Viewing Project Expenditure Details by Department

Summary

In this article, you will learn the steps to run a query to view detail expenditures by project and department.

Body

   Overview   

This query shows fully processed detail level expenditures by department. The name of the query is UGA_GM_OP_EXP_BYDEPT.

In this article, you will learn the steps to run a query to view detail expenditures by project and department.

1. Step 1

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First, log into OneUSG Connect.                         

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

2. Step 2

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Click the UGA Financials link.

3. Step 3

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Click the Grants tile.

4. Step 4

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In the Grants Center menu, click the Grants WorkCenter tab.

5. Step 5

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The Grants WorkCenter page is displayed.

Click the Reports/Queries tab.

6. Step 6

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In the Reports/Processes section to the left of the page, click the Query Viewer link.

7. Step 7

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Click the  <<  button to maximize the Query Viewer page.

8. Step 8

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On the Query Viewer page, enter "UGA_GM_OP_EXP_DETAIL_BYDEPT" in the begins with field.

9. Step 9

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Click the Search button.

10. Step 10

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The searched query is displayed. Click the HTML link.

11. Step 11

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

12. Step 12

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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

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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.

14. Step 14

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Click the View Results button. 

15. Step 15

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The results matching your search criteria are displayed. 

16. Step 16

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Click the Excel SpreadSheet link to view the results in Excel.

17. Step 17

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The Excel file is displayed. You can filter through the columns to view the information you need.

 

Details

Details

Article ID: 149547
Created
Sat 9/24/22 11:17 PM
Modified
Thu 4/10/25 10:54 AM