Heinz School

Carnegie Mellon

Quick Tips Grants Management (GM) Project Detail Reports (Budget)

The Project Detail Report shows the months actuals, cumulative actuals, open encumbrances, budget and budget remaining for a project and related tasks during a specified period of time. The timeframe can be for one month or for a series of months (quarterly, bi-annually, yearly etc.) and depends on the dates you specify when running the report.

One-Time Setup
The first time you run this report, you will need to setup your Personal Profiles (instructions follow Step 5). This step is only done once and can be skipped in all subsequent report sessions. After setting your Personal Profiles, use the following steps to run and print your reports:

Step 1. Login
Go to FMP (Financial Management Project) website - https://webiso.andrew.cmu.edu/login.cgi At the WebISO Secure Login window enter your andrew User Name and your andrew Password. At the FMP website click on Oracle Production (PCORA) (Windows only - Requires Jinitiator) At the Oracle Applications window enter your andrew User Name and your andrew Password. Select Grants Level 10 from the Responsibilities list and click OK.

Step 2. Select the Report

Select Other->Requests->Run->Single Request->and click OK, a Submit Request dialog box will open. Position your cursor in the Request Name field, click on the List-of-Values (LOV) button and select CMU: Project Detail Report, and click OK. A Parameters dialog box will open. Enter your project parameters following the guidelines below: Project Number Enter the project number from your account string Project Name Leave blank Project Organization Leave blank Project Member Leave blank Project Role Leave blank Project Type Leave blank Project Status Leave blank Project Budget Type Click on the List-of-Values (LOV) button, select AC and click OK Project Start Date Leave blank Project End Date Leave blank Report Period Leave as is (field should contain N/A) Begin Period Click on the List-of-Values (LOV) button, select the desired month (i.e., Dec01-02 is Dec 2001 in fiscal year 2002, click OK End Period Click on the List-of-Values (LOV) button, select the desired month, click OK Personnel Detail (Y/N) Click on the List-of-Values (LOV) button, select the desired choice (Yes if you do want to see personnel detail on your report, otherwise No), click OK Revenue Click on the List-of-Values (LOV) button, select No, click OK Click OK in the Parameters dialog box.

Office of Fiscal Management

As of April 23, 2004

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Heinz School Step 3. Run the Report

Carnegie Mellon

From the Submit Request window, click the Submit Request button at the bottom right of the screen. Click on the Refresh Data button to check the progress of your report. Monitor the Phase field on the screen, once the status changes from Pending to Completed the report is finished.

Step 5. Re-size and Print the Report

From the Requests window and with your cursor on the row that contains the new report, click View Output. A new window will open revealing the report. From the menu, select Special->Copy File. Netscape will be launched, click Continue, select Open it, and click OK. Word will be launched, select Plain Text and click OK. Set the page orientation to Landscape (Select File->Page Setup->Landscape). Set the top, bottom, left, and right margins to .25 (Select File->Page Setup->Margins). Set the font size to 6 (Edit->Select All and Format->Font). Queue the report to print (File->Print).

Setup Your Personal Profile

Use these instructions to setup your Personal Profile so that you can print your reports from Microsoft Word. You will only need to do this step once, prior to the first time you run a report, since the system will store your preferences for future use. Login to the Oracle Application using your andrew username and password. Select CMU Application Utilities from the Responsibility List and click OK. Double click on Personal Profiles and the profiles table will open. From the menu, select Go->Last Record->Continue to End->Microsoft Word 7.0 and click OK. Use the left scroll bar and scroll backwards until you see the words Viewer: MIME Type for Text in the Profile Name column. Position your cursor in this row in the User Value field and type application/msword. From the menu, select Action->Save. From the menu, select Action->Close Form. Click on the Hat icon and select Grants Level 40, click OK. Since you are already logged in, proceed to Step 2 to start the report process.

Special Notes

To logout, select Action->Exit Oracle Applications and click OK. Online help is available by selecting the Help menu from the Navigator window. Technical help is available from the Office of Computing Services at x8-3425 or heinz.computing@andrew.cmu.edu Additional help is available from the Office of Fiscal Management at x8-6060 or HBH 1107. These instructions reside on the Heinz School website at http://www.heinz.cmu.edu/staff/fiscal/ and can be obtained by clicking on Quick Tips- Grants Management (GM) Project Detail Reports (Budget).

Office of Fiscal Management

As of April 23, 2004

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