RF Direct Cost Over Budget Report



The Direct Cost Over Budget Report should be used to determine when the total direct costs of a sponsored award, project, or task are over-expended. Operating locations should monitor sponsored awards that have actual direct costs that are over the budgeted direct costs to determine if costs should be transferred to other awards or if funds should be rebudgeted.


This report should be run at least monthly or as needed to monitor awards, projects, and tasks that are over-expended.

Responsibilities with Access

Setting Report Parameters

The following table describes the required and optional parameters to use to run the report:


(click in the field to see the List of Values)

Optional Parameter


Enter the dollar amount of overages to be included in the report. Projects, tasks, and awards with overages greater than the amount entered will be included.


If left blank, the report will include all projects, tasks, and awards that are overspent.

Understanding the Output

The following table describes the report output:

Column Heading

Description of Column


The award number.


The project number.


The task number.

Award End

The end date of the award.

Project End

The end date of the project.

Award Status

Indicates the status of the award. Awards with a status of active, at risk, or on hold will appear on the report.

Principal Investigator

The name of the principal investigator on the project.

Award Purpose

The specific type of activity for which an award is established. Awards with the following Award Purpose values will be excluded from the report:

  • Cost Sharing
  • Category Refund
  • Central Office Administration
  • Corp GL Holding
  • Corporate Reserve
  • Gift Cash Corporate Restricted
  • Gift Non-Cash Corp Restricted
  • Interest Award
  • Refund to Sponsors
  • Other Institutional Activity
  • Payroll Overpayment
  • Planned Giving CGA
  • Suspense Account


The total direct cost budget

Actuals and Encumbrances

The actual direct cost, total expenditures, and encumbrances


The difference between the actual direct cost expenditures and the budgeted direct cost expenditures


The funding source of the award

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Effective Date: 3/14/2007 8:40:30 AM