Principal Investigator Expenditure Certification Checklist (
PDF)
How to lookup AR (Invoice Number) in NUFinancials (
PDF)
Total Cash Received on Sponsored Awards (
PDF)
Payroll Journal Flowchart for Chicago (
PDF)
Paper Payroll Journal Approval Flowchart for Chicago (
PDF)
Project Cafe training guides . . .
Searching for Sponsored Invoices in NUFinancials (
PDF)
Searching for Sponsored Payments in NUFinancials (
PDF)
Detailed Project Cafe Training Guides for Reporting and much more...
Useful Cognos Reports for Monitoring Your Grant
GM044 - Sponsored Project Portfolio
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This report displays balances for active projects including totals for direct and indirect expenditures as well as encumbrances by department and/or principal investigator
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It can run for negative balances only to monitor deficit spending
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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
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Displays direct and indirect expenditure totals by project against the total budget amount along with project demographic data
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Dollars are broken out and shown by Current Accounting Period, Fiscal Year to Date, and Inception to Date
GL008 - Revenue and Expense Activity Report
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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
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Shows open encumbrances and helps users to reconcile budgets and track purchase orders that have not been finalized
GL005 - Summary Budget Status
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Summarizes budget for revenue and expenses for a specific Fund, Dept ID, Project
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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
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Can be used to track cost-sharing commitments

