Transcript Banner “HOT ITEM” List - University of Alabama

Banner Research
HOT TIPS
This is a short presentation on the “hot tips” that
SPFS (Sponsored Programs Financial Services)
normally explains frequently.
Where do I get the GRANT budget, actual
expenditures and available balance?
 ALL GRANT financial information should be
reviewed on FRIGITD. This is a different
location than where you review your
departmental financial information. PLEASE DO
NOT USE FGIBDST.
 To go to
FRIGITD please type FRIGITD in
the direct access box on the Banner front page
as shown on the next page.
 The following screen will appear once FRIGITD is typed
on direct access screen when ENTER is hit.
Place to type Fund
 Notice that the screen above is blank.
 Tab to the fund which is noted by an arrow and type in the fund, the grant
fund will automatically appear, then tab to Program and DELETE the code.
Then do NEXT BLOCK. Please see the example on the next page.
DELETE the program code
Can I get a summary of the balances without
adding up each line item in the budget?
 Yes, by using the FRIGITD form. Type in
your fund again, delete the program code and
then click on the down arrow beside account
summary. Change the account summary to
Level 2 Acct Types. This is noted with an
arrow on the next page. After the account
summary is changed, please do NEXT BLOCK
to review your data as shown on the next page.
Level 2 Acct Type Summary of
FRIGITD example:
Click on drop down arrow, change to Level 2 Acct Types
Account code description for
each account type to be
addressed at a future date
Account Type Description
 61 – Salaries and Wages
 65 - Benefits
 71 – Operational Expense
 72 – Scholarships, Fellowships, Tuition
 73 – Depreciation
 74 – Equipment
 75 – Other Non-Operational Expense
 76 – Interest Expense
 81 – Transfers In
 82 – Transfers Out
 7C – Cost Recovery
 7G – Athletic Guarantee Expense
 7I – Indirect Cost
Using FTVACCT to get Roll-up of
Account Codes for each Type (ex. 71)
To find Account Type
To Get Hierarchy Details for Account
Code (ex. 720)
Must put in
Acct level
Must click
Go to FRIGITD, and enter in Fund number and Account number range (ex. 720).
Check Hierarchy Option on right-hand side. This will give you all Account codes that
roll up into the 720 account range.
Example Acct Code 720
Can I view my grant financial
information for just a period of time?
 YES, by using the FRIGITD form.
Type in your fund again,
delete the program code and then click in the Date from and put
in the month and year that is needed and then tab to the Date to
field and type in the month and year that is needed.
 For example, for looking only at a given month, please type in
02 07 in the Date from and the 02 07 in the Date to for review of
data just for the month of February, 2007. Multiple months can
be reviewed as well by covering the months needed within the
Date from and to (For example, if the months of January and
February are needed, then use 01 07 in the Date from and 02
07 in the Date to. After the information is entered, do NEXT
BLOCK to review the data. (See next page)
Example of period of financial data to
review on FRIGITD (February, 2007)
 Please note that there is not a budget listed. For grants we
enter the budget at the beginning of the award or in increments
by year. Therefore, no budget was added within February,
2007. To review the budget, look at all of the information to date
for the grant.
Can I use e-print to review my GRANT
budget, actual and available balance?
 YES, however, grant data is available under
reports for FRRGITD not FGRBDSC.
FRRGITD will give you the inception to date
information unlike FGRBDSC. Under the
FRRGITD reports page, there is a list of the
various months available such as:
The Inception to Date E-print looks
like the following example:
Item to remember on Inception to Date
financial reports (GRANTS):
 The inception to date report (GRANTS)
shows revenue. Please ignore revenue when
looking at the information as this could be
incorrect based on when revenue is
recognized for any given grant fund.
Where do I find the START and END
Date of my award?
 FRAGRNT is the appropriate place to find
the Start and End Date of your award.
Please note below via the arrow.
Who handles my grant fund in SPFS
(Sponsored Programs Financial Services)?
 There are 2 ways to find the information, go to
FTMFUND and click on F7, then tab to FUND and type
in the fund you need the information for, then click F8.
The financial manager is shown with an arrow below:
Another way to find the Financial
Analyst responsible for your grant.
FRAGRNT, type in your grant code on
FRAGRNT then do NEXT BLOCK. Tab on
 Use
personnel. Use you arrow keys and go to the person
with an indicator of 03 as shown below:
Where can I get a list of my grants?
 FRIGRNT is the place to go to get a listing of your
grants. This form along with most all forms within
Banner cannot be exported into EXCEL.
 To use this form click to the second block beside
Principal Investigator ID and type in a PI last name
followed by the wildcard key of %. (such as Turner%)
 Click F8 to initiate the request. A list will appear that
you can use you arrow keys or slide bar to review all
the output.
 An example is next.
Example of FRIGRNT results:
Can I get the FRIGRNT list in a way
that I can manipulate the data?
 YES, most all data within Banner can be
exported into EXCEL by doing the following:
 On the FRIGRNT form go to HELP, Hold
down your CONTROL KEY and then click on
EXTRACT DATA NO KEY. Continue to hold
down your CONTROL key until a File
download box appears. Let go on the control
key and click on OPEN.
 The information will appear in EXCEL.
Review the next page for results.
Excel Extract data from FRIGRNT
The information can be manipulated ever how you wish, by end date, etc.
How do I keep the Header Row Info
when I extract data to Excel?
 Before downloading data, go to “Direct Access” screen
 Click on File and Preferences
 Check “Include Header Row in Data Extract”
 Click Save
Keeping Header Row Information