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 do the following:

  • Plan, budget, identify, obtain, and record all funding related to received grants

  • Plan, budget, identify, 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

Grantee Management 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

Grantee Management offers the following functions and objects:

  • Grant

    All stages of grant development, from proposal through application to award and closing, are covered. 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 budgeting functions in Grantee Management are based on the grant lifecycle statuses and support planning and application development (preaward) as well as postaward budgeting and any sponsor cost sharing requirements.

  • Billing

    Grantee Management 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

      Grantee Management 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

    Grantee Management 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 combination of sponsored program and sponsored class. 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:

Grantor Management