What’s New in GMS – October 26, 2020

Posted in News Story

Please be aware of the following recent updates to GMS processes, job aids or reports as of October 26, 2020.  

Financial Updates

FIN201026.01 – FY21 Operating Budget Loaded to GMS from Adaptive

The FY21 operating budget has been loaded from Adaptive to GMS.

FIN201026.02 – Enhanced Effort Certification Inbox View

Impacted Roles: All Employees, GU-Lead Principal Investigator

The inbox item for effort certification now includes an additional tab called Aggregate. This provides a summary of just the grant related worktags for the effort certification. This provides a better view into the grant related effort items since the existing Summary and Details include all worktags, and not just grants.

FIN201026.03 – Cost Center Manager Approves MPREQ Before INV

Impacted Roles: Cost Center Manager

Cost Center Managers have been added to the Supplier Invoice Request (MPREQ) process, so they have an opportunity to approve before the Invoice is created by A/P. Additional approval is not needed from the CCM on the downstream Invoice. CCM approval now works how Financial Reviewer approval has always worked.

FIN201026.04 – Access to Costing Allocation Percentage for Worker

Impacted Roles: GU-Grant Manager, GU-Cost Center Award Analyst, GU-Pre-Award Specialist, GU-Post-Award Specialist, GU-Post-Award Manager

The ability to view a worker’s costing allocations has been expanded to additional roles. Additional reports are now available as well:

  • All Workers ACTIVE Costing Allocations by Organization
  • GU Active Costing Allocations with Grants – 1802/1805

FIN201026.05 – Chargeback Template Includes Employee as Worktag

Impacted Roles: GU-Journal Preparer

The chargeback journal template has been updated to include employee as a worktag.

FIN201026.06 – Internal Research Grants Dashboard and Summer Salary Supplement Application

Impacted Roles: Main Campus Tenure Line Faculty

A new Internal Research Grants dashboard is available Main Campus tenure line faculty. It links out to the relevant application URLs for each grant, including the ability to initiate the Summer Salary Supplement competitive research grant directly in GMS.

FIN201026.07 – GU-Q Process Updates

Impacted Roles: GU-Q Supplier Contract Specialist, GU-Q Tax Approver

The following changes have been made for GU-Q processes:

  • Cost Center Manager workflow bugfix for Supplier Invoice
  • New contract type is available for GU-Q Master Contracts
  • GU-Q supplier contract process now includes SBM as the final step

FIN201026.08 – Master Contract Approval Routing Bug Fix

A bug has been fixed when routing supplier master contracts where an error would erroneously trigger for downstream approvers if they didn’t have the Supplier Contract Manager role.

FIN201026.09 – New Reports – Reports for Award Period

Impacted Roles: GU-Campus Financial Reporter, GU-Co-Principal Investigator, GU-Finance CFO, GU-Financial Reporter, GU-Grant Manager, GU-Grant Reporting Analyst, GU-Lead Principal Investigator, GU-Post-Grant Portfolio Specialist, GU-Pre-Grant Portfolio Specialist, GU-Senior Business Manager

New Grants Management reports are available with prompts to run for an award period:

  • Budget to Actuals Summary – Grants – for Award Period
  • GU Income and Expense Journal Transactions – Grants

FIN201026.10 – New Report – GU Fund Balance Summary

Impacted Roles: Cost Center Manager, GU-Campus Financial Reporter, GU-Finance CFO, GU-Financial Reporter, GU-Senior Business Manager

A new report is now available called GU Fund Balance Summary. This report returns beginning balance, current year activity, and ending balance (Net of Income & Expense) by all worktag combinations, for all funds for the cost center or cost center hierarchy selected.

FIN201026.11 – Updated Report – GU Estimated Payroll Obligations Based On Current Costing Allocations

The GU Estimated Payroll Obligations Based On Current Costing Allocations now includes Gift worktag.

FIN201026.12 – Updated Reports – Award Budget by FY updates

Impacted Roles: GU-Finance-CFO, GU-Preaward-Specialist

The following reports have been updated to include columns for award budget totals by fiscal year periods for FY21 and beyond FY21.

  • GU Award Budget Lines Detail – Budget by FY
  • GU Award Budget Lines Summary – Budget by FY

FIN201026.13 – Report Sharing – GU In Progress Supplier Contract Aging Analysis Detail

Impacted Roles: GU-Cost Center Buyer, GU-Finance CFO, GU-Q Supplier Contract Specialist, GU-Q Tax Approver, GU-Senior Business Manager

GU In Progress Supplier Contract Aging Analysis Detail is now available to additional roles. This report allows you to view the current workflow steps for in progress supplier contracts and other relevant information.

If you have questions regarding these changes or any other GMS support questions please contact help@georgetown.edu.