Viewing Project Summary Budget for Cost Share

Summary

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.

Body

   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

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First, log into the Financial Management System.

On the UGA Financials homepage, click the Grants tile.

2. Step 2

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

3. Step 3

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The Grants WorkCenter page is displayed.

Click the Reports/Queries tab.

4. Step 4

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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

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

6. Step 6

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The Query Viewer page is displayed.

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

7. Step 7

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Click the Search button.

8. Step 8

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The searched query is displayed.

Click the HTML link.

9. Step 9

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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

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Click the View Results button.

11. Step 11

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The query results are displayed.

Note : Query results are masked for privacy.

Click the Excel SpreadSheet link.

12. Step 12

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

Example shown here: UGA_GM_OP_SU....xlsx.

13. Step 13

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The Excel file is displayed.

Click the Enable Editing button.

14. Step 14

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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

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

Details

Details

Article ID: 149212
Created
Sat 9/24/22 11:07 PM
Modified
Mon 2/12/24 4:04 PM