Examples of useful searches

Examples of useful searches

Unit-focused

Incoming funds

What do you want to see?
Search terms
How can this help?
All commitments for my unit
Department/Program: [recipient unit]
Make sure all committed funding has been confirmed and entered into Handson. Can also check status of all funding.
All committed funding that hasn't been transferred yet
Department/Program: [recipient unit] + Transfer Status: Hold / Ready / Sent
Get a good idea of how much funding your unit has
All committed funding that hasn't been transferred yet but should come this Fiscal Year
Department/Program: [recipient unit] + Transfer Status: Hold / Ready / Sent + Fiscal Year: [This Year]
Get a good idea of how much funding you will have by the end of the FY
Funding that other H&S departments/programs have committed to your unit
Department/Program: [recipient unit] + Funding Unit: H&S Depts and Progs
See funding that has come (or will come) from other H&S units

Outgoing funds

What do you want to see?
Search terms
How can this help?
All the funds my unit has committed
Source Award Owning Org: [your unit]
Make sure there are no duplicate commitments
All the funding my unit has committed for this year
Source Award Owning Org: [your unit] + Fiscal Year [This Year]
Get a good idea of how much funding you will have by the end of the FY
All the commitments my unit has made for this year that might need to be updated
Source Award Owning Org: [your unit] + Fiscal Year [This Year] + Hold Reason: Contingency / Pending Review
Review commitments you may need to update to status: "Ready"

Faculty-focused

What do you want to see?
Search terms
How can this help?
All commitments for [faculty member]
Recipient: [faculty member]
Make sure committed funding has been confirmed and entered into Handson. Can check status of all funding.
All funding committed to [faculty member] that hasn't been transferred yet
Recipient: [faculty member] + Transfer Status: Hold / Ready / Sent
Get a good idea of how much funding the faculty member has available
All research funding committed to [faculty member] that hasn't been transferred yet
Recipient: [faculty member] + Transfer Status: Hold / Ready / Sent + Destination PTA: [Faculty Research Support FZ]
Committed research funding + the FZ account balance shows a more accurate picture of how much research funding the faculty member has available.
Funding for all supplemental payments in the unit
Fulfillment Status: Open + Sub-Category: Administrative Supplement / Housing Assistance Sup (HAS) / Rental Assistance / etc.
Can be a reminder to request supplemental payments. Can also help double check that funding is coming for the sups you've already entered.
Funding for supplemental payments for [faculty member]
Destination PTA: [Faculty Salary Support FZ] + Fulfillment Status: Open + Sub-Category: Administrative Supplement / Housing Assistance Sup (HAS) / Rental Assistance / etc.
Same as above. (Can be a reminder to request supplemental payments. Can also help double check that funding is coming for the sups you've already entered.)