Project Expenditure Summary Report

This guide will cover:

  • How to navigate and run the Project Expenditure Summary Report
  • This report provides a high level overview of all expenditures by expenditure category and expenditure type for any 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 Expenditure Summary Report

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

 

  • The report will begin to automatically run a list of data for all Project Expenditure 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 Expenditure 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 or project organization. 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
    • 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

 

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

 

  • 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 Organization

Organization name the project is assigned to

Expenditure Category

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

Expenditure Type

Detailed classification of expenditures (ex. Fringe Rate)

Raw Cost Amount

Base cost of the item without any burden added to acquire the product/service

Expenditure Amount

Total expenditure amount

 

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 Expenditure Summary Report.

 

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Details

Article ID: 83811
Created
Thu 7/25/19 2:15 PM
Modified
Tue 7/30/19 8:07 AM