Project Financial Summary Report

This guide will cover:

  • How to navigate and run the Project Financial Summary report
  • This report provides a high level overview of any project including items such as funding amount, actual expenses, variance and total committed costs on a project.

Step One

Upon accessing WyoCloud from WyoWeb, navigate to Reports and Analytics.

  • Click on the Navigator (three horizontal lines) in the upper left corner of the homepage.

  • First click on Tools to expand (you may need to scroll within the navigator), then click Reports and Analytics.

  • The Reports and Analytics page is displayed.

 

Step Two

Navigate to the Transactional Reporting Table of Contents, where the Outstanding P-Card Transactions Report is located.

  • Select the small double arrow above the search.

  • From the drop down, select Shared Folders.

  • All Shared Folders you currently have security access for will display.  To locate the Transactional Table of Contents, begin by clicking on the Custom folder (you may need to scroll to locate it).

  • Click Dashboards.

  • Click Table of Contents.

  • To open the Table of Contents, click on the title

Note: You can set the Table of Contents as a favorite for easier navigation in the future.  For directions see this Quick Reference Guide.

 

Step Three

Running the Project Financial Summary report

  • Under the Project Portfolio Management heading on the Table of Contents, click on Project Financial Summary.

  • The report will begin to automatically run a list of data for all Project Financial Summary and projects. **Wait until the report has produced a list of data before using any of the prompts

Example – report completed with full list of data

 

Step Four

Narrowing down the Project Financial Summary report

  • You may use the following prompts to narrow the report to only display projects relevant to your needs.  It is recommended at minimum to prompt by project number, project organization or principal investigator.  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 Name – Organization name of the department assigned to the project
    • Principal Investigator – Principal investigator (PI) assigned to the project
    • Accounting Date From – Beginning accounting date for the transactions
    • Accounting Date To – Ending accounting date for the transactions
    • Transaction Date From – Minimum transaction date
    • Transaction Date To – Maximum transaction date

 

The Accounting Date is when the transaction is recognized and posted to the general ledger (GL). The Transaction Date is when you performed the transaction. For example, you may receive an order for supplies on March 25th, but the payment was not posted to the GL until April 10th. The Transaction Date filter is applied to all the fields containing a dollar amount. 

 

  • After selecting desired prompts, click Apply

Example of using the Project Organization Name prompt:

  • The following columns are included:

Column Name

Column Definition

Project Number

Project number assigned

Project Name

Name of project

Project Type

Type of project related to the grant: UW Grant UW Grant Cost Share, UW Grant Cost Share - Foundation, UW Grant Cost Share - Indirect Cost, UW Grant Cost Share - Tier 1 Engineering, and UW Grant Cost Share - Unrestricted

Project Status

Status of project: Active , Pending Close, Closed, Draft and Submitted

Project Start Date

The date the project will start

Project End Date

The date the project will end

Principal Investigator

The principal investigator (PI) assigned to the project

Project Organization

Organization name the project is assigned to

Project Funding Amount

Funding amount (i.e., budget amount) of the project

Project Actual Expenses

Actual expenses that have been fully processed applied to the project

Project Funding to Actual Expenses

Variance between Project Funding Amount and Project Actual Expenses to provide a net amount of funding remaining

Project Committed

Committed costs on the project

 

Step Five

Exporting the data to Excel

  • The options to export and/or print are located on the top right side of the report.
    • Click on the gear icon
    • Hover over the Export option
    • Click on Excel (*.xlsx)

 

You have now navigated to and ran the Project Financial Summary report.

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Details

Article ID: 83805
Created
Thu 7/25/19 1:56 PM
Modified
Mon 7/29/19 3:12 PM