PI Reports by Month Range Manual Office of Sponsored Programs Training

Similar documents
Running Manager Level Reports

Fundriver Reporting For Departmental Users

Fundriver Reporting For Departments and Schools

Unit: Banking Topic: Incoming Payments. Field Name or Data Type. Due Date < Past date >

UNIVERSITY OF OREGON. Steps and OPE Calculations For Data Entry to Banner Budget Development

Finance Manager: Budgeting

FMS Account Summary Inquiry View Budget Information

NEST Pension File Creation

Business Intelligence (BI) Budget Reports Training Manual

For Lenders. Accessing LOS: LOS is a web based program that can be accessed at the following URL address:

UDW+ Grants Management Dashboard Quick Start Guide. Program Services Office & Decision Support Group. Version 1.4

Allocating Expenses Expense Report

Collaborative Planning Principal Investigator

HYPERION ENTRY & REPORTING FY17

Chapter 17. Investment Reports

OPERATING REPORTS HANDBOOK

C.O.R.E.S. Department Administrator Training February /4/2011 1

Budget Workbook Help. Discover. Solving Problems. Index. Set up categories, record transactions, and set preferences.

Compliance Award Processing User Manual

MANAGEMENT-LEVEL FINANCIAL REPORTS

Banner Finance. Research Accounting. Training

Creating and Assigning Targets

My Benefits: Standard Enrollment HELP MENU MANUAL

Creating a high-level budget in Kuali Research Non-personnel Budget Entry Method non-modular Budgets

Chapter 18. Indebtedness

Collaborative Planning Management Reporting

LoanBeam SE Income Analysis Tool

Account Reconciliation Reports

OPERATING REPORTS HANDBOOK

ANNUAL BUDGET PROCESSING EXCEL ADD-

NYU Stern School of Business Budget Tracking and Reporting System (BTR): User Manual

Ledger Budgeting Building Publishing - Revising

PI WORKCENTER REFERENCE GUIDE

PayBiz Direct Debits

Coeus Premium. Proposal Development. Exercise Guide Day 2. IS&T Training

DUS DocWay TM Loan Documents User Guide. January 2019

PACS Portal Grants Module Create a Funding Proposal

BUILDSMART DEBTORS. SmartAct. Authorized Training Manual

Understanding Servicing Released Bifurcation Results in Loan Coverage Advisor

Plan Sponsor Website Guide

XactContents Quick Start Guide

PROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version

NextGen Trustee Receipting

Maryland State Requirements. Release 6.1

FMS View Expense Budget Information

East Stroudsburg University Business Intelligence Manual. Report Access. Variable Screen

VHFA Loan Origination Center

Allocating Expenses Expense Report

Vivid Reports 2.0 Budget User Guide

Reference Document. Customer Refunds

Processing Customer Credit Memos and Refunds

Annual Payment of Fees in My Somerset Community

LoanBeam. Automating Tax Form Processing. National Training Division. Revised 4/6/18

CashManager Home. Getting Started and Installation Guide

PeopleSoft Reports: Budget Overview

MYOB Exo Employer Services

In this module you will learn: Basic Budget Concepts How to use Cayuse424 to create a: Detailed Budget Modular Budget Subaward Budget Link to a

Claims. Chapter 11. Adding a Claim. HOW to Add a Claim. Nexsure Training Manual - CRM. In This Chapter

Chapter 16: Transferring coded data to your accounting system

The Small Business Health Options Program (SHOP) SHOP QUOTING TOOL INSTRUCTIONS

Financial Edge (FE) Instructions

Support Unit Budget Requests

ACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger

BUDGET PLANNER BUDGET DEVELOPMENT Create Budget Worksheet

Guide to the Budget Worksheet for Pre-ERA Planning

Gatekeeper Module Gatekeeper Version 3.5 June

Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE. Last revised: 8/19/10 12:22 PM

BudgetPak Budget Development Process Phase II

6.14 (c) - How to Run CAT Reports Missing from CAT Report

Depending upon the roles and responsibilities in your budget unit, this process may be performed by Budget Officers and Unit Managers.

