Body
This guide will cover:
Information
This report provides a summary by expenditure type for each project.
Step One
Navigating to the Transactional Reporting Table of Contents
Step Two
Running the Project Expenditure Summary Report
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=3ecb9864-1203-4e87-85ed-cb18267e7237.png)
Step Three
Narrowing Down the Project Expenditure Summary Report
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=f00bbc4b-1ea5-4eb4-909f-e3bb0a929255.png&beidInt=166)
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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.
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![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=3b22653c-f6d3-439d-ae5a-95fc1e3e7fe5.png)
- Example of using the Project Organization prompt:
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=642c3067-5abe-476b-984f-8a8711b125f7.png)
Step Four
Interpreting the Columns in the Report
Column Name
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Column Definition
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Project Number
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Project number assigned
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Project Name
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Name of project
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Project Organization
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Organization name the project is assigned to
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Expenditure Organization
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Organization that owns the grant
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Expenditure Category
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High level classification of expenditures (ex. Salaries, Wages, and Fringe Benefits)
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Expenditure Type
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Detailed classification of expenditures (ex. Fringe Rate)
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Expenditure Amount
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Total expenditure amount
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Step Five
Exporting the data to Excel
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Click on the gear icon
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Hover over the Export option
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Click on Excel (*.xlsx)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=3e42bce1-1fbf-43ab-a258-0d5d8c293196.png)
You have now navigated to and ran the Project Expenditure Summary Report.