Session 17: FM Report Standardized Parameters

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March 17, 2008
FM Report Parameter Standardization
Starting March 17, 2008
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FM report parameters will be expanded
Parameters provide additional options
New selection options added
“Hidden” parameters are made visible
Parameters presented in consistent order
May reduce the need to make/maintain
customizations
• All existing custom reports will continue to
work with no change required.
Features
• Expanded Selection Options
– Individual Project or Award
– MBU
– Dept
– miscellaneous others based on report
• Enter the parameters you want to use
• Use wild card character, “%”, in those you don’t
want to use
• “Default to prior period” option for scheduled
reports.
email: ODSADMIN@Virginia.edu for scheduling privileges.
NOTE: Use of Wild Card
The ability to select multiple values,
and the wild card character, “%”,
are mutually exclusive.
Select Multiple
Wild Card Character
Note: Default to prior period
• Cannot select multiple periods when the
default to prior period is included in the
report parameters.
• Multi-Period Expense Only
New tab added to FM_Expenditure Detail
by Project and Award:
– Select/enter one or more periods
– Shows only expenses – no commitments
New Page Items
• MBU
• Dept
• Added on the right.
• Drag to the left to use
as page item.
No Parameter changes made
to the following reports:
FM_Labor Suspense Project Status
FM_PI… reports (all)
FM_SP…reports (all)
FM_Usages and Unbalanced Usages reports
No MBU or Dept option
included on these reports
• FM_Active and Inactive Award-ProjectTask Combinations
• FM_OTPS Suspense Report Balance
• FM_Award BBA by Award Manager
Scheduled Reports
Reminder – after March 17, 2008
• When you schedule a report it stores a
copy of the report in the scheduler.
• You must delete any current scheduled
reports and reschedule after March 17
to pick up the new report changes.
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