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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.

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Page 1: Presto User Manualprojects.iq.harvard.edu/files/_oprp/files/how_to_view...PRESTO USER MANUAL February 2014 How to View the Details of UOS/FMO Charges in Presto Step 1 a. Go to the

 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. 

 

     

Page 2: Presto User Manualprojects.iq.harvard.edu/files/_oprp/files/how_to_view...PRESTO USER MANUAL February 2014 How to View the Details of UOS/FMO Charges in Presto Step 1 a. Go to the

 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. 

 

       

Page 3: Presto User Manualprojects.iq.harvard.edu/files/_oprp/files/how_to_view...PRESTO USER MANUAL February 2014 How to View the Details of UOS/FMO Charges in Presto Step 1 a. Go to the

 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. 

 

       

Page 4: Presto User Manualprojects.iq.harvard.edu/files/_oprp/files/how_to_view...PRESTO USER MANUAL February 2014 How to View the Details of UOS/FMO Charges in Presto Step 1 a. Go to the

 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. 

 

         

Page 5: Presto User Manualprojects.iq.harvard.edu/files/_oprp/files/how_to_view...PRESTO USER MANUAL February 2014 How to View the Details of UOS/FMO Charges in Presto Step 1 a. Go to the

 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  

   

Page 6: Presto User Manualprojects.iq.harvard.edu/files/_oprp/files/how_to_view...PRESTO USER MANUAL February 2014 How to View the Details of UOS/FMO Charges in Presto Step 1 a. Go to the

 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. 

 

       

Page 7: Presto User Manualprojects.iq.harvard.edu/files/_oprp/files/how_to_view...PRESTO USER MANUAL February 2014 How to View the Details of UOS/FMO Charges in Presto Step 1 a. Go to the

 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. 

 

Page 8: Presto User Manualprojects.iq.harvard.edu/files/_oprp/files/how_to_view...PRESTO USER MANUAL February 2014 How to View the Details of UOS/FMO Charges in Presto Step 1 a. Go to the

 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.