...

...

...

Project Status Inquiry Drill Down

Distribution

Comptroller

GM Administrator^*

GM Setup Specialist^*

GM Billing Specialist^*

GM Award Manager^*

GM GL Projects^*

GM Project Manager^*

GM Transaction Specialist^*

GM Viewer

Related Procedures

Using Project Status Inquiry [PRO4013U]

Policy and Standards Resources [REF5000U]

Ownership

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

Reviewing Project Status Inquiry Drill Down

Grants Accounting
N® Project Status ® Find Project Status ® B ® Find ®
Project Status

1.   Navigate to the Project Status window.

You can limit your search in the following ways:

• If you know the project number you can enter it manually and click [Find], 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.

2.   Select [Find].

• The Project Status window opens.

Task Status - Drill Down

3.   Select [Task Status]. 

• Task Status window opens.

You can review Commitments, Actuals and Resource Status for all tasks shown in the Task Status window.

4.   Select [Commitments]. 

• Find Commitments window opens.

5.   Enter search parameters in the Find Commitments window and select [Find]. 

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

• Commitment Details window opens.  Scroll to the right to see all columns.

6.   Close Commitment Details.

7.   Select [Actuals].

• 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.

8.   Select [Find].

• Expenditure Item Details window opens.
• Scroll across the columns to view the information.

Note:  If the actual expenditure is for an expenditure item whose expenditure type class is Supplier Invoices [AP Invoice] will be available.

9.   Select [AP Invoice]

• Invoice Overview window opens.

Note:  From Invoice Overview the following departmental responsibilities can view  [Payment Overview],  [View PO] and  [Supplier].

• UVA GM Award Manager
• UVA GM Project Manager
• UVA GM Transaction Specialist

[Invoices] is not available to Departmental Responsibilities.

Put your cursor in the Actual Payments block either the Paid By/Paid On fields, the Payment Overview Button will be activated.

10. Select [Payment Overview].

• Payment Overview window opens.

11. Select [Supplier]. 

• Suppliers window opens.
• View information in the Supplier (Vendor File) by selecting tabs in the alternative region.

12. Select [Sites].

• Supplier Sites window opens.
• Arrow down in the Site Name field to view other sites.

13. Select [File], [Close Form] to return to Payment Overview.

14. Select [View PO].

• Purchase Order Shipments window opens.

15. Select [Distributions].

• Purchase Order Distributions window opens.

16. Select [File], [Close Form] to return to Payment Overview.

17. Close Payment Overview.

18. Close Expenditure Item Details.

19. Select [Task]. 

• Task Information window opens.

20. Close Task Information.

Review Actuals

21. Select [Resource Status].

• Resource Status window opens.
• Double click in the resource categories with a plus sign (+) in front of the resource name to drill down to the resource types.
• Scroll across the columns to view the information.

From the Resource you can drill down to:

• [Commitments] for each resource type
• [Actuals] for each resource type
• From Actuals [AP Invoice] for each resource type.

22. Select [File], [Close Form] to return to the Navigator window.

End of activity.

Effective: 08/20/07

Copyright 2004 University of Virginia and Oracle Corporation. All rights reserved.

Oracle® Tutor   Copyright © 1997, 2009, Oracle. All rights reserved.