Viewing Award Data

This topic lists common elements used in this section and discusses how to view award data.

Page Name

Definition Name

Usage

Award Summary Page

GM_PT_AWD_SUMMARY

View summary information for awards.

Award Detail Page

GM_PT_AWD_DETAIL

View detail information for awards.

Award Detail - Demographic Page

GM_PT_AWD_DEMO

View demographic information for awards.

Award Detail - Project Page

GM_PT_AWD_PROJ

View project information for awards.

Award Detail - Budget Status Page

GM_PT_AWD_BUD

View budget status information for awards

Field or Control

Description

Institution & Sponsor Links

Click to access the Sponsor websites page.

Funding Allocations

Click this link to access the Review Award Modifications page.

Milestone Notifications

Click this link to access the Milestone Notification History page.

Protocols

Click this link to access the Protocols page

Award Attachment

Click this link to access the Contract - Attachments page.

Reports

Click this link to access the Administration page of the Report Manager option for Reporting Tools.

Use the Award Summary page (GM_PT_AWD_SUMMARY) to view summary information for awards.

Navigation:

Grants > Grants Portal > Award Information > Grants Portal Award Summary

This example illustrates the fields and controls on the Award Summary page. You can find definitions for the fields and controls later on this page.

 Award Summary page

Use this page to view a complete list of awards that are unique to the ID of the user who is logged into the portal. This page is the primary portal page when the portal is accessed by each user.

Field or Control

Description

You have # new items in your worklist

Displays the number of items in the user's worklist.

Last Process Date/Time

Displays the date and time derived from the completion of the application engine process used to update the information displayed in the portal.

Maximum Rows to Retrieve

Specify the number of rows to retrieve on the Award Summary page.

Balances

Select an option to control how the balances in the Financial tab are calculated. Options include:

  • Both: Select to display sponsor, cost share budget, expenditure, encumbrance, and preencumbrance balances on the Financial tab.

  • Cost Share: Select to display only cost share financial balances on the Financial tab.

  • Sponsor: Select to display only sponsor financial balances on the Financial tab.

Include F&A (include facilities and administration)

Select to allow users to include F&A budget and expenditure totals in the Budget and Expenditure columns on the Financial tab.

Budget Period From

Select the budget period begin date to use when calculating balances on the Financial tab.

Thru

Select the budget period end date to use when calculating balances on the Financial tab.

Bud Ref (budget reference)

The label of this field is determined by the option selected in the Budget Group By field on the Installation Options - Grants Portal page. For example, if you select Budget Ref as the budget group by, then the system displays Bud Ref as the field label. If you select Account as the budget group by, then the system displays Account as the field label. Depending on the field label, the system displays the field value.

Date Selection

Select one of these options:

  • As of Date and enter a specific date in the field to the right.

  • Month End and select a month in the field to the right.

Recalculate

Click to recalculate totals displayed in the grid and on the Financials tab if you change information in the Financial Information Calculation Options group box.

Burn Rate Indicator

Displays the burn rate indicator definitions. Burn rate indicator percentages are defined on the Burn Rate Indicator Setup page.

See Burn Rate Indicator Setup Page.

Demographics

Field or Control

Description

(check box)

Select this check box, and then click the Update Total Amount button to update the information displayed in the Total Amount of Selected Items group box.

(burn rate indicator)

Displays the burn rate indicator for the award.

Award ID

Displays awards by award number in ascending order. Click this link to access the Award Details Inquiry page

Short Title

Displays the short title of the award. Click this link to access the Award Profile page.

Primary Project

Displays the primary project as a link. Click this link to access the Project Details Inquiry page.

Project Title

Displays the short title of the project. Click this link to access the Project - General Information page.

Award Begin Date and Award End Date

Displays the award begin and end dates.

Sponsor

Displays the sponsor for the award. Click this link to access the Award Sponsor page.

Reference Award Number

Displays the Reference Award Number.

Federal Award Identification Number

Displays the Federal Award Identification Number.

Contact PI (contact principal investigator)

Displays the contact PI.

