Grant ReportingGrant Reporting

Banner 6 or Internet Native BannerBanner 6 or Internet Native Banner– Access via a browser, Netscape or Access via a browser, Netscape or

Internet Explorer (recommended)Internet Explorer (recommended)– Use the FRIGITD form for Grant Use the FRIGITD form for Grant

Inception to Date budget statusInception to Date budget status– Use FRIGTRD for transaction detailUse FRIGTRD for transaction detail– Use Data Extract functionality under the Use Data Extract functionality under the

Help menu item to paste data to Excel Help menu item to paste data to Excel (works best with Internet Explorer) (works best with Internet Explorer)

Grant ReportingGrant Reporting

Banner Finance Self Service Banner Finance Self Service (formerly Web for Finance)(formerly Web for Finance)– Use Budget Status by Account query Use Budget Status by Account query – Enter Chart “P” and Grant Index Enter Chart “P” and Grant Index onlyonly– Will display Grant Inception to DateWill display Grant Inception to Date– Can drill down to transaction detail and Can drill down to transaction detail and

view document informationview document information– Can also download summary or detail to Can also download summary or detail to

ExcelExcel

Log into the Campus Portal and click on the Banner tab.

Click on the Financial Information Menu

Click on Budget Queries

Select Create a New Query -Type- Budget Status by Account, then click on Create Query

Select Accounted Budget, Year to Date, Encumbrances and Available Balance, then click on Continue

Enter Chart of Accounts “P” and Grant Index only, then click on Submit Query.

Click on an amount to view transaction detail

Click on a Document Code to view document information.

Grant ReportingGrant Reporting

Desktop Finance reporting databaseDesktop Finance reporting database– Budget status for single Grant IndexBudget status for single Grant Index– Budget status for Grants by Org code Budget status for Grants by Org code

(College or Dept/Center)(College or Dept/Center)– Budget status by Financial Mgr/PIBudget status by Financial Mgr/PI– Research activity by Org codeResearch activity by Org code– Research activity by Financial Mgr/PIResearch activity by Financial Mgr/PI– Indirect Cost Recovery (ICR) by College, Indirect Cost Recovery (ICR) by College,

Dept, PI and individual GrantDept, PI and individual Grant

Budget Status for Grant or Plant Fund w/Accounts ICRate: R58.31 ICBase: MTDC1 Fiscal Year: Index Index Title Project Investigator Program Administrator Project Period: Fiscal Period: 540286 Engineering Design and Terrance Boult Marcia Groover 11/2/2001 12/31/2002 Acct Code Acct Code Desc Orig Budget Adj Budget Curr Prd Act PTD Activity Commitments Avail Balance 61090 Faculty-Summer Teaching/Research 0.00 0.00 0.00 8,139.44 0.00 (8,139.44) 61510 Ra/Ga/Ta-No Fica 8,800.00 8,800.00 0.00 3,140.48 0.00 5,659.52 61560 Ra/Ga/Ta-With Fica 0.00 0.00 0.00 3,500.00 0.00 (3,500.00) 61780 Student-No Fica 2,300.00 2,300.00 0.00 6,719.00 0.00 (4,419.00)

Total: Salaries and wages 11,100.00 11,100.00 0.00 21,498.92 0.00 (10,398.92) 61980 Eb Reimb-Spon Resch 520.00 520.00 0.00 2,803.23 0.00 (2,283.23)

Total: Employee benefits 520.00 520.00 0.00 2,803.23 0.00 (2,283.23) 72610 Domestic Travel 3,000.00 3,000.00 0.00 1,285.72 0.00 1,714.28

Total: Travel 3,000.00 3,000.00 0.00 1,285.72 0.00 1,714.28 72040 Computer Supplies 2,562.00 2,562.00 0.00 208.35 0.00 2,353.65 72420 Telephone Tolls 0.00 0.00 0.00 2.10 0.00 (2.10) 73342 <=$5000 Computer Equip 0.00 0.00 0.00 2,169.25 0.00 (2,169.25) 73470 Freight And Express 0.00 0.00 0.00 40.76 0.00 (40.76)

Total: Other expenses 2,562.00 2,562.00 0.00 2,420.46 0.00 141.54 73240 >=$5000 Computer Equip 20,000.00 20,000.00 0.00 0.00 0.00 20,000.00

Total: Equipment 20,000.00 20,000.00 0.00 0.00 0.00 20,000.00 73571 Research Assistant Tuition 2,300.00 2,300.00 0.00 5,060.00 0.00 (2,760.00) 73572 Research Assistant Tech Fee 0.00 0.00 0.00 100.00 0.00 (100.00)

