Navigating the Summary Page
The Summary page shows all projects assigned to you that have current month activity or planned expenses (commitments).
You can filter the view by Month, Status, Project, Award, Organization, Department, Sponsored/Non-Sponsored Project, Reconciler Role, and Major Budget Unit (MBU). Click here to view a screenshot of the Summary page.
If all Search options are blank, except for the "View As" box, all of your assigned projects will appear.
The Action icons available on this main page include: Open to Details, Enter Comment, Enter Reconciling Item, Send Backward, Send Forward, Labor Distribution, and Print BBA.
Visit the Help Topic on Search Options to view more information performing a search on the Summary page.
Using this Page
Perform a Search
Once you are on the Summary page, enter a value in the Search Options and click "Refresh List." Leave all of the Search options blank to view all of your assigned projects.
For more information on Electronic Signature, please view our Glossary page.