Finalize Project Budget

Slides:

Advertisements

Similar presentations

1 NewSouth HR Inquiries Account Code Translation.

Advertisements

1 NewSouth HR Inquiries Account Distributions. 2 Select New South HR by a left mouse click once on NewSouth HR icon.

GALVESTON COUNTY, TX P-CARD TRAINING GALVESTON COUNTY.

Create a PeopleSoft ® Requisition. We will cover... The Procurement Process Nomenclature How to log in to PeopleSoft Finance How to create a requisition.

Manage Examination 3 rd March 2015, Tuesday –

1 CASH EXPENSE REFUNDS Treasury Management Finance and Accounting.

Getting to Know Grants: Peoplesoft General Ledger Web Reports – Budget Variance, Income Statement and Grants.

Printing Employment Applications Step-by-step instructions for accessing applications through Louie.

1 Janice Chancey Mgr, Financial Information Systems & Reporting Controller’s Division PeopleSoft Financials Basic Navigation.

Reports 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to.

CFS PO PRINT Navigation: My Fresno State > Reports Portfolio > Financials > CFS Purchase Order Print.

State of Kansas Travel Authorizations Statewide Management, Accounting and Reporting Tool Entering a Travel Authorization Navigation: Employee Self Service.

Inserting Media POWERPOINT 2013 Insert a Picture From a File  Click on the Insert tab.  In the Images group, click on the Pictures button.  Navigate.

Creating Warehouse Requisitions. 1.Find the shortcut on your system and open the program. 2.This screen will open, type in your User ID 3.Insert password.

State of Kansas Cash Advances Statewide Management, Accounting and Reporting Tool Entering a Cash Advance Navigation: Employee Self Service > Travel and.

How to Run Reports in PeopleSoft By Jennifer Kepler Edited by Melodee Powers.

PaymentNet: Approvers Procurement Services Laurie Krauel.

Running Department Expenditure Detail Reports Click “Financials Supply Chain” 1.

Generate Reports. Generate Result Slips Assessment Report End of Year Report Year 7 & Year 8 SBA Report Year 8 Final Report Year 7 and Year 8 Reporting.

Printing Employment Applications Step-by-step instructions for accessing applications through Louie. Revised 09 January

Overview of PSFinancials – Commitment Control University Budget Office April 16, 2012.

PEOPLESOFT 101 October 27, INTRODUCTION The detailed business process for reconciling/approving PCard transactions (including uploading documentation)

RUNNING GFU REPORTS Let’s Get Started!. VP’s: This is what it was.

JOURNAL ENTRIES: PROCESSING A GENERAL ERROR CORRECTION ON-LINE TRAINING Fiscal Services Office Rev September 1, 2016.

Password Reset Instructions

Office of Research Administration

PeopleSoft Financials Basic Navigation

PROCESSING AN INTERNAL BILLING DOCUMENT ON-LINE TRAINING

Fiscal Services Office Rev September 1, 2016

Bank Transfers.

Processing a Transfer of funds Document on-line training

Running Department Expenditure Detail Reports

PeopleSoft Financials Reports and Inquiry Training

PeopleSoft Financials Reports and Inquiry Training

Expense Report Training

Password Reset Instructions

Run Financials Reports

Create a Customer Contract with Rate-Based Contract Line

Payments & Collections

PeopleSoft Financials Reports and Inquiry Training

eProcurement Breakout Session

Reporting Console Training Guide

Granting support access for individuals to Bill to IDs

Granting support access for individuals to contracts

Lesson Five: Viewing Order Information from the Orders Tab

Update Budget Steps Screenshots Purpose:

View Award Profile Information

Initiate Workflow Steps Screenshots Purpose:

Facebook: Getting Started

Review Budget Steps Screenshots Purpose:

Approve a Grant Proposal

Add Budget Period Steps Screenshots Purpose:

View Open Cases.

Create a Grant Proposal

Submit a Grant Proposal

Milestone Notification

Unlinking a Project and Activity from an Existing Contract

Update Proposal Status

Create a Grant Continuation Proposal

Review Pre-Award Budget

PantherSoft Financials 9.2 Fundamentals Office of the Controller

Generate Award Steps Screenshots Purpose:

Builder/Rater eTrack Training

CREATING DISTRIBUTION IDS IN details Online

Copy a Grant Proposal Steps Screenshots Purpose:

PeopleSoft Financials Reports and Inquiry Training

Update an Award Steps Screenshots Purpose:

Expense Tracking 1.) Enrichment tab > Miscellaneous > Expense Tracking 2.) On the Expense Tracking Listing page, click “Add Expense”

PeopleSoft Financials Reports and Inquiry Training

Academic Course Schedule

Presentation transcript:

Finalize Project Budget Purpose: This job aid will help you finalize a project budget in Core-CT. Steps Screenshots Navigate to the Project Budgets page: Main Menu > Core-CT Financials > Grants > Awards > Project Budgets Use the lookup icon to select a valid Business Unit. Use the lookup icon to select a valid Project. Click the Search button. Enter the Fund Code, Department, Special ID (SID), Program Code, Account and Budget Reference (Bud Ref) for each budget line. Click the Save button. Click on the Finalize button.

Finalize Project Budget Steps Screenshots Click the OK button in the popup message. Click on the Process Monitor hyperlink. Optional: Click on the Refresh button until the Run Status displays Success and the Distribution Status displays Posted.

Finalize Project Budget Steps Screenshots Navigate to the Award Profile page: Main Menu > Core-CT Financials > Grants > Awards > Award Profile Use the lookup icon to select the Business Unit. Enter the Award ID. Click the Search button. Click on the Funding tab. The Finalized budget period displays a Budget Posting Status as Posted and a PC Distribution Status as Distributed.