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RAM Reports Guidance
Table of Contents• Project Search• Award Summary• Project Summary• Personnel Tab• Monthly Report Tab
Updated | 08/16/2021
RAM Reports Guidance
Updated | 08/16/2021
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Multiple search methods using predictive search-enter a portion of any search field and select from the dropdown list.
Limit search results by Project Status
Download the current view to Excel
Search field allows for filtering the displayed Project Search results.
Award displays the ConnectCarolinacontract ID
Project displays the ConnectCarolinaproject ID for tracking budget & expenses.
Budget shows the total funds budgeted to be spent per project.
Expenses LTD displays funds spent for the Life-to-Date of the project.
Current Balance shows the current funds available for the project.
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Research Administration Management (RAM) Reports deliver financial information via an enhanced reporting tool to offer a robust experience managing sponsored projects financials.
Key reminders navigating the tool: blue text are hyperlinks to click-into another screen and all reports may be downloaded to Excel.
https://ramreports.unc.edu
10 Clicking both Award or Project IDs link you to the respective summary page.
RAM Reports Guidance
Updated | 08/16/2021
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Award Number and Award Title.
Current Run Date of the RAM Report.
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Filter by Fiscal Year and Period (default will be the FY/Period report is being run).
Download the current view to Excel.
Categories of spending determined by the budget. Click for a summary of transactions.
Budget shows the amount of funds budgeted for each category.
Expenses incurred on the award Month-to-Date (based on FY/Period filter).
Expenses incurred on the award Year-to-Date (based on FY/Period filter).
Expenses incurred in the category Life-to-Date (based on FY/Period filter).
Shows current available funds for the category of expense.
Pre/Encumbered funds are committed to planned expenditures/activities.
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14The projected remaining cost of payroll expenses for the line item.
15Projected balance is calculated from current expenses.
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Project IDs for all projects on the award; prime Project ID is in bold.
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Award Data in RAMSeS/ConnectCarolina.4
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16Cost share displays the UNC cost share totals for the award.
RAM Reports Guidance
RAM Reports Guidance
Updated | 08/16/2021
Award Number and Award Title.
Current Run Date of the RAM Report.
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Project IDs for all projects on the award; prime Project ID is in bold.
Award Data in RAMSeS/ConnectCarolina.
Filter by Fiscal Year and Period (default will be the FY/Period report is being run).
Download the current view to Excel.
On Award Account Summary, subcategory display is under main category types.
Budget shows the amount of funds budgeted for each account category.
Expenses incurred in the category Life-to-Date (based on FY/Period filter).
Shows current available funds for the category of expense.
Pre/Encumbered funds are committed to planned expenditures/activities.
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14 The projected remaining cost of payroll expenses for the line item.
15Projected balance is calculated from current expenses.
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Expenses incurred on the award Month-to-Date (based on FY/Period filter).
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Expenses incurred on the award Year-to-Date (based on FY/Period filter). 10
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Clicking on the “Salaries” Category from the Award Summary page:
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16Personnel Tab displays expenses incurred for personnel on the project.
RAM Reports Guidance
Updated | 08/16/2021
View up to 100 entries on a page.
Displays the Chartfield Account Number.
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Filter by Fiscal Year and Period (default will be the FY/Period report is being run ).
Download the current view to Excel.
On the Transaction Detail page, also view the Journal ID from ConnectCarolina.
Displays all the Chartfield String fields.
Click into the Expense Amount for further transaction details.
Search field allows for filtering the displayed Transaction results.
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Displays the Transaction Types.6
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Clicking on the “511120: EHRA Non-Teach On Campus” from the Award Account Summary page:
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Clicking on the “Amount $727.37” from the Award Transactions page:
RAM Reports Guidance
Updated | 08/16/2021
AR (Accounts Receivable) tab is only available on the Award Summary page.
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Select Financial or AR tab to view information for either category
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Clicking on the “AR” tab from the Award Summary page:
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AR tab will show invoices for that award, choose to view All, Open or Closed invoices.
Click on the invoice number to open the details page for that invoice.
Type of invoice, such as Invoice (IN), which is a standard invoice and a Credit Invoice (CR), meaning we have reduced the amount of an invoice.
