Project Search and Balances Reporting Enhancements in Award Overview
Search for award projects and use filters for streamlined project balances view and control budget balances view. Grant administrators and principal investigators can quickly locate specific award projects within the Award Overview page and can view both the summary and details of either the project balances or budgetary control balances.
If the award has more than five projects added, you can find the project card you are looking for using the Go to Project filter in the Award Overview page.
Search for Projects in Award Overview
If the award is enabled for budgetary control, you can now view both the project balances and the control budget balances at the summary level in the project cards and also in the detail level using the Financial Details region in the bottom for the selected project.
View by Project Balances or Control Budget Balances in Award Overview
You can further find additional views in the Financial Details region such as
- Budget Line Planning level and Resources View for Project Balances.
- Project Control Budget Balances and Project and Top Resource Control Budget Balances for Control Budget Balances.
View Project Control Budget Balances and Top Resource Control Budget Balances in Award Overview
The business benefits are:
- Increased productivity by saving time in locating a project to view the financial details
- Improved decision making when viewing financial information of a project by seeing either budgetary control balances or project balances at the summary and details level
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- The budgetary control balances selection list is only visible for projects enabled for budgetary control.
- The budgetary control balances are only shown in award project currency. The project balances are shown in both award project currency and award project ledger currency.
Access Requirements
No new access requirements.