What You Should Know
Prime reporting is driven by the new Chart of Accounts, which enables multi-dimensional reporting. Navigating the new reports requires an understanding of the new Chart of Accounts structure, and the purpose of each ChartField. Learn more about the chartstring and ChartFields.
Financial Information Warehouse Access and Security
Three ChartFields determine what Report Viewers can see in the Information Warehouse:
- Department – For the specified five-digit department, the Report Viewer can see the Account, Fund, Program and Project income and expenses.
- Program – For explicitly secured Programs, the specified owners can view all financial information for the Program. For a Faculty Program, only those explicitly assigned to the Program will be able to view the information.
- Project – For each Sponsored Project, the PI and the department contacts (Financial Manager and NOA Recipient) on the primary Project can view all projects under an award, while the PI(s) and the department contacts on the non-primary projects can view that specific project.