Grant Project Status Report Lesson

In this lesson you will learn how to run the grant project status report.




There are multiple menu paths for this report which are listed below.  This lesson uses the Grants & Projects menu path.


Grants & Projects > Inquiries & Reports > Grants/Projects Reports > Grant Reports > Grant Project Status




Accounting > Inquiries & Reports > Accounting Reports > Financial Reports > Grant/Project Reports > Grant/Project Status


  1. Click the State of Nebraska link.

    Step 1
  2. Click the Grants & Projects link.

    Step 2
  3. Click the Inquiries & Reports link.

    Step 3
  4. Click the Grants & Projects Reports link.

    Step 4
  5. Click the Grants Reports link.

    Step 5
  6. Click the Grant Project Status link.

    Step 6
  7. There are many versions of this report. 


    Version NISM0001 is a secured version to be used only by a scheduled system process for monthly reports generated for posting on the State Accounting website. This version should not be used by agency users during normal processing.


    Version NIS0001 provides grant data sorted by agency.

    • Version NIS0005 includes the Grants field (business unit category code 23.) This version was set up primarily for use by DHHS.


    Version NIS0006 includes the Agency Division (Business Unit category code 10.) on the report. This report also includes summarized expenditure data for child business units with the parent business unit authorized amount.


    Version NIS0007 includes the Grants field (business unit category code.) This report also includes summarized expenditure data for child business units with the parent business unit authorized amount. This version was set up primarily for use by DHHS.

    Step 7
  8. Choose the version of the report you would like to run by clicking the check box next to it.  


    Click the NIS0001 option.

    Step 8
  9. Click the Select button.

    Step 9
  10. Click the Data Selection option.

    Step 10
  11. Click the Submit button.

    Step 11
  12. Data selection determines the grant data that will be included in the report. Add or change lines of data selection to narrow or expand what is included in the report. The information you obtain for a report is restricted by the security access established for your userID. The line of default data selection for Object Account (F0901) restricts data to only designated accounts.


    Any field listed under the left operand column is available for use for this report to restrict data selection, but many of the available fields are not utilized by EDGE.

    Step 12
  13. Some of the more commonly utilized fields for this report would include:


    Description 04 (F0006) – This field is utilized in NIS to record the grant number. When a grant number is recorded on this line, all the business units established for that grant will be included in the report.


    Business Unit (F0901) – including business unit(s) on this line will limit the report to only those BU’s listed


    Parent BU (F0006) – for agencies that have established parent/child relationships on their grants, this would include all business units with this associated parent

    Step 13
  14. BU Types (F0006) – can be utilized to limit a report to particular types of business units – the common grant related business unit types are:


      GX – federal grants with grant authorization checking

      GY – federal grants without grant authorization checking

      GB – parent grant business units

      MT – matching grant business units (State or other non-federal resource)

      GO – other government grant business units

      GP – private grant business units

      GS – state grant business units

      OT – agency-defined projects

    Step 14
  15. Fund (F0901) – can be utilized to limit a report to particular funds of an agency


    Agency Division (F0901) – can be utilized to limit a report to particular divisions of an agency based on the values included in the business unit master in category code field 10


    Grants (F0006) – corresponds to business unit category code field 23 and can be utilized to identify a detailed aspect for a group of business units


    Posting Edit Business Unit (F0006) – can be utilized to limit a report to business units with a particular posting edit code value – Values not equal to ‘2’ for Fund 40000 letter of credit grants or ‘N’ for other grants would limit reporting to only active grants

    Step 15


    Agencies may use other fields for their business units and may want to utilize other data selection fields to limit the scope of a requested report, but users need to understand how a particular field is established before using it for data selection.

    Step 16
  17. Click the Right Operand list.

    Step 17
  18. Click the Literal list item.

    Step 18
  19. Enter "065" into the Literal Value: field.

    Step 19
  20. Click the OK button.

    Step 20
  21. Click the Right Operand list.

    Step 21
  22. Click the Literal list item.

    Step 22
  23. Enter "123456789" into the Literal Value: field.

    Step 23
  24. Click the OK button.

    Step 24
  25. Click the Right Operand list.

    Step 25
  26. Click the Literal list item.

    Step 26
  27. Enter "065" into the Literal Value: field.

    Step 27
  28. Click the OK button.

    Step 28
  29. Click the Right Operand list.

    Step 29
  30. Click the Literal list item.

    Step 30
  31. Enter "123456789" the Literal Value: field.

    Step 31
  32. Click the OK button.

    Step 32
  33. After entering your data selection click the OK button.

    Step 33
  34. Change the Processing Options as needed. 


    Period Number - enter the month of the fiscal year for the report. Since the State uses a June 30 fiscal year-end, July is period 1, August is 2, September is 3, December is 6, June is 12 etc.


    Fiscal Year - enter the fiscal year for the report. NIS numbers the fiscal year based on the first day of the year; so Fiscal Year 04 is the year beginning July 1, 2004, and 05 is the fiscal year beginning July 1, 2005.


    Date Override - leave blank if period number and fiscal year values are entered above. Entering a value in this field will override any values entered above. Enter 'C' to run the report for the current month, or 'P' to run the report for the last month.  


    In this lesson we will not change any of these fields. 

    Step 34
  35. Click the Ledger Type tab.

    Step 35
  36. Ledger Type - leave the default value of "AA".

    Step 36
  37. Click the Reverse Sign tab.

    Step 37
  38. Reverse Sign - leave the default value of "0".

    Step 38
  39. Click the OK button.

    Step 39
  40. Click the Document Setup tab.

    Step 40
  41. Click CSV(Comma Delimited) on the Document Setup tab of the Printer Selection window to have the report results available in a comma separated file format (CSV/Excel) in addition to the standard PDF file format. If this option is not available for a particular report, this field option is grey.  


    In this lesson we are not going to check this box.

    Step 41
  42. Click the OK button.

    Step 42
  43. Click the Close button.

    Step 43

To view the report you will need to go to View Job Status.  For more information go to the Reports Lesson under the System Basics work instructions.


You have successfully completed this lesson.

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