Priority Software® BA4 Features
Product Features
In addition to the many features already in BA3- masking for each university’s terms,
ability to accommodate alpha-numeric account numbers of any length, auto-calculation
of IDC, option of creating sub-accounts (projects), salary encumbering across grant
periods, and support for multiple fringe rates to name just a few- the move to the
web makes it possible for BA4 to do so much more!
At a Glance
- Web-based, no application to install
- PC and Mac compatibile
- Easy to use
- Graphical Burn-Rate Projections
- Interactive Reports / Graphs
Information at Your Fingertips
- Balances at a Glance
- Action Menus provide information related to your current task
- Smart Links show extra info as you mouse over
- Run reports with a single click
- Instant Balances display in real-time as you enter transactions
Simplified User Interface
- Workflow Enhancements
- Role-based menus customized to your job responsibilities
Easy Deployment
- No more Windows Installation — BA is 100% web-based
- Easy Transition from BA3 to BA4 — BA4 runs side-by-side with BA3
ScorecardNew Feature!
- High level summary for everything you do in BA
- Links to your accounts, alerts, sponsored projects, persons, etc.
- Interactive Graphs
- Views based on your job responsibilities
- Dedicated themes designed for Department Managers, Investigators, Accountants, and
more...
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Task ManagerNew Feature!
- Helps prioritize your work
- Post deadlines
- Post Alerts
- Delegate duties to certain staff
- List Activities
- Create department calendar
- Assign tasks to an individual, group of individuals or the department as a whole.
Quick MenuNew Feature!
- With a single click get a complete list of all your Persons, Accounts, Sponsored
Projects, etc
- Totals at a Glance
- Interactive calendar
FormsNew Feature!
- Filter by any field
- Sort by any field
- Copy & Paste between grids on forms
- Datasheet grids are now editable
- Paste data to and from Excel into any grid
- Ability to group any related records
- Flyouts allow you to easily navigate from forms to other related information
DIW EnhancementsNew Feature!
- Improved speed
- Post Picker for any transaction type (Helps eliminate the need to override transactions,
simply "Create New")
- Automatically post transactions with no exceptions on a nightly basis
- Post Helper for transactions with exceptions (Gives detailed explanation as to why
the transaction won't post)
- Ability to filter by selection to easily locate data
Reconciliation WizardNew Feature!
- "Select All" Feature to easily mark commitments as open or not reflected
- Close Encumbrances without opening the form
- View Object Codes for Encumbrances
- Drilldown capability to see exactly where your numbers are off
- No more moving between tabs, see all related data at once
ReportsNew Feature!
- Web-based
- One-click Reporting — No Need to Fillout Report Options
- Download Reports as Excel or PDF format
- Customizable Data Views / Save as Reports
- Drill down into totals to see what detail makes up each total
- Run multiple reports using the same print options — BA remembers!
- Save Report Options for future reporting
- Batch Reporting — Send reports to all your PI's at one time
By Popular DemandNew Feature!
- Pump data from Excel into BA
- Easily extract any data from BA into Excel
- Forms remain in Edit Mode until user saves
- Ability to Copy Budget Carry-Forwards & Open Commitments for new years of an
account
- Save sort order in any data grid (Ex: encumbrance distribution grid)
- See all transaction types on one form (Ex: Awards, Encumbrances, Direct Expenses)
- Document Tab on all forms
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