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Grants I Introduction to Grants Financial Reports

Grants I Introduction to Grants Financial Reports. Agenda. Chartstring Review Repository Reports - Sponsored Accounting Security and Help Review On the Horizon Recap, Feedback and Adjourn. Chartstring Review. Grants Management Chartstring. SYRUN 13 21820 00013 560103 802001

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Grants I Introduction to Grants Financial Reports

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  1. Grants IIntroduction to Grants Financial Reports

  2. Agenda • Chartstring Review • Repository Reports - • Sponsored Accounting • Security and Help Review • On the Horizon • Recap, Feedback and Adjourn

  3. Chartstring Review

  4. Grants Management Chartstring SYRUN132182000013560103802001 SYRUN0063900101 Business Unit Unique Project ID Unique Activity ID Program Department Fund Account Business Unit MyCode (optional) Budget Reference

  5. Award Setup NYS FS10 Example ACCOUNT STRUCTURE Award CON12345 Liberty Partnerships SYRUN-13-21403-00013-xxxxxx-xxxxxx-SYRUN-00045-115-01 Project ID 00045 Liberty Partnerships Activity 115 Salaries-Professional Staff Activity 146 Travel Expenses Activity 116 Salaries-Support Staff Activity 180 Employee Benefits Activity 140 Purchased Services Activity 190 Indirect Costs Activity 145 Supplies & Materials

  6. Award Setup Multiple Departments and PIsAdvanced Interactive Discovery Environment Award CON12345 Advanced Interactive Disc Project ID 00061 Dr. Lana Engineering Project ID 00062 Dr. Uday Mathematics Project ID 00063 Dr. Cruise Information Studies Activity 001 Personnel Activity 001 Personnel Activity 001 Personnel Activity 002 Supplies Activity 002 Supplies Activity 002 Supplies Activity 003 Travel Activity 003 Travel Activity 003 Travel Activity 004 Equipment Activity 004 Equipment Activity 004 Equipment Activity 005 Overhead Activity 005 Overhead Activity 005 Overhead ACCOUNT STRUCTURE SYRUN-13-21820-00013-xxxxxx-xxxxxx-SYRUN-00061-003-02

  7. Sponsored Grants Repository Queries

  8. Sponsored Accounting Bursted Reports

  9. FAB Reports – Sponsored Repository Reports

  10. 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

  11. WHERE DO I FIND THE SPONSORED GRANTS QUERIES? Report Repository Click on the FAB (Financial, Accounting, and Budget System) Folder

  12. WHERE DO I FIND THE SPONSORED GRANTS QUERIES? Report Repository Click on Grants Folder

  13. Sponsored Project Chartstring Listing

  14. WHERE DO I FIND – SPONSORED CHARTSTRING LISTING Click the file name to View Document.

  15. HOW DO I PROCESS THE QUERY? Click Process to run this query THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  16. HOW DO I PROCESS THE QUERY? • Enter the DeptID or Ignore to select all. • Choose from drop down box to change operator. • Click OK Note: Additional query criteria are available from drop down menu THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  17. HOW DO I PROCESSTHE QUERY? • Enter the Contract Number or Ignore to select all. Must use the format CON##### when entering the Contract Number. • Choose from drop down box to change operator. • Click OK. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  18. HOW DO I PROCESSTHE QUERY? • Enter the Project ID or Ignore to select all. • Choose from drop down box to change operator. • Click OK. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  19. HOW DO I VIEW THE RESULTS? THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  20. 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 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  21. HOW DO I VIEW THE REPORTS? This report is sorted by Project ID

  22. Sponsored Award Financial Report Due

  23. WHERE DO I FIND THE SPONSORED AWARD FINANCIAL REPORT DUE? Report Repository Click the file name to View Document.

  24. HOW DO I RUN THE QUERY? Click Process to run this query THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  25. HOW DO I RUN THE QUERY? • Enter the Department or Ignore to select all. • Choose from drop down box to change operator. • Click OK. Note: Additional query criteria are available from drop down menu THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  26. HOW DO I VIEW THE RESULTS? THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  27. 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 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  28. HOW DO I VIEW THE REPORTS? Sponsored Award Financial Report Due – By Contract This report is sorted by Contract Number. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  29. Grants Inquiry

  30. WHERE DO I FIND GRANTS INQUIRY? Report Repository Click the file name to View Document.

  31. HOW DO I RUN THE QUERY? Scroll down, choose project from list and click Process Project Reports 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. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  32. HOW DO I VIEW THE RESULTS? Click on one of four reports to see varying levels of detail. Project Activity Summary Project Account Summary Project Detail MyCode Summary 00000 CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  33. 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. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  34. HOW DO I VIEW THE RESULTS? Click Project Account Summary 00000 CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  35. 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. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  36. HOW DO I VIEW THE RESULTS? Click Project Detail 00000 12345 CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  37. HOW DO I VIEW THE PROJECT DETAIL? Query limits entered on the search page will be displayed in the report header This Forward Funding information will only appear if an existing award is forward funded. This report provides transaction detail by account for Budget, Commitment, Actual and Cost Share Analysis Groups. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  38. HOW DO I LIMIT THE RESULTS? • Limits Available (choose all that apply): • Account GL • MyCode • Activity # • Date Range • Analysis Group • Analysis Type Click Project Detail When you apply limits, the Project Activity and Project Account Summaries will disappear and only the Project Detail will be available. 00000 CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  39. HOW DO I LIMIT THE RESULTS? Click MyCode Summary 00000 CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  40. HOW DO I LIMIT THE RESULTS? 01234 01234 01234 234567 01234 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  41. HOW DO I PRINT THE RESULTS? To print a report click on the Print button. 00000 CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  42. HOW DO I RUN THE QUERY? 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. Scroll down, choose project from list and click Process Project Reports 00000 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  43. HOW DO I RUN THE QUERY? Click Contract Expense 00000 CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  44. HOW DO I VIEW THE CONTRACT EXPENSE? This Forward Funding information will only appear if an existing award is forward funded. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  45. HOW DO I RUN THE QUERY? 00000 Click Project Expense CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  46. HOW DO I VIEW THE PROJECT EXPENSE? Click back arrow to go back to previous screen – do not use browser back button This Forward Funding information will only appear if an existing award is forward funded.

  47. HOW DO I RUN THE QUERY? 00000 Click Activity Expense CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONL

  48. HOW DO I VIEW THE ACTIVITY EXPENSE SUMMARY? This Forward Funding information will only appear if an existing award is forward funded. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  49. REFERENCE DOCUMENT A Reference Document is available with definitions of the acronyms used on the Project Detail Report. 00000 CON99999 THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  50. REFERENCE DOCUMENT THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

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