Viewing Project Summary Budget for Cost Share

   Overview   

You can run the Project Summary Budget for Cost Share query (UGA_GM_OP_SUM_BUD_COSTSHARE) to view a list of cost share budgets, actuals, and encumbrances at a summary level. The query can be accessed in the Grants WorkCenter or via Query Viewer on the UGA Financials homepage.

In this rticle, you will learn how to run the Project Summary Budget query (UGA_GM_OP_SUM_BUD_COSTSHARE) for cost share to see a list of cost share budgets, actuals, and encumbrances at a summary level.

1. Step 1

UGA Financials homepage displayed with the Grants tile highlighted

First, log into the Financial Management System.

On the UGA Financials homepage, click the Grants tile.

2. Step 2

Grants LifeCycle page displayed with the Grants WorkCenter link highlighted

In the Grants Center menu on the left side of the page, click the Grants WorkCenter link.

3. Step 3

Grants WorkCenter page displayed with the Reports/Queries tab highlighted

The Grants WorkCenter page is displayed.

Click the Reports/Queries tab.

4. Step 4

Grants WorkCenter page displayed with the Query Viewer link highlighted

In the Reports/Processes section, click the Query Viewer link.

Note: You can also access this query using the Query Viewer tile from the Financials page.

5. Step 5

Grants WorkCenter page displayed with the <<  button highlighted

Click the  <<  button to close the Grants WorkCenter menu.

6. Step 6

Query Viewer page is displayed with the begins with field highlighted

The Query Viewer page is displayed.

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

7. Step 7

Query Viewer page is displayed with the Search button highlighted

Click the Search button.

8. Step 8

Searched query displayed with the HTML link highlighted

The searched query is displayed.

Click the HTML link.

9. Step 9

Searched query displayed with the Project field highlighted

In the Project field, you can enter a Project ID. If you do not know the Project ID, enter the % sign to display all awards by Project.

Enter appropriate information into the Project  field.

Example shown here: " % ".

10. Step 10

Searched query displayed with the View Results button highlighted

Click the View Results button.

11. Step 11

Query results displayed with the Excel SpreadSheet link highlighted

The query results are displayed.

Note : Query results are masked for privacy.

Click the Excel SpreadSheet link.

12. Step 12

Query results displayed with the Excel SpreadSheet link highlighted

Depending on your browser settings, the document will be downloaded to your system.

Example shown here: UGA_GM_OP_SU....xlsx.

13. Step 13

Excel Spreadsheet displayed with the Enable button highlighted

The Excel file is displayed.

Click the Enable Editing button.

14. Step 14

Excel Spreadsheet displayed with the data highlighted

The Project Status, PC Business Unit, Project, Project Description, Total Cost Share Budget and Actual Cost Share Expenditures fields are displayed.

You can filter through the columns to view the information that you need. Once you are done reviewing, you can scroll to the right to view additional columns.

15. Step 15

Excel Spreadsheet displayed with the Cost Share Encumberances column highlighted

In addition to other columns, the Cost Share Encumbrances column is displayed on this page.
 
 
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