Category Archives: Compass

Getting Grants Access

May 1, 2013

Often times we receive questions regarding grant access for PI’s.  More specifically, “Do I need to route a PI Eligible Form for my PI to have grants access? Grants access and PI eligibility are not automatically provided at the time that a faculty member’s Net ID is provided from the University.  This access must be […]

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Reporting Update: Sponsored Project Trend Report Available in FORS

May 1, 2013

The Sponsored Project Trend report was recently taken offline due to technical issues with the report.  These issues have since been resolved and the report is again available in FORS.   If you are not familiar with this report, it shows expenses for a project across a 12-month period, allowing any changes in trends to be […]

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EPEX Enhancement

December 1, 2012

Things to Know about the Latest EPEX Enhancements Expected Release Date: 12/13/2012 There is now a countdown located to the right of where you enter the due date. Proposal entered on 11/05/2012 with a Deadline Date of 11/09/2012 shows 4 days until Deadline: If the due date is more than 60 days in the future […]

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EPEX Tips

August 1, 2012

Are you spending countless hours trying to figure out why your F&A is not correctly calculating your budget? By following a few key guidelines when using the Budget Tool in EPEX, you can avoid having F&A miscalculations. These guidelines include the following. Expand all the projects prior to entering budget information. Enter the F&A information […]

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EPEX Tips

April 1, 2012

There is a new employee starting at Emory, how can I route a proposal before they arrive? Step 1 – Confirm their formal appointment at the institution: You will need to have a signed letter that they have committed to coming to Emory. Step 2 – Establish their Compass record: Once you have the signed […]

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Grants Quick View

January 1, 2012

Three new inquiry pages have been created in Compass to provide users quick access to relevant grant information. These pages were created by the Grants Reporting Team which is made up of James Goff, Jennifer Gore, and Tammy Spain. While working with users in various departments and across campus, it became apparent that much of […]

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EPEX Tips

December 1, 2011

Q. Is there a way to save a specific search, so that I do not have to input the search information every time that I need it? A. Yes, this is a functionality of the system.  Search for a proposal.  While still on the search screen, click “Save Search Criteria”.  The “Save Search As” Page […]

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EPEX Tips

November 1, 2011

Budgeting in EPEX While the budget building tool is available in EPEX and we encourage its use, the Office of Sponsored Programs requires only that a high level budget be included which each proposal routed for review and approval. There are 4 high-level direct cost budget categories available. Each of these categories is preceded by […]

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Notable Improvement in EPEX

September 1, 2011

In an effort to prevent issues occurring when a proposal is not saved before navigating away from the header page in EPEX (first page), the buttons “Go to Projects” and “Go to Budgets” will be greyed out and thus unavailable, until the proposal has been saved and a Proposal ID is generated, as seen below. […]

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EPEX Tips

September 1, 2011

Q. If my proposal is denied do I have to re-enter all of the information and create a new proposal to route it again? A. No.  If the proposal is accidentally denied or denied to allow corrections and has a status of “REF#”, once the necessary action has been taken, click Save and Route to […]

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