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Principal Investigator Expenditure Certification Checklist (PDF PDF)

How to lookup AR (Invoice Number) in NUFinancials (PDF PDF)

Total Cash Received on Sponsored Awards (PDF PDF)

Payroll Journal Flowchart for Chicago (PDF PDF)

Paper Payroll Journal Approval Flowchart for Chicago (PDF PDF)

Project Cafe training guides . . .

Searching for Sponsored Invoices in NUFinancials (PDF PDF)

Searching for Sponsored Payments in NUFinancials (PDF PDF)

Detailed Project Cafe Training Guides for Reporting and much more...

Useful Cognos Reports for Monitoring Your Grant

GM044 - Sponsored Project Portfolio

  • This report displays balances for active projects including totals for direct and indirect expenditures as well as encumbrances by department and/or principal investigator
  • It can run for negative balances only to monitor deficit spending
  • Drill through available by project to the GM045 - Sponsored Project Budget Statement

GM086 - Projects Balances Report

  • Similar to Sponsored Project Portfolio, but with added data fields including ASRSP GCFA Name, Award ID/Sponsor ID, Start and End dates
  • No drill through capability

GM045 - Sponsored Project Budget Statement

  • Displays direct and indirect expenditure totals by project against the total budget amount along with project demographic data
  • Dollars are broken out and shown by Current Accounting Period, Fiscal Year to Date, and Inception to Date

GL008 - Revenue and Expense Activity Report

  • All transactions affecting the budget for the current period
  • Revenue and expense are displayed by Project and it is possible to drill through to transactional data

SC016 - Open Encumbrances

  • Shows open encumbrances and helps users to reconcile budgets and track purchase orders that have not been finalized

GL005 - Summary Budget Status

  • Summarizes budget for revenue and expenses for a specific Fund, Dept ID, Project
  • Can be used to track cost sharing commitments and funding received for a project

GL069 - Financial Summary

  • Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable
  • Can be used to track cost-sharing commitments