pFACT – Reports
Table of content
Overview
2
Submission Reports
3
Je-S Submission
MRC Submission
Other Funders Submission
3
4
5
University Cost Reports
6
Summary Screen Sequence
Project Proposal
Project Proposal Details
Project Summary by year
Project Summary by Year Details
Charge Type Sequence
Project Proposal
Project Summary by Year
Project Summary by Year Details
Yearly Analysis
Costs split by Academic Year
Costs split by Project Year
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6
7
7
8
8
8
9
9
10
10
11
Income Reports
12
Staff Work Spell Summary
Income/Pricing Statement
Yearly Income/Pricing Statement
Generic Costing Application Form
12
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1
pFACT – Reports
Overview
2
pFACT – Reports
Submission Reports
These reports are developed to meet specific criteria of certain funders when submitting applications.
The reports can be accessed from the menu on the left hand side of the “Project Proposal Summary”
screen.
The following reports are available:
Je-S Submission
This report should only be used for projects funded by research councils (except MRC) as it fulfils the
requirements stipulated by the JeS system.
Please note that if the report is used for projects funded by any other sponsor but research
councils, all amounts are shown un-indexed and the recovery will always be 80% of fEC regardless
of the funder record and income template chosen.
3
pFACT – Reports
MRC Submission
This report is specifically devised for submission to the Medical Research Councils (MRC) to be used for
electronic applications through their EAA system.
Please note the report shows all figures un-indexed and should therefore only be used for
submission to the MRC.
4
pFACT – Reports
Other Funders Submission
This is a generic report which provides a resource summary, comparing the fEC of the project to the
amounts recoverable from funder together with a yearly breakdown of all categories. The amounts
recoverable from funder on this report are indexed figures depending on the funder of the project.
5
pFACT – Reports
University Cost Reports
These reports display information about the cost to UCL (fEC) and can be accessed through the menu
option “Financial Reports” on the left hand side of the “Project Proposal Summary Screen”.
The following reports are available:
Summary Screen Sequence
The layout of these reports follows the same sequence as the “Project Proposal Summary Screen”, i.e.
Staff Cost, Equipment Cost, Non-Staff Cost, FTE Calculated Costs.
Project Proposal
Provides a high-level summary of costs, showing totals for each cost type covering the whole period of the
project.
6
pFACT – Reports
Project Proposal Details
Shows a detailed breakdown of each cost category covering the whole period of the project.
Project Summary by year
Displays the cost of a project for each year of the project. When running this report pFACT asks for a start
date which defaults to the start date of the project. This dates determines the years, the cost information will
be shown. The user can override this date to obtain a yearly breakdown which is different to grant years.
Example: Project start date is 1 August 2007, but the user would like to see a yearly breakdown for years
starting on 1 October. Therefore the start date of the report needs to be overwritten to 1 October 2006.
7
pFACT – Reports
Project Summary by Year Details
Provides the same information as above but with a breakdown of each cost category.
Charge Type Sequence
These reports categorise the cost to UCL (fEC) by charge type, i.e. directly incurred, directly allocated and
indirect cost.
Project Proposal
Provides a high-level summary of costs, showing totals for each cost type covering the whole period of the
project.
8
pFACT – Reports
Project Summary by Year
Shows cost as a high level summary by year
Project Summary by Year Details
Provides the same information as above with further detail
9
pFACT – Reports
Yearly Analysis
These reports provide information on cost of a project broken down in years
Costs split by Academic Year
Provides details of cost of a project covering the whole period of the project by financial years, i.e. 1
August to 31 July.
10
pFACT – Reports
Costs split by Project Year
Provides the same details as above but shown in project years.
11
pFACT – Reports
Income Reports
These reports display information about income to UCL (amounts recoverable from funder as determined
by the funder record and the income template) and can be accessed through the menu option “Financial
Reports” on the left hand side of the “Project Proposal Summary Screen”.
The following reports are available:
Staff Work Spell Summary
Provides a Resource Summary which shows the fEC against the amounts recoverable from funder together
with a yearly breakdown of income of staff costs.
12
pFACT – Reports
Income/Pricing Statement
Presents a detailed breakdown of income for each of the categories (staff cost, equipment, non-staff cost,
FTE calculated cost) covering the whole period of the project. Total income for each line is shown against
the fEC for this line. It also shows the inflation factor applied for income computations which is taken from
the funder chosen.
Yearly Income/Pricing Statement
Provides the same information as above on a yearly basis.
13
pFACT – Reports
Generic Costing Application Form
This report provides details about the fEC of a project compared to the amounts recoverable from funder
together with a detailed breakdown in each cost categories. The report has been modelled on the
requirements when submitting applications to the Wellcome Trust.
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