Project Expenditure Details Report

This guide will cover:



This report provides the details available for each expenditure that is charging against a project.


Step One

Navigating to the Transactional Reporting Table of Contents

  • Navigate to WyoCloud and click on the Reporting Table of Contents tile.

Step Two

Running the Project Expenditure Details report

  • Under the "Grants Management - Awards and Projects" heading on the Table of Contents, click on Project Expenditure Details.

  • The report will open in a new browser tab.


Step Three

Narrowing Down and Running the Project Expenditure Details report

  • You may use the following prompts to narrow the report to only display projects relevant to your needs.  It is recommended to prompt by project number. Note, in most cases you can leave a prompt blank or leave the default in any or all prompts. 

    • Project Number – Project number

    • Project Organization – Organization name of the department assigned to the project

    • Accounting Date From – Beginning accounting date for the expenditures

    • Accounting Date To – Ending accounting date for the expenditures

    • Expenditure Date From – Beginning expenditure date for expenditures

    • Expenditure Date To – Ending expenditure date for the expenditures

    • Expenditure Category – High-level classification of expenditures (ex. salaries, wages, and fringe benefits)

    • Invoice Number – Invoice number for the associated expenditure

    • Department Projects – The department name the project(s) is assigned to that will provide a listing of all organizations within that department and their projects

    • Subdivision Projects – The subdivision name the project(s) is assigned to that will provide a listing of all organizations and departments within that subdivision and their projects

The Accounting Date is when the expenditure is recognized and posted to the general ledger (GL). The Expenditure Date is when the expenditure was incurred.  For example, you may receive an order for supplies on March 25th, the invoice for the supplies was received on April 1st, and payment was issued on April 10th, thus posted to the GL on April 10th.

  • After selecting desired prompts, click Apply


The following columns are included:

Column Name

Column Definition

Project Number

Project number assigned

Project Name

Name of project

Project Organization

Organization name the project is assigned to

Accounting Date

Date when the expenditure is recognized and posted to the general ledger (GL)

Expenditure Date

Date when the expenditure was incurred

Transaction Number

System-generated number that uniquely identifies the expenditure item. This number can be used to search within Grants Management or Projects depending on your security roles to view the original document within the application.

Expenditure Organization

Organization where the expenditure was charged to

Expenditure Category

High level classification of expenditures (ex. Salaries, Wages, and Fringe Benefits)

Expenditure Type

Detailed classification of expenditures (ex. Fringe Rate)

Funds Status

Status of funds for the project allocated to the expenditure: Failed, Reserved, Reserved with warning, In process, etc.

User Batch Name

Name of the journal entry batch number associated with the expenditure. This column also includes the IDT number.

Document Name

Type of document associated with the expenditure (ex. IDT, Expense Report, Miscellaneous Expenditure Burdened, etc.)

           PO Number

            Identifying number associated with an approved requisition

Invoice Number

The invoice number associated with the expenditure (this number can either be the supplier invoice or expense report number)

Employee Name

Name of the employee for either a personal reimbursement or any p-card transaction processed on an expense report. Note: The employee name will not populate for payroll expenditures.

Supplier Name

Name of the supplier the expenditure is for


Line description associated with the expenditure

Expenditure Amount

Total expenditure amount

Last Updated Date

The last date the expenditure item was updated

Last Updated By

The employee username of the person who last updated the expenditure item


Step Four

Exporting the data to Excel

  • The options to export and/or print are located on the top right side of the report.

  1. Click on the gear icon 

  2. Hover over the Export option

  3. Click on Excel (*.xlsx)


You have now navigated to and ran the Project Expenditure Details report.

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Article ID: 83993
Tue 7/30/19 8:12 AM
Mon 6/17/24 1:17 PM