G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.
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Transcript of G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.
![Page 1: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/1.jpg)
GRANTS IINTRODUCTION TO GRANTS FINANCIAL
REPORTS
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AGENDAChartstring Review Repository Reports -
Sponsored Accounting Security and Help ReviewOn the HorizonRecap, Feedback and Adjourn
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CHARTSTRING REVIEW
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GRANTS MANAGEMENT CHARTSTRING
SYRUN 13 21820 00013 560103 802001
SYRUN 00639 001 01Business
UnitUnique
Project IDUnique
Activity ID
MyCode(optional)
FundBusiness
UnitProgram AccountDepartment
Budget Reference
![Page 5: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/5.jpg)
AWARD SETUP NYS FS10 EXAMPLEAWARD SETUP NYS FS10 EXAMPLE
Award CON12345Liberty Partnerships
Project ID 00045Liberty Partnerships
Activity 115Salaries-Professional Staff
Activity 116Salaries-Support Staff
Activity 140Purchased Services
Activity 145Supplies & Materials
SYRUN-13-21403-00013-xxxxxx-xxxxxx-SYRUN-00045-115-01
SYRUN-13-21403-00013-xxxxxx-xxxxxx-SYRUN-00045-115-01
ACCOUNT STRUCTURE
Activity 146Travel Expenses
Activity 180Employee Benefits
Activity 190Indirect Costs
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AWARD SETUP MULTIPLE DEPARTMENTS AND PISAWARD SETUP MULTIPLE DEPARTMENTS AND PISADVANCED INTERACTIVE DISCOVERY ENVIRONMENT
Award CON12345Advanced Interactive
Disc
Project ID 00061Dr. Lana
Engineering
Activity 001 Personnel
Activity 002 Supplies
Activity 003 Travel
Activity 004 Equipment
Activity 005 Overhead
Project ID 00063Dr. Cruise
Information Studies
Activity 001 Personnel
Activity 002 Supplies
Activity 003 Travel
Activity 004 Equipment
Activity 005 Overhead
Project ID 00062Dr. Uday
Mathematics
Activity 001 Personnel
Activity 002 Supplies
Activity 003 Travel
Activity 004 Equipment
Activity 005 Overhead
SYRUN-13-21820-00013-xxxxxx-xxxxxx-SYRUN-00061-003-02
SYRUN-13-21820-00013-xxxxxx-xxxxxx-SYRUN-00061-003-02
ACCOUNT STRUCTURE
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SPONSORED GRANTS REPOSITORY QUERIES
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SPONSORED ACCOUNTING BURSTED REPORTS
Current Report Name LocationSponsored Projects Summary Personal Folder Userid Subfolder
Sponsored Projects Summary by Account
Personal Folder Userid Subfolder
Sponsored Projects – Detail
Activity by Department, Project, Activity
Personal Folder Userid Subfolder
Sponsored Labor Distribution Personal Folder Userid Subfolder
Cost Share Labor Distribution Personal Folder Userid Subfolder
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FAB REPORTS – SPONSORED REPOSITORY REPORTS
FAB Reports Use LocationSponsored Project
Chartstring Listing
This query provides listings of project chartstring with the Budget Reference start and end dates for each project combination
FAB Folder Grants Subfolder
Sponsored Award Financial Report Due
List of Sponsored awards that currently have a financial report due date assigned.
FAB Folder Grants Subfolder
Grants Inquiry This 1st section of the query provides summary and detail information for budget, expenditures, and commitments at the project level. The 2nd section of the query provides expenditures summarized at the account level for a contract.
FAB Folder Grants Subfolder
Sponsored Contracts and Projects Summary
Summary of the budget, expenditures, commitments and available budget balance for Sponsored Contracts and Projects.
FAB Folder Grants Subfolder
Sponsored Project Expenditures by Fiscal Year
Summary and detail information of Sponsored project to date expenditures by fiscal year.
FAB Folder Grants Subfolder
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OVERVIEW Where do I find the Sponsored Repository Queries How do I run the Sponsored Repository Queries How do I view the results How do I print the results How do I interpret the data
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Report Repository
Click on the FAB (Financial, Accounting, and Budget
System) Folder
WHERE DO I FIND THE SPONSORED GRANTS QUERIES?
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Report Repository
Click on Grants Folder
WHERE DO I FIND THE SPONSORED GRANTS QUERIES?
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SPONSORED PROJECT
CHARTSTRING LISTING
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WHERE DO I FIND – SPONSORED CHARTSTRING LISTING
Click the file name to View Document.
![Page 15: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/15.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS
ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I PROCESS THE QUERY?
Click Process to run this query
![Page 16: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/16.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I PROCESS THE QUERY?
Note: Additional query criteria are available from drop down menu
1. Enter the DeptID or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK
![Page 17: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/17.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I PROCESS THE QUERY?
