Documentation for Administrators

Project Report

Updated on

The Project Report serves as a way to generate detailed project information. Here you have the ability to review all federal project information as well as expended and collected monies for each project.

Generating the Project Report

1. From the Budgeting/General Ledger menu, click Project Report.

The Project Report screen displays several options to generate the report.

Project Report

The report can be run with all fields shown above left blank. This will generate a report with all project information. None of the fields shown are required. However, for a more defined report, use the fields provided before clicking Run Report.

2. Start by setting a timeframe for project data by entering a Start Date and End Date.

Project Report

3. You can search on a specific Project Code by entering the number in the provided text box.

Unless the full project number/name is entered exactly, the report will not pull data. For example, if you type in 0041, but the Project Code is actually 0041-DIANA FRY, this will not yield any results. You would have to type it in exactly with the name and dash included.

4. Upon setting up your Elements, if the project was assigned a Fund Restriction, you can select it from the Restricted Fund pull-down to search based on specific funds.

You can review original selections made for projects via Setup > Settings > Elements tab. From here, you can filter on the Category for Project. Click the Details link in the last column to see Fund Restriction and several other options.

5. If you would prefer to search based on one or more specific facilities, you can select them from the Facilities pull-down.

Project Report

6. For a specific federal project code, type the code into the ALA Code (Agency Location Code) text box. This code is used to identify the physical location of federal agencies.

To review original selections made for projects, from the Setup > Settings > Elements tab. From here, you can filter on the Category for Project. Click the Details link in the last column to see ALA code and several other options.

Settings

7. You also have the option to select the check box Only Show Projects with ALA. This option will run the report with only information for federal projects.

8. Once all selections have been made and all report criteria has been entered, click Run Report.

The Project Report

The report lists all information regarding each pulled project; the first eight columns will show the Project Code, Title, ALA Code, Restricted Funds, DOE Fund, Approved date, Start date, and End date.

The next six columns will display the Stop Encumbrance date, Stop Expenditures date, Stop Amendments date, the total Expended, Collected, and the Difference.

All of the project information found in this report pulls from Setup > Settings > Elements > Project and Project Details as mentioned in earlier Info sections.

Additional Features

You have the ability to save your report before or after running the report.

  1. Click the floppy disk Save icon to name and save your report.
  2. You can also click the Trash Can icon to delete saved reports.
  3. To edit a Report Name after saving, select the report, then click the Blue Arrow next to the Trash Can.
  4. In order to generate a saved report, from the Project Report screen, select the saved report from the pull-down; your report will generate automatically.
Project Report

To navigate through the listed pages, click the Prev and Next buttons. To jump to a specific numbered page, type the number in the page text box and press Enter.

Project Report

Click the Excel icon in the Export section to export the report to an Excel spreadsheet.

To print the report, click the Print icon in the Export section.

Click Filters to further breakdown your report without having to change the report criteria and rerun the report.

a. To add more than one filter to a column, click the green plus sign.

b. To delete an additional filter, click the red minus sign.

c. For additional filtering options, click the gray arrow for a filter pull-down.

Project Report

See Filters for more information.

Previous Article Fund Interest Allocation
Next Article Finance Costing Export