Viewing Project Expenditure Details by Department

   Overview   

This query shows fully processed detail level expenditures by department. The name of the query is UGA_GM_OP_EXP_BYDEPT.

   Instructions   

  1. Step 1Click the drop-down button next to the Employee Self Service menu.
  2. Step 2Click the UGA Financials link.
  3. Step 3Click the Grants tile.
  4. Step 4In the Grants Center menu, click the Grants WorkCenter link.
  5. Step 5: The Grants WorkCenter page is displayed. Click the Reports/Queries tab.
  6. Step 6In the Reports/Processes section to the left of the page, click the Query Viewer link
  7. Step 7Click the  <<  button to maximize the Query Viewer page.
  8. Step 8On the Query Viewer page, enter appropriate information into the begins with field.
  9. Step 9Click the Search button.
  10. Step 10The searched query is displayed. Click the HTML link.
  11. Step 11In the Dept field you can enter the Department number. Enter appropriate information into the Dept field.
  12. Step 12: Click the calendar  icon to enter a date into the From Acctg Date field. Enter appropriate information into the  From Acctg Period field.
  13. Step 13Click the July 2, 2018 link.
  14. Step 14Click the calendar icon to select a date for the To Acctg Date field.
  15. Step 15Click the August 23, 2018 link.
  16. Step 16Click the View Results button.
  17. Step 17Click the Excel SpreadSheet link to view the results in Excel.
  18. Step 18Click the Open button.
  19. Step 19The Excel file is displayed. You can filter through the columns to view the information you need.

In this article, you will learn the steps to run a query to view detail expenditures by project and department.

1. Step 1

step image

First, log into OneUSG Connect.                         

Click the drop-down button next to the Employee Self Service menu.

2. Step 2

step image

Click the UGA Financials link.

3. Step 3

step image

Click the Grants tile.

4. Step 4

step image

In the Grants Center menu, click the Grants WorkCenter link.

5. Step 5

step image

The Grants WorkCenter page is displayed.

Click the Reports/Queries tab.

6. Step 6

step image

In the Reports/Processes section to the left of the page, click the Query Viewer link.

7. Step 7

step image

Click the  <<  button to maximize the Query Viewer page.

8. Step 8

step image

On the Query Viewer page, enter appropriate information into the begins with field.

Example shown here: " UGA_GM_OP_EXP_DETAIL_BYDEPT ".

9. Step 9

step image

Click the Search button.

10. Step 10

step image

The searched query is displayed. Click the HTML link.

11. Step 11

step image

In the Dept field you can enter the Department number. If you do not know the department number, the wildcard (%) will display all awards by Department.

Enter appropriate information into the Dept field.

Example shown here: " % ".

12. Step 12

step image

Click the calendar icon to enter a date into the From Acctg Date field.

Enter appropriate information into the From Acctg Period field.

Note: The Accounting Period in Financials is based on the Fiscal Year, not the Calendar Year. Ex. 01 = July, 02= August, etc.

13. Step 13

step image

Click the July 2, 2018 link.

14. Step 14

step image

Click the calendar icon to select a date for the To Acctg Date field.

15. Step 15

step image

Click the August 23, 2018 link.

16. Step 16

step image

Click the View Results button.

17. Step 17

step image

Click the Excel SpreadSheet link to view the results in Excel.

18. Step 18

step image

Click the Open button.

19. Step 19

step image

The Excel file is displayed. You can filter through the columns to view the information you need.