Viewing Sponsored Expenditures for the Fiscal Year

Summary

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.

Body

   Overview   

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.

1. Step 1

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First, log into the Financial Management System.

On the UGA Financials home page, click the Query Viewer tile.

2. Step 2

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The Query Viewer page is displayed.

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

3. Step 3

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Click the Search button.

4. Step 4

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The query is displayed. Click the HTML link to open the query as a webpage.

5. Step 5

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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 " .

6. Step 6

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Enter appropriate information into the To Accounting Period  field.

Example shown here " 6 ".

7. Step 7

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Click the View Results button.

8. Step 8

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The results are displayed.

Click the Excel SpreadSheet link to download the data into an Excel file.

9. Step 9

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Once prompted, click the Open button.

10. Step 10

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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.

11. Step 11

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Additional columns are displayed, including PI Name and total sponsored expenditures for the fiscal year.
 

Details

Details

Article ID: 149600
Created
Sat 9/24/22 11:19 PM
Modified
Mon 6/10/24 11:38 AM