Viewing My Project Transactions by Departments

Summary

In this article, you will learn the steps to view My Project transactions by department or range of departments.

Body

   Overview   

This article will walk you through the steps to view My Project transactions by department or range of departments.

In this article, you will learn the steps to view My Project transactions by department or range of departments.

1. Step 1

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First, log into the Financial Management System

On the UGA Financials page click the Grants tile.

2. Step 2

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Click the Grants WorkCenter menu.

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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To view project transactions by department click the Detail Exp by Project Depart link.

5. Step 5

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Enter appropriate information into the Dept field.

Note: You can enter the Department number or the % wildcard to view a range of departments.

Example shown here: " 19%" in the Dept field.

6. Step 6

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Enter appropriate information into the From Acctg Date field.

Note: Enter the From Acctg Date and To Acctg Date for dates which you would like to view transactions.

Example shown here: " 06/01/2018 " in the From Acctg Date field.

7. Step 7

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Enter appropriate information into the To Acctg Date field.

Example shown here: " 06/30/2018 " in the To Acctg Date field.

8. Step 8

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Click the View Results button.

9. Step 9

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A list of transactions meeting the defined criteria is displayed.

 

Details

Details

Article ID: 150121
Created
Sat 9/24/22 11:34 PM
Modified
Mon 6/10/24 11:09 AM