BUworks: Grants Management Reporting (for Faculty)
Grants Management Business Warehouse Reports (for Faculty)
Course type: Hands-on lab; participants will use their own data in the production environment.
Course level: Introductory
Expected duration: 1-1.5 hours
Description: We will explore the Faculty Grant Management Business Warehouse (BW) reports that were developed specifically for use by faculty to view their grant budget and expense activity at the grant, sponsored program, sponsored class, and G/L account levels. The reports we investigate include Grants by Investigator, Grant Expenses by Sponsored Class, and Grant Expense Detail.
Target Audience: (1) Principal or Co-Principal Investigators who need to monitor grant budgets and expenses; (2) departmental grant administrators who want to learn about this set of GM reports.
- You should be a PI or Co-PI for an active grant OR a Departmental grant administrator.
- Confirm that you have access to the Grants Management reporting area:
- Go to BUworks Central, click on Reporting, then Accounting (FI), and then Grants Management (Faculty) Reports. Click on the first report in the list, Grants by Investigator. A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
- If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Grants Management reports.