The General Ledger is to be used when you are charging either personnel or non personnel expenses that support the operation of your organization.
A project is used for expenses associated with a specific purpose within the organization. These funds can not be used for the general operation of your organization.
- Internally Designated (projects that begin with "2")
- Faculty Research (projects that begin with "3")
- Gifts (projects that begin with "5")
- Endowments (projects that begin with "6")
- Grants (projects that begin with "8")
- Cost Share (projects that begin with "9")
- Log into Oracle (Cornerstone)
- Click on Tools --> Reports and Analytics
- Click on Browse Catalog
- Open the Endowment Spend Allocation Status Dashboard by clicking on
- Shared Folders --> Custom --> RU Saved Queries --> Projects --> Endowment Spend Allocation Status Dashboard
- In the parameters section, you can search for your department's UDO, and then click "Apply"
- A report will generate showing your department's endowed funds. There are four columns you will need to pay most attention to:
- "Current Year Beginning Balance" will show any available amount carried over from the prior fiscal year.
- "Current Year to Date Expense" shows the amount of expenses charged to the endowment fund for the current fiscal year.
- "Full Year Projected Operating Income" shows the amount of income the endowment fund is projected to earn in the current fiscal year.
- "Current YTD Projected Operating Balance" shows the amount of money available to spend (Beginning balance - YTD Expense + Projected Income).
This can be found in the "Go To Reports" of the Chancellor's Office website, or by clicking here!
- You can get access from the forms repositories listed below:
- Procurement forms repository
- Cornerstone (Ledger and Tableau) Forms Repository located on the Controller's website.