Total Amount of Selected Items

Field or Control

Description

Selected

Displays the number of awards selected on the page. To update this value, select the check box to the left of the award ID and click the Update Total Amount button.

Funded, Budgeted, Expended, Encumbered, Pre Encumbered, Remaining Balance, Invoiced, Received, Unpaid

Displays the sum of the named column, which is displayed on the Financial tab, for the selected items.

Update Total Amount

Click to recalculate the Total Amount of Select Items fields.

Funded

Field or Control

Description

Funded

Displays the funded amount for the award. Click the amount link to access the Funding Inquiry page. This amount includes F&A regardless of whether the Include F&A check box is selected in the Financial Information Calculation Options group box.

Budgeted

Displays the budgeted amount for the award. Click the amount link to access the Award Details Inquiry - Budgets page. The calculation for this amount depends on the values in the Balances, Budget Period From, and Thru fields in the Financial Information Calculation Options group box. Only Funded amounts for which the PC distribution status is D are included in the Budgeted amount total.

Note: This may differ from budget amount displayed on the Funding Inquiry page because the criterion is different when the amount is displayed.

If the Include F&A check box is selected, then the amounts that are included in the accounts, which are selected in the FA Accounts section of the Facilities Admin Options page, are included in the budgeted amount.

Expended

Displays the expended amount for the award. Click the amount link to access the Expenditure Details Inquiry page. The calculation for this amount depends on the values in the Balances, Budget Period From, and Thru, Date Selection, and Budget Group By fields in the Financial Information Calculation Options group box. If the Include F&A check is selected, then amounts that have a commitment control amount type of 7 are included. See the following table that explains how the data is selected.

Encumbered

Displays the encumbered amount for the award. Click the amount link to access the Encumbrance Details Inquiry page. The calculation for this amount depends on the values in the Balances, Budget Period From, and Thru fields in the Financial Information Calculation Options group box. F&A is not calculated on encumbrances. See the following table that explains how the data is selected.

Pre Encumbered

Displays the pre-encumbered amount for the award. Click the amount link to access the Pre Encumbrances Details Inquiry page. The calculation for this amount depends on the values in the Balances, Budget Period From, and Thru fields in the Financial Information Calculation Options group box. F&A is not calculated on preencumbrances. See the following table that explains how the data is selected.

Burn Rate

Displays the burn rate percent that is used to display the visual indicator on the left.

Invoiced

Displays amounts for invoices with a status of INV (invoiced) and for which the business unit is GM (Grants Management).

Received

Displays amounts for which the business unit is GM. Click the amount link to access the Invoice and Payment Details Inquiry page

Unpaid

Displays the item balance amount for which the business unit is GM. Click the amount link to access the Invoice and Payment Details Inquiry page.

Grant Administrator

Displays the grant administrator for the award. Click the link to display the Award Administrator page.

This table explains how the data is selected depending on the selection in the Balance and FA fields:

Balance

FA

Data Selected

Both

Y

Sponsor direct, sponsor FA, cost share direct, cost share FA, and third party costs.

Both

N

Sponsor direct, cost share direct, and third party costs.

Sponsor

Y

Sponsor direct, sponsor FA, and third party costs.

Sponsor

N

Sponsor direct costs.

Cost Share

Y

Cost share direct, cost share FA, and third party costs.

Cost Share

N

Cost share direct and third party costs.

Compliance

Field or Control

Description

Human Protocol

Displays Yes as a link if human protocols exist for the award. Click the link to access the Protocols page. If human protocols do not exist for the award, the field is blank.

Animal Protocol

Displays Yes as a link if animal protocols exist for the award. Click the link to access the Protocols page. If animal protocols do not exist for the award, the field is blank.

Use the Award Detail page (GM_PT_AWD_DETAIL) to view detail information for awards.

Navigation:

Grants > Grants Portal > Award Information > Grants Portal Award Detail

This example illustrates the fields and controls on the Award Detail page. You can find definitions for the fields and controls later on this page.

 Award Detail page

Field or Control

Description

Search

Click the Search button, after selecting a business unit and an award ID, to display the detailed information for the award.