Status will indicate if the invoice is open, meaning it has not been paid, or closed meaning that it is paid.
Amount of the original invoice, not what has been paid.
Accounting Date is when the invoice was entered in ConnectCarolina.
RAM Reports Guidance
Updated | 08/16/2021
Accounting date of the transactions.
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Entry type, such as an invoice or a payment for an invoice.
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Clicking on the “Invoice Number” from the Award AR page:
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Deposit ID will only be available for a payment.
Date the entry was posted.
Entry amount, each invoice that is closed will have a corresponding payment entry.
RAM Reports Guidance
Updated | 08/16/2021
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Project ID and short title in ConnectCarolina.
Current Run Date of the RAM Report.
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Filter by Fiscal Year and Period (default will be the FY/Period report is being run).
Download the current view to Excel.
Categories of spending determined by the budget. Click for a summary of transactions.
Budget shows the amount of funds budgeted for each category.
Expenses incurred on the award Month-to-Date (based on FY/Period filter).
Expenses incurred on the award Year-to-Date (based on FY/Period filter).
Expenses incurred in the category Life-to-Date (based on FY/Period filter).
Shows current available funds for the category of expense.
Pre/Encumbered funds are committed to planned expenditures/activities.
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14The projected remaining cost of payroll expenses for the line item.
15Projected balance is calculated from current expenses.
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Project Data in RAMSeS/ConnectCarolina.3
Project Status in ConnectCarolina.4
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Not Pictured: Lines highlighted in Yellow indicate expenses NOT subject to F&A.
RAM Reports Guidance
RAM Reports Guidance
Updated | 08/16/2021
Clicking on a “Expenses FYTFD or LTD Amount” from the Project Account Summary page:
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Filter by Fiscal Year and Period (default will be the FY/Period report is being run).
Subcategory that roles into a main budget category.
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5 7Filter by Fiscal Year and Period (default will be the FY/Period report is being run).
Types of transactions, such as Journal or Vouchers.
Description of the transaction.
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8 Amount of the transaction, click to open the transaction details.
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4Expenses Month to Date, Fiscal Year to Date and Life to Date, when clicked will show the transactions for that category.
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RAM Reports GuidanceClicking on “Supplies” from the Project Account Summary page:
Budget that is loaded into that account, click to show the entry information.
RAM Reports Guidance
Updated | 08/16/2021
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Date the transaction was posted in ConnectCarolina.
Click on the Voucher ID to open the voucher summary page in ConnectCarolina, transaction must be within 90 days.
Total invoice amount.
Date the invoice was issued.
Date the voucher transaction was entered in ConnectCarolina.
Invoice number used to view invoice in ConnectCarolina.
Unique number assigned to the voucher transaction for posting in General Ledger.
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Previously Vendor ID, and is the unique number assigned to a supplier and references who the voucher was paid to.
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RAM Reports GuidanceClicking on the “Amount” from the Project Transactions page:
RAM Reports Guidance
Updated | 08/16/2021
RAM Reports Guidance
Selecting an amount displays a transaction data with information that corresponding to the previous summary page
This drop down allows you to chose how many entries to display from this list.
Search field allows for filtering the displayed Transaction results.
Selecting Stipend will filter all entries and display on those categorized as stipends.
Selecting Fringe will filter all entries and display on those categorized as Fringe Benefits.
Selecting Salaries will filter all entries and display on those categorized as Salaries.
A set of data filters.
The AR Tab is only present when arriving at this screen from the Award Summary Page.
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1Clicking on the “Personnel Tab” from the Project or Award summary pages:
RAM Reports Guidance
Updated | 08/16/2021
RAM Reports Guidance
You can also select whether to pull a Summary or Detail Report
You can choose which Fiscal Year and Period for the report
Opens the Monthly Report tab 3
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Clicking on the “Monthly Report Tab” from the Award summary pages:
4 You can pull the reports as either a PDF or CSV
RAM Reports Guidance
Updated | 08/16/2021
RAM Reports Guidance
You can also select whether to pull a Summary or Detail Report
You can choose which Fiscal Year and Period for the report
Opens the Monthly Report tab 3
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Clicking on the “Monthly Report Tab” from the Project summary pages:
4 You can pull the reports as either a PDF or CSV
