Frequently Asked Questions

Frequently Asked Questions

 How to Check Endowment Income and Spending:

  • Log into Oracle (Cornerstone)
  • Click on Tools --> Reports and Analytics
  • Click on Browse Catalog
  • Open the Endowment Spend Allocation Status Dashboard by clicking on
    • Shared Folders --> Custom --> RU Saved Queries --> Projects --> Endowment Spend Allocation Status Dashboard
  • In the parameters section, you can search for your department's UDO, and then click "Apply"
  • A report will generate showing your department's endowed funds. There are four columns you will need to pay most attention to:
    • "Current Year Beginning Balance" will show any available amount carried over from the prior fiscal year.
    • "Current Year to Date Expense" shows the amount of expenses charged to the endowment fund for the current fiscal year.
    • "Full Year Projected Operating Income" shows the amount of income the endowment fund is projected to earn in the current fiscal year.
    • "Current YTD Projected Operating Balance" shows the amount of money available to spend (Beginning balance - YTD Expense + Projected Income).

How to find GL (General Ledger ) posting and JE Batch Number of a Cost Adjustment?

  • Log into Oracle (Cornerstone)
  • Go to Projects--> Costs
  • Select Manage Project Costs
  • Select Transaction in question
    • Go to Costing
    • Click on View Accounting
  • Click on the triangle mark next to the line number, which will displace the JE Batch information
  • Screen Shots