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Reports (Transaction Summary)

Direct Costs will be listed on the Budget Summary report directly under the Total Expenditures line.

Indirect Costs can be found on the Budget Summary report listed as Total FAC and Admin Cost under the Total Expenditures line. They can also be found on the Transaction Summary report as a line for Indirect Costs.

Reports (Budget Summary)

Direct Costs will be listed on the Budget Summary report directly under the Total Expenditures line.

Indirect Costs can be found on the Budget Summary report listed as Total FAC and Admin Cost under the Total Expenditures line. They can also be found on the Transaction Summary report as a line for Indirect Costs.

During the Biennium Crossover periods (June, July, and August of odd years), MyFinancial.desktop (MyFD) may not display Budgeted Amounts. Budgeted amounts for biennial budgets are not available until late August, after all final calculations for the closing biennium are complete. Until this time, there are no budgeted amounts available in the University's financial systems, including FIN/FAS and the Buget System (BGT)

MyFinancial.desktop automatically displays the reporting time period options that are logical for each specific budget type. For example, for grant budgets the "Activity to Date" option is available, for state budgets, the "Fiscal Year" and "Biennium" options are available.

Even though we know the budgeted amount for grants, during the Biennium Crossover period, all budgeted amount data becomes unavailable in the University's financial systems. When the budgeted amounts for biennial budgets become available, budgeted amounts for ALL budget types, including grants, are uploaded to the Budget System and Financial Systems; this generally occurs in late August. At this point, the budget balance for grants will be re-displayed in MyFinancial.desktop.

MyFinancial.desktop automatically displays the correct Project Reporting Period for each specific budget type and by extension, the correct Remaining Budgeted Amount. For example, most state budgets do not use the Project Reporting Period account flag. MyFD will display the Remaining Budgeted Amount correct for that budget type. However, when a user displays the Project Reporting Period box on their Budget Summary, MyFD allows the user to determine when it is appropriate to select the Project Reporting Period account flag.

We recommend removing the Project Reporting Period box from your Budget Summary page. This can be accomplished through the Setup page. The result is that MyFD will always display the correct view based on your budget type, with the appropriate Remaining Budgeted Amount. See this screenshot.

How to remove the Project Reporting Period box:

Click on Setup
Expand the "Set my Reporting Screen Defaults" section
Uncheck the box for " Show Project Reporting Period Selection" in the Global Defaults section
Save your reporting screen defaults.
Select a report from the Reports drop down menu