USER GUIDE AMC BANKING 365 BUSINESS MICROSOFT DYNAMICS 365 BUSINESS CENTRAL FOR. English edition. AMC Consult A/S 26. October 2018 Version 2

Creating budget worksheets

Budget Estimator Tool & Budget Template

edisclosure Borrower s Perspective

Client User Guide - Claims. March 2014 Edition

SAS2000. Financial 2. Training Manual

A USER GUIDE FOR RESEARCHERS: PROJECT BUDGET PLANNING TEMPLATES

Financial System Report Descriptions

FINDING AVAILABLE BALANCES ON IPDs/DEVELOPMENT ACCOUNTS

PST954 Hyperion Budgeting

Salon Associate & Salon Leader Self Service User Guide

Instructions for submitting a Loan to 5 th Street Capital

SMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014

ENTERING AUTOMOBILE FRINGE IN A SEPARATE PAYROLL: EMPLOYEE PAYING TAXES

MMF Investment Policy Management

Research and Economic Development Proposal Support Office BUDGET WORKSHEET INSTRUCTIONS

InfoEd Advanced Proposal Development: Completing System-System (S2S) Grants.gov Applications that Require Detailed Budgets

Introduction to Client Online

Central Budget Entry Munis - Financials: Central Budget Entry

Lesson 2: Banking and Credit Cards

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0

Credit Card Processing Guide

Special Policy Summary Functions

SIMS FMS6 Academies. USER BULLETIN No.A34

Plan Sponsor User Guide

Principia CAMS Integration

KB Missing from CAT Report

Insurer User Manual Chapter 9: Insurer Management

Individual Taxpayer Electronic Filing Instructions

EPM User Guide Digest

Transcription:

PI Reports by Month Range Manual Office of Sponsored Programs Training 013

Table of Content Table of Contents Access PI Report by Month Range... PI Report by Month Range Initial View & Summary by Fund View... 3 Summary by Fund Report... 4 Labor Reports... 5 Labor by Category... 6 Labor Account Detail by Employee Report... 7 Labor All... 8 Labor Commitment... 9 Direct Expenses Reports... 10 Direct Expenses by Category... 11 Direct Expenses All... 11 Navigation... 1 Printing... 13 Export to Excel... 14 1

PI Report by Month Range Access PI Report by Month Range *Windows Users: If this is your first time accessing the PI Report, go to PI Report Initial Set-up Instructions at: http://discoverer.gmu.edu/access.php Instructions: 1. To accessing the PI Report by Month Range, enter the following URL: http://discoverer.gmu.edu/pireports/. Select PI Reports by Month Range 3. Type in your user name, e.g. psperry 4. Enter your password. * See initial Set-up directions 5. Other fields will default to appropriate values 6. Select Go 3 4 5 6

PI Report by Month Range Initial View & Summary by Fund View 1. The initial report view displays the awards for which you have access. (Data refreshed daily at noon). Dropdown Status menu Active is the default. At Risk, Closed, Inactive and Void grants can be selected. 3. To drill to selected award, select the arrow to the left of the fund number 4. Click on the Summary by Fund link 3-4 1 5. Fund and PI information will automatically populate. 6. Select the parameters by typing: A. Begin Month Jan-013 will include first day of month. B. End Month Mar-013 will include last day of month. 7. Click OK 5 6-A 6-B 7 3

Summary by Fund Report Note: New funding, expenses, and commitments posted as of April 1, 013 will not be included on this sample report. (End date selected was Mar. 31, 013) 1. Funded amount (1 st day of award through Mar. 31, 013). Expenses (Jan. 1, 013 through Mar. 31, 013 ONLY) 3. Expenses (1 st day of award through Mar. 31, 013) 4. Commitments (1 st day of award through Mar. 31, 013) 5. Balance (1 st day of award through Mar. 31, 013) 1 3 4 5 4

