Checking Project Balances

This tutorial is useful when faculty inquire about balances on existing grants. Note below that there are separate instructions for checking unrestricted projects and sponsored projects.

From the ARC Portal, click on the "Go to FDS" tile as shown below.

Click on the "FDS on Demand Reports" tile as shown below

For Sponsored Projects

For the FDS Folder/Report Selection, choose the fields that are highlighted in red below. For the "Time Period" and "Project/Activity" sections, choose whichever parameters you are looking to analyze. You can ignore the other fields/sections. Click "Run Report."

The report below will be generated. While the number boxed in red will generally be close to the accurate balance, there is a calculation involving the figures in the green and yellow boxes that provides the actual available balance. The calculation below is based on the figures in the screenshot below.

Look at the figure in the green box. Subtract the amounts in both the tuition and capital equipment line items from the figure in the green box. ($6,181.78 - $2,291.78 = $3,890).

You will multiply the resulting figure by the rate in the yellow box. (E.g.: $3,890 * .62 = $2,411.80).

The resulting figure will be subtracted from the figure in the red box. (E.g.: $96,920.49 - $2,411.80 = $94,508.69). This final figure is the actual available balance for the project.