Projections Added to Award Balance Overview

Sent to the AFS-Update Mailing List on June 12, 2019

The Award Balance Overview report was recently updated with a new tab containing Projections from the Principal Investigator (PI) Report Tool. The PI Report is a popular tool among Contracts & Grants Financial Analysts and is used to help PIs project future expenses and appropriations. The new projections tab is located at the top-left corner of the ABO Report screen. Click the images below to see a larger version.

location of projections tab at top left of screen

From this tab, users can drill through to projection details within a given account, include projections on salaries, supplies, equipment, travel, and other general expenses.

example of projections in ABO report

Please bear in mind that not all accounts presented on this tab have projections and the projections are based on the last month closed.

For questions about the information presented on this tab or to update projections, contact your financial officer. For technical questions about the report or feedback, contact the KFS Help Desk.

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