Agency

Key field. Enter the agency managing the project.

Project/Sub

Key field. Enter the assigned project number for the project, as well as the code identifying a sub-portion of the project, if applicable.

Phase

Key field. Enter a code identifying a phase of the project (e.g., design phase, construction phase, etc.).

Status

A status of O - Open is displayed for open projects. A status of C - Closed is displayed for closed projects.

Authorization Date

Displays the authorization date (the date spending may begin on this sub-project/phase of the project).

Agreement Date

Displays the agreement date (the date billing for reimbursement of participating costs may begin).

Description

Displays the description of this project/sub-project/phase.

Job Number

Displays the associated job entered on the Project Management Master (PJ) document.

Expenditure Reimbursement

Indicates whether this sub-project/phase is eligible to participate in an expenditure reimbursement process, or is not eligible for participation. Values are: Participate [P] , No Participation [N] , and System Default [blank] .

Funds Edit

Yes [Y] indicates that the system should calculate and edit available funds prior to spending. No [N] indicates that available funds edits are performed, but no error messages are issued if the expenditure exceeds the available amount.

CE Phase Percent

If the Project Billing Subsystem is installed and this is a construction engineering phase, the percentage of construction engineering costs eligible for reimbursement is displayed.

Amounts

Original Budget

Displays the original budget amount for the project.

Current Budget

Displays the current total project amount including changes made by adjustment actions on the project transaction.

Billed

Displays all billed spending transactions for participating costs.

Encumbered

Displays the total of all outstanding obligations submitted against this project.

Collected

Displays revenues recorded as collected by the project through cash receipts transactions.

Expended

Displays the total amount spent against this project; for example, all payment vouchers and expenditure journal vouchers.

Expensed

Displays the total amount of all expenses charged to this project; for example, issues from inventory.

Earned/Unbilled

Not currently used by the financial system.

Project Charges

Displays the amount recorded on charge transactions for this project.

Revenue Credits

Not currently used by the financial system.

Third Party Charges

Displays charges by a third party that is providing matching funds for a grant.

Available Budget

Displays the unobligated portion of the project budget.

Third Party Income

Displays income from a third party that is providing matching funds for a grant.