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PI Report and Reconciliation – Research Administrator Certificate (6)

September 21 @ 9:30 am - 12:00 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.

Instructions and registration information. 

Details

Date:
September 21
Time:
9:30 am - 12:00 pm
Website:
https://osp.gmu.edu/abouttraining/

Venue

Merten Hall, Room 2001
George Mason University
Fairfax, VA United States
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Website:
https://osp.gmu.edu/training/