Heinz School
Carnegie Mellon
Quick Tips – Grants Management (GM) Project Detail Reports (Budget)
The Project Detail Report shows the months actuals, cumulative actuals, open encumbrances, budget and budget
remaining for a project and related tasks during a specified period of time. The timeframe can be for one month or for
a series of months (quarterly, bi-annually, yearly etc.) and depends on the dates you specify when running the report.
One-Time Setup
The first time you run this report, you will need to setup your “Personal Profiles” (instructions follow Step 5). This
step is only done once and can be skipped in all subsequent report sessions. After setting your Personal Profiles, use
the following steps to run and print your reports:
Step 1. Login
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Go to FMP (Financial Management Project) website - https://webiso.andrew.cmu.edu/login.cgi
At the WebISO Secure Login window enter your andrew “User Name” and your andrew “Password”.
At the FMP website click on Oracle Production (PCORA) (Windows only - Requires Jinitiator)
At the Oracle Applications window enter your andrew “User Name” and your andrew “Password”.
Select Grants Level 10 from the Responsibilities list and click OK.
Step 2. Select the Report
¾ Select Other->Requests->Run->Single Request->and click OK, a Submit Request dialog box will open.
¾ Position your cursor in the Request Name field, click on the List-of-Values (LOV) button and select
“CMU: Project Detail Report”, and click OK.
¾ A Parameters dialog box will open. Enter your project parameters following the guidelines below:
ƒ Project Number
Enter the project number from your account string
ƒ Project Name
Leave blank
ƒ Project Organization
Leave blank
ƒ Project Member
Leave blank
ƒ Project Role
Leave blank
ƒ Project Type
Leave blank
ƒ Project Status
Leave blank
ƒ Project Budget Type
Click on the List-of-Values (LOV) button, select “AC”
and click OK
ƒ Project Start Date
Leave blank
ƒ Project End Date
Leave blank
ƒ Report Period
Leave as is (field should contain N/A)
ƒ Begin Period
Click on the List-of-Values (LOV) button, select the desired
month (i.e., Dec01-02 is Dec 2001 in fiscal year 2002, click OK
ƒ End Period
Click on the List-of-Values (LOV) button, select the desired
month, click OK
ƒ Personnel Detail (Y/N)
Click on the List-of-Values (LOV) button, select the desired choice (Yes if
you do want to see personnel detail on your report, otherwise No), click
OK
ƒ Revenue
Click on the List-of-Values (LOV) button, select No, click OK
¾ Click OK in the Parameters dialog box.
Office of Fiscal Management
As of April 23, 2004
page 1
Heinz School
Carnegie Mellon
Step 3. Run the Report
¾ From the Submit Request window, click the Submit Request button at the bottom right of the screen.
¾ Click on the Refresh Data button to check the progress of your report. Monitor the Phase field on the
screen, once the status changes from Pending to Completed the report is finished.
Step 5. Re-size and Print the Report
¾ From the Requests window and with your cursor on the row that contains the new report, click View
Output. A new window will open revealing the report.
¾ From the menu, select Special->Copy File.
¾ Netscape will be launched, click Continue, select Open it, and click OK.
¾ Word will be launched, select Plain Text and click OK.
¾ Set the page orientation to Landscape (Select File->Page Setup->Landscape).
¾ Set the top, bottom, left, and right margins to .25” (Select File->Page Setup->Margins).
¾ Set the font size to 6 (Edit->Select All and Format->Font).
¾ Queue the report to print (File->Print).
Setup Your Personal Profile
¾ Use these instructions to setup your Personal Profile so that you can print your reports from Microsoft
Word. You will only need to do this step once, prior to the first time you run a report, since the system
will store your preferences for future use.
¾ Login to the Oracle Application using your andrew username and password.
¾ Select CMU Application Utilities from the Responsibility List and click OK.
¾ Double click on Personal Profiles and the profiles table will open.
¾ From the menu, select Go->Last Record->Continue to End->Microsoft Word 7.0 and click OK.
¾ Use the left scroll bar and scroll backwards until you see the words “Viewer: MIME Type for Text” in
the Profile Name column.
¾ Position your cursor in this row in the User Value field and type “application/msword”.
¾ From the menu, select Action->Save.
¾ From the menu, select Action->Close Form.
¾ Click on the Hat icon and select Grants Level 40, click OK.
¾ Since you are already logged in, proceed to Step 2 to start the report process.
Special Notes
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To logout, select Action->Exit Oracle Applications and click OK.
Online help is available by selecting the Help menu from the Navigator window.
Technical help is available from the Office of Computing Services at x8-3425 or heinz.computing@andrew.cmu.edu
Additional help is available from the Office of Fiscal Management at x8-6060 or HBH 1107.
These instructions reside on the Heinz School website at http://www.heinz.cmu.edu/staff/fiscal/ and can be obtained
by clicking on “Quick Tips- Grants Management (GM) Project Detail Reports (Budget)”.
Office of Fiscal Management
As of April 23, 2004
page 2