Reviewing Award Status Inquiry

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Distribution

Comptroller

GM Administrator^*

GM Setup Specialist^*

GM Billing Specialist^*

GM GL Projects^*

GM Award Manager^*

GM Project Manager^*

GM Transaction Specialist^*

GM Viewer^*

Related Procedures

Using Award Status Inquiry

Ownership

The Comptroller is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Grants Accounting
N ® Award Status ® Find Award Status ® B ® Find ® Award Status
Award Status

1. Navigate to Award Status.

You can limit your search in the following ways:

If you know the award number you can enter it manually or use the List of Values (LOV) to select it.
You can use the LOV and/or wildcards to search on any of the fields shown.
You can also limit your search by a key member (employee name or name and role.
You can limit your search by funding source - useful for G&C awards only.

2. Select [Find].

Award Status window opens.

Note: [Invoice Review] is only available to GM Billing Specialist and GM Administrator responsibilities.

Scroll across the columns to view the information in the Award Status window.

Award Inquiry

3. Select [Award Inquiry].

Award Management window appears.

4. View Award and Installment information.

Scroll to the right in the Installments to see the dates and the amount of the installment.

5. Select [Funding Summary].

Note: Funding Summary shows total funding for all installments.

6. Close Funding Summary.

7. Select [Project Funding].

Note: Project funding shows funding per installment.

Fund Projects window opens

8. Close Project Funding.

9. Select the Personnel tab to see the name of the Award Manager and other key members on the Award.

When viewing a Grant Award, the Principal Investigator's (PI) name will be listed.

You can view information about any of the following by selecting the tabs in the alternative region:

Installments
Terms and Conditions
Budgetary Control
Funding Source Details
Contacts
Personnel
Compliances
Reports
References
Credit Receivers
Tax and Currency

10. Close the Award Management window.

Resource Status at Award Level

11. On the Award Status window, select [Resource Status]. The Resource Status window appears.

Resource Status window opens.
Resources are your Expenditure Categories and Types.
View information by scrolling across the columns to view Resource Budget, Actuals, and Available Balance.

Note: If the award funds more than one project the resource status can be viewed for all the projects funded by the award you have selected.

12. Close Resource Status.

Review Actuals

13. Select [Actuals].

The Find Expenditure Items window appears

Enter search parameters in the Find Expenditure Items window.

Note: If no parameters are input the search will bring up all expenditures for the Award selected.

14. Select [Find].

Note: Cancel Query box appears only when a query will be long, if you don't want to run the query simply select [Cancel]. (Do not close (x) the box if you want the query to run)