Professional Documents
Culture Documents
Management
for Higher Education & Research
Ulrike Kleifeld
Solution Management
Grantee Grantor
Mgmt Pass-through Mgmt
Institutions
Grantor
Students
1
Solution Map 2004: Higher Education & Research
Financial Accounting
Planning, Application & Reimbursement for Reporting to Sponsors
Grants Management for Sponsored Grantor Management
Preaward Sponsored Programs & Closeout
Programs
Research Project
Research Management Research Planning Research Information Research Result Management
Management
2
Campus Management: FA calculation/grant evaluation
3
Grants Management: Research and Teaching Grants
The University of Leeds has 2500 live grants. Each grant follows its
own rules of who they support, what for and under which
conditions.
It serves to
keep the grant’s conditions
control and adjust the budget management
throughout the life-cycle of a grant
update on-line every financial transaction
follow the reporting and billing schedules.
Process Overview
Grantor
Grantee
Pre-Award Application Consumption Accounting Close-out
4
Grants Management –
How is it integrated?
Not-for-Profit Organizations
International Organizations
5
First Customers are going live in 2004
Leeds University, UK
Functionality
6
Master Data
Sponsor – Maintains the financial and administrative details such as
Sponsor‘s name, contact information, fiscal year, currency, billing
instructions and funds available carryforward rules.
Grant 1
Ext. Sponsored
Fund X
Program A
Sponsor X
Ext. Class 1
Fund X
Grant 2 Class 2
Int.
Fund 1
Sponsored
Program B
Sponsor Y Ext.
Fund Y
Grant 3 Class 2
Int.
¾ Grant to Sponsor – N:1 Fund 2 Class 3
¾ Grant to Sponsored Program – N:N
¾ Grant to Fund (internal or external) – N:N
¾ Grant to Sponsored Class – N:N
¾ Sponsored Class to Sponsored Program – N:N
7
Master Data: Grant Dimensions
FI/CO GM FM
Grant Grant Grant
Fund Fund Fund
CCtr, Order, Fund Center
WBS Sponsored Functional Area
Program Funded Program
G/L accts
Sponsored
/Cost Elmts Class Commitment Item
8
Project System and Grants Management
9
Concept: Adding the different external views
Employees Employees
Personnel
Temps
Organization‘s Budget
Salaries Acad. Salaries Secr. Fringe Benefits Temporary Staff
internal view
© SAP AG 2004, SAP Grants Management/Ulrike Kleifeld / 25
Sponsor
Grant Budget Plan
Sp Class Eur „ok!“
Grant Sp Program
Eur
Eur
external view
Organization‘s Budget
Cmt item Funds Ctr Fund Fd Progr
internal view
© SAP AG 2004, SAP Grants Management/Ulrike Kleifeld / 26
10
Concept: Integration with Internal Financials
Sponsor
Grant Budget
Sp Class Eur „ok!“
Grant Sp Program
Eur
Eur
external view „award“ budget transfer
Organization‘s Budget
Cmt item Funds Ctr Fund Fd Progr Grant Sp Program Sp Class
GBP
GBP
GBP
internal view
© SAP AG 2004, SAP Grants Management/Ulrike Kleifeld / 27
11
Budgeting Workbench: Budget Hierarchy
12
Concept: Follow Internal and External Rules
Expenditure
Budget Address
Cmt item Funds Ctr Fund Fd Progr
AVC on
internal view internal
budget
Reported Budget
Grant Sp Class Sp Program
AVC on
external view operation
budget
DB
© SAP AG 2004, SAP Grants Management/Ulrike Kleifeld / 31
13
Robust: Indirect Cost Calculation
14
Diverse: Billing
Scenarios
Cost reimbursement
Milestone Billing
Periodic Billing Plans
Manual Billing
Functionality
Mass runs and manual bills
exceptions
billing status
Billing Plan
15
Manual Billing Control
(Resource Related Billing – Individual Processing Output)
16
Double role of Universities
Grantee Grantor
Mgmt Pass-through Mgmt
Institutions
Grantor
Students
Grantor Management
Constituents and Partners Government Department(s)/Agencies Internal
Program Approvals and
Accounting
Partners Citizens Officers Officer Supervisors Stakeholders external
Officer
users
Portal,
Portal, Collaboration,
Collaboration, Multi-Channel
Multi-Channel Access
Access
Publish and
Claim Payment
Subscribe
Program Reporting
Development Application Monitoring Audit
Business
Assessment Process
Integration BI,
BI, KM,
KM, Business
Business Process
Process Management,
Management, Composite
Composite Application
Application Framework
Framework
Integration Integration
Integration Broker,
Broker, Master
Master Data
Data Management
Management
17
Availability and Future Focus
Pass-through Scenario
Grantor Management
SAP Grants
Management
for Higher Education & Research
Ulrike Kleifeld
Solution Management
18