Labor Reports Labor & Fringe accounts codes begin with 6 Drop Down Menu: Labor by Category: Detail of selected Labor Pooled budget (e.g. Graduate Assistants) Labor (ALL): Detail of All Labor (all accounts that begin with 6 ) Labor Commitments: Detail of all labor commitments Instructions: 1. Select the arrow to the left of account code (e.g., Graduate Assistants). Select Labor by Category to see only Graduate Assistants expenses 3. Select Labor (ALL) to see all labor and fringe detail (e.g., Faculty Salaries, Grad Assistants, Wages, & Fringe) 4. Select Labor Commitments to see all labor commitments 1-3 4 5

Labor by Category Drill from account codes that start with 6 to view a detail expenses report of the selected Labor Pooled budget only. Instructions: 1. Follow steps 1 & in page No. 5. The Check Date is sorted in a reverse chronological order 3. To go back to Initial View, click on Initial View tab 4. To go back to Summary by Fund, click on Summary by Fund tab 3 4 6

Labor Account Detail by Employee Report To view Account Detail by Employee from Labor by Category report: 1. Select the arrow next to the G number of the grad assistant. Click on Account Detail by Employee link 3. Data will only include charges to selected months from Jan, 013 to Mar, 013 1 3 7

Labor All Drill from any account codes that start with 6 to view a detail expenses report of all labor. Instructions: 1. Follow steps 1 & 3 in page No. 5. PI Reports by Month Range Labor (All) will include all labor expenditures 3. To go back to Initial View, click on Initial View tab 4. To go back to Summary by Fund, click on Summary by Fund tab 3 4 8

Labor Commitment Drill from any account codes that start with 6 to view a detail report of all labor commitments. Instructions: 1. Follow steps 1 & 4 in page No. 5. The fund number, PI name and parameters will populate automatically 3. Click OK 4. PI Reports by Month Range Labor Commitments will include all labor commitments 5. To go back to Initial View, click on Initial View tab 6. To go back to Summary by Fund, click on Summary by Fund tab 4 3 5 6 9

Direct Expenses Reports Direct Expenses & Indirect accounts begin with 7 Drop Down Menu: Direct Expenses by Category Report: Detail of selected Direct Expense Pooled budget (e.g. Travel) Direct Expenses (ALL) Report: Detail of All Direct Expenses& Indirect (all accounts that begin with 7 ) Instructions: 1. Select the arrow to the left of account code (e.g., Subcontracts). Select Direct Expenses by Category to see detail in selected account only 3. Or select Direct Expenses (ALL) to see all direct account detail (e.g., Subcontracts, Travel, Other Direct Expenditures, & Indirect) 1 3 10

Direct Expenses by Category (e.g., Subcontracts selected Expenses Jan. 1, 013 Mar. 31, 013) Direct Expenses All All Direct Expenses posted between Jan. 1, 013 through Mar. 31, 013 by account, sorted in reverse chronological order) 11

Navigation Instructions: 1. Move within the report using the tabs at the bottom (best when selecting a tab to the left of open tab). Or select the arrow next to the account codes to drill to Labor and Direct Expenses reports. a. To view Labor Expenses reports, drill from account codes that begin with 6 b. To view Direct Expenses reports, drill from account codes that begin with 7 a a 1 1

Printing Printing PI Report by Month Range 1. Click File. Select Print 3. From the Print pop-up window, set your workbook as shown below, click OK 4. From the Page Setup pop-up window, set your workbook as shown below, click OK 3 1 4 13

Export to Excel Instructions: 1. Click File. Select Export Export to Excel option is Not recommended 3. From Export: Select Objects pop-up window, check Current worksheet, and Table 4. From Export: Define File Details pop-up window, use Browse to select a different destination 5. Type a name for the report and click Next Enter a report name e.g. Mar13 3 1 4 5 14

6. Report parameters can be changed from this window 7. Click Finish 6 7 15