1. Enter the Contract Number or Ignore to select all. Must use the format CON##### when entering the Contract Number.
2. Choose from drop down box to change operator.
3. Click OK.
![Page 18: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/18.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I PROCESS THE QUERY?
1. Enter the Project ID or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
![Page 19: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/19.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE RESULTS?
![Page 20: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/20.jpg)
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?
Click on the desired report
Four reports are provided with the same data but sorted differently.•Project ID•Contract Number•Dept ID•PI Name
![Page 21: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/21.jpg)
22
HOW DO I VIEW THE REPORTS?This report is sorted by Project ID
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SPONSORED AWARD FINANCIAL
REPORT DUE
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Report Repository
WHERE DO I FIND THE SPONSORED AWARD FINANCIAL REPORT DUE?
Click the file name to View Document.
![Page 24: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/24.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
Click Process to run this query
![Page 25: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/25.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
Note: Additional query criteria are available from drop down menu
1. Enter the Department or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
![Page 26: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/26.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE RESULTS?
![Page 27: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/27.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?
Click on the desired report
Three reports are provided with the same data but sorted differently.•Contract Number•PI•Department
![Page 28: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/28.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?Sponsored Award Financial Report Due – By Contract
This report is sorted by Contract Number.
![Page 29: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/29.jpg)
GRANTS INQUIRY
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Report Repository
WHERE DO I FIND GRANTS INQUIRY?
Click the file name to View Document.
![Page 31: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/31.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
Note 1: If you know the Project ID, you can type it in and click Process Query
Note 2: Do not press enter. If you press enter, click Clear Limits and start over.
Scroll down, choose project from list and click Process Project
Reports
![Page 32: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/32.jpg)
40
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE RESULTS?
00000
CON99999
Click on one of four reports to see varying levels of detail.
Project Activity SummaryProject Account SummaryProject DetailMyCode Summary
![Page 33: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/33.jpg)
41
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE PROJECT ACTIVITY SUMMARY?
Click back arrow to go back to previous screen
This Forward Funding information will only appear if an existing award is forward funded.
The report has three sections.
• The header provides project related information.
• The Project Transactions provides Project To Date summary data at the Activity/BudRef level.
• The Cost Share Transactions provides Project To Date summary data at the Activity/BudRef level.
![Page 34: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/34.jpg)
42
00000
CON99999
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE RESULTS?
Click ProjectAccount
Summary
![Page 35: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/35.jpg)
43
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE PROJECT ACCOUNT SUMMARY? The report has three sections.
• The header provides project related information.
• The Project Transactions section provides Project to Date summary data by budget account and by expense account at Activity/BudRef level.
• The Cost Share Transactions provides Project To Date summary data by budget account and by expense account at Activity/BudRef level.
This Forward Funding information will only appear if an existing award is forward funded.
![Page 36: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/36.jpg)
44
00000
CON99999
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE RESULTS?
Click Project Detail
12345
![Page 37: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/37.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE PROJECT DETAIL?
This Forward Funding information will only appear if an existing award is forward funded.
Query limits entered on the search page will be displayed in
the report header
This report provides transaction detail by account for Budget, Commitment, Actual and Cost Share
Analysis Groups.
![Page 38: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/38.jpg)
00000
CON99999
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I LIMIT THE RESULTS?
When you apply limits, the Project Activity and Project Account Summaries will disappear and only the Project Detail will be available.
Limits Available (choose all that apply):
•Account GL
•MyCode
•Activity #
•Date Range
•Analysis Group
•Analysis Type
Click Project
Detail
![Page 39: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/39.jpg)
00000
CON99999
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I LIMIT THE RESULTS?
Click MyCode Summary
![Page 40: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/40.jpg)
HOW DO I LIMIT THE RESULTS?
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
234567
01234
01234
01234
01234
![Page 41: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/41.jpg)
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00000
CON99999
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I PRINT THE RESULTS?
To print a report click on the Print button.
![Page 42: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/42.jpg)
50
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
00000 Scroll down, choose project from list and click Process Project
Reports
Note 1: If you know the Contract Number, you can type it in and click Process Expense Reports
Note 2: Do not press enter. If you press enter, click Clear Limits and start over.
![Page 43: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/43.jpg)
51
HOW DO I RUN THE QUERY?
CON99999
00000
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
Click Contract Expense
![Page 44: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/44.jpg)
52
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE CONTRACT EXPENSE?
This Forward Funding information will only appear if an existing award is forward funded.
![Page 45: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/45.jpg)
53
CON99999
00000
HOW DO I RUN THE QUERY?
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
Click Project Expense
![Page 46: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/46.jpg)
54
Click back arrow to go back to previous screen – do not use browser back button
HOW DO I VIEW THE PROJECT EXPENSE?
