A new auto-generated PeopleSoft report has been created that will be sent out monthly to help Principal Investigators (PI) monitor the financial status of their sponsored award(s).

The new Project Review Report will provide a financial snapshot of the authorized budget, expenses, encumbrances, the remaining balance, and a % of funds available for each active Project ID in a PI’s portfolio.

Reports will be emailed for every active Project ID greater than 90 days from the start date and less than 90 days from the end date. The email will be sent to the PI and the assigned research administration team around the 10th of every month. Below is an example of what the report will look like.

Office of Sponsored Projects

From: Jennifer Silver <Jennifer.Silver@utsa.edu>
Sent: Thursday, October 10, 2024 9:31 AM
To: Justin Marmolejo <Justin.Marmolejo@utsa.edu>; rowdy.research@lists.it.utsa.edu <rowdy.research@lists.it.utsa.edu>
Subject: [Rowdy.research] Re: NEW PeopleSoft Auto Generated Report for PIs

Research IT is providing us with a list of the active faculty. Once we have the list, we will email the PIs from OSP@utsa.edu to announce the report.

From: Justin Marmolejo <Justin.Marmolejo@utsa.edu>
Sent: Thursday, October 10, 2024 8:04 AM
To: rowdy.research@lists.it.utsa.edu <rowdy.research@lists.it.utsa.edu>
Subject: [Rowdy.research] NEW PeopleSoft Auto Generated Report for PIs

Hello,

RAs, you are probably waking up to a number of emails in your inbox similar to the one attached. This is a new auto generated monthly report from PeopleSoft for PIs to help track the financial status of their projects.

I would advise that you create a rule in Outlook to send move these emails to a separate folder to not clog your inbox. (I received 1,094 report emails myself overnight).

Thanks,

Justin