoft Grants solution. Expert Oracle University instructors will 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.

Learn To:

  • 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.

Benefits to You

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 work flow, 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.

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

Who Can Benefit

  • Implementer

Course Details

Topics

  • Preparing to Implement Grants
  • Setting Up Facilities and Administration Cost Parameters
  • Setting up Billing and Revenue Control Tables
  • Defining Your Institution
  • Setting Up Professionals in Grants
  • Defining Award Sponsors
  • Preparing Grants Proposals
  • Managing Awards
  • Processing Grants Transactions
  • Managing Revenue and Facilities and Administration Costs for Awards
  • Managing Award Billing
  • Managing Cost Sharing Using Grants
  • Managing Advances
  • Setting Up and Managing Protocols
  • Closing Out Awards
  • Evaluating Award Funding in Accordance with Government Regulations
  • Setting Up and Using the Grants Portal
  • 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 Syste-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 Processling 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

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact Edu_customerexperience@techdata.com

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

Some Labs are very good but some steps it ask to update but its already updated, but overall its very good training.

it was good and very informative. Instructure covered everything in detail.

Overall ExitCertified is a great training provider and the remote learning is as effective as in person.

This was a good program to get prepared for the solutions architect associate exam.

It would be better if the classroom had two power point screens so the instructor could have two screens shown to the class at the same time to reduce confusion switching back and forth

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  • Feb 28, 2022 Mar 4, 2022 (5 days)
    Location
    iMVP
    Language
    English
    Time
    12:00PM 8:00PM EST
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