Viewing Project Spending Detail

Summary

In this article, you will learn the steps to run a query to view detail level project transactions with chartstrings.

Body

   Overview   

You can run in query using Query Viewer in the UGA Financial Management System to view your project spending detail by chartstring.  The name of the query is UGA_KK_PROJECT_TRANS_DETAIL.

In this article, you will learn the steps to run a query to view detail level project transactions with chartstrings.

This query runs from the Commitment Control (KK) ledger, so it shows anything that has passed budget check, even if the transactions have not fully posted or completed all workflow steps.

1. Step 1

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First, log into the Financial Management System.

On the UGA Financials page, click the Query Viewer tile.

2. Step 2

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The Query Viewer page is displayed.

Enter the query name " UGA_KK_PROJECT_TRANS_DETAIL " into the begins with field.

3. Step 3

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Click the Search button.

4. Step 4

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The query is displayed. Click the  HTML link to open the results as a webpage.

5. Step 5

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The search criteria for the query is displayed. You can enter any available information you have to refine your search.

Enter appropriate information into the  Dept field.

Note: 17% in the Department search field will display all the department IDs that begin with 17.

Example shown here: " 17 "

6. Step 6

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Click the View Results button.

7. Step 7

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Click the Excel SpreadSheet link to download the data into an Excel file.

8. Step 8

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When prompted, click the Open button.

9. Step 9

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The Excel file is displayed with the requested data, including project chartstrings.

You can filter and sort the columns to view the information that you need. Scroll the right to view additional data.

10. Step 10

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Additional columns are displayed, including expenditures for each chartstring.
 

Details

Details

Article ID: 150147
Created
Sat 9/24/22 11:35 PM
Modified
Fri 3/8/24 1:43 PM