/
PI Expenditure Detail Report PI Expenditure Detail Report

PI Expenditure Detail Report - PowerPoint Presentation

brooke
brooke . @brooke
Follow
66 views
Uploaded On 2023-07-27

PI Expenditure Detail Report - PPT Presentation

As explained by your friendly neighborhood OSP Team The Why The When Report Sent By Expenses Included Through 01312021 12302020 4302021 3312021 7312021 6302021 10312021 9302021 ID: 1011682

projects expenses total tab expenses projects tab total details posted

Share:

Link:

Embed:

Download Presentation from below link

Download Presentation The PPT/PDF document "PI Expenditure Detail Report" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.


Presentation Transcript

1. PI Expenditure Detail ReportAs explained by your friendly neighborhood OSP Team

2. The WhyThe WhenReport Sent By:Expenses Included Through:01/31/202112/30/20204/30/20213/31/20217/31/20216/30/202110/31/20219/30/2021The What

3. The How (to use)Pivot Tab

4. If desired, the PI can change the filter to "No" to display ALL the PI's projects. All old/closed projects will then show up…. …and the Grand Total on the “Pivot” tab will then match the total expenses on the “Details” tab.

5. Details TabDetails of ALL project expenses posted to ALL the PI's projects. Expenses posted pre-FY20 (before 7/1/20) are SUMMARIZED VY ACCOUNT WITH A DEFAULT DATE LISTED AS 8/8/1988 (Data Warehouse system limitation)If details are needed for any of these legacy expenses, please request from your assigned Sponsored Projects Analyst (SPA).

6.