Monitoring Cost Requirements

Objectives

After completing this lesson, you will be able to:

  • Monitor cost requirements

KPI Grants Open Commitments

Functionality of the App

This app can be used to monitor commitment documents that are not fully consumed and created farther back in time than a definable threshold.

The tile displays the total open amount of all commitment documents older than a set number of days. When it is opened, the app displays the open amount of commitment documents in definable age brackets. A drill down to a list of documents is possible.

The following figure shows you a list of open commitment documents with the ability to navigate to a document display.

Grant Overview

Grant Overview App

You can use this Fiori app to visualize the grant and sponsor data, which can enable the organization to perform efficient and reliable analysis of the sponsor and grant budget patterns, so that they can make intelligent decisions and take the required actions.

Sponsors

Sponsor data is visualized in the following way:

  • The sponsor details are visualized. You can view the total number of sponsors, number of grants for each sponsor, and also the total revenue for each sponsor.
  • You can view the information related to the dimension that you select in the Number of Sponsors per Grant Status chart. You can select the grant type and the information related to the selected grant type is reflected in the rest of the visualization.
  • You can also view the average cost sharing rate and indirect cost rate for the sponsors and also the total number of sponsors by grant status, grant type, and industry. You can also view the billing details, such as the unbilled amount, billed and unpaid amount, and billed and paid amount for each sponsor.

Grants

The total number of awarded grants, total revenue, and the unpaid billed amount are visualized. You can view additional grant details, such as the actual revenue for each grant. The number of grants for each sponsored program, sponsored class, and grant type are also visualized.

In the Sponsored Program Details view, do the following to view the additional sponsored program details of each individual sponsored program:

  1. Choose any individual sponsored program in the Number of Grants per Sponsored Program chart. A Jump to Sponsored Program Details pop-up link is displayed.
  2. Select the Jump to Sponsored Program Details link to display additional details of the selected sponsored program.

Additional grant billing details such as unbilled amount, billed and unpaid amount, and billed and paid amount for each grant are visualized. You can also view the indirect cost details such as the indirect cost amount per grant, sponsored program, and sponsored class, and also the average indirect cost rate per grant. The cost sharing details such as sponsor contribution, cost sharing contribution, and excess cost sharing contribution for each actual or plan code and grant, and also the average cost sharing rate for each grant are also visualized.

Grant Overview - Budget Consumption

Budget consumption is visualized in the following way:

  • The grant budget consumption details such as the total budget, total budget consumption, and the total available budget are visualized. You can also view the budget and consumption details for each grant, the consumption for each group, and also the consumption percentage details.
  • The cumulative budget, consumption, and available amount details for each fiscal period date is visualized. You can also view additional budget details such as the budget for each budget type and the budget for each process type. The grant details, such as the number of cost centers for each grant, and the number of projects, or WBS elements for each grant are also visualized.
  • To view the additional grant details of each individual grant in the Grants Details view, complete the following steps:1. Choose any individual grant in the Number of Cost Centers per Grant or the Number of Projects per Grant chart. A Jump to Grant Details pop-up link is displayed.2. To display additional details of the selected grant, choose the Jump to Grant Details link.

Status

Data related to Status is visualized in the following way:

  • The current grants status details such as number of grants across each status, grants by days to close, and number of grants that are in the approval process across different statuses are visualized. You can view the grant status history details such as details of the number of grants in the different statuses of the grant lifecycle such as initial draft, proposal, application, awarded, and closing.
  • You can also view the grant lifecycle cumulative status trend across the different statuses for a specified time period.

Sponsor Locations

The sponsor location details are geo-mapped in this view. You can view the number of sponsors, number of grants, and budget details for each sponsor location, across regions or countries, using this geo-map.

You can configure new location details using the configuration activity, Define Geographical Coordinates.

Sponsored Assets

The Sponsored asset details are visualized. You can view the total number of sponsored assets and the number of assets sponsored by each grant.

It also visualizes the asset details like the total Acquisition and Production Costs (APC) and net book value for each sponsored asset class and the combination of sponsored asset class and assets.

KPI Grants Cost Sharing

Two cost share KPI apps are available, one for spending and one for budget figures.

These apps can be used to monitor the cost requirements. They show the posted sponsor contribution, posted cost share contribution, and the calculated cost share contribution The calculation of cost share contribution is done with the posted sponsor values, the cost share rule, and cost share percentages given in the Grant master data.

In the following example, the excess Cost Share contribution is $-21.21. This means that $21.21 cost share spending needs to be posted on internal fund General Fund to match the cost share percentages entered in the Grant master data.

Summary

You are now able to explain the reporting options for SAP Grants Management.

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