Viewing Project Expenditure Details by Award

   Overview   

This query lists fully processed detail level expenditures by award. The query name is UGA_GM_OP_EXP_AWD_DETAIL.

In this article, you will learn to run a detail expenditure query by award.

1. Step 1

The Employee Self Service page is displayed with the Employee Self Service drop-down menu highlighted.

First, log into the Financial Management System.

Click the drop-down menu next to the Employee Self Service menu.

2. Step 2

The Employee Self Service page is displayed with the UGA Financials option highlighted in the Employee Self Service drop-down menu.

Click the UGA Financials link.

3. Step 3

The Grants tile is highlighted.

Click the Grants tile.

4. Step 4

The Grants LifeCycle page is displayed with the Grants WorkCenter link highlighted.

Click the Grants WorkCenter link.

5. Step 5

The Grants WorkCenter page is displayed with the Reports/Queries tab highlighted.

Click the Reports/Queries tab.

6. Step 6

The Grants WorkCenter page is displayed with the Query Viewer link highlighted.

Click the Query Viewer link.

7. Step 7

The  <<  button is highlighted.

Click the  <<  button to close the Grants WorkCenter.

8. Step 8

The Query Viewer page is displayed with the begins with field highlighted.

The Query Viewer page is displayed.

Enter appropriate query name into the  begins with  field.

Example shown here: " UGA_GM_OP_EXP_AWD_DETAIL ".

9. Step 9

The Query Viewer page is displayed with the Search button highlighted.

Click the Search button.

10. Step 10

The HTML link is highlighted.

In the Search Results Query section, click the HTML link.

11. Step 11

The Detail Exp by Award page is displayed with the From Acctg Date calendar icon highlighted.

Click the Calendar button to change the From Acctg Date.

12. Step 12

The Detail Exp by Award page is displayed with the calendar pop-up open and July 1 highlighted.

Example shown here:  July 1, 2018 option.

13. Step 13

The Detail Exp by Award page is displayed with the Calendar icon highlighted.

Click Calendar button to change the To Acctg Date.

14. Step 14

The Detail Exp by Award page is displayed with the calendar pop-up open and August 23 date highlighted.

Example shown here: August 23, 2018.

15. Step 15

The Detail Exp by Award page is displayed with the View Results button highlighted.

Click the View Results button.

16. Step 16

Query results displayed with the Excel SpreadSheet link highlighted

Click the Excel SpreadSheet  link to view the results in Excel.

17. Step 17

Excel Spreadsheet displayed with the Open button highlighted

Click the Open button.

18. Step 18

Excel Spreadsheet displayed

The Excel file is displayed. You can filter through the columns to view the information you need.