Report Title 3: Awards by Investigator -- PTD

Description of Report

This report provides a summary of all projects that have existed under a certain PI. 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. All of these links all tie back to Budget Variance report #8 with the exception of direct expenditures. The direct expenditure link ties back to Income Statement #9. This report also provides basic information about the grant such as department name, division name, and the senior accountant handling the grant. This report also provides the percentage of budget expended on the grant and the percentage of time completed on the grant.

Selection of Criteria

Investigator ID (required): Enter an individual Investigator ID or click on the search by name 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.