Recalculate

Click after selecting new values in the Financial Calculating Option group box, to recalculate the values displayed in the Award Detail group box. The open fields in the Financial Calculating Option group box operate the same as the Award Summary page.

Grant Administrator

Displays the grant administrator as a link. Click the link to access the Award Administrator page.

Sponsor

Displays the sponsor as a link. Click the link to access the Sponsor page.

Funded Amount

Displays the funded amount as a link. Click the link to access the Funding Inquiry page.

Use the Award Detail - Demographic page (GM_PT_AWD_DEMO) to view demographic information for awards.

Navigation:

Grants > Grants Portal > Award Information > Award Detail > Demographic

This example illustrates the fields and controls on the Award Detail - Demographic page. You can find definitions for the fields and controls later on this page.

 Award Detail - Demographic page

Field or Control

Description

Billing Terms

Displays the billing terms as a link. Click the link to access the General Information page of the Create and Amend component for customer Contracts.

Previous Contract

Displays the previous contract as a link. Click the link to access the Previous Award page of the Additional Information component for the award profile.

Flow Through

Click to access the Flow Through page of the Additional Information component for the award profile

Cost Share Flag

Click to access the Cost Sharing page of the Additional Information component for the award profile.

Project

Displays the project as a link. Click the link to access the Project Details Inquiry page. Projects are listed in ascending order.

Amendment Number

Displays amendments in ascending order when the contracts header has a status of complete.

Use the Award Detail - Project page (GM_PT_AWD_PROJ) to view project information for awards.

Navigation:

Grants > Grants Portal > Award Information > Award Detail > Project

This example illustrates the fields and controls on the Award Detail - Project page. You can find definitions for the fields and controls later on this page.

 Award Detail - Project page

Field or Control

Description

Facilities and Admin

Click this link to access the Facilities and Admin page, which displays the rate type, base ID, and rate percent for the project and activity.

Use the Award Detail - Budget Status page (GM_PT_AWD_BUD) to .

Navigation:

Grants > Grants Portal > Award Information > Award Detail > Budget Status

This example illustrates the fields and controls on the Award Detail - Budget Status page. You can find definitions for the fields and controls later on this page.

 Award Detail - Budget Status page

Use this page to view sponsor and cost share budgets for an award.

Sponsor

Field or Control

Description

Budget Item

Displays budget items for the awards that meet the criteria in the Financial Calculation Option group box on the Award Detail page.

Budgeted

Displays the sum of the sponsor budget amounts that meet the criteria in the Financial Calculation Option group box on the Award Detail page.

Expended

Displays the sum of the sponsor expenditure amounts that meet the criteria in the Financial Calculation Option group box on the Award Detail page.

Encumbered

Displays the sum of the sponsor encumbrance amounts that meet the criteria in the Financial Calculation Option group box on the Award Detail page.

Pre Encumbered

Displays the sum of the sponsor preencumbrance amounts that meet the criteria in the Financial Calculation Option group box on the Award Detail page.

Total Direct

Displays the sum of Budgeted, Expended, Encumbered, Pre Encumbered, and Remaining Balance columns. Total Expended, Total Encumbered and Total Pre-Encumbered links to the corresponding inquiry page.

Total FA

Displays these values for each column:

  • Budgeted: The sum of the Sponsor Budget FA amount that meets the criteria in the Financial Calculation Option group box on the Award Detail page.

  • Expended: The sum of the Sponsor Expenditure FA amount that meets the criteria in the Financial Calculation Option group box on the Award Detail page.

  • Encumbered: 0.00. (The Encumbered column will always be zero, as F&A is not being calculated for encumbrances, only for costs.

  • Pre Encumbered: 0.00. (The Pre Encumbered column will always be zero, as F&A is not being calculated for pre-encumbrances, only for costs.)

Totals

Displays the sum of Total Direct and Total FA for the column.

Cost Share

The values in the Cost Share group box are calculated the same as those in the Sponsor group box with the exception that they are from cost share budgets for the award.

Field or Control

Description

Remaining Balance

Displays the sum of sponsor budget remaining balance total and the cost share budget remaining balance total amounts.