Project Status Inquiry Summary
GM Award Manager*
GM Billing Specialist *
GM GL Projects*
GM Project Manager*
GM Setup Specialist*
GM OSP Setup Specialist*
GM Transaction Specialist*
Using Project Status Inquiry
Policy and Standards Resources
The Comptroller is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.
The Project Status window uses the data that is summarized by the process, Update Project Summary Amounts. This process is included in those scheduled to run nightly at UVa. If you review your project for data that has been entered, but before this process has been run, you will not see updated numbers in the Project Status window. In that case, simply wait until the next day and review again.
PSI will only give you information for and up to the current reporting period (month) as established in the set up options. This period is displayed in the upper right hand corner of the Project Status Window.
Note: Review the Policy and Standards Resources reference document for links to web sites that provide policy and standards information related to UVA IS Users.
There are several key points contained in the procedure that is summarized below:
Reviewing Project Status Inquiry
N® Project Status ® Find Project Status ® B ® Find ®
1. Navigate to the Project Status window.
You can limit your search in the following ways:
2. Select [Find].
You can select [Totals] and view column totals. In cases where the project is funded by more than one award Totals can be very useful.
3. Select [Project]. The Project Information window opens.
Use the alternative region (tabs) to view Key Members, Classifications.
End of Project Information window. Close the window and return to the Project Status window.
4. Select [Commitments] from the Project Status window. The Find Commitments window opens.
Enter search parameters in the Find Commitments window.
Note: Cancel Query box will appear if a query will run for more than a few seconds, don’t cancel or x out if you want the query to run.
Note: If no parameters are input the search will bring up all commitments for the Project selected.
5. Select [Find].
End of Commitment Review.
6. Select [Resource Status].
Double click in the resource categories with a plus sign (+) in front of the resource name to drill down to the resource types.
7. Close Resource Status.
Note: [Events] and [Invoices] will not be used at the Project level. All events and invoices are at the Award level for UVa.
Revision: 8 dhw5y
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