Viewing Project Expenditure Details by Project ID

Overview

This article will walk you through the steps to view fully processed detail level transactions by Project ID. The query name is UGA_GM_OP_EXP_DETAIL.

In this article, you will learn the steps to run a project query for detail expenditures.

1. Step 1

First, log into OneUSG Connect.

Click the drop-down menu next to the Employee Self Service menu.

2. Step 2

Click the UGA Financials link.

3. Step 3

Click the Grants tile.

4. Step 4

Click the Grants WorkCenter link.

5. Step 5

The Grants WorkCenter page is displayed.

Click the Reports/Queries tab.

6. Step 6

In the Reports/Processes section, click the Query Viewer link.

7. Step 7

Click the Minimize Grants WorkCenter button to close the Grants WorkCenter.

8. Step 8

The Query Viewer page is displayed.

Enter appropriate information into the begins with field.

Example shown here: " UGA_GM_OP_EXP_DETAIL ".

9. Step 9

Click the Search button.

10. Step 10

In the Search Results Query section, click the HTML link.

11. Step 11

The searched query page is displayed. The top left corner contains search criteria you may use to search for specific awards.

12. Step 12

Enter appropriate information into the From Acctg Date field.This field will restrict which awards are displayed, only showing awards from after the date you enter.

Example shown here: 07/02/2018 in the From Acctg Date field.

Note: The Accounting Period in Financials is based on the Fiscal Year, not the Calendar Year. Ex. 01 = July, 02= August, etc.

13. Step 13

Enter appropriate information into the To Acctg Date field.This field will restrict which awards are displayed, only showing awards from before the date you enter.

Example shown here: 08/23/2018 in the To Acctg Date field.

Note: The Accounting Period in Financials is based on the Fiscal Year, not the Calendar Year. Ex. 01 = July, 02= August, etc.

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