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Using the Search Options

The Summary tab provides a number of ways to filter your Project/Award combinations. Some of the filters contain a drop-down box that provides specific selection criteria to choose from. Several are available to enter numbers and/or text.

Helpful Hints for Performing Searches

  • You can enter partial data; for example, if you want to filter your list according to the type of funds, you can enter the Award Prefix code in the Award box.
  • Two checkboxes are provided to allow selection of Sponsored or Non-Sponsored projects.
  • Remember to click the "Refresh List" button to see your results.

Search Filter Descriptions

  • Month: Select the month you want to reconcile or review using the drop-down box.

  • Status: Select the desired P/A status. Remember to choose "NoActivity" to see the Projects with no current month activity and no planned expenses.

  • Reconciler Role: Select the desired role. This is helpful if you are a Preparer on some projects, and the Examiner or Approver on others.

  • Project: Enter a 6-digit project code, or partial value.

  • Award: Enter a 7-character alpha-numeric award number, or partial value.

  • Major Business Unit (MBU): Enter the MBU name, or a partial value.

  • Organization (Org): Enter a 5-digit Organization code, or a partial value.

  • Department: Enter the Department name, or a partial value.

  • Non-Sponsored Only: Check this box for a listing of ONLY non-sponsored projects and awards. Click the box again to "uncheck" this option.

  • Sponsored Only: Check this box for a listing of ONLY sponsored projects and awards. Click the box again to "uncheck" this option.