Project Comparison Report
The Project Comparison Report displays Revenues, Expenses, Other
Changes, and Net Position by Project in side-by-side columns. The report is
best used to compare a small set of non-sponsored Projects.
What can I learn from the Project Comparison Report?
• Compare Projects side-by-side in a Profit & Loss statement format
• Compare Plan to Actuals, or Actuals plus Forecast, for each Project
• View calculated Variance from Plan for each Project
• View data at levels B through E of the Account tree
Report Date Filters
Check the box if you wish to Show
Expanded Columns with the Plan, Actuals
& Forecast view. Example:
Without Expanded Columns
With Expanded Columns
The report can be run by Fiscal Year, or by selecting a Report Date Range.
To choose the dates for your report, select the desired radio button for:
You can also expand columns in the report view
Choose the type of project(s) to display:
Choose to Include only Sponsored
Projects
Fiscal Year (default) – Select the desired fiscal year to display from the
drop-down menu.
-ORReport Date Range (Actuals Only) – Run the report based on a choice of
date range by selecting a From and To date. If you run your report using
the Report Date Range, only Actuals will be displayed since Plan and
Forecast data from UPlan is only available on a fiscal year basis.
Report Specific Filters
Or Include All Projects
Report Output
Choose data to include
in your report by
selecting the desired
radio button:
Choose a report output using the radio buttons:
When using the
Fiscal Year date
option, you may choose Actuals Only, Plan & Actuals (default), or
Plan, Actuals & Forecast
When using the Report Date Range option, you can view Actuals
Only and cannot override this setting
Revised February 2016
Include only Non-Sponsored Projects
(default)
View the report in On Screen HTML (default)
Run the report to a PDF
Run the report to Microsoft Excel
MyReports – Job Aid
Page 1 of 2
Project Comparison Report
Working in the OnScreen HTML Report View
Report defaults to Account Level C. You
can change the Account Level using the
drop-down menu in the upper left-hand
corner of the report:
If you ran your report by Fiscal Year and it displays
Plan, Actuals & Forecast, you may select the
checkbox and click Update to Show Expanded
Columns (YTD Actuals and Forecast to Year End),
or uncheck and click Update to hide YTD Actuals and
Forecast to Year End columns.
This option is also available from the filter page.
Blue hyperlinked Actuals drill to the Transaction
Detail Report (TDR) when selected. The TDR displays
in a new window or tab.
Drill down functionality is indicated by the
black underlined font. To view details at a
lower level of the Account tree, expand
the line by clicking the item.
Tips & Tricks
• This report may not return any data if too many Projects are included in the
selection criteria. This most commonly occurs when the selected Dept ID is
high in the Dept ID tree, or when a Dept ID has a very large number of
Projects.
• You can use the Project chartfield filter to select Projects in two ways:
1. By entering a specific Project(s)
2. To narrow to a group of Projects by deselecting a specific Project(s)
from an initially selected group of Projects
• The Project Use filter can be used to narrow a group of Projects to a
specific use, such as Recharges or Costed Central Activities
• Comparing across Projects is accomplished by scrolling horizontally across
the report. Comparing a small number of Projects provides the best overall
user experience in the report view.
• Expanding columns for a large number of Projects in the Plan, Actuals, &
Forecast display will result in a very wide report
• Data for this report includes the last closed month and excludes partial or
open periods
• Plan and Forecast data come from UPlan and are only available at the
UPlan Planning Dept ID levels for the SFCMP Business Unit. Plan and
Forecast data are not drillable to UPlan.
• Net Position (displayed in this report) is typically used with non-sponsored
Projects; Financial Balance (not displayed in this report) is typically used
with sponsored projects.
o This report does not include sponsored project inception to date
balances
o This report does not include sponsored project budget balances
Additional Information & Assistance
To collapse the group, right-click and
select “Drill Up” from the pop-up menu:
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• Additional information about MyReports including how to request access,
training, and contact information can be found on the Controller’s Office
website (http://controller.ucsf.edu/fin_reports/)
• If you require help or have a question about a specific report, contact the
Controller’s Office Solution Center at COSolutionCenter@ucsf.edu or
415.476.2126
• To stay informed about MyReports news, join the MyReports ListServ.
Follow the directions on the MyReports Contacts page
(http://controller.ucsf.edu/fin_reports/contact.asp)
MyReports – Job Aid
Revised February 2016