Viewing Project Data

This topic lists common elements used in this section and discusses how to review project data.

Page Name

Definition Name

Usage

Project Summary Page

GM_PT_PRJ_SUMMARY

View summary information for projects.

Project Detail Page

GM_PT_PRJ_DETAIL

View detail information for projects.

Project Detail - Demographics Page

GM_PT_PRJ_DEMO

View demographic information for projects.

Project Detail - Activities Page

GM_PT_PRJ_ACTIVITY

View activities for projects.

Project Detail - Subcontracts Page

GM_PT_PRJ_SUBRECP

View subcontracts for projects.

Project Detail - Budget Status Page

GM_PT_PRJ_BUD

View budget status information for projects.

Field or Control

Description

Institution & Sponsor Links

Click to access the Sponsor Websites page.

Project Forecast

Click to access the Project Forecast Inquiry page.

Project Variance

Click to access the Project Variance Inquiry page.

Project Attachment

Click to access the Projects - Attachments page

Reports

Click to access the Administration page of the Report Manager option for Reporting Tools.

Use the Project Summary page (GM_PT_PRJ_SUMMARY) to view summary information for projects.

Navigation:

Grants > Grants Portal > Project Information > GM Portal Project Summary Info

This example illustrates the fields and controls on the Project Summary page. You can find definitions for the fields and controls later on this page.

 Project Summary page

Use this page to view a complete list of projects that are unique to the user ID logged into the portal.

Field or Control

Description

You have # new items in your worklist

Displays the number of items in the user's worklist.

Last Process Date/Time

Displays the date and time derived from the completion of the application engine process used to update the information in the portal.

Balances

Select an option to control how the balances in the Financial tab are calculated. Options include:

  • Both: Select to display sponsor, cost share budget, expenditure, encumbrance, and preencumbrance balances on the Financial tab.

  • Cost Share: Select to display only cost share financial balances on the Financial tab.

  • Sponsor: Select to display only sponsor financial balances on the Financial tab.

Include F&A (include facilities and administration)

Select to allow users to include F&A budget and expenditure totals in the Budget and Expenditure columns on the Financial tab.

Budget Period From

Select the budget period begin date to use when calculating balances on the Financial tab.

Thru

Select the budget period end date to use when calculating balances on the Financial tab.

Bud Ref (budget reference)

The label of this field is determined by the option selected in the Budget Group By field on the Installation Options – Grants Portal page. For example, if you select Budget Ref as the Budget Group By, then the system displays Bud Ref as the field label. If you select Account as the Budget Group By, then the system displays Account as the field label. Depending on the field label, the system displays the field value.

Date Selection

Select one of these options:

  • As of Date and enter a specific date in the field to the right.

  • Month End and select a month in the field to the right.

Recalculate

Click to recalculate totals displayed in the grid and on the Financials tab if you change information in the Financial Information Calculation Options group box.

Burn Rate Indicator

Displays the burn rate indicator definitions. Burn rate indicator percentages are defined on the Burn Rate Indicator Setup page.

Demographics

Field or Control

Description

(check box)

Select and then click the Calculate button to update the information displayed in the Total Amount of Selected Items group box.

(burn rate indicator)

Displays the burn rate indicator for the project.

PC Bus Unit (project costing business unit)

Displays the Project Costing business unit for the project.

Project

Displays the project as a link. Click the link to access the Project Details Inquiry page.

Project Title

Displays the title of the project as a link. Click the link to access the Project – General page.

Award ID

Displays the award of the project as a link. Click the link to access the Award Details Inquiry page.

Award Title

Displays the award title as a link. Click the link to access the Award Profile page.

Sponsor

Displays the sponsor for the award as a link. Click the link to access the Sponsor page.

Contact PI (contact principal investigator)

Displays the contact PI as a link. Click the link to access the Personnel Inquiry page.

Department

Displays the department of the project contact PI.

Grant Administrator

Displays the grant administrator of the project as a link. Click the link to access the Project Department Contact page

Total Amount of Selected Items

Field or Control

Description

Selected

Displays the number of projects selected on the page. To update this value, select the check box to the left of the project and click the Update Total Amount button.

Funded, Budgeted, Expended, Encumbered, Pre Encumbered, and Remaining Balance

Displays the sum of the column, which is displayed on the Financial tab, for the selected items.

Update Total Amount

Click to recalculate the values in the Total Amount of Selected Items group box.

Financial

Field or Control

Description

Funded

Displays the funded amount for the project. Click the amount link to access the Funding Inquiry page. This amount includes F&A regardless of whether the Include F&A check box is selected in the Financial Information Calculation Options group box.

Budgeted

Displays the budgeted amount for the project. Click the amount link to access the Project Details Inquiry - Budgets page. The calculation for this amount depends on the values in the Balances, Budget Period From, Thru, Date Selection, and Budget Group By fields in the Financial Information Calculation Options group box.

Note: This may differ from the budget amount displayed on the Funding Inquiry page because the criterion is different when the amount is displayed.

