Check Financial Balances by Project - P1
Tara Madden
11 steps
3 minutes
Ncsu
1
Navigate to [https://portalsp.acs.ncsu.edu/shibboleth-ds/?entityID=https%3A%2F%2Fportalsp.acs.ncsu.edu%2Fsp%2Fshibboleth&return=https%3A%2F%2Fportalsp.acs.ncsu.edu%2FShibboleth.sso%2FLogin%3FSAMLDS%3D1%26target%3Dss%253Amem%253A59f1d2e11a1ad3d467d855d4391e8ed850a0501914811148d56f27cf98091002](https://portalsp.acs.ncsu.edu/shibboleth-ds/?entityID=https%3A%2F%2Fportalsp.acs.ncsu.edu%2Fsp%2Fshibboleth&return=https%3A%2F%2Fportalsp.acs.ncsu.edu%2FShibboleth.sso%2FLogin%3FSAMLDS%3D1%26target%3Dss%253Amem%253A59f1d2e11a1ad3d467d855d4391e8ed850a0501914811148d56f27cf98091002)
2
Click "NC State Students/Faculty/Staff"
3
Click "Financial System Homepage"
4
Click "Wolfpack Reporting System"
5
Click the "P1 - Financial Balances by Project" field.
6
Click the "Enter a Project ID:" field and enter the project number you want to look at.
7
Click the "Exact Match:" field if you do not want to include any phases in the data. If you want to pick up the project number including all phase information, leave this field unclicked.
8
Click "Submit"
9
Click the "FYTD Activity" Column on the row featuring the expense description that you are looking for. If you want to see a list of all non salary expenditures click the row "Total Operating Expenditures"
10
Click the bottom right hand corner of the matrix to view all expenditures, year to date. By clicking on the labeled month columns, you can isolate this to specific months.
11
Click "Image" on the line in question to view attached documentation like invoices. If you do not have permissions for this, please feel free to reach out to the budget office for assistance.
Check Financial Balances by Project - P1
Tara Madden
11 steps
3 minutes
Ncsu
1
Navigate to [https://portalsp.acs.ncsu.edu/shibboleth-ds/?entityID=https%3A%2F%2Fportalsp.acs.ncsu.edu%2Fsp%2Fshibboleth&return=https%3A%2F%2Fportalsp.acs.ncsu.edu%2FShibboleth.sso%2FLogin%3FSAMLDS%3D1%26target%3Dss%253Amem%253A59f1d2e11a1ad3d467d855d4391e8ed850a0501914811148d56f27cf98091002](https://portalsp.acs.ncsu.edu/shibboleth-ds/?entityID=https%3A%2F%2Fportalsp.acs.ncsu.edu%2Fsp%2Fshibboleth&return=https%3A%2F%2Fportalsp.acs.ncsu.edu%2FShibboleth.sso%2FLogin%3FSAMLDS%3D1%26target%3Dss%253Amem%253A59f1d2e11a1ad3d467d855d4391e8ed850a0501914811148d56f27cf98091002)
2
Click "NC State Students/Faculty/Staff"
3
Click "Financial System Homepage"
4
Click "Wolfpack Reporting System"
5
Click the "P1 - Financial Balances by Project" field.
6
Click the "Enter a Project ID:" field and enter the project number you want to look at.
7
Click the "Exact Match:" field if you do not want to include any phases in the data. If you want to pick up the project number including all phase information, leave this field unclicked.
8
Click "Submit"
9
Click the "FYTD Activity" Column on the row featuring the expense description that you are looking for. If you want to see a list of all non salary expenditures click the row "Total Operating Expenditures"
10
Click the bottom right hand corner of the matrix to view all expenditures, year to date. By clicking on the labeled month columns, you can isolate this to specific months.
11
Click "Image" on the line in question to view attached documentation like invoices. If you do not have permissions for this, please feel free to reach out to the budget office for assistance.
