dataMarq Report Definition

The purpose of this dashboard is to give Business Directors, Grant Managers, and University Leadership direct insight into the current status of their grants.

The report has four pages displaying the following information:

1. Grant Projects Dashboard
• Total overall budget, total expenditures, encumbered expenses, projected compensation, and indirect costs. 
• Gauges for total budget expended plus encumbered as it relates to the grant overall as well as the individual expense subsections for compensation, operating, tuition expense, and subcontract.
• Table matrix for expense subsections with right click to drill down on each balance. 
• Drill through page displays a summary of balances for individual expense categories within a subsection (Operating Expenses: Supplies, Telephone, Professional fees, etc) and balance details for each Natural within the expense category.
• Filterable by Grant, RC, Investigator, and Grant Status.
2. Grant Budget History
• Line and stacked column chart displaying Totals Actuals + Encumbrances over period for the life of the Grant.
• Table displaying records for journal entry line items comprising the total actuals and encumbrances for the grant by period.
• Filterable by Grant Number, RC, Grant Status, Expense Subsections, Expense Categories, Expense Accounts, Period, and Period Date.
3. Grant Salary Detail
• Table displaying all current and past assignments for employees hired under a grant account.
• Table with past and projected payrolls for all employees hired under a grant.
• Filterable by Grant Number, RC, Grant Status, Payroll Transaction date.
4. Grant Operating Enc & Invoices on Hold
• Table for Open Operating Encumbrances under a grant.
• Table for Accounts Payable invoices on hold.
• Filterable by Grant Number, RC, Grant Status