Project Financials – Summary

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ACCESS!

https://my.unsw.edu.au/ Through myUNSW | My Finance | Project Financials

REMEMBER!

Portfolio Manager The person who own a portfolio of projects

Authorised NomineeThe person who is nominated to view a portfolio on behalf of the Portfolio Manager

Portfolio Manager is the primary user of this report.

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Project Details shows the details of the project including department, start & end dates. For research projects, additional details from InfoEd are displayed.

Project Financials V 2.0 Booklet is accessible at https://www.fin.unsw.edu.au/training/online-support#booklets

Try to hover your mouse over data, a blue-highlight indicates that you can DRILL-DOWN;

a pop-up with explain what data available to you.

Powerful DRILL-DOWN allows you to go 3 to 4 steps deep to interrogate data in your report

Project Financials – Non People Cost

Travel

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Project Financials – People Cost

Click on data to: View People Cost by Employee, then View People Cost by Category

Try to hover your mouse over data, a blue-highlight indicates that you can DRILL-DOWN;

a pop-up with explain what data available to you.

Powerful DRILL-DOWN allows you to go 3 to 4 steps deep to interrogate data in your report

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Project Financials – Grants All Year & Collaborator Payments

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Provides an overall view of how much fund the project has been allocated, how much has been spent and committed, and how much remains.

2018(current year as specified by the filter)

~ to 2017(prior years) 2019

(next year)

2020 to ~(subsequent years)

31 Dec 20181 Jan 2018

31 Dec 20191 Jan 2019

Lists collaborators/partners for current projects, their funds and budget, invoiced, remaining quantity and remaining budget

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Access the “Grants All Year” & “Collaborator Payments” from the Summary page through the links.