Financial Dashboard
-
The Financial Dashboard is a tool to help Coordinators, Program Managers, Managers, Directors and Executive Directors access their monthly financial reports. The tool will allow you to simply and easily pull and review financial data pertaining to your individual departments and grants based on funding source. Data can be accessed by filtering based on a number of different financial indicators. The data presented in the Dashboard below is updated monthly and reflects numbers through the prior month close accounting.For resources on how to access and navigate the Financial Dashboard please click through the links below:
Financial Dashboard FAQ
-
Is the information on the Dashboard in real time?
No, the information provided is from the previous month’s close. The financial information will be updated after accounting closes, usually after five business days.
-
How do I know my group’s Budgetary Responsibility (BR) number?
Go to this link to find the BR’s:
https://docs.google.com/spreadsheets/d/1m0c4zZTW-PAqrkdnEU4P9_a-fRqWmEa5iSYChixHBjI/edit#gid=0
-
How do I know my group’s division?
Go to this link to find the divisions:
https://docs.google.com/spreadsheets/d/1m0c4zZTW-PAqrkdnEU4P9_a-fRqWmEa5iSYChixHBjI/edit#gid=0
-
How do I find the individual workstreams within my BR?
Work with your financial partner to get the breakdown of locations and programs for your BR.
-
What other tools are available to get general and/or detailed information?
You can go to BIS Reporting to access other reports outside the dashboard. Here is the link:
-
If I am a grant manager, how do I access the correct information?
Use the Grant Manager QRG link to help walk you through the process, if you still need assistance, please contact your grant analyst or financial partner.
-
How do I find my grant contract information?
Work with your grant analyst or financial partner to get the correct account information.
