Upload
lamduong
View
224
Download
0
Embed Size (px)
Citation preview
PRESTO USER MANUAL
February 2014
How to View the Details of UOS/FMO Charges in Presto Step 1
a. Go to the Budgets tab b. Select your building c. Click on the YTD Expended for the Project you want to research.
PRESTO USER MANUAL
February 2014
Step 2 a. The Project Transaction History screen opens b. Copy the Invoice # that corresponds to the Vendor and Date you want to research.
PRESTO USER MANUAL
February 2014
Step 3 a. Go to the Reports tab b. Select the Invoices tab c. Click on the Lookup by Invoice # for the Project you want to research.
Step 4
a. Enter the Invoice # (or numbers) into the open box. b. Click on Lookup Invoices.
PRESTO USER MANUAL
February 2014
Step 5 a. Scroll down to the Invoice Date and b. Click on the Invoice # for the Project you want to research.
PRESTO USER MANUAL
February 2014
Step 6 a. The Invoice Details page will open. b. The WO # listed can lead you to additional details from UOS.
Step 7
a. To view a detailed UOS Project & Work Order Report, go to the following url and login with your HUID and PIN.
b. https://apps.campusservices.harvard.edu/webspd/proj_rpt.htm
PRESTO USER MANUAL
February 2014
Step 8 a. Click on Select by Projects and Work Orders to see the Query Form. b. Enter Starting Date and Ending Date c. Enter Project Numbers (Presto Invoice #) Example: 66440 d. Enter Work Orders (Presto WO #) Example: 1044724/1 e. Click on Submit Request at bottom of form.
PRESTO USER MANUAL
February 2014
Step 9 a. View the entire report by scrolling down. b. Click on Download to Excel button at bottom of screen if desired.
PRESTO USER MANUAL
February 2014
Continued from previous page.
Note: The monthly charges for all UOS services, including FMO, utilities and custodial, will be uploaded into Presto every month on or around the 10th of each month.