Answer:

13. The “monthly reports” are provided to program managers, usually within a week to 10 days after the close of a month, showing the status of the program’s expenditures vs. budget by appropriation category. They are supplemental to the reports that are produced directly from the PeopleSoft system, and it is important to remember that, unlike the PeopleSoft reports (which are current on the date at which they are produced), the monthly reports are a “snapshot” as of a particular date. The advantage of the monthly reports is that they group chartfields within appropriations, which the PeopleSoft reports currently do not do. To access the monthly reports, open Excel, then open the appropriate file from the P-drive (shown as Comonprd on Txcommon\Data\Common’:P) and appropriate folders. These reports are over-written each month, so if you want to save your monthly reports, save them with a different name in the location of your choice.