- From an open grant record, select the Activity tab. A grid appears displaying all activity on the grant.
- In the Type field select Actual, Encumbrance, or Both
- In the Dates field, select a fiscal year
- For the Show field, mark one of these options:
- Group activity by Transaction Code: this option displays all transactions with transaction code distributions in the transaction code, regardless of the project distribution.
- Group activity by Project: this option displays all transactions with
project distributions in the Project rows, regardless of the transaction
- Additional options on the Activity tab:
- Click Filter to specify filters for the activity in the grid
- To open a project record, select a project in the grid and click Open Project
- To export the activity, select Edit, Export Grid to Excel from the menu bar
- To create a graph of the activity, click the Summary Graph button on the toolbar
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