Grant Budget Dashboard

Quick link back to graphic above (dashboard is reflective of month-end management reports). You can look at a dashboard for each individual grant. Like a physical dashboard with dials, gauges and indicator lights, the financial status is shown as dials which color communicate general health of the grant.

• Red = overdrawn [not shown]
• Yellow = funds close to being spent out [>90%]
• Green = general good health

This tab shows key overview data such as grant title, the grant number, the grant status, the grant start and end dates, the budget line, the actual expenses, and the available balance.​  

Itemized list and description of expenditures based on natural (entries are posted daily, indirects are posted at month-end).

• Stacked columns show how you have spent your money ​
• Colors represent expense category keywords. ​Click on a color in the stack of interest to see Journal Entries
• Solid yellow line shows budget that was loaded

Slider under Period Dates heading can be used to refine the period data selected.​

Sortable list of salary spent, pulled from labor distribution reports. This report is helpful in calculating effort reporting (entries are posted with payroll close).

• Grant Employee Assignments table shows everyone who has been hired on this grant, start and end dates for each person and projected fringe benefits
• Grant Payroll table combines Labor Distribution Report (LDR) with who will still be paid on this grant

Slider under Payroll Transaction Dates heading can be used to refine the period data selected.

A list of items in which funds are currently encumbered and waiting to be paid. This is an important tab to monitor, especially when approaching the end of a grant. This tab provides details for: Open POs thatxc appear on encumbrance report; anything on hold within A/P due to insufficient funds. If invoices are on hold because of insufficient funds, please work with postaward@marquette.edu to assist with budget transfers.