Account Management
General
- Cost Distribution Verification Process (Process for verifying cost distributions for planning and projection purposes)
- Cost Distribution Verification Template
- Instructions for Using Cost Distribution Verification Application when running the Account Balance Listing does not time out
- Instructions for Using Cost Distribution Verification Application when Account Balance Listing times out and needs to be executed in the background
- FM Account Closing Checklist
- FM Account Setup Checklist
- Year End Tips (How to obtain 6/30 balances in SAP)
Grants Management
- Account Closing (Resources for handling expiring grants and closing grants)
- Account Setup (Resources for setting up new grant accounts)
- Cost Sharing (Resources for understanding and managing cost sharing commitments on grants)
- Cost Sharing Commitment Template (Template for calculating cost sharing commitments and projected income)
- Cost Sharing Reconciliations (Instructions for reconciling departmental cost sharing)
- Cost Share Workbook with Macros (Worksheet template with macro enabled for copying results of data pulled from SAP)
- GM AIMS (Resources for Using GM AIMS Reporting Tool)
- Pre-Award Services (Includes service areas, SPS Handbook and Proposal Deadlines)
Projections
- General Fund Projections (General Fund Salary Projection Templates and Instructions)
- GM AIMS Projections (Resources for Using GM AIMS Projection Tool)