Total: Tuition 2,300.00 2,300.00 0.00 5,160.00 0.00 (2,860.00) Total: Direct Costs 39,482.00 39,482.00 0.00 33,168.33 0.00 6,313.67 79800 Indirect Cost-Research 10,018.00 10,018.00 0.00 16,331.67 0.00 (6,313.67)

Total: Indirect cost 10,018.00 10,018.00 0.00 16,331.67 0.00 (6,313.67) Total: Indirect Costs 10,018.00 10,018.00 0.00 16,331.67 0.00 (6,313.67)

Grand Total 49,500.00 49,500.00 0.00 49,500.00 0.00 0.00

Tuesday, April 27, 2004 Page 1 of 1

PTD Budget Status for Grants or Plant Funds (By Org Code) 220 College Of Business & Fiscal Year 2004 Financial Manager Index Orig Budget Adj Budget PTD Activity Commitments Avail Bal

Department: 2200 College Of Business & Economics Lehigh Professor 540444 Entrepreneurial Innovation Partners 165,000.00 165,000.00 0.00 0.00 165,000.00 165,000.00 165,000.00 0.00 0.00 165,000.00 Department: 2210 Economics Project Investigator 529391 Youth Entrepreneur 0.00 0.00 62.36 0.00 (62.36) Faculty Person 529363 ATP Program 145,896.00 145,896.00 122,031.33 0.00 23,864.67 Financial Manager 540020 NCIIA: Find.Location.Instantly 14,220.00 14,220.00 14,127.29 0.00 92.71 Financial Manager 540261 NCIIA: SOS: Syrup Out Signal - 13,900.00 13,900.00 11,686.47 0.00 2,213.53 Financial Manager 540435 IPD Project: New Design 13,600.00 13,600.00 5,181.01 0.00 8,418.99 Financial Manager 540436 IPD Project: Glow Friends 13,500.00 13,500.00 4,964.90 0.00 8,535.10 Financial Manager 540557 NCIIA: EcoTech Marine: Easy- 8,380.00 8,380.00 7,500.16 0.00 879.84 209,496.00 209,496.00 165,553.52 0.00 43,942.48 Department: CIAC Iacocca Institute Financial Manager 540447 Pennsylvania Governor's School of E 159,950.00 159,950.00 175,435.30 9,089.99 (24,575.29) Financial Manager 540235 FY 02/03 FLEX Global Village Alumni 48,000.00 48,000.00 23,564.60 0.00 24,435.40 207,950.00 207,950.00 198,999.90 9,089.99 (139.89) Department: CMAR Martindale Center Study/Private Ent Financial Manager 540244 Pension Plan Portfolios: Why Have 25,000.00 25,000.00 19,380.25 0.00 5,619.75 25,000.00 25,000.00 19,380.25 0.00 5,619.75 Department: CSBD Small Business Development Center Financial Manager 529208 1999/00 State Add'l 102,953.00 102,953.00 102,953.00 0.00 0.00 Financial Manager 529246 SBDC State Mark FY02 32,458.00 32,458.00 32,458.00 0.00 0.00 Financial Manager 529392 DETA FY 2001 39,937.00 39,937.00 39,937.00 0.00 0.00 Financial Manager 529393 DLA FY 2001 40,000.00 40,000.00 40,000.00 0.00 0.00 Tuesday, April 27, 2004 Page 1 of 2

PTD Budget Status for Grants or Plant Funds by Financial Manager Program Administrator: Marcia Groover Financial Mgr Project Investigator Index Index Title Orig Budget Adj Budget PTD Activity Commitmts Avail Bal Agency Name Start Date End Date Termed 533202 ARO Invest Image Fus 162,870.00 249,786.00 217,066.93 0.00 32,719.07 DOD-Navy-Chicago 8/1/2000 11/30/2004

