Session 9

UVA PA Installment vs Project Funding vs Expenditures

Focus on Reports

To print:

• Right click

• Choose “Print”

• Change option “Print What?” from “slides” to “note pages”

• Click ok

Report features• This report provides an overall view of:

– How award installments are allocated to projects in the way of funding,– What portion of the project funding has been budgeted, and – The amount each project has expended and encumbered.

• It can be used to:– Confirm that award installments are fully funded and budgeted. – View summarized budget, expenses, and encumbrances by project– Aid in award management, particularly if you are not fully funding and

budgeting all award installments.

• Note: The report shows current totals only. It cannot be run historically.

Award Prefix Cash Budget

G No Yes

SG/LG No Yes

LC No Yes

SR No Yes

EI/DI/FI No Yes

EU/ER Yes Optimal

DU/DR Yes Optimal

FA/IP/YY/LS Yes Optimal

SA/LA/SS/LO Yes Yes

Managing to Cash vs BudgetManaging to Cash vs Budget

UVA PA Installment vs Project Funding vs Expenditures

Standard Report run from the Integrated System Application(available to GM responsibility holders)

InstallmentsAward

Authority to spend

Funding Project Authority to Spend

Questions