Getting to Know Grants:
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Transcript of Getting to Know Grants:
Getting to Know Grants:Peoplesoft General Ledger Web Reports – Budget Variance, Income Statement and Grants
Connecting to Web Applications
Click the Internet Explorer iconEnter
"https://webapps.umsystem.edu/" in the Address field (or pull up from My Favorites if you have it there already).
Considerations for “PS Financial Reports” LinkThe links displayed on the
Administrative Web Applications site are dependent upon user security.
In addition, PS Financial Reports is restricted based on user security. If access is needed in order to perform job requirements, contact the Division Fiscal Office or Campus Accounting Office per your campus procedures.
PS Financial Reports Menu
Click on the drop-down menu for Budget
Variance, select Rpt. 8 (Projects: Acct. within
Fund –PTD).
Budget Variance
•Use to compare budgeted revenue and expenditures with actual revenue and expenditures on a Project-to-Date basis for individual Deptids. Multiple Funds can be selected to account for Deptids with multiple funding sources.•Required fields are marked with an asterisk (*).•Use Lookup Buttons to search and retrieve values for the report criteria, if not specifically known.
Budget Variance
Leaving the search field blank and clicking the Search button retrieves up to 250 results. Entering a partial value retrieves a list of codes beginning with the value.
Budget Variance Report OptionsDownload report data to an Excel
file by clicking “Download to Excel” link at bottom of report
Can print report from Peoplesoft with or without parameters frame (“Click to show/hide selection criteria” link at top)
Drill down to the report detail for accounts by hyperlinks for amounts
PS Financial Reports Menu
Click on the drop-down menu for Income
Statements, select Rpt. 9 (Fund,Deptid.,Proj-
Fund - PTD).
Income Statement
•This is a Project to Date Report and will not produce accurate results if used with Fiscal Year to Date funds.•Required fields are marked with an asterisk (*).•Use Lookup Buttons to search and retrieve values for the report criteria, if not specifically known.
Income Statement
Leaving the search field blank and clicking the Search button retrieves up to 250 results. Entering a partial value retrieves a list of codes beginning with the value.
Income Stmt. Report OptionsDownload report data to an Excel
file by clicking “Download to Excel” link at bottom of report
Can print report from Peoplesoft with or without parameters frame (“Click to show/hide selection criteria” link at top)
Drill down to the report detail for accounts by hyperlinks for amounts
PS Financial Reports Menu
Click on the drop-down menu for Grants, select
Rpt. 3 (Awards by Investigator - PTD).
Grant Reports
•Use “Search by Name” button to search by Investigator Name, if the ID is not specifically known.
Grant Reports
To search for an Employee Number, enter the first few characters of the Employee Name and click the Search button. Use format of Smith,John for the full name.
Grant Reports
Click on the Employee Name desired and the Investigator’s ID will appear on the original screen.
Grant ReportsThe report shows more
than 25 additional columns to the right. Use the bar
on the bottom to view the additional columns.
Grant Report OptionsDownload report data to an Excel
file by clicking “Download to Excel” link at bottom of report
Can print report from Peoplesoft with or without parameters frame (“Click to show/hide selection criteria” link at top)
Drill down to report detail for individual projects by hyperlinks for amounts
Questions?Karen BoydManager/Fiscal OperationsUMSL Office of Research Admin.
[email protected](314) 516-5923 (office)http://www.umsl.edu/services
/ora/