HOW TO VIEW PROJECT DETAILS, STATUS & KEY DATES
1. Select Report
2. Search Criteria
3. Report Content
4. Exporting Reports:
1. Select Report:
Log onto the Agresso home page. Select the “Reports” from the “Menu”, which will open the “Global
Reports” menu. Select” PM – Key Research Financial Reports” by clicking on the name.
This will open the list of all research reports available for review.
Select report, by clicking on the name, “8. General Project Details Enquiry”. The following screen will
appear requesting you to enter required information.
2. Search Criteria:
The report output may be filtered by using the following search criteria
#: Column Header: Description:
1 Research – Acronym like Number / name of research centre comprised of a number of research projects
2 Discipl like Number / name of discipline
3 College like Number / name of college
4 School like Number / name of school
5 Status like N: Active (Normal) P: Parked C : Closed
6 Description like Narrative description of the project
7 Fndsource like Number / name of authority providing the project funding
8 Cost ctr like Number / name of cost centre
9 Vatproj like The VAT status of the project: N: Partially Reclaimable {Expenditure forms part of a % reclaim based on % of Vatable income to overall college income} R: Vatable {Vatable income primarily research income at relevant rates}
1
9
8
7
7
6
5
4
3
2
11
10
X : Non-Vatable {Non Vatable research projects; and certain capital projects where no Vat can be reclaimed as gross cost has been funded}
10 Old Project code like Pre-Agresso project code
11 Project like Research project code / name
Where “like” appears in the search criterial you may enter a full value for the search criterion.
If you do not know the name of the attribute you wish to filter under then you can select the
box and search for the correct criteria using the information you have.
For example, if you wish to search for projects for the CUBS but you don’t know the correct attribute
name for the school then you can do the following:
Click on the blue box to the right of the “School like” search criteria.
Enter the information that you have in the “Search Criteria” box and press enter.
Wild cards (Symbol = *) are a handy tool to help you narrow your search. E.g. In this example if you
entered *Bus* the search will return all schools where the name includes “Bus”. If you entered the
Bus* then the search will return all schools where the name begins with “Bus”.
The search will return all applicable results based on you request.
Click on the one which you want to use in your report and this will be auto-populated in your search
criteria.
3. Report Content:
The following table sets explains the information held within the report:
Column Header: Description:
Cost ctr Cost centre number
Cost ctr (T) Cost centre name
Research - Acronym Unique name associated with a research centre
Research – Proj Hierarchy Subgroup of research projects within a research centre
Project Name of research activity
Description Name of research project
Created Date report created on Agresso
Date from Start of project
Date to End of project
Project Leader (T) Name of Principal Investigator
Authsig (T) Name of person authorised to sign for the project – If this is the same person as the Project Leader then the message “Same As Pm” will be returned
Fndsource Name of authority providing funding for the research project
Vatproj The VAT status of the project: N: Partially Reclaimable {Expenditure forms part of a % reclaim based on % of Vatable income to overall college income}
R: Vatable {Vatable income primarily research income at relevant rates} X : Non-Vatable {Non Vatable research projects; and certain capital projects where no Vat can be reclaimed as gross cost has been funded}
Status N: Active P: Parked C : Closed
Project (T) Is this always the same as “Description”
Completed Date of completion of research project
You can further filter the information produced in your report by inserting the desired values in the
cells underneath the report heading and pressing “Search”.
4. Exporting Reports:
The reports can be exported from Agresso into the following formats:
Excel
Word
When you have a report open in Agresso you may export it by clicking the Export button on the
bottom of the screen.
A pop up screen will allow you to select the format in which you want to receive the output. When
the download is complete and available a pop up bar will appear at the end of the Agresso screen
prompting out to open the report.
When the download is complete and available a pop up bar will appear at the end of the Agresso
screen prompting out to open / save the report. Selecting open will open up the report in the format
in which you requested it.
