Run Emergency Expenditure Tracking Report 1.0
Supplemental Job Aid

Date: 07/14/2017

Target Audience:Project Processor

Purpose: This Supplemental Job Aid provides the instructions onrunning emergency expenditure report and query.

Statewide Incident Summary Report

Step 1:Navigate to the Add/Update Project Activity FA Rates page:

  • Navigation: Main Menu FI$Cal ProcessesFI$Cal ReportPC ReportStatewide Incident Details Rpt

Step 2:Click the Add a New Valuetab

Step 3: Enter Run-Control ID (user-defined) valueand click on “ADD” button

Step 4: On the Statewide Incident Summary Report:

Enter the following required parameters:

  • Emergency Type
  • Statewide Incident ID
  • PC Business Unit Option. This report can be ran with “All”, for all BU’s, or “Specific” for certain BU.
  • From Date
  • To Date

Then click Run

Step 5: On the Process Scheduler Request Page:

Click OK

Step 6: Select Process Monitor link.

Step 7: Monitor the process until the Run and Distribution Statuses show “Success” and “Posted” status. Then click on Go Back to Statewide Incident Summary Rpt hyperlink.

Step 8: Click onReport Manager hyperlink to view the report. Under Report, click the link corresponding to the report.

Click the link corresponding to the report under File list.

Step 9:

The report header will include the run control parameter on the top left hand corner. The report date and time on the top right corner. The Center title should be “Statewide Incident Summary Report.

The report detail will include PC Business Unit, Project ID, Project Description, Fund, Budget, Encumbrance, Expenditure, Balance, Reimbursement, and Sub total BU, Incident total by Fund and Incident Total.

ZZ_EMERG_PROJE_TRANSACTIONS QUERY

Step 1:Navigate to Query Viewer page.

• Navigation: Main Menu > Reporting Tools > Query > Query Viewer

  • Query name: ZZ_EMERG_PROJ_TRANSACTIONS
  • Click Search
  • Under Run to Excel, click on Excel hyperlink.

Step 2:Enter the following required parameters:

  • PC Business Unit
  • Statewide Incident Number
  • From Date
  • To date
  • Date Type

Then click View Results box, click Save and click Open.

Step 3: Report displays required emergency chartfields values.

Besides the project transaction chartfields, the emergency project report/query will also include incident date, statewide incident number, statewide incident name, emergency type, incident location, operation period from, operation period to, state assembly district, state senate district, federal district and departmentlead. See below.

FI$Cal.340 - Run Emergency Expenditure Tracking Report 1.0Page 1 of 12

Created 07/14/2014