You can run a query in the UGA Financial Management System to view the total sponsored expenditures for a fiscal year by project, with a filter available for department. The name of the query is UGA_GM_SPONS_EXPENDITURES.
In this article, you will learn the steps to run a query to view total sponsored expenditures for the fiscal year, with the ability to filter by financial department.
First, log into the Financial Management System.
On the UGA Financials home page, click the Query Viewer tile.
The Query Viewer page is displayed.
Enter the query name " UGA_GM_SPONS_EXPENDITURES " into the begins with field.
Click the Search button.
The query is displayed. Click the HTML link to open the query as a webpage.
The search criteria for the query is displayed. You can enter available information into the search fields to refine your results.
Note: The Accounting Period in Financials is based on the Fiscal Year, not the Calendar Year. Ex. 1 = July, 2= August, etc.
Enter appropriate information into the From Accounting Period field.
Example shown here: " 1 " .
Enter appropriate information into the To Accounting Period field.
Example shown here " 6 ".
Click the View Results button.
The results are displayed.
Click the Excel SpreadSheet link to download the data into an Excel file.
Once prompted, click the Open button.
The Excel file is displayed. You can filter and sort the data to view the information that you need. Scroll to the right to view additional information.
Additional columns are displayed, including PI Name and total sponsored expenditures for the fiscal year.