Advanced Search

Advanced Search


This screen allows users to search for funding commitments based on many different criteria.

Multiple search criteria
If you enter data into multiple search fields, the search will return only the records that match all of those fields. You can use this to run a broad search that finds many records, or a narrow search that finds just a handful of data.
Some fields allow the selection of multiple options; in this case, matching any of the selected options will count as a match on that field.




Saved Searches

If you find you are running similar searches over and over again, you can save a search and re-use it later.

How to set up a saved search:
    Fill out your desired search terms
    Click the Save Search button
    Enter a name for the saved search and click Save Search
    Your saved searches, if any, will appear in a dropdown list above the search menu




Export to CSV


CSV stands for comma-separated values. This is a file format that can be loaded into Excel or other spreadsheet programs.

Follow these steps to export a CSV file:
    Run a search
    At the bottom of the search grid, click on the Export to CSV button
    In the export menu, select which fields you would like to export
    You can select fields individually, or use options such as "Select All Commitment Details" to select all fields within that category.
    When you are ready, click Export

Funding Commitment Data export only:
    A user can choose the following export options when using search criteria in the Transfer Details section:
    Export All Commitment Lines
    This will export all lines from the funding commitments that match your search criteria
    Export Selected Lines Only
    This will ONLY export the lines that specifically match your search criteria.

The CSV file will contain all of the line items for the commitments which showed up in search results (one row for each line item).


Saved Selections

Within the CSV export menu, you may find yourself choosing to export the same columns over and over again. If you do, you can save your selections for later.

Steps to set up a saved export:
    Select all of the columns that you want
    Click Save as Selection
    Enter a name for your saved selection and click Save
    Your saved selections, if any, will appear in a dropdown list within this menu



Search Fields

Clearing Search Fields

In order to clear search fields:
  • Click the checkmark on any field to clear that field
  • Click the Clear button to clear all fields and restart your search from a clean slate


Recipient Details

Department/Program: Search for commitments to specific department/program(s). You may look up options using department/program name (i.e., Anthropology) or org code (i.e., PUZO). Allows multiple selections.

H&S Cluster: Search for commitments to specific H&S cluster(s). Allows multiple selections.

Recipient: Search for commitments to specific individual(s). You may look up options using full name (i.e., Doe, Jane) or SUNet ID (i.e., jdoe). Allows multiple selections.

First Name: If you do not know a recipient's exact name, you can type in a partial value. For example, typing in Gil would match any name containing those letters, such as Gilligan and Gilgamesh.

Last Name: If you do not know a recipient's exact name, you can type in a partial value. For example, typing in Gil would match any name containing those letters, such as Gilligan and Gilgamesh.



Commitment Details


Commitment Number: Search for an exact commitment number, such as 000780229.

Fulfillment Status: Search for commitments that are in specific fulfillment status(es), such as Draft commitments, or Open commitments, or Archived commitments. Allows multiple selections.

Category: Search for commitments that are in specific category/categories, such as Governance or Recruitment. Allows multiple selections.

Created By: Search for commitments that were created by a specific person/people. You may look up options using full name (i.e., Doe, Jane) or SUNet ID (i.e., jdoe).
  • Adjacent to this field, you may click on a "Me" button to automatically select yourself.
  • Currently allows only one selection.

Modified By: Search for commitments that have been edited by a specific person/people. You may look up options using full name (i.e., Doe, Jane) or SUNet ID (i.e., jdoe). Allows multiple selections.
  • Adjacent to this field, you may click on a "Me" button to automatically select yourself.
  • Currently allows only one selection.

Creation Date: Search for commitments created on, up to, or since a specific date in m/d/yyyy format, such as 12/31/2024.

Description: Search for commitments where the description field contains this value.

Ongoing: Search for commitments that are, or are not, ongoing (yes/no field).

Notes: Search for commitments where the notes field(s) contain this value.

Note View Access: Search for commitments a note has view access control of either HSDO Only or All H&S.

Attachment Type: Search for commitments that have specific attachment type(s), such as Memo or Retention Letter. Allows multiple options.

Attachment View Access: Search for commitments where an attachment has a view access control of either HSDO Only or All H&S.

Legacy Commitment Number: Search for commitments based on a Legacy Commitment Number. Used only for commitments that predate Handson. Example values: 97-2625 or A8884.



Transfer Details

Sub-Category: Search for commitments that include specific sub-category/sub-categories, such as Summer 9ths or Unrestricted Research. Allows multiple selections.

Funding Unit: Search for commitments that are sourced from specific funding unit(s), such as H&S Dean's Office or H&S Depts and Progs. Allows multiple selections.

Expense Area: Search for commitments that include specific expense area(s), such as RBE Salary or TA/RA Salary. Allows multiple selections.

Approval Status: Search for commitments that have line items in specific approval status(es), such as Pending, Approved, or Rejected. Allows only one selection.

iBudget Number: Search for commitments that reference an exact iBudget number, such as 34800.

iJournal Number: Search for commitments that reference an exact iJournal number, such as ij1927582.

Hold Reason: Search for commitments that currently reference specific hold reason(s), such as Next Year or Contingency. Allows multiple selections.

Contingency: Search for commitments that do, or do not, have a contingency (yes/no field).

Summer Ninths: Search for commitments that include Summer Ninths line item(s) equal to, less than or equal to, or greater than or equal to, a specific number.

Transfer Status: Search for commitments that include line item(s) in a specific transfer status, such as Hold, Void, Ready, or Done. Allows multiple selections.

Fiscal Year: Search for commitments that include line item(s) in specific fiscal year(s). Allows multiple selections.

Transfer Date: Search for commitments that had transfers on, up to, or since a specific date in m/d/yyyy format, such as 12/31/2024.

Approver/Approved By: Search for commitments where a line item was approved by the specified person. You may look up options using full name (i.e., Doe, Jane) or SUNet ID (i.e., jdoe). Allows multiple selections. Limited to one selection.
  • Adjacent to this field, you may click on a "Me" button to automatically select yourself.

Source PTA: Search for commitments that will transfer funding from the specified PTA. You may search using an exact PTA ID, such as (i.e., 100000-1-AAAAA) or a project description (i.e., Corporate Governance). Limited to one selection.
  • Adjacent to this field, you may click on a "magnifying glass" icon for a more fine-grained PTA finder.

Source Award Owning Org: Search for commitments that will transfer funding from any PTA where the award is owned by the specified org unit. You may search by the org name (i.e., H&S Dean's Office) or by org code (i.e., PAHP). Limited to one selection.

Destination PTA: Search for commitments that will transfer funding to the specified PTA. You may search using an exact PTA ID, such as (i.e., 100000-1-AAAAA) or a project description (i.e., Corporate Governance). Limited to one selection.
  • Adjacent to this field, you may click on a "magnifying glass" icon for a more fine-grained PTA finder.

Destination Award Owning Org: Search for commitments that will transfer funding to any PTA where the award is owned by the specified org unit. You may search by the org name (i.e., H&S Dean's Office) or by org code (i.e., PAHP). Limited to one selection.

Line Total Amount: Search for commitments that include a line item such that the line item total amount (with benefits) is equal to, less than or equal to, or greater than or equal to, a specific dollar amount.