Grants Management

The Compass (PeopleSoft Financials 9.2) Grants module is designed to support the key business processes associated with the administration of sponsored research activities. It is the primary module for managing proposal (i.e. pre-award) and award (i.e. post-award) data and processes. 

Grants administrative functions include proposal routing (EPEX) and budget preparation and submission, award processing, award management, and award closeout.

Emory eNOA OnBase Request Form

Impacted Compass (PeopleSoft) Modules:

  • Grants Management
  • Contracts
  • Project Costing
  • Billing
  • Accounts Receivable

Module Team:

  • Urvi Patel (Module Lead)
  • Shannon Swoope
  • Joy Floyd
  • Wanda Francis
  • Kerrie Hawkins
  • Valeria Rainey
  • Niketta Jones

Business Process & Policy Owners:

  • Kerry Peluso (Pre-Award)
  • Bill Lambert (Post-Award)
  • Josh Rosenberg
  • James Goff
  • Holly Sommers
  • Nikki Simmons
  • Urvi Patel
  • Vakela Kelly

Listening Tours Items: Includes items captured from Listening Tour sessions held during early 2014 where Emory focus groups were formed to provide insight into what Compass features and functionality worked well, and which ones needed to be improved. You can download the Excel spreadsheet below to access the Listening Tour items related to the Grants Management workstream. Select the Grants tab in the spreadsheet. 

Note: The listening tour items will continue to be updated as the project progresses.

Excel
Listening Tour Items Spreadsheet

Process Maps: Includes Process Maps for those business cases with the most significant change.  Please click on the PDFs below to learn more about how the process maps are being defined as well as specific Grants Management-related process maps.

PPTIcon

Business Process Mapping Overview

PPTIcon

GM-06-02 -  Account Analysis and GM 08-03 - Item Maintenance Transfer Worksheets

PPTIcon

GM-08-01 -  AR to AP Refund - Future State Design

PPTIcon

GM-18-01 -  Fund Code Fringe - Future State Design

PPTIcon

GM-19-01 - Activity ID - Future State Design

PPTIcon

GM-23-01 -  Date Change -  Future State Design

PPTIcon

GM-25-01 -  Project Status Control - Future State Design

IMPORTANT ANNOUNCEMENT REGARDING RESEARCH PROPOSALS

 The upgrade to PeopleSoft Financial System (COMPASS) will occur in November.  Compass includes the Emory Proposal Express (EPEX) Proposal Routing System. This will have a direct impact on proposal routing in November!        

Please click here for details.

 Users will not be able to access Compass or EPEX from Thursday, November 10, 2016 until noon on Monday, November 14, 2016.