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

ACCESSING PS FINANCIAL WEB REPORTS

Part 1:

Connecting to Web Applications

Click the Internet Explorer iconEnter

"https://webapps.umsystem.edu/" in the Address field (or pull up from My Favorites if you have it there already).

Web Applications screen

Click the Web

Applications button.

Web Applications login screen

Enter your SSO ID and password, and click “Log In”.

Web Applications menu screen

Click on the “PS Financial Reports” link.

Considerations for “PS Financial Reports” LinkThe links displayed on the

Administrative Web Applications site are dependent upon user security.

In addition, PS Financial Reports is restricted based on user security. If access is needed in order to perform job requirements, contact the Division Fiscal Office or Campus Accounting Office per your campus procedures.

BUDGET VARIANCE REPORT

Part 2:

PS Financial Reports Menu

Click on the drop-down menu for Budget

Variance, select Rpt. 8 (Projects: Acct. within

Fund –PTD).

PS Financial Reports Menu

Click “Go”.

Budget Variance

•Use to compare budgeted revenue and expenditures with actual revenue and expenditures on a Project-to-Date basis for individual Deptids. Multiple Funds can be selected to account for Deptids with multiple funding sources.•Required fields are marked with an asterisk (*).•Use Lookup Buttons to search and retrieve values for the report criteria, if not specifically known.

Budget Variance

Leaving the search field blank and clicking the Search button retrieves up to 250 results. Entering a partial value retrieves a list of codes beginning with the value.

Budget Variance

After defining report criteria, click

the Run Report button.

Budget Variance

Parameters used to define the report

Report header and report results

Budget Variance Report OptionsDownload report data to an Excel

file by clicking “Download to Excel” link at bottom of report

Can print report from Peoplesoft with or without parameters frame (“Click to show/hide selection criteria” link at top)

Drill down to the report detail for accounts by hyperlinks for amounts

INCOME STATEMENT REPORT

Part 3:

PS Financial Reports Menu

Click on the drop-down menu for Income

Statements, select Rpt. 9 (Fund,Deptid.,Proj-

Fund - PTD).

PS Financial Reports Menu

Click “Go”.

Income Statement

•This is a Project to Date Report and will not produce accurate results if used with Fiscal Year to Date funds.•Required fields are marked with an asterisk (*).•Use Lookup Buttons to search and retrieve values for the report criteria, if not specifically known.

Income Statement

Leaving the search field blank and clicking the Search button retrieves up to 250 results. Entering a partial value retrieves a list of codes beginning with the value.

Income Statement

After defining report criteria, click

the Run Report button.

Income Statement

Parameters used to define the report

Report header and report results

Income Stmt. Report OptionsDownload report data to an Excel

file by clicking “Download to Excel” link at bottom of report

Can print report from Peoplesoft with or without parameters frame (“Click to show/hide selection criteria” link at top)

Drill down to the report detail for accounts by hyperlinks for amounts

GRANT REPORTSPart 4:

PS Financial Reports Menu

Click on the drop-down menu for Grants, select

Rpt. 3 (Awards by Investigator - PTD).

PS Financial Reports Menu

Click “Go”.

Grant Reports

•Use “Search by Name” button to search by Investigator Name, if the ID is not specifically known.

Grant Reports

To search for an Employee Number, enter the first few characters of the Employee Name and click the Search button. Use format of Smith,John for the full name.

Grant Reports

Click on the Employee Name desired and the Investigator’s ID will appear on the original screen.

Grant Reports

Click on the “Run Report” screen to view all projects for the Investigator.

Grant Reports

The report shows more than 25 additional columns

to the right. Use the bar on the bottom to view the

additional columns.

Grant Report OptionsDownload report data to an Excel

file by clicking “Download to Excel” link at bottom of report

Can print report from Peoplesoft with or without parameters frame (“Click to show/hide selection criteria” link at top)

Drill down to report detail for individual projects by hyperlinks for amounts

Questions?Karen BoydManager/Fiscal OperationsUMSL Office of Research Admin.

boyd@umsl.edu(314) 516-5923 (office)http://www.umsl.edu/services

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