Viewing IDC Revenue (with PI)

   Overview   

You can run a query in the UGA Financial Management System to view indirect cost (IDC)/F&A revenue and associated charges by project, chartstring, and PI.  The name of the query is UGA_GM_DPT_IDC_REV_W_PI.

In this article, you will learn the steps to run a query to view indirect cost (F&A) revenue and associated charges that also shows the associated Principal Investigator (PI).

1. Step 1

Financial Management System homepage displayed with Query Viewer tile highlighted

First, log into the Financial Management System

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

2. Step 2

Query Viewer page displayed with begins with field highlighted

The Query Viewer page is displayed.

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

3. Step 3

Query Viewer page displayed with Search button highlighted

Click the Search button.

4. Step 4

Query Viewer page displayed with HTML link highlighted

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

5. Step 5

Query Viewer page displayed with From Acctg Date field highlighted

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

Click the calendar icon next to the From Acctg Date button to select the appropriate date.

6. Step 6

Query Viewer page displayed with January 1st option highlighted

Select the date at the beginning of the  Accounting Period that you want to search.

Note : An Accounting Period runs from the first of the month to the last of the month.  For example, the first Accounting Period is July, which runs July 1 through July 31.   

Example shown here: January 1, 2018 option.

7. Step 7

Query Viewer page displayed with To Acctg Date field highlighted

Click the calendar icon next to the To Acctg Date field to select the appropriate date.

8. Step 8

Query Viewer page displayed with June 30 option highlighted

Select the last day of the Accounting Period that you want to search.

Example shown here: June 30, 2018 option.

9. Step 9

Query Viewer page displayed with View Results button highlighted

With your search parameters selected, click the View Results button.

10. Step 10

Query Viewer page displayed with Excel Spreadsheet link highlighted

The requested result is displayed.

Click the Excel SpreadSheet  link to open the data in an Excel file.

11. Step 11

Query Viewer page displayed with Open button highlighted

When prompted, click the Open  button to download the data into an Excel file.

12. Step 12

Excel Spreadsheet displayed

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

13. Step 13

Excel Spreadsheet displayed

The additional information is displayed, including the IDC revenue by chartstring. The name of the PI is located in Column M.