This Forward Funding information will only appear if an existing award is forward funded.
![Page 47: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/47.jpg)
55
CON99999
00000
HOW DO I RUN THE QUERY?
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONL
Click Activity Expense
![Page 48: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/48.jpg)
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE ACTIVITY EXPENSE SUMMARY?
This Forward Funding information will only appear if an existing award is forward funded.
![Page 49: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/49.jpg)
57
CON99999
00000
REFERENCE DOCUMENT
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
A Reference Document is available with definitions of the acronyms used on the Project Detail Report.
![Page 50: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/50.jpg)
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
REFERENCE DOCUMENT
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SPONSORED CONTRACTS AND
PROJECTS SUMMARY
![Page 52: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/52.jpg)
Report Repository
WHERE DO I FIND – SPONSORED CONTRACTS AND PROJECTS SUMMARY?
Click the file name to View Document.
![Page 53: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/53.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
Click Process to run this query
![Page 54: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/54.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
Note: Additional query criteria are available from drop down menu
1. Enter the DeptID or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
![Page 55: G RANTS I I NTRODUCTION TO G RANTS F INANCIAL R EPORTS.](https://reader035.fdocuments.us/reader035/viewer/2022070410/56649f0c5503460f94c200fa/html5/thumbnails/55.jpg)
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the Contract Number or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the Project ID or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the Contract End Date or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE RESULTS?
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?
There are eight reports to choose from,• four with contract informationand •four with project information.
Click on the desired report
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?
Sponsored Contracts with Sponsor Name by Contract Number
Provides Budget, Actual, Commitments and AvailableBalance for Contracts based on Selection
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?Sponsored Contracts with Sponsor Name by DepartmentProvides Contract
Information by Department
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SPONSORED PROJECT
EXPENDITURES BY FISCAL YEAR
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Report Repository
WHERE DO I FIND THE SPONSORED PROJECT EXPENDITURES BY FISCAL YEAR?
Click the file name to View Document.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
Click Process to run this query
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
Note: Additional query criteria are available from drop down menu
1. Enter the Dept ID or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the Project ID or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the Activity ID or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the Accounting_DT or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the Account number or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the Fiscal Year or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
1. Enter the MyCode or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I RUN THE QUERY?
Note: Accounting Date selection is useful when looking for transaction detail for a specific time period. If looking for Project to date or Fiscal Year summary, choose Ignore for this limit.
1. Enter the Accounting Date or Ignore to select all.
2. Choose from drop down box to change operator.
3. Click OK.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE RESULTS?
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?
Click on the desired report
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?Transaction Detail by Department, Project, Account
This report provides a listing of Project expenditures for the limits entered. The data is sorted by Department, Project, Account, Activity, BudRef and Accounting Date.There is a Total at each break in Account and Project.
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HOW DO I VIEW THE REPORTS?Sponsored Project MyCode
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?Category Summary This report is a summary of Project to date Actual
Expenditures by Category for each Fiscal Year.
Note: Data for Fiscal Year 2003 and prior will be summarized in one Fiscal Year column labeled 2003-Balance 6/30/03.
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THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
HOW DO I VIEW THE REPORTS?Account, Category Summary
This report is a summary of Project to date Actual Expenditures by Account and Category for each Fiscal Year.
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HOW DO I VIEW THE REPORTS?MyCode, Project, Account
00001
00050
00120
01210
01530
01950
02088
02133
02244
02316
02456
THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY
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SECURITY AND HELP REVIEW
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SIGNING OUT SECURELY
Close Hyperion Close all MySlice windows Log out before leaving your computer
Use a locking screen saver
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WHAT IF I NEED HELP WITH ‘MYSLICE’ OR HYPERION?
Look for help in the upper right hand corner of the page.
ITS Helphttp://its.syr.edu/myslice/help.http://its.syr.edu/myslice/help/briohelp ITS Help Desk at 443-2677
Your school or departmental Help Desk
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NEED ASSISTANCE? General FAB Questions
contact the FAB Service Center: E-mail us at
[email protected] Phone us at 443-8787
For General Ledger Related Assistance contact General Accounting: E-mail us at
[email protected] Phone us at 443-2522
For Specific Project Related Assistance contact Sponsored Accounting: E-mail us at
[email protected] Phone us at 443-2059
For Budget Related Assistance contact The Office of Budget and Planning: E-mail us at
[email protected] Phone us at 443-4214
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ON THE HORIZON
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ON THE HORIZON
Grants Portal to replace SPEROn line Journal Entries involving a
Sponsored Chart string with attachments
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FAB RECAP, FEEDBACK AND ADJOURN
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RECAPChartstring ReviewRepository Reports Security and Help ReviewOn The HorizonFeedback and Adjourn
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QUESTIONS?
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INTRODUCTION TO GRANTS FINANCIAL
REPORTS