This report provides a total count by user of Award Establishment activity for a given period of time. This report can be used to track and provide metrics to see award establishment activity with a grand total for a user location.
The Criteria the report uses is as follows:
New Awards - Any new award created that does not have an award purpose code of Cost Share.
New Cost Share Awards - Any new award created that has an award purpose code of Cost Share.
The remaining report criteria matches the baseline change reason of Additional Funds, Date Change, Error, Multiple, Rebaseline for Balance, Reduction of Funds, and Transfer of Funds and the baseline date to the parameters entered.
The report should be run as needed to verify or review Award Establishment activity.
The following table describes the required and optional parameters to use to run the report:
Parameter |
Description |
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Optional Parameters |
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Location code |
Select from the list of values the user location the report should run and gather the data for. |
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Activity From Date |
Enter the from date the report should summarize the date from. |
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Activity To Date |
Enter the to date the report should summarize the data to. |
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A xml report may be submitted with the format of the output set to PDF or Excel. This will enable the automatic opening of the file in the application selected.
Step |
Action |
1 |
From the applicable responsibility in the Navigator window, select Processes and Reports > Submit Processes and Requests to go to the Submit a New Request form. |
2 |
Select Single Request. |
3 |
Click OK to go to the Submit Request form. |
4 |
Complete the following field: Name (Title of the report to be run. Select from the List of Values.) |
5 |
The Parameters form will be displayed if you select a request that requires parameter values. As required, enter the parameters. |
6 |
Click OK to return to the Submit Request form. |
7 |
Click Completion Options to return the Upon Completion Options form. The file format defaults to PDF, only change the Format to Excel (Select from the List of Values) if needed. |
8 |
Click OK to go to the Submit Request form. |
9 |
Click Submit to go to the Requests form. Submitted requests are queued and run in the order in which they are received. Your current request may appear in a list of all of your requests in the Requests form. |
10 |
Click Refresh Data until the Phase field displays Completed.
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11 |
Click View Output. The report will then open and display in the file format application selected. |
The table that follows describe the report output:
Column Heading |
Description of Column |
Org |
The award organization/location the activity was performed on. |
UserName |
The user name of the person who performed the activity |
New Awards |
A count of new awards that is not a cost share award. |
New Cost Share Awards |
A count of new cost share awards. |
Additional Funds |
A count by user where they increased an award/project budget and the baseline change reason is Additional funds. |
Date Change |
A count by user where they performed a date change on an award/project and the baseline change reason is Date Change. |
Error |
A count by user where they were correcting a clerical error and the baseline change reason is Error. |
Multiple |
A count where the user performed multiple items, eg. Additional funds and a Date change and the baseline change reason is Multiple. |
Rebaseline for Balance |
A count where the user was requested to rebaseline the award/project to update GMS Balances. |
Reduction of Funds |
A count where the user performed a reduction of funds on an award/project and the baseline change reason is Reduction of funds. |
Transfer of Funds |
A count where the user performed a transfer of funds on an award/project and the baseline change reason is Transfer of funds. |
Effective Date: 5/8/2009 9:56:23 AM