{"id":29084,"date":"2025-04-28T14:12:08","date_gmt":"2025-04-28T18:12:08","guid":{"rendered":"https:\/\/www.purdue.edu\/treasurer\/finance\/?page_id=29084"},"modified":"2026-02-16T15:35:03","modified_gmt":"2026-02-16T20:35:03","slug":"29084-2","status":"publish","type":"page","link":"https:\/\/www.purdue.edu\/treasurer\/finance\/business-management\/research-account-management\/29084-2\/","title":{"rendered":"Resources for Account Managers"},"content":{"rendered":"\n

Resources for Research Account Managers<\/h1><\/div><\/div><\/div>
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Account Management Resources<\/h2>\n\n\n\n

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Correcting Document Guide <\/p>\n\t\t

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Sponsored Program Services maintains a Correcting Document<\/a> Resource page with links to the Correcting Document Guide<\/a>, Correcting Document Review Grid and example documents. <\/p>\n\n<\/div>\n\t<\/div>\n\n\n\t

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Cost Accounting Standards (CAS)<\/p>\n\t\t

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The Cost Accounting Standards (CAS) Guidelines provide instructions that ensure costs are treated consistently across all federal projects. The following resources can be found on the CAS Guidelines<\/a> website maintained by the Costing team in Managerial Accounting Services. <\/p>\n\n\n\n

Cost Allocation Guidelines for Charges to Sponsored Programs <\/a><\/p>\n\n\n\n

Costing\/Charging Instructions for Sponsored Programs <\/a><\/p>\n\n<\/div>\n\t<\/div>\n\n\n\t

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Effort Reporting and Cost Distribution<\/p>\n\t\t

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Effort reporting is the process by which the university documents effort expended on sponsored projects. Cost distribution is the process by which the cost of these efforts are distributed to the projects. The Costing team in Managerial Accounting Services is responsible for managing completion of the Effort Reporting Period that occurs three times a year. The team maintains effort reporting and cost distribution resources and training on their Cost Distribution\/Effort Reporting <\/a>website. <\/p>\n\n\n\n

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Frequently Used Sytems<\/p>\n\t\t

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The following systems can be accessed via the OneCampus<\/a><\/strong> home page. Login to the page to create system favorites.<\/p>\n\n\n\n

Central Systems<\/th>Procurement and Payroll<\/th>Reporting<\/th><\/tr><\/thead>
Central Files \u2013 Webnow:<\/strong> Central repository for official record-keeping and documentation.<\/td>Business Center Employment forms (TDX): <\/strong>Electronic forms submitted to area business centers for employment actions.<\/td>Analytics & Reporting \u2013 Cognos: <\/strong>Access to account management, procurement, employment reports (Collected from SAP & SuccessFactors along with other applications.)<\/td><\/tr>
Employee Launchpad \u2013 SAP SuccessFactors: <\/strong>an integrated, could-based core human capital management solution that allows employees to access available positions, find onboarding information, find and register for internal training opportunities, collaborate with their supervisors on performance reviews, request leave and many other tasks.<\/td>Business Center Purchasing Forms (TDX):<\/strong> Electronic forms submitted to area business centers for purchasing actions.<\/td>Business Reports \u2013 AIMS<\/strong>: Access a suite of reports designed to help you manage sponsored funds.<\/td><\/tr>
Finance Launchpad \u2013 SAP Fiori: <\/strong>provides access to SAP financial applications and reports using the Purdue SAP Fiori (SAP S\/4) launchpad.<\/td>Lab Management \u2013 iLab<\/strong>: University recharge centers, labs, and facilities for the reservation, request, and billing of equipment and services.<\/td>Research Account Dashboard (RAD)<\/strong>: provides faculty and staff with access to an account listing of balances for sponsored grants and faculty discretionary reports. The RAD tool is only summary data and does not have the functionality to see transactional data.<\/td><\/tr>
Purdue Excellence in Research Administration \u2013 PERA<\/strong>: Purdue research administration system that provides access to information such as proposal development and submission, contract negotiation, and award documentation.<\/td>Procurement \u2013 Ariba: <\/strong>University procurement system.<\/td><\/td><\/tr>
SAP GUI\/ECP<\/strong>: accessed through SuccessFactors, provides access to SAP employment actions (such as PA20 and PA30).<\/td>SEEMLESS \u2013 Summer Pay:<\/strong> the Summer Employment and Effort Management Leading Efficiency through a Simple Solution application is for the summer payroll process for AYemployees throughout the university and for Personal Activity Report Certification.<\/td><\/td><\/tr>
Secure File Share \u2013 Filelocker:<\/strong> a temporary, secure storage system that allows you to share files with other people, both inside and outside of Purdue University. Filelocker is also handy for sharing large data files.<\/td>Travel System \u2013 Concur<\/strong>: University Travel system. Also used for Pcard and Tcard transactions.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<\/div>\n\t<\/div>\n\n\n\t
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Post Award Responsibilities – SPS and Business Office <\/p>\n\t\t

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Sponsored Program Services, in collaboration with Finance Business Mngaemet staff, has created the “Sponsored Program Services and BusinessOffice: Roles and Responsibilites and Workflow<\/a>” resource. Users can find inforamtion about Just-In Time requests, grant projectiosn, forecasting and Prior Approvals in an interactive learning tool. Individuals can work through the entire program or zero in on topics to meet specific needs. <\/p>\n\n\n\n

The document is located on the Sponsored Program Services Post Award Services and Support<\/a> page. Quick links, SPS Post Award Team Roles and Responsibilities can be found on this page along with other SPS resources. <\/p>\n\n<\/div>\n\t<\/div>\n\n\n\t

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Procurement Resources<\/p>\n\t\t

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Account Management staff can find helpful procurement resources on the Purchasing Center<\/a> pages as well as central Procurement<\/a>.<\/p>\n\n\n\n

When considering n over $25K capital equipment purchase, account managers should review the “Procedures for Screening Equipment to be Purchased on Federal Funds<\/a>” process as part of the Verification of Equipment Non Availability requirements for purchases on federal funding (including Hatch, Joint Highway and pass through awards and sub grants).<\/p>\n\n<\/div>\n\t<\/div>\n\n\n\t

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Recharge Centers and iLab Resources<\/p>\n\t\t

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Campus departments may occasionally offer goods and services necessary to University operations for a fee. In these instances, the rate charged must be calculated and maintained in a manner apporpriate for charging grants. The Costing Office in Managerial Accounting Services is responsible for the rate setting and subsequent account management processes. <\/p>\n\n\n\n

The billing of established rates is managed through iLAB at Purdue. iLab is the web based billing application that is used to charge university approved rates to the appropriate accounts as well as schedule the use of equipment. <\/p>\n\n\n\n

Resources for these activities can be found through the links below:<\/p>\n\n\n\n

Recharge Center Resources<\/strong><\/p>\n\n\n\n