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NIH/LOC 51 QUARTERLY REPORT

NIH/LOC 51 QUARTERLY REPORT. NIH/LOC 51 QUARTERLY REPORT. Sign onto IRIS, and enter transaction CNS41. NIH/LOC 51 QUARTERLY REPORT. NIH/LOC 51 QUARTERLY REPORT. Enter “0000000000001” into the PS Info Profile field. NIH/LOC 51 QUARTERLY REPORT. NIH/LOC 51 QUARTERLY REPORT. Select:

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NIH/LOC 51 QUARTERLY REPORT

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  1. NIH/LOC 51 QUARTERLY REPORT

  2. NIH/LOC 51 QUARTERLY REPORT Sign onto IRIS, and enter transaction CNS41.

  3. NIH/LOC 51 QUARTERLY REPORT

  4. NIH/LOC 51 QUARTERLY REPORT Enter “0000000000001” into the PS Info Profile field.

  5. NIH/LOC 51 QUARTERLY REPORT

  6. NIH/LOC 51 QUARTERLY REPORT Select: Goto - Variant Get Variant

  7. NIH/LOC 51 QUARTERLY REPORT

  8. NIH/LOC 51 QUARTERLY REPORT Enter “Aldena1” into the Variant field. Press Execute

  9. NIH/LOC 51 QUARTERLY REPORT

  10. NIH/LOC 51 QUARTERLY REPORT 1 selection criteria is selected. This variant should pull all Projects and WBS Elements with a Letter of Credit Code of 51.

  11. NIH/LOC 51 QUARTERLY REPORT

  12. NIH/LOC 51 QUARTERLY REPORT Once you execute, the report will bring up all Projects and associated WBS Elements with a LOC of 51.

  13. NIH/LOC 51 QUARTERLY REPORT

  14. NIH/LOC 51 QUARTERLY REPORT To make this report look better, I usually just pull the WBSE’s only. To see just the WBS Elements, click on: View  Select Object Types  And then deselect the Project Definition Button.

  15. NIH/LOC 51 QUARTERLY REPORT

  16. NIH/LOC 51 QUARTERLY REPORT Green arrow through the Hierarchy Level message. No entry is needed.

  17. NIH/LOC 51 QUARTERLY REPORT

  18. NIH/LOC 51 QUARTERLY REPORT

  19. NIH/LOC 51 QUARTERLY REPORT To add a field, click on the “Choose Fields” Button

  20. NIH/LOC 51 QUARTERLY REPORT

  21. NIH/LOC 51 QUARTERLY REPORT You will then view all fields for possible selection. For this report, I usually add the letter of credit field.

  22. NIH/LOC 51 QUARTERLY REPORT

  23. NIH/LOC 51 QUARTERLY REPORT

  24. NIH/LOC 51 QUARTERLY REPORT You then download as an unconverted text file. Then convert to an Excel file. Then save as an Excel Spreadsheet.

  25. NIH/LOC 51 QUARTERLY REPORT

  26. NIH/LOC 51 QUARTERLY REPORT

  27. NIH/LOC 51 QUARTERLY REPORT Now, run a Schedule G to display the financial info. Use transaction ZSCG, then enter the period desired.

  28. NIH/LOC 51 QUARTERLY REPORT

  29. NIH/LOC 51 QUARTERLY REPORT Once the Schedule G finishes, you will need to save it as an unconverted text file for use in Monarch.

  30. NIH/LOC 51 QUARTERLY REPORT

  31. NIH/LOC 51 QUARTERLY REPORT

  32. NIH/LOC 51 QUARTERLY REPORT Now go to Monarch, and open up the saved Schedule G text file.

  33. NIH/LOC 51 QUARTERLY REPORT

  34. NIH/LOC 51 QUARTERLY REPORT You will need to put this in a manageable form in order to download the expenses to Excel. Open the Schedule G model located at I:Depts/CR/Common/Bill/R3SchG

  35. NIH/LOC 51 QUARTERLY REPORT

  36. NIH/LOC 51 QUARTERLY REPORT Now click on: Window Table

  37. NIH/LOC 51 QUARTERLY REPORT

  38. NIH/LOC 51 QUARTERLY REPORT You will not need the first column that comes up (Function), but everything else should be used.

  39. NIH/LOC 51 QUARTERLY REPORT

  40. NIH/LOC 51 QUARTERLY REPORT Click on: File  Export Table And take to Excel

  41. NIH/LOC 51 QUARTERLY REPORT

  42. NIH/LOC 51 QUARTERLY REPORT

  43. NIH/LOC 51 QUARTERLY REPORT You now have 2 Excel Spreadsheets (The Master Data and the Schedule G) that can be joined by using access. The end result will look like this…

  44. NIH/LOC 51 QUARTERLY REPORT

  45. THE END!!!

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