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Course Duration: 24 Hours and 37 Minutes.
| Agenda |
|---|
| Day 1: Introduction & Overview |
| Intro to the Course |
| Trainers Profile |
| Course Overview |
| Curriculum |
| Overview of Oracle Grants Management Cloud |
| What is Grants Management? |
| Industries that use Grants Management |
| Where does Grants Management Fit in? |
| Grants Management Lifecycle |
| Preconditions for Grants Management |
| Roles required in Grants Management |
| Difference between PI, Grants Admin and Grants Accountant |
| Real-life Case Study |
| Day 2: Setting up Grants Management – Part 1 |
| Audit Types |
| Award Purpose Codes |
| Award Types |
| Keywords |
| Grants Reference Types |
| Certifications |
| Terms and Conditions |
| Institution Contact Official Types |
| Institutions |
| Subawards and Pass-through Entity |
| Day 3: Setting up Grants Management – Part 2 |
| Assistance Listing Numbers |
| Grants Personnel |
| Sponsors |
| Letter of Credit |
| LOC Models |
| Funding Sources |
| Cost Collection Flexfields for Grants |
| Grants Management Business Unit Implementation Options |
| Award Templates |
| Day 4: Creating and Managing Awards – Part 1 |
| Creating and Managing Awards Overview |
| Creating Awards and Key Award Elements |
| Considerations for creating an award |
| Create Award using Award Template |
| Create Award using Quick Create |
| Create Award using Create Icon |
| Edit Award Details |
| Award and Award Project General Information |
| Award and Award Project Financial Information |
| Fixed Date w.r.t. burden schedule |
| Expanded vs restricted authority |
| Pre-award spending |
| Award End Date vs Award Close Date |
| Cost Sharing |
| Organization Credits |
| Award and Award Project Compliance Information |
| Award and Award Project Personnel Information |
| Create and associate project to award |
| Burdening for internal funding sources |
| Day 5: Creating and Managing Awards – Part 2 |
| Overview of Award Project Funding |
| Award Funding Model |
| Add funding to Award Project |
| Base vs Supplement Funding |
| Direct vs Indirect Funding |
| Funding Graphs |
| Funding vs Budget |
| Day 6: Creating and Managing Awards – Part 3 |
| Overview of Budgetary Control & Encumbrance Accounting |
| How budgetary controls and encumbrance accounting work together? |
| Overview of Key Budgetary control setup and transaction processing |
| Review Financial Plan Type enabled for budgetary control |
| Review Control Budgets |
| Award Project Budget Model |
| Create and Manage Award Project Budgets |
| Tips and Best Practices for Creating the Award Project and Budget |
| Overview of Updating Award Budget Period Dates |
| Day 7: Creating and Managing Awards – Part 4 |
| Submit the Award/Contract |
| Update Contract |
| Difference between LOC and Federal Invoice Format |
| LOC Billing vs SF270 |
| Review Contract |
| Modify Contract if required |
| Submit contract/award for approval |
| Approve the contract/award |
| Overview of Updating award funding amount on contract lines |
| Day 8: Award Project Transactions – Part 1 |
| Procurement Lifecycle Overview |
| Procurement Cycle – Create Requistion |
| Procurement Cycle – Create Purchase Order |
| Procurement Cycle – Create Supplier Invoice |
| Import and Review Cost in PPM |
| Day 9: Award Project Transactions – Part 2 |
| Review Control Budget impact on Transactions |
| Distribute Project Cost using Award Funding Patterns |
| Funding Patterns Deep Dive |
| Create Award Funding Patterns |
| Enter Unprocessed Miscellaneous Cost Batch |
| Test Award Distribution |
| Import and Review Project Cost in PPM |
| Day 10: Using Award Billing and Revenue – Part 1 |
| Overview of Award Project Billing |
| Award Billing Model |
| Overview of Billing Transactions |
| Billing Transactions Example |
| How Associated Projects Actual Cost is Calculated |
| Review Bill Transactions |
| Create Invoice Manually |
| Create Invoice through Process |
| Review, Approve, Transfer Invoice to Receivables |
| Import and Review Invoice in Receivables |
| Tieback Invoice from AR |
| Day 11: Using Award Billing and Revenue – Part 2 |
| Overview of Award Revenue Recognition |
| How Award Project and Award Contract Revenue Components Work Together |
| Project and Contract Revenue Components |
| Summary Revenue Amounts |
| Process Contract Revenue Tasks |
| Generate Revenue |
| Review Summary Revenue |
| Review Revenue Distributions |
| Create Revenue Accounting and Post to GL |
| Accounting for Grants – Deep Dive |
| Day 12: Additional Topics & Wrap-up |
| Overview of Importing Awards using FBDI |
| Demo-Create Project, Create Award, Create Budget |
| Award Performance – Overview & FAQs |
| Award Performance – Dashboard |
| Grants OTBI Subject Areas |
| Grants Seeded Reports |
| Federal Financial Report |
| Q&A and End of Course |
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Course Content
Training Material
Training Material | Grants Management Live Training
1 Topic
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Training Recordings
Grants Management 05 – Oracle Grants Management Cloud – Session-5: Funding, Research Grants, Award Funding, Direct vs. Indirect Funding, Budgeting, Funding Management, Internal Funding, Data Migration, Budgetary Control, Encumbrance Accounting (04-Jul-26)
3 Topics
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1 Quiz
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