Category Archives: Compass

Overruns and Over-the-Limit Transactions

The Payment Management System (PMS) is a secure, online grants payment platform, which provides awarding agency and grant recipient customers with efficient grant and grant-like payments, cash management, and personal grant accounting, support services. PMS is widely used by NIH for most awards administered by NIH. PMS supports the entire financial assistance payment process for […]

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New ORA Reporting Page now Available

  If you need access to research data or research administration metrics data, please visit ORA’s new reporting page. There are a variety of reports available (including trend reports). The page can be accessed at If there is other information you need or you have suggestions on how to improve a report or layout of […]

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FY18 Federal Fringe Rates Effective 9/1/17

  Each year Emory negotiates new fringe rates with the federal government. We recently received approval of our FY18 federal fringe rates. The table below represents the university’s finalized fringe benefit rates for fiscal year 2018. Please use these rates for any new proposals. For proposals already routed, please be aware that the new fringe […]

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NEW! Compass Outreach Sessions

 Module:Workflow, WorkCenters and Training Plan     Registration links will be posted on the website in early December. Compass Insight Newsletter will be available in early December. Make sure that you are on the ListServ.

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PI Approvals in EPEX Help: Can you see your Proposal?

Do you have a PI who needs to route a Grant?  Can your PI see Grants in EPEX? Do you have a person who needs to approve a proposal for the department or school?  Are they appearing in the workflow and can they be inserted into the workflow as an approver? If any of these […]

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Receiving an Unauthorized Message During Grant Certifications?

Are you a certifier on a grant/proposal who receives an error or unauthorized message when you attempt to log in and certify?  This may mean that you do not have EPEX/Grants access to certify Grants. To become a certifier, please send a message to requesting access. A member of PSGrants grant will complete your […]

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What is the Compass Upgrade?

WHAT IS THE UPGRADE? Emory’s PeopleSoft financials system (known within the community as “Compass”) was implemented in September, 2009. Just as we are required to periodically update our other major systems, Emory will be upgrading to the PeopleSoft Version 9.2 environment over the next 1-2 years.We are wrapping up a “Fit/Gap” analysis phase, during which […]

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Emory Proposal Express (EPEX) Workflow Certifications

Any certifier that has effort on a grant must certify the proposal himself/herself. If a proposal has a week until the deadline, PSGrants must give the certifier 2 business days to certify. If that certifier has not certified within that time span and the proposal needs to be rushed, the appropriate approval will need to […]

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Two New Sponsored Research Reports Available In EBI

Two reports have been added to the Emory Business Intelligence (EBI) tool for sponsored research administrators.  These reports will give users additional data to help successfully manage sponsored projects. Sponsored Projects Financial Trend This report is useful for viewing project expenses across years or months, giving users the ability to project expenses out across time. […]

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Office of Research Administration Newsletter’s New Web Address

In 2013 the Office of Research Administration Newsletter was transitioned to an online format using one of Emory’s web tools.  This year, we were asked to move our newsletter to a new institutional tool.  This task is complete.  The July/August 2014 edition of Emory’s Research Administration Newsletter is available at:  Please update any bookmarks […]

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