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Getting to Know Grants: - PowerPoint PPT Presentation

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Getting to Know Grants:

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  1. Getting to Know Grants: Peoplesoft General Ledger Web Reports – Budget Variance, Income Statement and Grants

  2. Part 1: ACCESSING PS FINANCIAL WEB REPORTS

  3. Connecting to Web Applications • Click the Internet Explorer icon • Enter "https://webapps.umsystem.edu/" in the Address field (or pull up from My Favorites if you have it there already).

  4. Web Applications screen Click the Web Applications button.

  5. Web Applications login screen Enter your SSO ID and password, and click “Log In”.

  6. Web Applications menu screen Click on the “PS Financial Reports” link.

  7. Considerations for “PS Financial Reports” Link • The 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.

  8. Part 2: BUDGET VARIANCE REPORT

  9. PS Financial Reports Menu Click on the drop-down menu for Budget Variance, select Rpt. 8 (Projects: Acct. within Fund –PTD).

  10. PS Financial Reports Menu Click “Go”.

  11. 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.

  12. 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.

  13. Budget Variance After defining report criteria, click the Run Report button.

  14. Budget Variance Parameters used to define the report Report header and report results

  15. Budget Variance Report Options • Download 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

  16. Part 3: INCOME STATEMENT REPORT

  17. PS Financial Reports Menu Click on the drop-down menu for Income Statements, select Rpt. 9 (Fund,Deptid.,Proj-Fund - PTD).

  18. PS Financial Reports Menu Click “Go”.

  19. 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.

  20. 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.

  21. Income Statement After defining report criteria, click the Run Report button.

  22. Income Statement Parameters used to define the report Report header and report results

  23. Income Stmt. Report Options • Download 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

  24. Part 4: GRANT REPORTS

  25. PS Financial Reports Menu Click on the drop-down menu for Grants, select Rpt. 3 (Awards by Investigator - PTD).

  26. PS Financial Reports Menu Click “Go”.

  27. Grant Reports • Use “Search by Name” button to search by Investigator Name, if the ID is not specifically known.

  28. 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.

  29. Grant Reports Click on the Employee Name desired and the Investigator’s ID will appear on the original screen.

  30. Grant Reports Click on the “Run Report” screen to view all projects for the Investigator.

  31. Grant Reports The report shows more than 25 additional columns to the right. Use the bar on the bottom to view the additional columns.

  32. Grant Report Options • Download 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

  33. Questions? • Karen Boyd Manager/Fiscal Operations UMSL Office of Research Admin. • boyd@umsl.edu • (314) 516-5923 (office) • http://www.umsl.edu/services/ora/