If the Include F&A check box is selected, then the amounts that are included in the accounts, which are selected in the FA Accounts section of the Facilities Admin Options page, are included in the budgeted amount.

Expended

Displays the expended amount for the project. Click the amount link to access the Expenditure Details Inquiry page. The calculation for this amount depends on the values in the Balances, Budget Period From, and Thru fields in the Financial Information Calculation Options group box.

Encumbered

Displays the encumbered amount for the project. Click the amount link to access the Encumbrance Details Inquiry page. The calculation for this amount depends on the values in the Balances, Budget Period From, and Thru fields in the Financial Information Calculation Options group box. F&A is not calculated for encumbrances.

Pre Encumbered

Displays the pre-encumbered amount for the project. Click the amount link to access the Pre Encumbrances Details Inquiry page. The calculation for this amount depends on the values in the Balances, Budget Period From, and Thru fields in the Financial Information Calculation Options group box. F&A is not calculated for preencumbrances.

Use the Project Detail page (GM_PT_PRJ_DETAIL) to view detail information for projects.

Navigation:

Grants > Grants Portal > Project Information > GM Portal Project Detail Info

This example illustrates the fields and controls on the Project Detail page . You can find definitions for the fields and controls later on this page.

 Project Detail page

Field or Control

Description

Project

Select the ID of the project that you want to view. After you select the project, the project short title appears to the right of the field as a link. Click the link to access the Projects page from the Awards components within PeopleSoft Grants.

Search

Click this button after selecting a project costing business unit and a project, to display the detail information for the project.

Recalculate

Click this button after entering values in the Financial Calculating Option group box, to recalculate the values displayed in the Project Detail group box.

Award ID

Displays the award ID as a link. Click the link to access the Award Details Inquiry page.

Contact PI (contact principal investigator)

Displays the contact PI as a link.

Grant Administrator

Displays the grant administrator as a link. Click the link to access the Project Department Contact page.

Funded Amount

Displays the funded amount as a link. Click the link to access the Award Funding Inquiry page.

Award Title

Displays the award title as a link. Click the link to access the Award Profile page.

Sponsor

Displays the sponsor as a link. Click the link to access the Sponsor page.

Use the Project Detail - Demographics page (GM_PT_PRJ_DEMO) to view demographic information for projects.

Navigation:

Grants > Grants Portal > Project Information > Project Detail > Demographics

This example illustrates the fields and controls on the Project Detail - Demographics page. You can find definitions for the fields and controls later on this page.

 Project Detail - Demographics page

Field or Control

Description

Team Member

Displays the team members for the project.

Project Role

Displays the role that the team member plays for the project.

% Effort (percent of effort)

Displays the percent of effort that the team member is assigned for the project.

% Allocation

Appears in descending order by the percent of award allocation.

Indicator

Displays the certification indicator.

Use the Project Detail - Activities page (GM_PT_PRJ_ACTIVITY) to view activities for projects.

Navigation:

Grants > Grants Portal > Project Information > Project Detail > Activities

This example illustrates the fields and controls on the Project Detail - Activities page. You can find definitions for the fields and controls later on this page.

 Project Detail - Activities page

Field or Control

Description

Activity

Displays activities in descending order as a link. Click the link to access the Project Activity - General Information page.

Use the Project Detail - Subcontracts page (GM_PT_PRJ_SUBRECP) to view subcontracts for projects.

Navigation:

Grants > Grants Portal > Project Information > Project Detail > Subcontracts

This example illustrates the fields and controls on the Project Detail - Subcontracts page. You can find definitions for the fields and controls later on this page.

 Project Detail - Subcontracts page

Use the Project Detail - Budget Status page (GM_PT_PRJ_BUD) to view budget status information for projects.

Navigation:

Grants > Grants Portal > Project Information > Project Detail > Budget Status

This example illustrates the fields and controls on the Project Detail - Budget Status page. You can find definitions for the fields and controls later on this page.

 Project Detail - Budget Status page

Use this page to view sponsor and cost share budgets for a project.

Sponsor

Field or Control

Description

Budget Item

Displays budget items for the project that fall within the budget period.

Total Direct

Displays the sum of Budgeted, Expended, Encumbered, Pre Encumbered, and Remaining Balance columns.

Totals

Displays the sum of Total Direct and Total FA for the column. The Total Expended, Total Encumbered, and Total Pre-Encumbered amounts link to corresponding inquiry pages.

Cost Share

Field or Control

Description

Budget Item

Displays budget items for the project that fall within the budget period

Total Direct

Displays the sum of Budgeted, Expended, Encumbered, Pre Encumbered, and Remaining Balance columns.

Totals

Displays the sum of Total Direct and Total FA for the column. The Total Expended, Total Encumbered, and Total Pre-Encumbered amounts link to corresponding inquiry pages.

Budget Totals

Field or Control

Description

Budgeted, Expended, Encumbered, Pre Encumbered, and Remaining Balance

Displays the sum of sponsor budget total and the cost share budget total amounts.