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Dashboard - Project/Grant

PeopleSoft Financials 9.2

  • Select the Budget Management homepage

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  • Select the Project/Grant Budget Dashboard tile

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  • Choose Create / Modify groups of projects/grants

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  • Enter the name of the Group you are creating

  • Enter the Unit (CLKSN for 5-digit projects / CLKGM for 6-digit Grants)

  • Enter the 5-digit Project number or 6-digit Grant number

  • For multiple projects/grants, hit the + button (at the project level) and add a row for each additional project/grant

  • Select Save & Return

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  • Select for the Group that should be the default when you initially launch the Project/Grant Dashboard

  • Use the  button at the Group level to add/remove groups

  • Use the  button at the project level to add/remove projects/grants

  • Use the  button to search for valid values

  • Use the  navigation to toggle between groups

  • Use the drop-down to choose the Group you wish to review

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The resulting screen should look similar to this example. 

image2018-10-22_15-7-42.png

  • For grants, you are allowed to spend up to the amount of the Budget.

  • For projects, you are allowed to spend up to the amount of the Revenue.

  • Use the icon to download a grid to Excel

  • Use the button to drill down to the transaction level

Missing Access? Have Questions? Contact budgets@clarkson.edu

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