Total Resource Commitments – Summary Report

• The Total Resource Commitments Summary Report is best used to generate a list of all resource commitments for your unit(s), providing a net view of all transactions (debits and credits).
• This report includes all resource commitment record scenarios (Base, Transfer In). 
• 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. 
• The Total Resource Commitments Summary Report allows the user to search for records by CTID, Budget Type, Pushed Flag, Commitment Category, Commitment Status, Scenario, Fiscal Year, Accounting Period Status, and 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 ‘Total Commitments Summary’ tab. 
• Within the ‘Total Commitments Summary’ tab, you can view the summary by resource commitment amount type:  
  • Total Amount provides the projected year-end total committed amount, including any monthly adjustments or prorations made to the Resource Commitment. This amount reflects anticipated General Ledger transfers. 
  • Beginning Balance provides the starting annual committed amount, prior to any monthly adjustments or proration. For recurring commitments, this amount reflects anticipated Recurring Adjustment to be made in the Budget Adjustment Module. 
  • Approved Budget provides the annual approved budget for the Resource Commitment. Where Approved Budget amount not entered, the annual Beginning Balance is used instead. 
• When hovering over annual amounts on the reports, additional information about the commitment may be displayed in the tooltip window. 
• Sand-colored highlight is applied to any commitment amount with a Pushed Flag = ‘No’ in a given Fiscal Year. 

This report answers the following questions:

• What is the total of all resource commitments (both Base and Transfer In) for my unit(s)? 
• For a specific CTID, what is the resource commitment Total Amount? Beginning Balance? Approved Budget? 
• For my unit, how many resource commitments are Active? Completed? On Hold? Inactive? 
• Which resource commitments have been pushed for my unit(s)? 
• Which resource commitments were pushed by a specific Financial Unit? 
• Has a specific CTID been pushed? If so, what date was the resource commitment pushed? Who was the resource commitment pushed by? 
• For a specific CTID, what are the Financial Unit, Project, Fund, and Function details?

Respond to Prompts 

The Total Resource Commitments Summary 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 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 Pushed Flag 
  • Search by No, Yes 
• Resource Commitment Category 
• Resource Commitment Status 
  • Search by Active, Completed, Hold, Inactive 

Once all appropriate prompt selections are in place on the ‘Report Prompts’ tab, navigate to the ‘Total Commitments Summary’ 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 ‘Total Commitments Summary’ tab.  

Once you are in the ‘Total Commitments Summary’ tab, you can change the Commitment Amount type (e.g., Total Amount, Beginning Balance, or Approved Budget) displayed by changing the selection in the ‘Select a View’ dropdown menu – this menu is just above the report output: 

Results display within the ‘Total Commitments Summary’ tab, and includes the following fields: 

• Financial Unit Code and Name 
• Project Code and Name 
• Fund Code and Name 
• Function Code and Name 
• Resource Commitment Budget Type 
• Resource Commitment Record Scenario Type 
• Resource Commitment Category 
• Resource Commitment ID 
• Resource Commitment Name 
• Resource Commitment Status 
• Fiscal Year 
• Resource Commitment Amount (Total Amount, Beginning Balance, or Approved Budget) 
• Additional fields are available in tooltips by hovering over annual amounts: 
  • Source Financial Unit L2 Code and Name  
  • Source Financial Unit Code and Name 
  • Source Project Code and Name 
  • Source Fund Code and Name 
  • Source Function Code and Name 
  • Source Task 
  • Source Project Manager 
  • Destination Financial Unit L2 Code and Name  
  • Destination Financial Unit Code and Name 
  • Destination Project Code and Name 
  • Destination Fund Code and Name 
  • Destination Function Code and Name 
  • Destination Task 
  • Destination Project Manager 
  • Resource Commitment Budget Type 
  • Fiscal Year 
  • Resource Commitment Amount 
  • Resource Commitment Lump Sum Month 
  • Resource Commitment Record Scenario Type 
  • Resource Commitment Pushed Flag 
  • Resource Commitment Push Date 
  • Resource Commitment Pushed By Name Full 
  • Resource Commitment Category 
  • Resource Commitment User Notes 
  • Resource Commitment Destination Notes 

To download output from the ‘Total Commitments Summary’ tab: 

1. Verify that all desired filters have been applied, and that you have the correct Commitment Amount type view selected, 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 box that does not begin with “Title” (the appropriate box will be named differently depending on the view), and then select CSV as the format. 
3. Click “Download” and the .csv file should appear in your downloads within your browser. 
4. Please note the following about the downloaded file format:  
   1. The file will contain both the fields within the original report view as fields represented in the tooltip, though these fields may not appear in the same order as viewed within Tableau Server.