Financial & Human Resources Information Library

Grant/Contract Rev/Exp (FY Cumulative) by Org

• Folder: Grants/Contract
• Description: Rev/Exp (FY Cumulative) by Org

Description:

• FY Cumulative Account Summary of Fiscal Year Revenues and Expenses for Projects in Fund 5000
• Includes FY Beginning Balance, Monthly Totals, and Thermidor Total
• Includes Project specific attributes
• Includes ARRA and IDP

Use:

• Inputs—required fields denoted by an asterisk (*):
  • *OrgID
  • OrgID Rollup (select “Yes” to include all Orgs that rollup to the specified Org)
  • *Fiscal Year
  • Include Inactive Projects (Yes/No)
  • AE or PI (Responsible Person) EMPLID (leave blank to return all AE/PI’s)
  • Project (leave blank to return all Projects)
  • ARRA Awards only? (check the box to view only ARRA awards)
  • IDP Awards only? (check the box to view only IDP awards)
  • ARRA and IDP Awards only? (check both the ARRA and IDP Award boxes)

Security Authorization:

• Access is restricted to users with Management Report Security to the specified Org.
• Reports in the Financial Information Library SECURITY folder generate lists of users security authorization.
• To request access, use the Financial Web Management Reports Security Authorization form. Various levels of access can be requested. To understand how to request the appropriate security, please refer to the Financial Security Overview and Instructions before completing the form.

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