FM_PI Multi-Period Expenditure Comparison

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Presentation transcript:

FM_PI Multi-Period Expenditure Comparison Focus on Reports Session 23 To print: Right click Choose “Print” Change option “Print What?” from “slides” to “note pages” Click ok The FM_PI Multi-Period Expenditure Comparison report was created in conjunction with a usability group as part of a joint OSP and ISDS effort to provide streamlined and meaningful financial reports for the PI community. FM_PI Multi-Period Expenditure Comparison

Purpose of Report To allow multiple period expenditures to be listed side by side for comparison purposes. Standard PI (Header) Format This report is an analytical report that allows you to make a side-by-side comparison of expenditures for multiple periods. The report displays the standard PI header format to provide the PI with pertinent sponsor reference information.

Two Format/tabs Project Multi-Period Expenditures Award Multi-Period Expenditures There are 2 tabs to the report.. The first tab shows a summary of monthly expenditures by budget category associated with selected projects and periods. The second tab shows a summary of monthly expenses at the project level associated with selected awards and periods.

Useful to view the rate of expenditures over a period of months. Project Multi-Period Expenditures Doe, John GG00001 UV-Award 1 12345 UV-Department Smith, Jane 123456 UV-Project 1 123456 UV-Project 5 P99 DK1234567-12 The first tab, the Project Multi-Period Expenditures report, shows expenditures summarized by budget category for selected projects and periods. Project expenses summarized by Budget Category for a user specified number of periods. Useful to view the rate of expenditures over a period of months.

Award Multi-Period Expenditures Doe, John 12345 UV-Project 2 12346 UV-Project 3 12347 UV-Project 4 12348 UV-Project 5 12349 UV-Project 6 Award expenses summarized by Project for a user specified number of periods. Useful for program projects or for an award with one or more sub-awards. GG00002 UV-Award 2 N 123456-12-1234 12345 UV-Department The second tab, Award Multi-period Expenditures report, shows a monthly expenditures summarized by Project for selected awards and periods. This is particularly helpful to PIs with program projects, or who have sub-recipients working on a part of their research and thus have multiple projects associated with an award.

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