Embed Size (px)
DESCRIPTION
Getting to Know Grants:. Peoplesoft General Ledger Web Reports – Budget Variance, Income Statement and Grants. Part 1:. ACCESSING PS FINANCIAL WEB REPORTS. Connecting to Web Applications. Click the Internet Explorer icon - PowerPoint PPT Presentation
Citation preview
Getting to Know Grants:Peoplesoft General Ledger Web Reports – Budget Variance, Income Statement and Grants
ACCESSING PS FINANCIAL WEB REPORTS
Part 1:
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).
Web Applications screen
Click the Web
Applications button.
Web Applications login screen
Enter your SSO ID and password, and click “Log In”.
Web Applications menu screen
Click on the “PS Financial Reports” link.
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.
BUDGET VARIANCE REPORT
Part 2:
PS Financial Reports Menu
Click on the drop-down menu for Budget
Variance, select Rpt. 8 (Projects: Acct. within
Fund –PTD).
PS Financial Reports Menu
Click “Go”.
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
After defining report criteria, click
the Run Report button.
Budget Variance
Parameters used to define the report
Report header and report results
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
INCOME STATEMENT REPORT
Part 3:
PS Financial Reports Menu
Click on the drop-down menu for Income
Statements, select Rpt. 9 (Fund,Deptid.,Proj-
Fund - PTD).
PS Financial Reports Menu
Click “Go”.
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 Statement
After defining report criteria, click
the Run Report button.
Income Statement
Parameters used to define the report
Report header and report results
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
GRANT REPORTSPart 4:
PS Financial Reports Menu
Click on the drop-down menu for Grants, select
Rpt. 3 (Awards by Investigator - PTD).
PS Financial Reports Menu
Click “Go”.
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 Reports
Click on the “Run Report” screen to view all projects for the Investigator.
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/
