Fund Manager, Effort, and Grants

Release Notes (Platform enabled customers)

• January 16, 2025 - Fund Manager and Effort Release Notes v1
• November 21, 2024 - Fund Manager and Effort Release Notes v1
• October 17, 2024 - Fund Manager Release Notes v1
• July 11, 2024 - Fund Manager Release Notes v1
• May 23, 2024 - Fund Manager Release Notes
• March 30, 2024 - Fund Manager Release Notes

Administrators: Importing Data (Platform enabled customers)

• Enhancements to the SFTP Data Import Process
• Sending Data Files through SFTP
• Reversing Transaction Files Imported through the SFTP
• Deleting all Transactions Through the SFTP
• Fund Manager & Project Effort Import Templates
• Importing Payroll Transactions for Project Effort Certification

Administrators: Fund Manager Roles & Security (Platform enabled customers)

• Understanding Personnel Limit By Security
• Adding and Defining Roles
• What is Chartstring Security?
• Applying Chartstring Limits
• Adding a Chartstring Limit Row
• Deleting Chartstrings

Administrators: Configurable Labels (Platform enabled customers)

• FM Global Admins: Configuring Labels

All Roles: Fund Dashboard (Platform enabled customers)

• Fund Dashboard and Quick Look

All Roles: Fund Detail - Sponsored Funds and Non-Sponsored Funds (Platform enabled customers)

• Viewing Sponsored Fund Details
• Viewing Non-Sponsored Fund Details

Administrators: Personnel (Platform enabled customers)

• Adding Salary and Salary Distribution

All Roles: Reports (Platform enabled customers)

• In-App Reports

All Roles: Forecasts (Platform enabled customers)

• Adding a New Person from Projections Module in GFE
• Selecting Options for Roll-Up and Database
• Savings and Recalling Projections
• Using Filters
• Calculating Projected Spending
• Generating Reports

All Roles: Projections (Platform enabled customers)

• What is the Projections feature?
• Creating and Managing Projection Scenarios
• Creating and Managing Compensation Projections
• Creating and Managing Non-Compensation Projections

All Roles: Fund Manager Manual Data Entry of Transactions (Platform enabled customers)

• Adding a Budget
• Adding a Transaction
• Deleting a Transaction

All Roles: Shared Codes (Platform enabled customers)

• Adding a New Fund
• Adding or Editing Fund Codes
• Adding or Modifying a Code
• Deleting or Terminating a Code
• Understanding Prerequisite Codes & Set-up Order
• Adding or Modifying a Fund Type Code

Administrators: Effort Certification (Platform enabled customers)

• Completing a Certification
• Decertifying Effort

Administrators: Effort Notifications (Platform enabled customers)

• Grants and Effort: Setting Up Email Templates
• Grants and Effort: Viewing Email Queue and History
• Sending Notifications

General Resources (Non-Platform enabled customers)

• Guide: Legacy Non-Platform App to Updated Versions

Release Notes (Non-Platform enabled products)

• May 2021 - Fund Manager Release Notes
• February 2021 - Fund Manager Release Notes
• September 2020 - Fund Manager
• December 2020 - Fund Manager Release Notes
• June 2020 - Fund Manager

All Roles: Grants (Non-Platform enabled customers)

• Common Fields and Definitions
• Subcontractors and Flow-Thru Entities
• Creating a New Grant Record
• Modifying an Existing Record
• Understanding Grant Record Modifications
• Uploading Attachments to Grants Records

Administrators: Role-Based Security (Non-Platform enabled customers)

• Adding and Defining Roles
• Assigning Roles to Users in GFE
• Managing Software Security

Administrators: Personnel (Non-Platform enabled customers)

• Adding/Editing a Person's Title, Salary and Salary Distribution
• Adding a Person in GFE
• Creating a User Account

All Roles: Financials/Fund Manager (Non-Platform enabled customers)

• Pinning a Fund to the Fund Summary Screen
• Adding a Budget
• Adding a Transaction
• Deleting a Transaction

All Roles: Grant Reporting (Non-Platform enabled customers)

• Tracking Student Researchers
• Running a Project Prorate Report
• Generating and Customizing Reports (Legacy)
• Searching and Filtering in Grants
• Grants: Downloading Reports
• Grants: Using Date Ranges

All Roles: Projections (Non-Platform enabled customers)

• Limiting and Granting Access to Projections
• Using Filters
• Calculating Projected Spending
• Running Diagnostics
• Generating Reports
• Adding a New Person from Projections Module in GFE

All Roles: Effort Imports (Non-Platform enabled customers)

• Using the Effort Importer
• Reversing an Import
• Importing Non-Salary Effort

All Roles: Shared Codes (Non-Platform enabled customers)

• Adding or Editing Fund Codes
• Adding or Modifying a Code
• Deleting or Terminating a Code
• Adding an Organizational Unit

All Roles: Effort Certification (Non-Platform enabled customers)

• Completing a Certification
• Certifying Effort

Administrators: Effort and Grant Notifications (Non-Platform enabled customers)

• Grants: Setting Up Notification Types and Type Groups
• Grants: Defining Email Notifications
• Grants and Effort: Setting Up Email Templates
• Grants and Effort: Viewing Email Queue and History
• Effort: Sending Notifications

Department Manager

• Accounting
• Personnel
• Grants