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Finance -- Grad Consortium and MS Biotech Project Balances


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Date Published:

Published In:


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6/10/2021

Finance




Brief Description

This app summarizes budget, expense, and balances for the Graduate Consortium and MS Biotech department in the current fiscal year.

Data Classification

Internal

Developer

Melissa Chan

Primary Audience

Individuals identified by Darlene Wood

Data Sources

FINANCE_QVDs_WISDM: GL_STAR_FACT (for non payroll), PAYROLL_STAR_FACT (for payroll), ACCOUNT_DIMENSION,DATE_DIMENSION, DEPARTMENT_DIMENSION, EMPLOYEE_HISTORY_DIMENSION, JOURNAL_REFERENCE_DIMENSION, PROJECTS; FINANCE_QVDs_AADW: WAWR_SFS_PROJECTS_TB

Data Load Schedule

Daily

Definitions

Available Directs Balance: Equals the grant/contract direct cost budget estimated at the time of the grant award minus actual direct expenses. Does not include indirect budget or expenses. This will be different than the Balance amount if an award has both a direct and indirect budget. WISER can show the calculation details to support this amount.
Balance: Equals total budget minus total expenses minus total encumbrances.
Budget: Equals total budget loaded into Wiser for grants. The timing a budget is loaded is when the grant award notification is received by the Research and Programs Office. The amount may be different to the total expected award due to timing differences and contingencies that need to be met (IRB approval, etc.). Budgets for fund 136 projects include beginning fund balance, current revenue, and sales credits. Budgets for fund 233 projects include revenue and sales credits.
Expenses: Equals total transactions posted to the periods selected.

Plans for Future Development


Additional Notes

This app provides data for the most recently completed fiscal year. For year-end processes data does not rotate to the next fiscal year until August 15th

This app contains data for the following project departments:
- 530245 & 534500 - Molecular & Environmental Toxicology Center (METC)
- 530246 Administration for Environmental Toxicology Graduate Programs (ERP)
- 537201 Molecular & Cellular Pharmacology (MCP)
- 530227 Administration
- 5317xx MS Biotech

Data may lag behind WISER by 1 or 2 days depending on refresh times.
Includes data where Project Status is 1-Open or 2-Ended - Past Official End Date.
Data are cumulative for the current Fiscal Year, starting with Period 0-Beginning Balance.
This app excludes the following:
- Fringe Pool Clearing funds
- SMPH Medical School Development Funds (defined as Fund 233 in the SFS.WAWR_SFS_PROJECTS_TB table)
- General-Fringe-Calculated Encumbrances Account 198E

V1 published 6/10/2021
V2 published 1/12/2022 to add the MS Biotech department