Reviewing Grants Information


In this topic, you will learn how to review grants information, which includes award inventories, budgets, revenue, and project variances.


Steps:

  1. Begin by navigating to the Award Inventory page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Grants menu.

    Step 2

  3. Click the Interactive Reports menu.

    Step 3

  4. Click the Award Inventory menu.

    Step 4

  5. The Award Inventory page will provide a listing of awards under the selected business unit. You can view all, select by sponsor, select by PI or select by award status.

    Step 5

  6. To expand the information about the awards, select the More Info tab.

     

    Click the More Info tab.

    Step 6

  7. Notice the breadcrumb navigation at the top of the screen. This ensures you do not have to start from the beginning after you are done with the More Info page.

    Step 7

  8. Navigate to the Project Forecast Report.

     

    Click the Interactive Reports button.

    Step 8

  9. Click the Project Forecast menu.

    Step 9

  10. Click the Look up Business Unit (Alt+5) button.

    Step 10

  11. Click the USCSP link.

    Step 11

  12. Click the Search button.

    Step 12

  13. Click the 20000028 link.

    Step 13

  14. Use the Project Forecast Report page to review budget and revenue information for selected projects.

    Step 14

  15. Click in the From Date field.

    Step 15

  16. Enter the desired information into the From Date field.

     

    Enter "12/01/2014".

    Step 16

  17. Click the Retrieve button.

    Step 17

  18. Navigate to the Project Variance Report.

     

    Click the Interactive Reports button.

    Step 18

  19. Click the Project Variance menu.

    Step 19

  20. Use the Project Variance Report page to review variances in budgeted and actual amounts as well as balances for selected projects.

    Step 20

  21. Enter the desired information into the From Date field.

     

    Enter "12/01/2014".

    Step 21

  22. Click the Retrieve button.

    Step 22

  23. Click the Save button.

    Step 23

Congratulations, you have successfully learned how to review grants information.

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