533252 Multi-Sensor 24,994.00 24,994.00 21,661.99 0.00 3,332.01 DOD-Navy-Chicago 4/17/1996 8/31/1998

533255 ARL-Antenna Array 24,954.00 24,954.00 171.90 0.00 24,782.10 DOD-Army-Research 8/11/1997 6/30/2004 540042 ITR/SI(CISE): MIMO Processing 282,627.00 282,627.00 38,435.97 0.00 244,191.03 NSF-Directorate for Computer 9/1/2001 8/31/2006 540051 CISE Research Instrumentation: 33,140.00 33,140.00 33,140.00 0.00 0.00 Virginia Tech 8/1/2001 10/31/2003 540245 REU to 540042: ITR/SI (CISE): MIMO 12,000.00 12,000.00 2,119.57 1,500.00 8,380.43 NSF-Directorate for Computer 4/17/2002 8/31/2005 540451 MIMO for Sensor and Wireless 156,219.00 156,219.00 58,552.74 8,587.50 89,078.76 DOD-Navy-Chicago (AF) 4/1/2003 12/31/2004 540523 REU Supplement to 540042: 12,000.00 12,000.00 0.00 0.00 12,000.00 NSF-Directorate for Computer 7/3/2003 8/31/2005 540526 Low Light Level TV and uncooled 20,000.00 20,000.00 20,000.00 0.00 0.00 Northrop Grumman Corporation 7/15/2003 4/22/2004 540621 PITA VII - MIMO Wireless Network 30,000.00 30,000.00 8,671.45 3,975.00 17,353.55 PA-Department of Community 10/1/2003 6/30/2005

Program Administrator: Susan Disidore

Financial Mgr Project Investigator Index Index Title Orig Budget Adj Budget PTD Activity Commitmts Avail Bal Agency Name Start Date End Date Termed 540302 Optics II - MIMO Wireless 37,500.00 37,500.00 31,655.18 7,500.00 -1,655.18 PA-Department of Community 7/1/2002 12/31/2004 540465 Optics II - Coding and Equalization 37,500.00 37,500.00 13,602.95 1,500.00 22,397.05 PA-Department of Community 6/1/2003 12/31/2004 540541 Army Optics II - Image Fusion for N 87,259.00 87,259.00 69,979.86 10,620.00 6,659.14 DOD-Army-Research 7/1/2003 9/14/2004

Tuesday, April 27, 2004 Page 1 of 2

Research Expenses by College, Dept and PI (5xxxxx) FY: 2004 Period: 09 College: 230 College Of Education Grant Grant Title Total Expenses Tuition RA Stipend Equip Subcontracts ICR Co-PI Co-PI

Department: 2300 College Of Education Project Investigator (PI): John Doe Lehigh 540169 Develop an Integrated Cultures Curr 3,762.16 0.00 0.00 0.00 0.00 0.00

540485 Global Citizenship: Curriculum Pla 41,520.26 0.00 0.00 0.00 0.00 0.00

Totals for: John Doe Lehigh 45,282.42 0.00 0.00 0.00 0.00 0.00

Totals for: College Of Education 45,282.42 0.00 0.00 0.00 0.00 0.00 Department: 2305 Education & Human Services Project Investigator (PI): Jane Smith Lehigh 529557 Investigation Life 78,753.63 0.00 2,400.00 0.00 0.00 28,076.33 Ward Cates

540234 Investigating Life 193.58 0.00 0.00 0.00 0.00 0.00

Totals for: Jane Smith Lehigh 78,947.21 0.00 2,400.00 0.00 0.00 28,076.33

Project Investigator (PI): Faculty Person 539912 Built Environment 28,432.15 1,470.00 0.00 0.00 0.00 9,930.93

540478 Supplement to 539912: Built Enviro 17,687.00 7,840.00 8,300.02 0.00 0.00 0.00

Totals for: Faculty Person 46,119.15 9,310.00 8,300.02 0.00 0.00 9,930.93

Project Investigator (PI): Lehigh Professor 524181 SAPNA Website 99.00 0.00 0.00 0.00 0.00 0.00

Totals for: Lehigh Professor 99.00 0.00 0.00 0.00 0.00 0.00

Project Investigator (PI): PI Name 540091 Enhancing Mathematical Word Problem 145,151.84 4,410.00 17,000.00 0.00 47,648.78 34,288.75

Totals for: PI Name 145,151.84 4,410.00 17,000.00 0.00 47,648.78 34,288.75 Tuesday, April 27, 2004 Page 1 of 5

Indirect Cost Recovery by Grant Fiscal Year: 04 Period: 09 College: 240 College Of Engineering & App/Scien Grant Grant Org Grant Title Total IC Rate Univ. College Dept PI Basis Distr_ Doc Code

Total for Dept: Sherman Fair Ctr For Solid State 263.18

Department: SIPD IPD Program Financial Mgr: John Doe Lehigh 540437 SIPDFG Kauffman Collegiate Entrepreneurshi 121.11 S10.00 101.73 10.90 4.84 3.63 TDC1 JOCHS3 G0000295 540631 SIPDFG PITA VII - Infrastructure to Suppor 698.50 S10.00 586.74 62.87 27.94 20.96 TDC1 JOCHS6 G0000296 24.59

Total for Dept: IPD Program 32.78

Total for College: College Of Engineering & App/Scien 29,455.75

Tuesday, April 27, 2004 Page 27 of 27