Resource Commitment Record Lookup Dashboard

• The Resource Commitment Record Lookup Dashboard allows the user to search for records by CTID, Commitment Name, Budget Type, Financial Unit Code and Name, Project Code and Name, and/or Created By field values.
  • Search terms can be entered in one or more fields.
  • Partial values are accepted in search fields (except for the Multiple ID Search field).
  • Search fields are not case-sensitive.
• Data availability in the report mimics the user’s EPBCS/RCAM access.
  • Details will only be displayed for records that fall under your approved Financial Unit hierarchy.
    • If you only have access to the Base record, you will only see details tied to the Base record.
    • If you only have access to the Transfer In record, you will only see details tied to the Transfer In record.
    • If you have access to multiple Scenarios for the same CTID, you will see all Scenarios to which you have access – this may result in the appearance of repeated details.
• The report displays current values tied to a record, as processed in the RCAM by the prior business day.
  • The report does not provide real-time data, but any changes processed in the RCAM should be reflected by the following business day.
  • Prior year data is available in the reports, though only currently stored values are reflected (i.e., no audit trail capability).
• Descriptive details and annual amounts are displayed on the ‘Lookup Dashboard’ tab, and monthly amount details are displayed on the ‘Transaction Details’ tab.
• Though you are technically able to select multiple records at one time, the report is optimized to only display details for a single record – multiple record selection is not recommended. 

This report answers the following questions:

• What are the commitment details (Base or Transfer In) for a specific CTID within my Financial Unit?
• What is the Commitment Name and Budget Type for a specific CTID?
• What are the annual or monthly resource commitment amounts for a specific CTID?
• Who created a specific commitment record? Who approved a specific commitment record? Who pushed a specific commitment record? 

Respond to Prompts 

The Resource Commitment Record Lookup Dashboard will display with a pre-populated list of all resource commitment records to which you have access.

Search For Resource Commitment 

1. Several search fields exist within this pane which allow the user to narrow down search results.
   1. Resource Commitment ID – Single ID Search
      1. Search by the 8-digit CTID (e.g., “CT008432”, “CT008”, “84”, etc.)
   2. Research Commitment ID – Multiple ID Search
      1. Search multiple CTIDs separated by a space (e.g., “CT008432” “CT008433”, etc.)
   3. Resource Commitment Name
      1. Search by the Commitment Name field (e.g., “[RMP] Signage Funding”, “[RMP]”, “Signage”, etc.)
   4. Resource Commitment Budget Type
      1. Search by One-Time, One-Time-MultiYr, Recurring
   5. Financial Unit Code and Name
      1. Search by posting-level Financial Unit (e.g., “1000127-Music”, “MUSIC”, “1000”)
   6. Project Code and Name
      1. Search by Project (e.g., “1015013-OTHR SO SOP OPERATIONS”, “SOP Operations”, “10150”)
   7. Resource Commitment Created By Name Full
      1. Search by Created By Name field, which is captured as Last Name, First Name (e.g., “Welton, Laurel”, “WELTON”, “Laurel”)
2. Once you have located your record within the Resource Commitment Search Results pane, click on the relevant Commitment Name.
   1. Note: there may be multiple names tied to the same CTID if a commitment was re-named, and the change was not pushed to all Scenarios of the record. 
3. All details to which you have access should now be displayed on the right-side of the screen and within the Transaction Details tab.
4. To select a different record, revise your search terms as necessary and click on new record within the Commitment Search Results pane.

Results display within several different panes on the ‘Lookup Dashboard’ tab.

• Resource Commitment Identifiers displays the following fields:
  • Resource Commitment ID
  • Resource Commitment Name 
  • Resource Commitment Status
  • Resource Commitment Category
  • Resource Commitment Prorated Flag
  • Resource Commitment Created Date
  • Resource Commitment Start Date
  • Resource Commitment End Date
  • Resource Commitment Created By Name Full
  • Resource Commitment Approved By Name Full
• Resource Commitment Amounts displays the following fields by Scenario and Amount Type (Year Total, Beginning Balance, and Approved Budget): 
  • Resource Commitment Scenario 
  • Resource Commitment Budget Type 
  • Financial Unit Code 
  • Project Code 
  • Fund Code 
  • Function Code 
  • Resource Commitment Amounts by Fiscal Year 
• Resource Commitment User Notes displays the Source Notes field by Scenario (Base) 
• Resource Commitment Destination Notes displays the Destination Notes field, if entered and available 
• Resource Commitment Source Chartstrings displays the following Source fields: 
  • Source Financial Unit Code and Name 
  • Source Project Code and Name 
  • Source Fund Code and Name 
  • Source Function Code and Name 
  • Source Task 
• Resource Commitment Destination Chartstrings displays the following Destination fields: 
  • Destination Financial Unit Code and Name 
  • Destination Project Code and Name 
  • Destination Fund Code and Name 
  • Destination Function Code and Name 
  • Destination Task

• The Resource Commitment Record Transaction Detail report displays the following details by month, limited to the resource commitment selected on the Lookup Dashboard: 
• Resource Commitment ID 
• Resource Commitment Name 
• Resource Commitment Budget Type
• Fiscal Year 
• Resource Commitment Lump Sum Month 
• Resource Commitment Push Date
• Accounting Period
• Accounting Period Status (Modified)
  • If Accounting Period Status = “Closed”, then “Prior Transfer Amount”.
  • If Accounting Period Status = “Opened”, then “Current Transfer Amount”.
  • If Resource Commitment Month = "BegBalance", then “Beginning Balance”.
  • Else, "Future Transfer Amount”.
• Resource Commitment Record Scenario
• Financial Unit Code and Name 
• Project Code and Name 
• Fund Code 
• Function Code 
• Resource Commitment Account Code
• Resource Commitment Amount Signed
• Resource Commitment Monthly Adjustment Amount Signed
• Resource Commitment June Final Adjustment Amount Signed
• Resource Commitment Total Amount Signed
• Negative values represent debits, and positive values represent credits.

The results displayed within the panes on the ‘Lookup Dashboard’ tab are not optimized to be downloaded. To download output from the ‘Transaction Details’ tab for further analysis:

1. Verify that all desired filters have been applied, then click the “Choose a format to download” button near the top-right corner of the screen.
2. Select “Crosstab”, and within the ‘Download Crosstab’ window, select the “Month Amounts” box, and then select CSV as the format.
3. Click “Download” and the .csv file should appear in your downloads within your browser.