The Summary Report presents a snapshot of fund balances (the net of allocations, expenses, and encumbrances for the current fiscal year), grouped by Agency Category (i.e. categories commonly used by granting agencies).

Note!  Indirect Cost and Financial Aid balances are presented separately in the lower section of the report.

Icons are used to indicate fund status.

Fund Details include Fund Number, Agency, and the first several characters of the Fund Description.

Hover over the column heading to view additional details about a fund.

Within the Reports section of the Summary Report (located at the bottom of the Summary Report), links are available to view the Notice of Award.

Click the "View" link to open the desired Notice of Award.

The resulting screen lists links to view the Notice of Award (multiple links will be presented for awards with renewals or continuations).

The selected Notice of Award will be displayed.

The Reports section (located at the bottom of the Summary Report) contains links to view the UCRFS Inception to Date Report. The Inception to Date Report provides financial information about the contract or grant since its inception.

Click the "View" link to open the desired Inception to Date Report.

By default, projections are included on the Summary Report. Salary projections are automatically calculated using the campus payroll system.  Projections can be managed using the Viewing Options menu.

Payroll projections are calculated from both the HRDW (Human Resources Data Warehouse) and the SuperDOPE (Distribution of Payroll Expense) application.  MORE...

The footer section of the Summary Report indicates the viewing options selected.

The Current Month Detail Report provides a list of all transactions that have posted to the selected fund for a specific month.

Click on a fund number from the Summary Report to access Current Month Detail Reports

The report is presented in a simple, easy-to-read format with columns indicating the transaction description, account number description, and transaction amount.

Links are available to drill into additional travel, purchase order, and salary/benefit information.

The first row of the Current Month Detail Report indicates the balance forward from the previous month, and the final row provides totals for the month and an ending balance.

Purchase order transactions include links to view additional information about the transaction.

Similarly, travel expenditures include a link to view additional details.

Selecting the link associated with the travel expenditure displays the expense details from UCR's travel expense reporting system (iTravel).

The PI Preferences view allows PIs to customize their view of the PI Web Reporting System.

PIs may rename funds, re-order funds, select funds to display that did not initially meet the display criteria (e.g. the fund has expired), and apply color schemes.

PAYROLL PROJECTIONS

The PI Web Reporting System automatically calculates salary and benefit projections. These projections are presented on the Summary Report.  Salary projections are calculated from the Human Resources Data Warehouse (HRDW) using Pay Rate and Percentage through the PPS End Date of the appointment.  If the PPS End Date extends beyond the fund end date an icon will highlight this condition.

More Information

MANAGING PAYROLL PROJECTIONS

PIWRS Coordinators may edit, delete or add new payroll projections.

Please Note:  Edits to payroll projections are included on PI Reports if they are active projections with Start and End Dates applicable to the Monthly Report.  Further, changes to payroll projections must be made by the monthly cut-off date.  PIWRS Coordinators receive monthly email notifications with cut-off date information.

VIEWING PAYROLL PROJECTIONS

Select the category of Payroll Projections and a listing of system generated projections will display. Projections may be sorted by PI Name or Fund number.

Use the edit or delete icons as needed.

ADDING PROJECTIONS

To create a new projection select t ADD PROJECTION

Enter payroll projection details and click SAVE to complete the entry.

NON-PAYROLL PROJECTIONS

Non-Payroll projections may be added to PI reports.  Non-Payroll projections are typically expenses such as future travel or pending purchases (e.g., items that have not yet been encumbered via the campus purchasing application eBuy).

ADDING NON-PAYROLL PROJECTIONS

Select Non-Payroll Projections.  A listing of Non-Payroll projections will display.  Add, Edit or Delete options are available.  Select ADD PROJECTION to create a new non-payroll projection.  If the non-salary projection is for a shared fund select the SHARED entry and the shared fund FAU combination from the drop-down menu.

ADDING NON-PAYROLL PROJECTIONS, CONT'D

Enter the required fields and click SAVE to complete the entry.

SHARED FUNDS, Non-Contract & Grant Funds

Shared Funds (non-Contract/Grant funds) may be added to a PI Report. Shared funds are typically general funds that are allocated to PIs via a cost center and/or project code designation.

ADDING SHARED FUNDS

Select the Shared Funds Non-C&G menu item to view existing shared fund entries.  Click the ADD SHARED FUND icon to create a new shared fund entry.

Shared funds are presented on the Summary Report with a "Shared" prefix label.  Hover text presents additional details regarding the shared fund entry.

A corresponding Current Month Report is also available.

MODIFYING SHARED FUNDS

Use the COPY option to update allocation amounts for a shared fund. 

Note!  Shared fund entries, once created, cannot be deleted if a report has already been generated.  To stop a shared fund entry from displaying on future PI reports edit the shared fund entry and adjust the end date accordingly.

COLLABORATOR REPORTS

PIs may authorize Collaborators to view specific fund reports. For example, a Prime PI may wish to designate other researchers access to fund reports.  Users designated as Collaborators view reports via a Collaborator tab in the PIWRS application.

More information regarding PI Preferences