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The Budget Overview report summarizes startup, recurring, milestone, and passthru rates entered into the protocol budget in OnCore. 

 

View a Budget Overview Report Sample

Running the report

 

  1. In OnCore, go to Menu > Reports > Reports.
  2. Click on Financials on the left vertical menu, then select the Budget Overview report.  (Only users with the Financial Coordinator or Coverage Analysis role in OnCore have access to Financial Reports).
  3. The following fields are Required fields to run the Budget Overview report:
    1. Protocol No.
    2. Calendar Version No.
    3. Budget Version Number
    4. Make sure to select from drop-down menu for each field or the report PDF will be blank.
    5. The recommended output is PDF.


Report Features

Header


Report Sample


Guide to report fields


Report Sample

Guide to report fields

Corresponding OnCore fields


Milestones


Report Sample

Guide to report fields

Corresponding OnCore fields


Pass-Thrus


Report Sample

Guide to report fields


Corresponding OnCore fields

 

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