Grantee Management 
Purpose
The Grantee Management (GM-GTE) component is designed to provide public sector organizations and bodies engaged in higher education or research with an integrated tool they can use to:
● Plan, budget, identify, obtain, and record all funding related to received grants
● Plan, budget, identify, obtain, schedule, perform, and record the tasks and activities related to managing the sponsored programs and furthering the sponsor’s and organization’s objectives
● Differentiate between eligible and ineligible costs
● Bill and record sponsor amounts
● Record and report all related costs, revenues, and required statistical information
Integration
The GM-GTE component interfaces with, among others, Funds Management (FM), Controlling (CO), Financial Accounting (FI), Materials Management (MM), Sales and Distribution (SD), Human Resources (HR), and Travel Management (FI-TV).
Features
The GM-GTE solution includes the following functions and objects:
● Grant
All stages of grant development, from proposal through application to award and closing, are addressed. In addition, user-defined statuses can be created to complement any of the lifecycle statuses delivered as standard.
● Sponsored program
This is an object used as a cost collector to reflect the organization’s sponsored projects.
● Sponsored classes
This is an object used to summarize the organization’s revenues and expenses based on the sponsor’s requirements.
● Budgeting
The GM-GTE budgeting functions are based on the grant lifecycle statuses and support planning and application development (preaward) as well as post-award budgeting and any sponsor cost sharing requirements.
● Billing
GM-GTE uses the SD billing functions, slightly modified for sponsored program billing requirements. The following scenarios are supported:
■ Resource-related billing
■ Milestone billing
■ Billing plans
■ Manual billing
GM-GTE also provides a facility for producing invoices for individual grants and offers mass processing by sponsor, range of sponsors, grants, or range of grants. Grant postings can be changed before the sponsor invoice is created. For example, postings can be blocked (postponed), partially blocked, or billed in full.
● Indirect cost (IDC) calculation
GM-GTE delivers functions to compute the sponsor’s IDC expense and record a financial posting in the organization’s accounting ledgers. IDC rates are assigned to each grant for each sponsored program + sponsored class combination and multiple IDC recovery accounts for the organization’s recognition of IDC revenues are available. IDC rates and recovery accounts are time-dependent and can be capped.
● Records Management
This is an online, centralized area for recording information related to the administration of a grant. Examples include SAP documents, electronic and software files, and sponsor-related URLs.
● Schedule Manager
This is an integrated workplace for defining, scheduling, and monitoring periodic processes with a special focus on batch jobs and batch workflows. Schedule Manager can be used for any type of period process.
Documentation
Use the links below to access detailed documentation:
● Customizing Grantee Management
● Processing Grantee Management
● The Derivation Tool in Grantee Management
● Integration with Records Management
● Workflow in Grantee Management
● Authorizations in Grantee Management
See also: