RF Direct Cost Over Budget Report

Description

Purpose

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.

Frequency

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

Responsibilities with Access

ORG Grants Inquiry
ORG OGM Billing Specialist
ORG Account Establishment Administrator
ORG Account Establishment Specialist with Budget Approval
ORG Account Establishment Specialist
KEY Key Member

Setting Report Parameters

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


Parameter	Description (click in the field to see the List of Values)
Optional Parameter
Average		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
Award	The award number.
Project	The project number.
Task	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
Budget	The total direct cost budget
Actuals and Encumbrances	The actual direct cost, total expenditures, and encumbrances
Overage	The difference between the actual direct cost expenditures and the budgeted direct cost expenditures
Sponsor	The funding source of the award

Helpful Tips

For complete details on running Oracle reports, refer to the Run a Report help topic.
The report is available in PDF and ASCII (TEXT) format. PDF is a formatted, printable version. ASCII can be easily pulled into a spreadsheet or word processor.
Once you select a format and run the report, you cannot change the output format. You will need to run the report again and select the desired output format on the Submit Request window.

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