Reviewing My Projects in the UGA Financial Management System

   Overview   

The Costing module in the UGA Financial Management System allows you to view information relating to sponsored and non-sponsored projects, including budget total, funds remaining, and start and end dates.  This is a quick and easy way to access this information across all of the projects you have set up in My Projects.

This article explains the process of reviewing My Projects.

1. Step 1

Oneusg Connect Employee Self Service page displayed with the Classic Home tile highlighted

First, log into the Financial Management System.

Click the Classic Home tile.

2. Step 2

Financial Management homepage displayed with the My Projects link highlighted

To navigate to the My Projects page, select:

Main Menu > Project Costing > My Projects

3. Step 3

My Projects page is displayed with the Details tab highlighted

The General tab in the My Projects page is displayed. This tab displays information including the project status and the processing status of the project.

Click the Details tab.

4. Step 4

Details tab is displayed with the Amounts tab highlighted

The Details tab is displayed. You can review information about the Project Manager, Project Type and the Start and End Date of the project.

Click the Amounts tab.

5. Step 5

Amounts tab is displayed with the Project Valuation Search page icon highlighted

The Amounts tab is displayed with cost and budget information of the project.

Click the icon to go to the Project Valuation Search page.

6. Step 6

Project Valuation search page displayed with the Search button highlighted

On the Project Valuation search page, the Business Unit defaults to 18002 and the Project field defaults to the current project. Leave the remaining fields as displayed.

Click the Search button.

7. Step 7

Project Valuation tab is displayed with the Activity Valuation tab highlighted

The Project Valuation tab is displayed with Budget/Actuals Summary and Cost and Encumbrances.

Click the Activity Valuation tab.

8. Step 8

Activity Valuation tab is displayed with the project details highlighted

The Activity Valuation tab is displayed . Here you can view the different activities and the associated expenditure related to the project.
 
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