Client Portal, MyOSC, documentation
Academic Fee Structure FAQ
OSC client portal allows users to request and manage their projects.
Creating a new project
Any user with the Primary Investigator (PI) role can request a new project in the client portal. Using the navigation bar, select Project, Create a new project. Fill in the required information. See more details on these options below.
Depending on the project type selected here, it will alter how budgets are approved.
The project types academic, commercial, and government/non-profit projects will use the approval process setup by the institution of the PI requesting the project. This could involve waiting on a fiscal approver to review the request, or having the request automatically approved.
The classroom project type will be routed to OSC staff for approval, since all usage under a classroom project is fully credited so that no charges are incurred by the PI. Remember that a syllabus is required for classroom projects to be approved.
A PI can choose to create a new service agreement or select an existing service agreement when creating a new project.
The service agreement is important, because it is used for credits (such as for classroom services or the annual credit available to Ohio Academics). Many projects can use a single service agreement, which also means many projects can take advantage of any credits as well. OSC will be expanding the use of these service agreements in the future. Note that a classroom project is forced to use a unique service agreement that is not selectable by other projects.
Creating a budget
After entering required information on the project creation page, a budget can be created. Budgets are used to constrain spending in a fiscal year, but bills are based on service type and utilization. Budgets can be replaced at any time.
There are two types of available budgets, limited and unlimited.
Limited budgets are used for projects that want to put a maximum on the charges that can be incurred. This is useful for a PI that creates a new project, receives the $1,000 annual credit, then sets a limited budget of $1,000.
Unlimited budgets are for projects that will not have a spending limit.
Org Fiscal Reference text field and checkbox
There are two fields that may need to be filled in.
The Org Fiscal Reference is an internal accounting field for the project's organization.
e.g. At Ohio State University, a PI should enter the Purchase Request # here.
The Fiscal Approval checkbox is an option displayed for a PI that can automatically activate a budget without requiring review. It has the PI declare that they have already been approved for spending at OSC.
Submit budget review or activating budget
After filling in budget information, the next page will be different depending on whether the PI's institution has setup a review process at OSC.
If the institution allows PIs to activate their own budget, the PI simply clicks Activate Budget, then the project and budget are both set to active.
If the institution requires review of the budget, an email will be sent to reviewers. Once the reviewers decides on approving, partially approving (an amount different than the PI's request) or rejecting, the PI will receive a notification of the repsonse.
Managing service agreements and projects
Service agreements and projects that have been created should be managed periodically.
View all service agreements
To view all service agreements, select Individual from the navigation bar, then service agreement list. The projects associated will also be displayed by which service agreement they are attached to.
View all projects
To view all projects, even those not submitted for approval and still waiting on approval, navigate to Project, Project List.
Go to the project details page and select the Budgets button to view current and past budgets.
Unfortunately, credits cannot be currently be viewed from the service agreement list. Only on the project details page can a credit be viewed. This will be updated soon to allow a more intuitive view of credits through service agreements.
Create a new budget
Go to the project details page and click the Create new budget button and go through the budget creation process outlined in previous sections of this page.