Tool-kit Enquiries Manual

‌Individual Project Reporting (Folder 3)

Enquires in this tool-kit folder are used to find out how much is left to spend against an individual sub-project or how they are performing against budget.  Due to the different types of activity that the University of Glasgow is involved in, different sub-projects have different rules.  Therefore, you have to find out which activity the sub-project falls into.

Each individual Sub-project has several reporting attributes (relations) attached.  The cost_class identifies the activity.  To identify the cost_class attached to a sub-project you should run the following Query:

GLB7 : Sub-Project Relations Enquiry

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Once you have identified the cost_class you can run the appropriate enquiry from the table below
or using the attached file: Cost Classification - Updated 28032022

 

Cost class

Detail

Enquiry

100

Research - Grants and Contract

LTD PI Sub-Project Balance Query (Compares to Budget)

LTD Sub-Project Transaction Query‌(Details Transactions)

110

Research - Clinical Trials

(Glasgow Biomedicine)

LTD PI Sub-Project Balance Query‌ 

(Compares to Budget)

‌‌‌

(Details Transactions)

120

Research - Donations

Fundraising/Donations Sub-Project Query‌

140

Research –

External Multi Partner Award

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

150

Research Discretionary

Discretionary Sub-Project Query‌

200

Research Overheads

YTD Sub-Project Balance Query 
‌‌(Compares to Budget)

YTD Sub-Project Transaction Query‌‌

(Details Transactions)

YTD Sub-Project Total Budget Query‌

(Details Budget at Transaction level)

300

Teaching

YTD Sub-Project Balance Query‌‌  ‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌  ‌

(Details Transactions)

YTD Sub-Project Total Budget Query‌

(Details Budget at Transaction level)

310

Teaching – Research Training Support Grants

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

320

Teaching – Research Training Support Grants (External Multi Partner)

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

400

Teaching Overheads

YTD Sub-Project Balance Query‌‌ ‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌ ‌

(Details Transactions)

YTD Sub-Project Total Budget Query‌

(Details Budget at Transaction level)

401

Open Programmes & EFL Courses

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

 (Details Transactions)

500

Commercial – REF Research

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

501

Commercial – KTA Accounts

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

520

Commercial – Consultancies

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

521

Commercial –EC Projects

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

522

Commercial – Other Services Rendered Contacts

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

523

Commercial – Royalties

No Enquiry Available Contact:

Finance-ross@glasgow.ac.uk

524

Commercial – Knowledge Transfer Partnerships

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

530

Commercial – General Trading

YTD Sub-Project Balance Query‌‌  ‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌‌

 (Details Transactions)

YTD Sub-Project Total Budget Query 

(Details Budget at Transaction level)

531

Commercial – Trading Journals/Editorial

YTD Sub-Project Balance Query‌‌  ‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌‌‌

(Details Transactions)

YTD Sub-Project Total Budget Query‌

 (Details Budget at Transaction level)

540

Commercial – Salaries Recovered

YTD Sub-Project Balance Query‌‌  ‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌‌‌

(Details Transactions)

YTD Sub-Project Total Budget Query 

(Details Budget at Transaction level)

541

Commercial – Payroll Bureau

YTD Sub-Project Balance Query‌‌  ‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌  ‌

(Details Transactions)

YTD Sub-Project Total Budget Query‌

(Details Budget at Transaction level)

542

Commercial – Intercompany

YTD Sub-Project Balance Query‌‌ 

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌  ‌

(Details Transactions)

YTD Sub-Project Total Budget Query 

(Details Budget at Transaction level)

550

Commercial – Conferences & Events

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

551

Commercial – CPD Conferences

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

552

Commercial – Non Accredited CPD

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

553

Commercial – Accredited CPD

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

554

Commercial - Short Courses

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

560

Commercial – Earmarked

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

561

Commercial – Earmarked External Multi Partner Awards

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

565

Commercial – SFC Earmarked

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

566

Commercial – SFC Earmarked External Multi Partner Awards

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌‌

(Details Transactions)

570

Commercial Ring Fenced Grants

LTD PI Sub-Project Balance Query‌‌

(Compares to Budget)

LTD Sub-Project Transaction Query‌ 

(Details Transactions)

600

Commercial – Overheads

YTD Sub-Project Balance Query‌‌‌‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌  ‌

(Details Transactions)

YTD Sub-Project Total Budget Query 

(Details Budget at Transaction level)

700

General Funds

YTD Sub-Project Balance Query‌‌‌‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌ 

 (Details Transactions)

YTD Sub-Project Total Budget Query‌

(Details Budget at Transaction level)

701

General Funds – Capital Projects

No Enquiry Available Contact:

http://www.gla.ac.uk/services/estates/

702

General Funds – Residences & Hospitality

YTD Sub-Project Balance Query‌‌ ‌

(Compares to Budget)

YTD Sub-Project Transaction Query‌‌ ‌

(Details Transactions)

YTD Sub-Project Total Budget Query 

(Details Budget at Transaction level)

710

General Funds – Discretionary

Discretionary Sub-Project Query‌‌

711

General Funds – Donations/Fundraising

Fundraising/Donations Sub-Project Query‌‌

800

Endowments

Endowment Project Revenue Only Balance

Endowment Capital Plus Revenue Balance

Contact:

finance-accountingandtax@glasgow.ac.uk

 

801

Endowments – Investments

No Enquiry Available Contact:

finance-accountingandtax@glasgow.ac.uk