Grants created via the SIMS integration to SIMBA will create the following and auto-populate several master data points:

One Grant
One Internal Order
One Sponsored program
One Funded Program

The Grant Creation Process graphic below is a high-level overview of the grant creation process starting in SIMS and ending in SIMBA. It then moves to Research Accounting (Central Grant Maintainer role) where the grant is finalized and then to the Research Office where the budget is uploaded, and additional master data is added such as Terms and Conditions.

Grants creation starts with SIMS integration with SIMBA moves to Research Accounting and then to the Research Office.

Figure 1: Grants Creation Flow Chart

For Research Accounting, to add additional Master Data to a grant, the Research Office completes and submits the Account Setup tab on the IAF (Internal Approval Form) in SIMS. Should the Research Office need to add additional Master Data that the Research Office cannot add, the Master Data Request Template must be completed and submitted to Research Accounting at cco-ora-setup@psu.edu.

NOTE: A sponsor must exist in SIMBA before a grant can be created. If the sponsor does not currently exist in SIMBA, Research Accounting will create it in SIMBA.

Resources

SIMBA: SIMS Integrations Fields (PSU resource) – A list of the Grant, Internal Order, and Sponsored Program fields for the SIMS integration.
SIMS: Internal Approval Forms (IAF) (PSU resource) - SIMS IAF is an electronic form used for information and approvals for sponsored research. The research office uses this form for adding additional master data to a grant.
GM Master Data Request Template SIMBA Templates and Tools page (PSU resource) – The Research Office grant administrator uses this template to upload additional master data if the IFA form has already been submitted.
NOTE: Templates should not be altered in any way from the current format. Please check the SIMBA website regularly to ensure you use the current version (the date last updated will be listed on the Instructions for Use tab).
GM Master Data Fields for Template Completion (PSU resource) provides information to end-users interested in understanding the fields required when Research Accounting is completing, changing, or closing any SIMBA Grant Master Data, IO, or Sponsored Program.
SIMBA: Grant, Sponsored Program, and Internal Order Editing Permissions (PSU resource) provides end-users with information on the grant tabs and who can edit the tabs.
SIMBA: Managing Responsibilities for Grants and Sponsored Programs (PSU resource) provides an explanation of the Responsibilities Tab on the Grant and Sponsored Program in SIMBA.
SIMBA - Using One SP – IO for NIH Award with Automatic Carryforward (PSU resource) - How to eliminate the use of new SP/IOs for each year of funding for NIH awards with automatic carryforward.
SIMBA: Grants and Contingent Workers (PSU resource) provides an explanation of issues and errors related to Grants and Contracts, where a person working on the grant, who needs to be assigned credit and is NOT currently part of the project.
SIMBA: ARL Split Awards (PSU resource) provides direction on how an award is set-up when ARL and another Business Area are involved in the same Grant.

Click the Next button to proceed.