Viewing Direct and Indirect Costs

Summary

In this article, you will learn the steps to run a query to locate direct project expenditures and indirect cost funds.

Body

   Overview   

You can use a query to view direct project expenditures and indirect costs by project and department using the query name "UGA_GM_OP_SUM_DIR_IDC_ENC_PD."

 

In this article, you will learn the steps to run a query to locate direct project expenditures and indirect cost funds.

1. Step 1

Query viewer tile selected

First, log into the Financial Management System.

On the UGA Financials homepage, click the Query Viewer tile.

2. Step 2

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

The Query Viewer page is displayed.

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

3. Step 3

search button selected

Click the Search button.

4. Step 4

Search resultsdisplayed; click html link to run a report to the html page

The Query Viewer will display the search results.

To run the report to an HTML page, click the HTML link.

5. Step 5

fiscal year field selected

The search criteria for the query is displayed. You can enter availble information into the search fields to refine your results.

Enter the appropriate information into the Fiscal Year field.

Example shown here: " 2019 ".

6. Step 6

From accounting period field selected

Enter the appropriate information into the  From Acctg Period field. The Accounting Period in Financials is based on the Fiscal Year, not the Calendar Year (e.g., 1 = July, 6 = December).  

Example shown here: " 1 " (for July) in the From Acctg Period field.

7. Step 7

To accounting period field selected

Enter the appropriate information into the To Acctg Period.

Example shown here: 3 (for September) in the To Acctg Period field.

8. Step 8

Department field selected

Enter the appropriate information into the Department field. You can do a full or partial search for the department number using the % wildcard.

Example shown here: " % " in the Department field to return all results.

9. Step 9

view results button selected

Click the View Results button.

10. Step 10

Download to excel spreadsheet link selected

The result for the specified search criteria is displayed.

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

11. Step 11

Select Open button when prompted on sheet

Click the Open button when prompted.

12. Step 12

excel file is displayed

The Excel file is displayed. You can filter and sort the columns to view the information you need by project and department.

 

Details

Details

Article ID: 151178
Created
Sun 9/25/22 9:40 AM
Modified
Wed 3/25/26 3:34 PM