Title: PI Funds Available
1PI Funds Available Project Detail Reports
Session 19
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PI_Funds Available Report and PI_Project Detail
Reports
2Four reports inTwo Workbooks
- PI Funds Available Report
- Shows how expenses are tracking to budget and
the remaining funds available on the
grant/contract. - PI Project Detail Reports
- PI Expenditure Detail Report
- Shows detailed grant/contract expenses for the
month. - PI Planned Expense Report
- Shows details of future planned expenditures for
the grant/contract. - PI Labor Schedule Report
- Shows the of effort of current and future
personnel scheduled to be paid on the
grant/contract.
3Common Report Parameters
4Report Header
Page details reflect unique project/award
combination.
Project PI Name Sponsoring Agency related
Information Project Period
Award PI Name Fiscal Contact Name Award related
Information
5Reports simplified
- Budget categories created to facilitate rolling
up budget, expenses and commitments to a level
more closely aligned with the way the PI Budgets.
6A
B
C
D A-C
E
F A-C-E
Major Sub Totals
PURPOSE This report is designed to provide the
projects funded Budget Balance Available It
shows BOTH 1) Budget balance after expenses
to-date, AND 2) Budget balance after expenses
to-date and scheduled future planned expenses.
Column Fs Grand Total reflects your
remaining funded Budget Balance Available
(including both Direct and FA/Indirect costs).
See major Sub-totals for a breakdown of available
Direct and FA costs.
Denotes which budget categories are subject to
FA and which arent.
7Reviewer and PI Signature Lines on PI Funds
Available Report
After review of the period expenditure detail
report and this summary report, to the best of my
knowledge all costs charged to this project are
appropriate and salary and wages charged are in
relation to work performed on this project. Where
required, corrections have been or will be
requested to be made in the Integrated
System. PI Signature ____________________Date__
________
I have reviewed current month expenditures for
accuracy and sufficient source documentation in
accordance with University procedure
1-4. Reviewer __________Date__________
Reference Procedure 1-4A
8PI Funds Available report output can be
restricted based on award status.
9Purpose This report shows detailed expenditures
within a budget category for PI review and
approval of the appropriateness of actual costs.
Fiscal administrators must still use the
original FM_Expenditure Detail report to review
expenses as per University finance procedure 1-4.
10 Purchase Order Line Description can be
omitted if desired
11Purpose This report is designed to reflect known
future planned expenses for the grant/contract.
Future expenses are list by Budget Categories.
12Purchase Order Line Description and Oracle Manual
Encumbrances can be shown or omitted as desired.
13Purpose This report shows the effort percentage
of present and future personnel that are
scheduled to be paid by the grant/contract. Note
Hourly wage employees are not automatically
encumbered and thus will not show on this report
unless a manual encumbrance was created.
14Questions