HomePI DashboardFor Admins

For Admins

Overview

Note: For info about Act-As access to the PI Dashboard, see the Act-As page.

To support your faculty using the PI Dashboard most efficiently, administrators can:

  • Load detailed budgets for each project account
  • Review/update project managers

Load Detailed Budgets for Each Project Account

By default, Sponsored Financial Services (SFS) loads project budgets at the level required to invoice the sponsor. Often this is not very detailed.

  • Faculty may prefer to use the detailed budget from their award agreement to track their spending at a detailed level.

In many cases, Department or Business Service Center Staff can load the detailed budget using a Budget Adjustment (BA) eDoc.

  • Make sure the detailed budget does not roll up to something that conflicts with the approved sponsor budget, like the following:

    • Do not roll up to NIH awards modular budgets as direct/indirect line items. The unit can process a Budget Adjustment  eDoc to enter the budget as proposed for the direct costs. This would be a reduction in general expense (direct costs) and budgeting for the line item categories as proposed.

    • Do not re-budget between line item categories unless there is an agreement modification. Units can re-budget to specific object codes within each line item category awarded, referencing non-modular budgets.

  • The Budget Adjustment eDoc routes to the account’s Fiscal Officer and SFS for approval and is posted as part of the nightly batch processing.

  • Documentation on the Budget Adjustment eDoc may be found at: www.dfa.cornell.edu/sites/default/files/fp-budget-adjustment.pdf.

Review / Update Account Managers

In some cases, the Account Manager for a faculty account is set to someone other than the faculty member. Faculty will not be able to see accounts where they are not the account manager.

  • Check in KFS to make sure your faculty member has the account manager role on all accounts they may spend from.

  • See guidelines for who should be the account manager on an account in this DFA procedure.

  • The Account Manager can be changed by your Financial Transaction Center or your department finance staff. They will use Account Global or Account eDoc.

The DFA procedure provides guidelines for who should be the Account Manager on an account:

  • The Account Manager field should contain the Cornell NetID of the individual who is responsible for ensuring that:

    • funds are spent and managed according to the goals, objectives, and mission of the organization;

    • funds are being spent according to a budgeted plan; and

    • the allocation of expenditures is appropriate to the function identified for the account.

  • For research accounts or faculty discretionary accounts, this is the faculty member responsible for the activity.

  • For non-sponsored / non-faculty discretionary accounts, this is the individual who is responsible for financial oversight of the account within and across the organization.