Project Use Report – Job Aid
MYR-204d
What is the Project Use Report?
The Project Use Report displays Actual Revenues, Expenses, Other Changes, and
Net Position by Project Use, an attribute of the Project chartfield, which indicates a
specified activity or purpose of the project. Report defaults to Level C of the
Account tree, but can also be viewed at Account Level B, D, & E.
What can I learn from the Project Use Report?
 Provides clear reporting of Revenues, Expenses, Other Changes and Net Position
totaled by Project Use on an annual or YTD basis (depending on the time filters
used).
 Report can be run for a Control Point, Division, and Department or at the Dept ID
posting level.
 Allows Actual Expenses, Revenues and Other Changes to be expanded and
collapsed up and down the Account tree to see data at many account levels
 Provides drill-through capability to Revenues, Expenses and Other Changes totals
by Project Use to display transaction details.
 Provides calculated positive or deficit Net Position totals by Project Use category
for the Account Level selected.
Report Filters
 The Report Date Range for this report can be changed – either by Month and
Year, or by Quarter. If you select Quarter, the Report Date Range will be
automatically updated to reflect the corresponding quarter(s).
 Account Titles displayed with black underlines can be expanded to see additional
details. In the graphic below, “SPONSORED PROJECT REVENUE" is expanded to
view all revenue line items that roll up to the Account Level. Click on any
underlined titles to view the next level down.
 In addition to the Business Unit, you must enter a value for at least one chartfield
indicated by an orange triangle.
Tips & Tricks
 Report defaults to Account level C. The level can be changed to summarize at a
higher Level B, or changed to provide greater granularity at level D or level E.
 Report displays data according to the dates selected in the filter page, and totals
Revenues, Expenses, Other Changes and Net Position by Project Use.
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Project Use Report – Job Aid
MYR-204d
 To collapse a previously expanded item, right-click on any expanded black
underlined item and select “Drill Up”. In the graphic below, the “SPONSORED
PROJECT REVENUE” parent is being collapsed.
 Drill-through functionality is indicated in the report by blue hyperlinks. To view
the details of the value, click the hyperlink to generate a Transaction Detail
Report. The report displays in a new browser tab.
 Net Position is calculated and totaled by Project Use at the bottom of the report.
For detailed information on the calculation of Net Position, please refer to Job Aid
COA-214
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