Grant Budget Dashboard

The Grant Budget Dashboard is a budget tool that provides an overview of your current grant accounts. The dashboard includes a graphic analyzer of spending, detailed budget history, who has been paid from the grant, and funds that are encumbered. The dashboard pulls budget data from the Business Intelligence (BI) reports into a user-friendly format that has been designed with input from faculty and staff across campus.  

Accessing the Grant Budget Dashboard

1. Go to dataMarq at www.marquette.edu/datamarq/ 
2. Go to the 鈥淏y Category鈥� list approximately halfway down the page 
3. Click 鈥淕rants鈥� 
4. Click 鈥淕rant Budget Dashboard鈥� 


Dashboard NavigationDashboard Example

Tab 1: Grant Budget Dashboard

Quick link back to graphic above (dashboard is reflective of month-end management reports). You can look at a dashboard for each individual grant. Like a physical dashboard with dials, gauges and indicator lights, the financial status is shown as dials which color communicate general health of the grant.

  • Red = overdrawn [not shown]
  • Yellow = funds close to being spent out [>90%]
  • Green = general good health

This tab shows key overview data such as grant title, the grant number, the grant status, the grant start and end dates, the budget line, the actual expenses, and the available balance.鈥�  

Tab 2: Grant Budget History

Itemized list and description of expenditures based on natural (entries are posted daily, indirects are posted at month-end).

  • Stacked columns show how you have spent your money 鈥�
  • Colors represent expense category keywords. 鈥�Click on a color in the stack of interest to see Journal Entries
  • Solid yellow line shows budget that was loaded

Slider under Period Dates heading can be used to refine the period data selected.鈥�

Tab 3: Grant Salary Detail

Sortable list of salary spent, pulled from labor distribution reports. This report is helpful in calculating effort reporting (entries are posted with payroll close).

  • Grant Employee Assignments table shows everyone who has been hired on this grant, start and end dates for each person and projected fringe benefits
  • Grant Payroll table combines Labor Distribution Report (LDR) with who will still be paid on this grant
Slider under Payroll Transaction Dates heading can be used to refine the period data selected.

Tab 4: Grant Operating Encumbrances and Invoices on Hold

A list of items in which funds are currently encumbered and waiting to be paid. This is an important tab to monitor, especially when approaching the end of a grant. This tab provides details for: Open POs thatxc appear on encumbrance report; anything on hold within A/P due to insufficient funds. If invoices are on hold because of insufficient funds, please work with postaward@marquette.edu to assist with budget transfers.

 

Training Sessions for Grant Budget Dashboard

Upcoming Trainings

  • Keep on the lookout, none scheduled

The training is intended for PIs, College Business Directors, and those assisting PIs. PLEASE HAVE YOUR LAPTOP AVAILABLE! 

REQUEST A GBD TRAINING*

* Please only email Jodie regarding training if you are a Chair/Dean and would like to request a training at a department meeting. Please give at least 2 weeks notice.