{"id":35464,"date":"2024-06-10T16:23:14","date_gmt":"2024-06-10T23:23:14","guid":{"rendered":"https:\/\/inside.ewu.edu\/ogrd\/?page_id=35464"},"modified":"2024-06-10T16:23:14","modified_gmt":"2024-06-10T23:23:14","slug":"project-fin-mgmt","status":"publish","type":"page","link":"https:\/\/inside.ewu.edu\/ogrd\/award-management\/project-fin-mgmt\/","title":{"rendered":"Fiscal Oversight"},"content":{"rendered":"\n<p><strong>The PI is responsible for initiating, approving, and monitoring all expenditures<\/strong>\u00a0charged to the project index(es) to ensure accuracy and that all charges are\u00a0<em>allowable\u00a0<\/em>to the grant,\u00a0<em>allocable\u00a0<\/em>to the project, and\u00a0<em>reasonable\u00a0<\/em>to a prudent person.<\/p>\n\n\n<div class=\"gb-container gb-container-b8ea20bb gb-accordion\">\n<div class=\"gb-container gb-container-fc47554a gb-accordion__item gb-accordion__item-open\" data-transition=\"slide\">\n\n<button class=\"gb-button gb-button-ee2ed113 gb-accordion__toggle gb-block-is-current\"><span class=\"gb-button-text\">Approval Routing<\/span><span class=\"gb-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\" fill=\"currentColor\"><\/path><\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon-open\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/button>\n\n\n<div class=\"gb-accordion__content\"><div class=\"gb-container gb-container-691e05dd\">\n\n<p>The PI is responsible for routing all invoices, contracts, and p-card reconciliations to the Post-Award point of contact for a secondary approval.<\/p>\n\n<\/div><\/div>\n<\/div>\n\n<div class=\"gb-container gb-container-25d6b18c gb-accordion__item\" data-transition=\"slide\">\n\n<button class=\"gb-button gb-button-58451a4d gb-accordion__toggle\"><span class=\"gb-button-text\">Purchasing<\/span><span class=\"gb-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\" fill=\"currentColor\"><\/path><\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon-open\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/button>\n\n\n<div class=\"gb-accordion__content\"><div class=\"gb-container gb-container-d65aea4f\">\n\n<p>EWU&#8217;s Procurement and Contracts Office:&nbsp;<a href=\"https:\/\/inside.ewu.edu\/procurement\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/inside.ewu.edu\/procurement\/<\/a><\/p>\n\n\n\n<p><strong>Pcard<\/strong>: Your College Financial Officer or departmental administrative support will need to email&nbsp;<a href=\"mailto:purchasing@ewu.edu\">purchasing@ewu.edu<\/a>&nbsp;to have the project index(es) added to their PCard.<\/p>\n\n\n\n<p>Connect with the procurement office for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contracts for Service<\/li>\n\n\n\n<li>Purchase Requisitions<\/li>\n\n\n\n<li>Procurement Cards (p-cards)<\/li>\n\n\n\n<li>Meals and Light Refreshments<\/li>\n\n\n\n<li>Participant Gift Cards<\/li>\n<\/ul>\n\n<\/div><\/div>\n<\/div>\n\n<div class=\"gb-container gb-container-cb5d8761 gb-accordion__item\" data-transition=\"slide\">\n\n<button class=\"gb-button gb-button-bc05ad80 gb-accordion__toggle\"><span class=\"gb-button-text\">Travel<\/span><span class=\"gb-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\" fill=\"currentColor\"><\/path><\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon-open\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/button>\n\n\n<div class=\"gb-accordion__content\"><div class=\"gb-container gb-container-5a34e8a0\">\n\n<p>The PI is responsible for ensuring that any travel charged to the index(es) is submitted through Concur and follows university procedures, as well as any additional Federal, State, and\/or funding agency requirements.<\/p>\n\n\n\n<p>EWU Travel Accounting Office:&nbsp;<a href=\"https:\/\/inside.ewu.edu\/financialservices\/office-of-controller\/travel-accounting\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/inside.ewu.edu\/financialservices\/office-of-controller\/travel-accounting\/<\/a><\/p>\n\n<\/div><\/div>\n<\/div>\n\n<div class=\"gb-container gb-container-8d5835c5 gb-accordion__item\" data-transition=\"slide\">\n\n<button class=\"gb-button gb-button-e513dd49 gb-accordion__toggle\"><span class=\"gb-button-text\">Tableau<\/span><span class=\"gb-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\" fill=\"currentColor\"><\/path><\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon-open\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/button>\n\n\n<div class=\"gb-accordion__content\"><div class=\"gb-container gb-container-1fb87815\">\n\n<p>Tableau is EWU&#8217;s data visualization platform. It can be used to track budgets and review charges to project index.<\/p>\n\n\n\n<p><em><strong>The PI is responsible for monitoring the project budget(s) and transactions for accuracy at least monthly.