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m-Fin FISCAL ROLES

The new m-Fin FISCAL ROLES is ready for testing in the Finance > Look Ups folder in Cognos QA.  [17-Feb-2016 migrated to production]  This report has been adjusted to reflect that the fiscal roles and acccountants associated with projects are now maintained via PeopleSoft 9.2 project team assignments:

  • PI -- PRINCIPAL INVESTIGATOR is PROJECT PRINCIPAL
  • GADM -- GRANT ADMINISTRATOR is PROJECT (FISCAL) MANAGER
  • GACT -- GRANT ACCOUNTANT is PROJECT ACCOUNTANT

As always, this report also can list the speedtype additional staff, program managers, program principals, org mangers, org principals, and org officers.

Unless problems are found this report should migrate to production later this week.

Comments

Mary Pfeifer

Does this report also show fiscal staff?  Does that feed in from the speedtype, like in 8.4?
 

Carl Sorenson

Mary - Yes, this report can also show the additional staff associated via the speedtype.  I have edited my wording in this blog post so that they are mentioned too.  Each role is on its own page and the user specifies which pages to render by using the checkbox prompt FISCAL ROLES.  From the policy point of view the speedtype additional staff are not considered 'fiscal' but we do call them SPEEDTYPE FISCAL STAFF in this report.

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