Resource Commitment Period Detail Report

• The Resource Commitment Period Detail Report is best used to generate a detailed dataset of commitment records.
• Data availability in the report mimics the user’s UCSDPLAN/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 Resource Commitment Period Detail Report allows the user to search for records by CTID, Commitment Name, Budget Type, Commitment Category, Commitment Status, Scenario, Accounting Period, Accounting Period Status, and Source/Destination Chartstrings.
  • 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.
• 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).
• Search results can be narrowed by selecting values on the ‘Report Prompts’ tab, and results are returned on the ‘RCAM Period Detail Report’ tab.
  • This report is not optimized to be viewed on a screen, but the full report output can be downloaded in .csv format for further analysis. 

This report answers the following questions:

• What are the comprehensive period-level details for all of my resource commitments?
• What is the total dollar amount of outstanding resource commitments I’ve booked for the rest of the year and future years?
• What is the total dollar amount of resource commitments I’ve fulfilled by category and year?
• How much have I booked historically and in the future for a particular Financial Unit?

Respond to Prompts 

The Resource Commitment Period Detail Report first displays a ‘Report Prompts’ tab where results can be filtered by changing selections in one or more prompts: 

• For most prompts, the default setting is “(All)”.
• Default settings can be cleared by deselecting “(All)” from the drop-down menu under each prompt.
• Search for specific values by selecting the relevant drop-down menu and typing in the search bar (above “(All)”) - partial search terms are accepted, and the search function is not case-sensitive (i.e., when searching for the Financial Unit 1000127-Music, the following are all acceptable search terms: “1000127-Music”, “MUSIC”, “1000”). 

Several search fields exist which allow the user to narrow down search results: 

• Resource Commitment Name 
  • Search by the Commitment Name field (e.g., “[RMP] Signage Funding”, “[RMP]”, “Signage”, etc.) 
• Resource Commitment ID – Single ID Search 
  • Search by the 8-digit CTID (e.g., “CT008432”, “CT008”, “84”, etc.) 
• Research Commitment ID – Multiple ID Search 
  • Search multiple CTIDs separated by a space (e.g., “CT008432” “CT008433”, etc.) 
• Resource Commitment Budget Type 
  • Search by One-Time, One-Time-MultiYr, Recurring 
• Resource Commitment Category 
• Resource Commitment Status 
  • Search by Active, Completed, Hold, Inactive 
• Resource Commitment Record Scenario Type 
  • Search by Source or Destination 

Once all appropriate prompt selections are in place on the ‘Report Prompts’ tab, navigate to the ‘RCAM Period Detail Report’ tab – all prompt selections will be automatically applied to the report. 

• If you wish to change any of your prompt selections, navigate back to the ‘Report Prompts’ tab and make your changes – the changes will be applied to the ‘RCAM Period Detail Report’ tab.  

Results display within the ‘RCAM Period Detail Report’ tab, with all data at the period (i.e., Resource Commitment Month) level, including the following fields: 

• Resource Commitment ID 
• Resource Commitment Name 
• Resource Commitment Budget Type 
• Resource Commitment Prorated Flag 
• Resource Commitment Status 
• Resource Commitment Record Scenario Type 
• Resource Commitment Created Date 
• Resource Commitment Start Date 
• Resource Commitment End Date 
• Financial Unit Code and Name 
• Project Code and Name 
• Fund Code and Name 
• Function Code and Name 
• Source Financial Unit Code and Name 
• Source Project Code and Name 
• Source Fund Code and Name 
• Source Function Code and Name 
• Destination Financial Unit Code and Name 
• Destination Project Code and Name 
• Destination Fund Code and Name 
• Destination Function Code and Name 
• Resource Commitment Category 
• Resource Commitment User Notes 
• Resource Commitment Destination Notes 
• Resource Commitment Created By Name Full 
• Resource Commitment Approved By Name Full 
• Fiscal Year 
• Resource Commitment Month 
• Resource Commitment Lump Sum Month 
• Resource Commitment Pushed Flag 
• Resource Commitment Push Date 
• Resource Commitment Pushed By Name Full (note, this field is in development and is not yet available) 
• 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 Amount Signed 
• Resource Commitment Monthly Adjustment Amount Signed 
• Resource Commitment June Final Adjustment Amount Signed 
• Resource Commitment Total Amount Signed 

To download output from the ‘RCAM Period Detail Report’ tab: 

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 “Details by Period” box, and then select CSV as the format. 
3. Click “Download” and the .csv file should appear in your downloads within your browser.