IS.FM_Award BBA by Award Manager

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Presentation transcript:

IS.FM_Award BBA by Award Manager Focus on Reports Session 10 To print: Right click Choose “Print” Change option “Print What?” from “slides” to “note pages” Click ok The IS.FM_Award BBA by Award Manager report is run in Discoverer and is available to any one with a UVA ODS Specialist responsibility. IS.FM_Award BBA by Award Manager

The report shows A one line summary of budgets, expenses, encumbrances, and budget balance available calculations for each Project/Task combination associated with an award. Subtotals by project. Grand totals by award. This report is an award management tool. It provides award managers with a one line summary of budgets, expenses, encumbrances, and budget balance available calculations at the task, project, and award level. The report can be run for all awards owned by one or more award managers. Award managers are able to monitor whether expenditures for linked project/tasks are within the budget they’ve been assigned. NOTE: For those award managers that do not fully fund and/or budget their projects, the UVA PA Installment vs Funding vs Expenditures report is recommended for purposes of award management oversight.

Managing to Cash vs Budget Award Prefix Cash Budget G No Yes SG/LG LC SR EI/DI/FI EU/ER Optimal DU/DR FA/IP/YY/LS SA/LA/SS/LO You will find this report useful for award management oversight for awards and that are managed to a budget, which include awards that begin with a: G, SG, LG, SR, EI, DI, or FI. You may also find this report useful, if you have an EU, ER, DU, DR, FA, IP, YY, or LS award and you fully fund and budget all projects linked to it. All the other award types should be managed to cash using the UVA_PA Revenue Vs Installment vs Project Funding vs Expenditures report and/or UVA Cash Balance by Project.

The FM_Award BBA by Award Manager report shows monthly expense and encumbrance/ commitment transactions in relation to budget for all projects and tasks associated with awards owned by one or more specified Award Managers. The last column on the page item bar shows whether the award is budgeted on a project-to-date (P) or year-to-date basis (Y). In this case, it contains a ‘P” signifying that the award is budgeted on a Project-to-date basis. Therefore, the “Actuals To-Date” column is the same as the “PRJ-td Total” column. Both the FYtd Actual and the PRJ-td Actual columns were added to the right hand side of the report because regardless of whether an award is installed and budgeted either YTD or PTD there is often a need to know total expenditures from the other prospective.

Questions Are there any: Questions??? Concerns??? Suggestions???