Report Title 1: Dept. Financial Management -- Paid to Date

Description of Report

This report provides a summary of all projects that have existed under a certain deptid. This report provides all project to date expense activity for specific projects. This report also provides links under the following columns: project, direct expenditures, direct encumbrances, direct cost share budget, direct cost share expnd, and direct cost share balance. These links all tie back to Budget Variance report #8. This report also provides basic information about the grant such as department name, division name, senior accountant handling the grant, and PI name. If you use the link for PI name, this will take the user to grant report #3, which will show all project for that PI.

Selection Criteria

DeptID (required): Enter an individual DeptID or click on the drop-down menu to bring up a search screen and follow the instructions provided.

Fiscal Year (required): Allows selection of the appropriate fiscal year.

Month (required): Enter the calendar month or click on the drop-down menu to select from the list.

Display all projects: Check to display all projects (active and inactive).

Report: The report field will default to the selected report, in this case (Rpt 1: Dept Financial Mgmt -- PTD), from the main menu or the drop-down menu can be used to select a different report option.

Executing Report & Report Examples

To run the report complete the criteria fields, making sure to complete those marked with an * (asterisk) as required, and click the Run Report button.