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Effort Commitment Reports

Overview

This provides information on available effort commitment reports.  All reports below can be accessed by navigating to:

Main Menu > Enterprise Reporting > Access Reporting > Human Resource Information > Workforce Information > Effort Reporting > Effort Commitments

Reports

Commitments with Inactive Job

Run by effort term.  You have the option to add a specific department ID, UFID, Report Status, or a specific role of an award such as the Principal Investigator.

This report lists effort commitments that are reported on inactive or terminated job records.  This can be used to clean up commitments before an effort term is open to guarantee that commitments are on the right job appointment or transferred to the appropriate person.  This could affect a mandatory or voluntary mandatory cost sharing commitment requirements if this is not corrected.

Committed Projects by Award

Run by term and then by Award ID.

This report will list commitments by Project ID that are on the award.  This can be used to determine all of the commitments required for a specific overarching award ID.

Committed Projects by Department

Run by Department ID and then selected effort term.

This report will list, by employee ID, the commitments for an effort term.  A department could use this report to determine if adjustments need to be made before an effort term is released to decrease the number of errors at the time of the reporting period.

Committed Projects by Person

Run by UFID and then selected effort term.

This report will list the commitments for an effort term for a specific employee ID.  A department could use this report to determine if adjustments need to be made before an effort term or to share with the individual what their expected commitments are.

Committed Projects by Project

Run by Project Number and then selected effort term.

This report will list the commitments for an effort term by employee ID for a specific project.  A department could use this report to determine if adjustments need to be made before an effort term opens or to share with staff what all of the commitments are for a specific department ID.

Committed Projects by Sponsor

Run by Effort Term and then by Sponsor Number.

This report will list the commitments for an effort term for an entire sponsoring agency.  This report can be used to determine what the University has committed to a specific sponsor.  It displays information by Project ID.

Committed Projects Pivot by Department

Run by Department ID and then selected effort term.

This report will pivot the data by employee ID displaying the total committed percentages for a specific term.

Committed Projects Pivot by Person

Run by UFID and then selected effort term.

This report will pivot the data for the specific employee UFID to display the total overall committed amount by project.

Committed Projects Pivot by Project

Run by Project Number and then selected effort term.

This report will pivot the data for the specific Project Number to display the total overall committed amount by employee UFID.

Uncommitted Projects

Run by Department ID or Sponsor ID.

This report provides projects that have no commitments associated with them.  Every project at the University should have a commitment entered except for the following:

  • equipment grants
  • multiple sponsors/IFAS Faculty Service Program Grants
  • student stipends or fellowships
  • participant support cost grants
  • non-federal clinical trials
  • UF Foundation awards with no salary budgeted
  • in support of general research that is less than $20K
  • T32 training grants
  • PIs on IPA that is not the recipient of the IPA.

Last Reviewed

05/01/2020: reviewed content

Resources

Cost Transfers Involving Sponsored Projects Directives and Procedures

Effort Report Flow – How Does the Effort Report Receive Information?

Effort Reporting Activity Categories

Toolkits

UF HR Toolkit – Adjusting Committed Effort

UF HR Toolkit – Certifying the Effort of Students and Staff

UF HR Toolkit – Certifying Your Effort

UF HR Toolkit – Entering and Submitting Effort

UF HR Toolkit – Requesting a Proxy Approval Role

UF HR Toolkit – Resolving Discrepancies in Effort Certification

UF HR Toolkit – Understanding the Salary Cap

Contacts

Cost Analysis: (352) 392-5778

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