Conducting a Grants Project Budget Inquiry

Summary

In this article, you will conduct a Grants Project Budget Inquiry.

Body

   Overview   

This article provides information on conducting a Grants Project Budget Inquiry which provides access to all budgetary information associated with a queried Sponsored Project.

   In this article, you will conduct a Grants Project Budget Inquiry.

1. Step 1

Employee Self service homepage displayed with the Classic Home tile highlighted

First, log into the Financial Management System. 

Click the Classic Home tile.

2. Step 2

Classic Home page displayed with Project Budget Inquiry highlighted

To navigate to the Project Budget Inquiry page, select:

Main Menu > Grants > Awards > Project Budget Inquiry

3. Step 3

Project Budget Inquiry Search Criteria page displayed and highlighted

The Project Budget Inquiry Search Criteria page is displayed.

The Business Unit is required for the search criteria.

4. Step 4

Project Budget Inquiry Search Criteria page displayed with the Business Unit field highlighted

To locate the Business Unit, click the lookup magnifying glass to the right of the Business Unit field or enter the Business Unit directly.

Example shown here: "18400".

5. Step 5

Project Budget Inquiry Search Criteria page displayed with the RFACE0000922101 link highlighted

You can enter the Project directly into the Project field or use the Lookup Magnifying Glass to the right of the field.

Example shown here: " RFACE0000922101 ".

6. Step 6

Project Budget Inquiry Search Criteria page displayed with the Search button highlighted

Click the Search button.

7. Step 7

Budget Inquiry page displayed and highlighted

The Budget Inquiry page is displayed.

This page will provide the entire budget for a sponsored project. Note that the individual budget lines are listed and the total direct costs, as well as, the F&A are provided below the lines.

Cost Sharing will display in the Budget Lines tab under Institutional C/S. If Cost Sharing is setup, the Department information will display in the GL info tab.

8. Step 8

Budget Inquiry page displayed with the Grid Icon link highlighted

To view the budget in Excel, you may select the Grid icon. 

9. Step 9

Budget Inquiry page displayed with the Download Details Table to Excel button highlighted

Select the Download Details Table to Excel button and follow the system prompts to view the data in Excel.

10. Step 10

Budget Inquiry page displayed with the Return to Search button highlighted

Click the Return to Search button to return to the search criteria page. Scroll down to view if necessary.

Details

Details

Article ID: 149058
Created
Sat 9/24/22 11:02 PM
Modified
Wed 9/30/26 10:56 AM