Viewing Project Expenditure Details by Project ID

Summary

In this article, you will learn the steps to run a project query for detail expenditures.

Body

   Overview   

This article will walk you through the steps to view fully processed detail level transactions by Project ID. The query name is UGA_GM_OP_EXP_DETAIL.

   In this article, you will learn the steps to run a project query for detail expenditures.

1. Step 1

Employee Self service homepage displayed with the Employee Self Service menu page highlighted

First, log into OneUSG Connect.                         

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

2. Step 2

Employee Self service homepage displayed with the UGA Financials link highlighted

Click the UGA Financials link.

3. Step 3

UGA Financials page displayed with the Great tile highlighted

Click the Grants tile.

4. Step 4

Grants LifeCycle page displayed with the Grants WorkCenter link highlighted

Click the Grants WorkCenter link.

5. Step 5

Grants WorkCenter page displayed with the Reports/Queries tab highlighted

The Grants WorkCenter page is displayed.

Click the Reports/Queries tab.

6. Step 6

Grants WorkCenter page displayed with the Query Viewer link highlighted

In the Reports/Processes section, click the Query Viewer link.

7. Step 7

Grants WorkCenter page displayed with the Minimize Grants WorkCenter button highlighted

Click the Minimize Grants WorkCenter button to close the Grants WorkCenter.

8. Step 8

Query Viewer page displayed with the begins with field highlighted

The Query Viewer page is displayed.

Enter appropriate information into the begins with field.

Example shown here: " UGA_GM_OP_EXP_DETAIL ".

9. Step 9

Query Viewer page displayed with the Search button highlighted

Click the Search button.

10. Step 10

Query Viewer page displayed with the HTML link highlighted

In the Search Results Query section, click the HTML link.

11. Step 11

Searched query page displayed with the search criteria fields highlighted

The searched query page is displayed. The top left corner contains search criteria you may use to search for specific awards. 

 

12. Step 12

Searched query page displayed with the From Acctg Date field highlighted

Enter appropriate information into the From Acctg Date field.This field will restrict which awards are displayed, only showing awards from after the date you enter. 

Example shown here: 07/02/2018 in the From Acctg Date field. 

Note: The Accounting Period in Financials is based on the Fiscal Year, not the Calendar Year. Ex. 01 = July, 02= August, etc.

13. Step 13

Searched query page displayed with the To Acctg Date field highlighted

Enter appropriate information into the To Acctg Date field.This field will restrict which awards are displayed, only showing awards from before the date you enter. 

Example shown here: 08/23/2018 in the To Acctg Date field. 

Note: The Accounting Period in Financials is based on the Fiscal Year, not the Calendar Year. Ex. 01 = July, 02= August, etc.

14. Step 14

Searched query page displayed with the View Results button highlighted

Click the View Results button. 

15. Step 15

Searched query page displayed with the searched results highlighted

The results matching your search criteria are displayed. 

16. Step 16

Searched query page displayed with the Excel Spreadshht link highlighted

Click the Excel SpreadSheet link to view the results in Excel.

17. Step 17

Excel file displayed and highighlighted

The Excel file is displayed. You can filter through the columns to view the information you need.

 

Details

Details

Article ID: 149729
Created
Sat 9/24/22 11:22 PM
Modified
Mon 8/31/26 1:53 PM