Return to IS Home Page.
 
...      ...  ...

 

 

Grants Accounting Standard Reports

Distribution

Comptroller

GM Administrator

GM Setup Specialist

GM OSP Setup Specialist

GM Award Manager

GM Project Manager

Ownership

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

Refer to GA Standard Reports - Submit a Request

Listing of GA Standard Reports

Each report has its use, but the last two are very useful to many Award Managers and Project Managers.

UVA PA Installment vs Project Funding vs Expenditures

This report shows the big picture of how award installments are divided into project funding, how much of the project funding has been budgeted, how much each project has expended, and a total installment to expense dollar comparison.  It is run out of the Integrated System and shows current totals only. It can not be run historically.

It can be used:

Note:   For this report Choose [Options] to select a printer (any printer) with zero copies then select [OK].  The report can print off any printer when you select zero copies.  PDF reports must have a printer selected.

UVA PA Revenue vs Installment vs Project Funding vs Expenditures

This report shows the complete source and use of funds for a revenue project. It shows how much revenue from a revenue project has been allocated to awards as installments, how those award installments have been divided into project funding, how each of the projects are budgeted,  how much each project has expended, and a total revenue to expense dollar comparison. This report shows current project-to-date totals only. It can not be run historically.

 It can be used:

Process steps differ by fund type. See individual processing steps by fund type and award prefix.

Refer to Processing Funds:  http://www.virginia.edu/finance/test/funds/Fr_RevenueProcess.htm

Note: The revenue Project associated with your award is located in the DFF on the Award Management window.

Select Revenue Project from the LOV.

Note:   Choose [Options] to select a printer (any printer) with zero copies then select [OK].  The report can print off any printer when you select zero copies.  PDF reports must have a printer selected.

UVA GA Project Workflow Approvals Report

This report shows completed workflows in Grants Accounting.  The workflows can be Approved or Rejected.  All completed GA workflows are archived on the first of each month.  Monitor Project Workflows window in the Project screen will only show workflows in progress in the application.

Note:  Enter the required values in the appropriate parameter fields (Begin Date and End Date).

Note:  If you run the standard report by Project number, Begin and End Dates and leave the Award field blank you can view all the workflows connected to the Project without limiting the view to one Award.

GMS: Report on Award Listings

This report lists all Awards by Organization, Sponsor, Key Member, Award Status, Purpose Code, Start Date, End Date or by the Award Number or Award Name.

Note:  This report can run by entering one or more of the parameter fields. 

GMS: Report on Project Listings

This report lists all Projects by Organization, Project Number, Project Name, Project Type, Project Manager, Project Status, Start Date and End Date

Note:  This report can run by entering one or more of the parameter fields.

IMP: Class Categories and Codes

This report lists each class category chosen in the parameter field with associated codes.  Expenditure Function code, F & A Class Code, GASB Reporting Code, Project Owner Reporting Code and Responsible Entity Reporting Code.

Note: Choose parameter from drop down list.

The following reports are used by Sponsored Programs only.