1. Active Project List Report

2. ReviewProject Budgets and Expenditures

3. Sponsored Programs BvA

Research Administration Development Program

The Office of Sponsored Programs (OSP) offers a two-year training program designed to offer peer training, leadership opportunities and mentoring experiences to college and department-based research administration professionals. For more information, visit the ReADy: Research Administration Development Program page.

The Sponsored Programs Budget vs Actual (BvA) should be used to monitor sponsored program activities for any combination of Awards, Projects, Colleges, Departments and/or Principal Investigators. The BvA allows visibility of the actual and committed expenditure totals in the financial system along with the established budget on the sponsored project. The report is refreshed nightly so with the exception of that day’s transactions, it is current. The BvA report allows the user to track spending trends and stay abreast of activities that impact the management of projects and awards.

• Use this tool to ensure there is budget available for planned transactions and keep the PI up-to-date on remaining funds available.

• The report face shows the Award number and name, the proposal number, the Project number and name, the PI, the Project start and end dates, the fund code, the cost center, and budget, actual expenditures, commitments, amount remaining and budget percent remaining by budget category.

• Use the filters at the top of the page to choose what information you want to view. You can view by Project, by Department, by PI etc to narrow down the result to the level in which you desire to review.

• Keep in mind the Commitment column only includes items encumbered in the financial system – travel authorizations, purchase orders, and pending invoices. Payroll commitments are not included.

• When viewing the BvA, you can click on the hyperlinks in the report for detail. For example if you want to see what transactions are included in Other Expenses, Commitment, just click on the figure listed in that column and you will be directed to a new page with spending detail.

• When reviewing the BvA pay special attention to the burn rate, overspending in a category or project overall, project information that doesn’t match your records.