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FIN FUND 253 YTD AWARD STATUS REPORT

FIN FUND 253 YTD AWARD STATUS REPORT. Rev. 5, 12-NOV-2004. Agenda. What are we talking about? How do I run the new report? What does it look like? What do I do with it? How do I get help?. What are we talking about?.

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FIN FUND 253 YTD AWARD STATUS REPORT

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  1. FIN FUND 253 YTD AWARD STATUS REPORT Rev. 5, 12-NOV-2004

  2. Agenda • What are we talking about? • How do I run the new report? • What does it look like? • What do I do with it? • How do I get help?

  3. What are we talking about? • 253 YTD Award Status report replaces theLegacy “YR END SPIRES” report • “YR END SPIRES” report was used by units to “close out” their operating budget accounts • Also used to indicate what fund transfers should be done as part of the OB close out • Displayed, by account, OB Funding (i.e “Expense Control”), expenditures, restricted fund support • Units entered commitments, carryforwards, transfer to other units/budget savings

  4. Legacy “SPIRES YR END” report

  5. How do I run the new report? • From Reportmart3: • Timing of the data: • All data comes from the new EDW, so it is all day-old data • Expenditures come from GA • But no capital equipment expenditures • Capital Equipment acquisition represented as transfers

  6. Search prompts?

  7. What Data Is On the Report? Revenue “budget” (“revenue control”) for PTA (if any) Fund balance (recorded at award level only) Cap Equip acquisition expenditures shown as transfers out “Top level” Award Info (project 1000000) GF Transfers posted to P-A combination (Objects 49110 & 49210) Project/Award Info Project/Task/Award Info Actual Revenue Posted (to project only; no task) All other transfers (except for 49190 & 49290, Cap Equip transfers)

  8. What Data Is On the Report (part 2)? Total Expense (per GL) for the AWARD in total and per project (excluding Cap Equipment and other “asset-type” expenditure types) Placeholder (for future use) Current Expense Control Expense (per GA) per PT within the award This GA data is to help reconcile numbers on expenditure statements with the Expenses shown on Fund Statements There also are some “asset type expenses” recorded (cap equipment exp types plus other prepaid expenses)

  9. What do I do with the report? • Export to Excel:

  10. What do I do with the report (continued)? • In excel: • Add or hide columns to enable you to manipulate the data • “Allocate” revenue and transfers from Project/Award to individual tasks • “Allocate” out beginning balance from award level to individual PTAs • iBudget “receipts” and “expenses” data: • Most current iBudget figures, based on original Hyperion data load from September 2005, plus/minus any reallocations or increases/decreases • You need to decide how useful this data is for you • If it is not useful or if it is confusing, hide the columns

  11. What do I do with the report (continued)? • Use the report to indicate commitments, transfers to be done, year-end OB results • Add additional columns or rows • Use the report as part of the FY06 year-end results presentation to the UBO at the end of September

  12. How to Get Help • Contact Andrew Harker (aharker@stanford.edu, 5-0666) or Noel Hirst (nhirst@stanford.edu, 3-2298)

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