• FRIGITD allows users to see all financial information for a grant and the associated funds within the grant record.
• Users can view information in both summary and detailed output.
• Specific periods can be defined for a "snapshot" view of a budget.
• Selecting "Fund Summary" will populate all financials for funds associated with the grant.
• Users can run various types of searches
  • Include or exclude revenue
  • Include or exclude indirect costs

STEPS

• Enter "W" in the Chart of Accounts
• Enter Grant number
• Select Acct Types from Account Summary:
  • Level 1 Account Types = Labor and Direct Expenditures high level view
  • Level 2 Account Types = high level view of entire budget
  • All Levels = detailed view of budget line items within Account Categories
• Select the following if you want to populate related information
  • Include Revenue: populates revenue (54) line item
  • Exclude Indirect Costs: shows budget without the Indirect Cost line item
  • Fund Summary: output reflects all associated funds. User can select fund record within the output to highlight budget information for selected fund

EXAMPLE:

• Basic budget search for Level 2 Account Types (High Level):

1. Enter "W" in the Chart of Accounts
2. Enter the FUND number, TAB over to Account Summary
3. Select Level 2 Account Type, Select GO

TIP: Best practice is to search from the Fund Number rather than the Index. Searching from the Index will not provide up-to-date and accurate fund information. However, if you want to see the entire Fund Summary for a Grant, search from the Grant Number and select Fund Summary, then Go.

Level 2 Summary

1. Summary of Search criteria
2. High Level Account Type
3. Description of Account Type
4. Adjusted Budget = Budget as entered by SPA; budget allocation totals for Account Type
5. Activity = Expenditures to date within Account Type
6. Commitments = funds committed but not yet fully expended
7. Available Balance for each Account Type
8. Net Totals for outlined sections

EXAMPLE:

• Detailed budget search using All Levels:

1. Enter "W" in the Chart of Accounts
2. Enter the FUND number, TAB over to Account Summary
3. Select All Levels Account Type, Select GO

4. Highlighted Accounts are the High Level Account Types shown in Level 2. Those accounts nested within each are the accounts that have incurred expenses or have activity on them
5. Select Related, then Grant Detail Information to see detail within a particular line item
6. Example: To see Grant Detail Information for line item 72162 (supplies), Select Related, then Grant Detail Information

7. Transactional detail for 72162 populates
8. More detail can be accessed by again highlighting a record, selecting Related, then Encumbrance Detail:

EXAMPLE:

• Using Fund Summary:

1. This feature highlights all funds associated with a grant record: sub-funds, cost-share funds
2. Enter "W" in the Chart of Accounts
3. Enter the GRANT number, TAB over to Account Summary
4. Select All Levels Account Type
5. Check Fund Summary, then Select GO

• Top section of page shows all associated funds and their summary information
• Selecting a fund from the top section populates the fund's detailed information on the bottom section of the page
• Eight funds are nested under the grant account
• Net Totals for the selected fund are shown at the bottom of the page.

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