Viewing Sponsored Expenditures for the Fiscal Year

   Overview   

You can run a query in the UGA Financial Management System to view the total sponsored expenditures for a fiscal year by project, with a filter available for department. The name of the query is UGA_GM_SPONS_EXPENDITURES.

In this article, you will learn the steps to run a query to view total sponsored expenditures for the fiscal year, with the ability to filter by financial department.

1. Step 1

The UGA Financials page is displayed with the Query Viewer tile highlighted.

First, log into the Financial Management System.

On the UGA Financials home page, click the Query Viewer tile.

2. Step 2

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

The Query Viewer page is displayed.

Enter the query name " UGA_GM_SPONS_EXPENDITURES " into the begins with field.

3. Step 3

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

Click the Search button.

4. Step 4

The HTML link for the appropriate query is highlighted.

The query is displayed. Click the HTML link to open the query as a webpage.

5. Step 5

The Sponsored Expenditures page is displayed with the From Accounting Period field highlighted.

The search criteria for the query is displayed. You can enter available information into the search fields to refine your results.

Note: The Accounting Period in Financials is based on the Fiscal Year, not the Calendar Year. Ex. 1 = July, 2= August, etc.

Enter appropriate information into the From Accounting Period  field.

Example shown here: " 1 " .

6. Step 6

The Sponsored Expenditures page is displayed with the To Accounting Period field highlighted.

Enter appropriate information into the To Accounting Period  field.

Example shown here " 6 ".

7. Step 7

The View Results button is highlighted.

Click the View Results button.

8. Step 8

The Excel SpreadSheet link is highlighted.

The results are displayed.

Click the Excel SpreadSheet link to download the data into an Excel file.

9. Step 9

The Open button in the download prompt is highlighted.

Once prompted, click the Open button.

10. Step 10

The Excel file is displayed.

The Excel file is displayed. You can filter and sort the data to view the information that you need. Scroll to the right to view additional information.

11. Step 11

The Excel file is displayed.

Additional columns are displayed, including PI Name and total sponsored expenditures for the fiscal year.
 
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