Viewing Project Expenditure Details by Department

Summary

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

Body

Overview

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

Instructions

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

First, log into OneUSG Connect.

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

2. Step 2

Click the UGA Financials link.

3. Step 3

Click the Grants tile.

4. Step 4

In 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 6

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

7. Step 7

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

8. Step 8

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

Click the Search button.

10. Step 10

The searched query is displayed. Click the HTML link.

11. Step 11

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: " % ".