<\/strong><\/em><\/p>\n\n\n\n<p>Grant Office Report Library:&nbsp;<a href=\"https:\/\/tableau.ewu.edu\/#\/site\/ewu\/projects\/21\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/tableau.ewu.edu\/#\/site\/ewu\/projects\/21<\/a><\/p>\n\n\n\n<p>Logging into Tableau for the first time&nbsp;<em>(Yes, you&#8217;ll need to call the helpdesk to get your Oracle password):<\/em>&nbsp;<a href=\"https:\/\/support.ewu.edu\/support\/solutions\/articles\/10000059240\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/support.ewu.edu\/support\/solutions\/articles\/10000059240<\/a><\/p>\n\n\n\n<p>Available reports:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Executive Dashboard:<\/em>&nbsp;View a summary of all active external funding that your access allows you to view (primarily for administrators).<\/li>\n\n\n\n<li><em>FRIGITD Summary Inception to Date:<\/em>\u00a0View budgeted amounts and current remaining balances by expense type.\n<ul class=\"wp-block-list\">\n<li>On the tan \u2018Select Grant ID\u2019 box in the upper left, click the drop down<\/li>\n\n\n\n<li>Start typing your Grant ID (ex: G22000\u2026)<\/li>\n\n\n\n<li>Check the box for your Grant ID<\/li>\n\n\n\n<li>Click \u2018Apply\u2019<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><em>WageAndBenefit_SummaryData_FiscalMonitors:<\/em>&nbsp;View wage and benefit summary data sorted by index, employee, or date range. Requires&nbsp;<a href=\"https:\/\/support.ewu.edu\/support\/solutions\/articles\/10000056775-how-do-i-get-access-to-banner-finance-and-hr-payroll-\" target=\"_blank\" rel=\"noreferrer noopener\">Banner HR permissions<\/a>.<\/li>\n\n\n\n<li><em>Transactions \u2013 Single Fiscal Period:<\/em>&nbsp;View individual transactions by month.<\/li>\n\n\n\n<li><em>Grant Proposals Funded-Not Funded-Pending:<\/em>&nbsp;Status of all proposals in a given time frame (primarily for administrators)<\/li>\n<\/ul>\n\n\n\n<p>The project PI should be set up with Banner Finance access to their index upon award. If you need access, contact Kristyl Riddle (<a href=\"mailto:kriddle2@ewu.edu\" target=\"_blank\" rel=\"noreferrer noopener\">kriddle2@ewu.edu<\/a>)<\/p>\n\n<\/div><\/div>\n<\/div>\n\n<div class=\"gb-container gb-container-b92a4d24 gb-accordion__item\" data-transition=\"slide\">\n\n<button class=\"gb-button gb-button-372ebcf8 gb-accordion__toggle\"><span class=\"gb-button-text\">Banner<\/span><span class=\"gb-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\" fill=\"currentColor\"><\/path><\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" width=\"1em\" height=\"1em\" role=\"img\" class=\"gb-accordion__icon-open\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/button>\n\n\n<div class=\"gb-accordion__content\"><div class=\"gb-container gb-container-9c6c1483\">\n\n<p>Banner is EWU&#8217;s accounting system. Resources and guides are available from EWU&#8217;s General Accounting Office:&nbsp;<a href=\"https:\/\/inside.ewu.edu\/financialservices\/office-of-controller\/general-accounting\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/inside.ewu.edu\/financialservices\/office-of-controller\/general-accounting\/<\/a><\/p>\n\n<\/div><\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>The PI is responsible for initiating, approving, and monitoring all expenditures\u00a0charged to the project index(es) to ensure accuracy and that all charges are\u00a0allowable\u00a0to the grant,\u00a0allocable\u00a0to the project, and\u00a0reasonable\u00a0to a prudent person. The PI is responsible for routing all invoices, contracts, and p-card reconciliations to the Post-Award point of contact for a secondary approval. EWU&#8217;s Procurement &#8230; <a title=\"Fiscal Oversight\" class=\"read-more\" href=\"https:\/\/inside.ewu.edu\/ogrd\/award-management\/project-fin-mgmt\/\" aria-label=\"Read more about Fiscal Oversight\">Read more<\/a><\/p>\n","protected":false},"author":3269,"featured_media":0,"parent":35452,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"wpo365_audiences":[],"wpo365_private":false,"footnotes":""},"class_list":["post-35464","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/pages\/35464"}],"collection":[{"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/users\/3269"}],"replies":[{"embeddable":true,"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/comments?post=35464"}],"version-history":[{"count":3,"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/pages\/35464\/revisions"}],"predecessor-version":[{"id":35538,"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/pages\/35464\/revisions\/35538"}],"up":[{"embeddable":true,"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/pages\/35452"}],"wp:attachment":[{"href":"https:\/\/inside.ewu.edu\/ogrd\/wp-json\/wp\/v2\/media?parent=35464"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}