Balances
- Archive of Unit Quarterly Available Funds Reports
Unit Quarterly Available Funds reports are higher-level summaries of available funds in units, including unit-level commitments to more accurately reflect balances. - Financial Lifesaver Reports
Commonly referred to as "Lifesavers," the collection of reports reflect funds that are available, encumbered (encumbrances), regulated, and more.
Budget
- ALVSCE Business Retreats
ALVSCE hosts a Business Retreat at least once each year and posts the materials from them for faculty and staff to be able to view - CALES Budget Red/Green and CALES All Funds
Commonly referred to as "Red/Green," a high-level summary of the college budget across all funds.
Accounts
- CALS Chart of Accounts (Colors of Money)
- List of Account Numbers by Fund Source
Chart of Accounts is useful to see accounts in your department, including their type (Fund Group and Sub Fund Group)
Balances
- Farm Sales
Agricultural Experiment Stations (AES) Monthly Farm Sales - Monthly Financial Statements for All Accounts by Account Supervisor
These statements provide balances, financial transactions, and personnel expenditures per month.
NOTE: We are working to update the balances section to reflect FY25 Spending Authority for unrestricted accounts (state and most cash accounts). - NIFA Capacity Funds
- Summary of Balances and Deficits
Review all balances and deficits in the college by unit and account
Budget
Spending
- Expenditures Overview
Review total expenditures, including by ALVSCE Unit or Branch. - Financial Transactions
Lookup transactions for Accounts, Sub Accounts, and Project Codes. This is a more tailored version of General Financial Management's Transactions. - PCard Required Practices Dashboard
Compensation & Effort
- Actual Personnel Effort (FTE Splits) on Any Funds by Employee
FTE Splits by CALS Branch (Instruction, Research, Extension) for each department - Planned Personnel Effort (FTE Splits) on Budgeted Funds Only by Employee
FTE splits only on budgeted accounts by CALS branch (Instruction, Research, Extension) for each department - Salary and ERE Expenditures and Encumbrances
By account or employee, view encumbrances and expenditures thru the year
Contact & Recognition, Workforce
Contact & Recognition
International
- Changes to H1 and J1 Visa Holders (Within Last Month) [Made by UA, Not CALS Specific]
- Expiration of Visa's for H1 and J1 Visa Holders (Current Pay Period) [Made by UA, Not CALS Specific]
Payroll
- Department Payroll Representatives [Made by UA, Not CALS Specific]
- Payroll Approvers & Missing Approvers
Workforce
- ALVSCE Workforce Summaries
Data summaries/reports on ALVSCE employees by unit and more. This dashboard is under development and review as of September 2020, so feedback to DST is welcome and requested. - Diversity & Inclusion Report: Employee Demographics
This dashboard will help you discover and explore the diversity of employees in ALVSCE. - Graduation Status of Student Employees
This report helps business offices to more readily track student employees’ graduation status in order to end or continue their employment in accordance with university policies. The students in this report are active student employees for whom the current term or upcoming summer/winter sessions are listed as their expected graduation term. The Analytics provisioning required to see this dashboard is BI_HR_MED and BI_SA_MED.
Accounts
- Financial Accounts by Account Director (Award Investigator)
List of active research accounts by their designated Award/Project Director - Financial Accounts by Account Supervisor (Financial Investigator)
List of active research accounts by their designated financial overseer (usually PI)
Agencies & Sponsors
Awards/Proposals
- Negotiation Log
Keep track of the status of your grant proposals - Proposal Trends by Unit
View trend of proposals by CALS Unit - Sponsored Awards & Gifts Summary
Overview of awards in CALS by Department - Current and Pending Support for PI's
Balances
- Account Overview by Project/Grant Year
In Development! View your accounts at a higher-level, all months by Project-Year - Monthly Financial Statements
Balances and transactions in account statements by month - this is the report you get on the 7th each month
Spending
- Burn Rates
How quickly are you spending your funds and for which categories are you spending most? - Encumbrances and Expenditures on Sponsored Personnel
Lookup expenditures and encumbrances for your personnel on sponsored accounts - Research Expenditures
View expenditures from Sponsored accounts on the Fiscal or Calendar Year. - Sponsored Financial Transactions
Lookup individual transactions on your accounts
Department/Unit Productivity
- Productivity on MTDC & SCH
View MTDC and SCH together as a measurement of faculty and department productivity
Productivity & Measurements
- Faculty with Budgeted Research Funding
Tenure / Continuing Track Faculty with Budgeted Research Funding
Research Productivity
- F&A by PI
F&A expenses charged to each grant, by PI - Unit & Investigator Research Productivity
Research Productivity by listing Proposal, Awards, and Distributed F&A by Unit and by Investigator - Unit Reviews: Research
Used to complete requests for research data for the Unit Reviews
Academic Productivity (RCM-Related)
- Responsibility Center (RC) Waivers
View tuition waivers as calculated for RCM - UA RCM Graduate Metrics [Made by UA, Not CALS Specific]
RCM Model graduate SCH and majors - UA RCM Undergraduate Metrics [Made by UA, Not CALS Specific]
Undergraduate Metrics RCM gives SCH and majors
Degrees
- Degree Completions and Awards
Listing of completions with subreports for reporting using ABOR figures on Fiscal Years.
Student Support / Aid
- All Aid or Financial Support for Students [UA Report]
Find all aid or financial support that students receive, by student, by department. All funding sources are included except for employment beyond Work Study, GAships, and canceled awards