To view the remaining balance of your sub project
- Reports, Your reports, Budget statement (or budget statement – multi year if your sub project is a research, Knowledge Exchange (KE), Scottish Funding Council (SFC) sub project).
- Enter the sub project within sub project like under selection criteria and search.
It is possible to drill down on the transfers, awaiting approval, approved amount, expenditure and income by selecting the appropriate option from the drop down within links to reports.
Note that the following potential future spend will not appear on the budget statement but should be taken into account, where relevant, when reviewing outstanding balances:
- future salary costs: where salary costs are charged to a sub project the system will not reflect the remaining costs for the financial year, only the payments to date
- salary costs in arrears: where there may be salary costs in arrears these will not be reflected in the system until they are paid
- currency fluctuations: where transactions are made in foreign currencies there will be a time delay in posting any fluctuations between commitments and actual
To view the remaining balance of your project
- Reports, your reports, budget statement (PM) (or budget statement – multi year (PM) if your project is a research, KE, SFC project).
- Enter the project within project like under selection criteria and search.
To view a transaction
- Reports, your reports, GL transaction enquiry.
- Place a tick within A and C checkboxes.
- Enter the relevant search criteria (for example, transaction number within the ‘TransNo like’ or if you wish to see all of the transactions for a sub project enter the sub project within ‘Sub Project like’) under selection criteria and search.