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PI Report and Reconciliation – Research Administrator Certificate (6)

February 16, 2021 @ 1:00 pm - 2:30 pm

This hands-on session will provide an overview of the PI Report in MicroStrategy, which displays Banner financial data for sponsored projects. The PI Report provides a summary for sponsored project funds with the ability to view details for all charges including personnel and direct expenditures. Fund by Month, Reconciliation by Fund, and data export options will also be reviewed. The GMU reconciliation policy, overall reconciliation process, sample templates to track both personnel transactions and direct expenditures, and sample reconciliations will be reviewed. A computer will be provided for each attendee to navigate through the reports.

This session fulfills a requirement of the Research Administrator Certificate Program. You do not need to be in the program to attend the session.

Faculty interested in attending the PI Report portion only should plan on attending the first hour of the session.

To attend, please register HERE

Click on Find and Register for Workshops to log into Mason LEAPS.

 

Details

Date:
February 16, 2021
Time:
1:00 pm - 2:30 pm
Website:
https://osp.gmu.edu/training/

Organizer

Kimberly Maze
Phone:
703-993-4001
Email:
kmaze@gmu.edu

Venue

Virtual
George Mason University
Fairfax, VA United States
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Website:
https://osp.gmu.edu/training/