The Research Foundation (RF) developed the customized RF Award Credit Distribution Export report to provide a version of the Award Credit Distribution Report that could be exported easily to Excel to meet the reporting needs of various request. The RF Award Credit Distribution Report displays the expended dollars for an award based on the credit distributions that have been assigned. The Credit Distribution form in the Oracle Grants Management (GM) system allows a user to assign a credit for direct or indirect cost expenditures among multiple faculty members (PI/Co-PI) and/or departments (Organization). The report displays the credit distribution percentages and calculates the expended dollars by credit distribution.
Expended dollars are calculated by multiplying the expended dollars for the period of time entered on report by the credit distribution percentages. On awards where there is no credit distribution information entered, the default is 100% to the Task Org and the Task Manager.
Note: The report uses the same Award Purpose Code criteria as the Sponsored Program Activity Report (SPAR), to ensure that the data matches the SPAR.
This report should be run as needed to gather credit distribution information entered on awards.
The following table describes the required and optional parameters to use to run the report:
Parameter |
Description |
||
Parameters |
|||
Location |
Enter the three-digit location number or select from the List of Values. |
||
Sort By |
Select from the List of Values how the report will group sort and display subtotals. The choices are Award, Organization, and PI. |
||
Award Number |
Enter an award number when you want the report to only display the information for a particular award. |
||
Starting Period |
The starting month and year for which you want to report credit distribution data. For example, MAY-2002. |
||
Ending Period |
The month and year for the last month for which you want to report credit distribution data. For example, if the starting period is MAY-2002 and the ending period is MAY-2002, the system runs the report for the month of May. If the starting period is MAY-2002 and the ending period is JUN-2002, the system runs the report for the months of May and June. |
||
The table that follows describe the report output:
Column Heading |
Description of Column |
Award Number |
A unique sequential number assigned to an award. An award is the record established from the award notice or contract received from a customer. An award record contains a funding source (customer), award amounts (funds), start and end dates, terms and conditions, and other information. Awards are used to fund one or more project. |
Project Number |
A unique sequential number assigned to a project. |
Task Number |
A user-assigned Task identifier. |
Task Org |
The three-digit location number followed by the department name to which the task is assigned. |
Credit Org |
The credit organization (department) that was entered on the Credit Distribution form on the project. If a credit organization was not entered, this column displays the task organization. |
Credit PI/Co-PI |
The credit PI/Co-PI that was entered on the Credit Distribution form on the project. If a credit PI/Co-PI was not entered, this column displays the Task PI. |
Award Sponsor |
A name that identifies the organization that is sponsoring the award administered by the Research Foundation (Sponsor). |
Percent |
The percentage that was entered on the Credit Distribution form on the project. If a percentage was not entered, this column displays 100%. |
Direct Cost |
The result of the Total Direct Cost expended for the APT multiplied by the credit percent for the period selected. |
Indirect Cost |
The result of the Total Indirect Cost expended for the APT multiplied by the credit percent for the period selected. |
Total Cost |
The total of Direct Cost plus Indirect Cost. |
A variety of Oracle standard reports as well as Research Foundation custom reports can be run from each business area in Oracle. A person's sign-on responsibility determines which reports are accessible. For more information, refer to the Reports/Queries resource area in EPSS and the Run a Report work instruction in most business areas.
A report may be saved as .txt file and then opened in a spreadsheet application. Also, selected areas of the displayed report may be copied and pasted into an application, such as a spreadsheet. The following table describes the steps to take the report data from Oracle and put it into a spreadsheet:
Step |
Action |
1 |
When running the report, ensure that the export version has been selected from the list of reports.
Submit the request and wait for the Phase of the Request to read Completed. |
2 |
After the report has completed normally, view the output. |
3 |
Select File > Save As to name the file and save it with the Text File (.txt) extension. Close the report. |
4 |
Switch to the Excel spreadsheet application. |
5 |
To open the file, select File > Open, which opens the Open window. To find the file in the directory in which it was saved, change the Files of type: field to All Files (*.*). Select the desired file and click Open to go to the Text Import Wizard window. |
6 |
In Step 1 of the Text Import Wizard, select Delimiter and click Next. |
7 |
In Step 2 of the Text Import Wizard asks you to Set the Delimiters your Data Contains, uncheck the check box for "Tab" and check the check box for "Other" and enter the tilde character (~ ) in the box and click Next.
|
8 |
In Step 3 of the Text Import Wizard, select Finish. |
9 |
You have successfully exported the data into Excel. You can now adjust and manipulate the data. Some column widths may need to be increased for the data to be fully displayed. Select File > Save As to name the file and save it with the spreadsheet extension. |
Effective Date: 10/30/2007 8:13:30 AM