Viewing Project Spending Detail

   Overview   

You can run in query using Query Viewer in the UGA Financial Management System to view your project spending detail by chartstring.  The name of the query is UGA_KK_PROJECT_TRANS_DETAIL.

In this article, you will learn the steps to run a query to view detail level project transactions with chartstrings.

This query runs from the Commitment Control (KK) ledger, so it shows anything that has passed budget check, even if the transactions have not fully posted or completed all workflow steps.

1. Step 1

UGA Financials homepage displayed with the Query Viewer tile highlighted

First, log into the Financial Management System.

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

2. Step 2

Query Viewer page displayed with the begins with field highlighted

The Query Viewer page is displayed.

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

3. Step 3

Query Viewer page displayed with the Search button highlighted

Click the Search button.

4. Step 4

Query page displayed with the HTML link highlighted

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

5. Step 5

Query page displayed with the Dept % field highlighted

The search criteria for the query is displayed. You can enter any available information you have to refine your search.

Enter appropriate information into the  Dept field.

Note: 17% in the Department search field will display all the department IDs that begin with 17.

Example shown here: " 17 "

6. Step 6

Query page displayed with the View Results button highlighted

Click the View Results button.

7. Step 7

Query page displayed with the Excel SpreadSheet link highlighted

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

8. Step 8

Query page displayed with the Open button highlighted

When prompted, click the Open button.

9. Step 9

Excel file displayed with the Scroll Bar highlighted

The Excel file is displayed with the requested data, including project chartstrings.

You can filter and sort the columns to view the information that you need. Scroll the right to view additional data.

10. Step 10

Excel file displayed with the Scroll Bar highlighted

Additional columns are displayed, including expenditures for each chartstring.
 
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