Purpose: Use this document as a reference for looking up analysis types and their descriptions.
Audience: HCM, CS, and Finance Staff
Analysis Types are assigned to individual transactions to identify different types of transactions, such as estimated costs, budgeted amounts, actual costs, and billed costs. In order for project-related processes to run to success, an Analysis Type is added to complete the ChartString. Most modules automatically include the correct Analysis Type for each transaction. However, in General Ledger, Analysis Types must be manually entered. The following lists out various ctcLink analysis types.
|ANALYSIS TYPE||ANALYSIS TYPE DESCRIPTION|
|ACT||Actual expense from AP/Payables and Travel & Expense. ACT lines general billable (BIL) lines in cost-reimbursable grants.|
|BIL||Billable Item in a cost-reimbursable grant. ACT and GLE lines generate BIL lines that can be billed.|
||Billed Item. After a BIL or deferred (DEF) line is billed the line changes from BIL to BLD.|
|BAJ||Billing Adjustment for a grant invoice.
||Budget line from a grant/project.
|CCA||Commitment adjustment usually as a result of an increase to a purchase order (PO).|
|COM||Commitment. COM lines are encumbrances from POs.|
|CRV||Commitment reversal. Reversal of encumbrances as PO is paid or canceled.
|DEF||Billing deferred line. DEF lines do not turn back into BIL lines, but they are billable after their deferral date has arrived. After they are billed, the DEF changes to BLD.|
|DNC||Do not collect. This is used for any line that should not be billable such as cash, assets, liabilities, etc.|
|FBD||Fixed Cost Billed Amount. Amount billed on a fixed price grant/contract.
|FDF||Federal distributions. Not common in grants/projects.|
|FDL||Local distributions. Not common in grants/projects.|
|GLE||General ledger expense from payroll and GL journals. GLE lines generate billable (BIL) lines in cost-reimbursable grants.|
|GLR||General ledger revenue. These lines come into grants/projects from GL journals for revenue transactions. No BIL lines are generated from GLR lines.|
|OLT||Over the limit. Lines that were within available budget of the grant/project but are over the billing limit amount in the associated customer contract. These usually result when a grant/project budget was increased and the associated customer contract was not increased to match the new grant total. OLT lines will not generate BIL lines until the contract has been increased and the OLT lines are processed.|
|REQ||Requisition. Pre-encumbrance from a purchase requisition.|
|RRV||Requisition reversal. Releases pre-encumbrances when a purchase requisition is sourced to a PO is canceled.|
|SFA||Sponsor facilities and administration. F&A/indirect/overhead lines. These lines will generate BIL lines so the F&A can be billed to the grant sponsor.|
|SUT||Sales/use tax. Not common in grants/projects.|
|UTL||Prepaid utilization. This is a pre-payment on a cost-reimbursable grant/contract.|
|WTO||Write off. Line that is marked to be written off normally from write offs created in Billing or Receivables.|
For more information on over the limit lines, please see QRG OLT Rows (Over the Limit).
At this time the Cost Sharing functionality is not set up in ctcLink PeopleSoft. However, it's useful to become familiar with these Analysis Types.
|ANALYSIS TYPE||ANALYSIS TYPE DEFINITION|
|CAC||Cost Sharing Actuals|
|CAJ||Cost Sharing Commitment Adjustment|
|CBU||Cost Sharing Budget|
|CCO||Cost Sharing Commitment
|CCR||Cost Sharing Commitment Reversal|
|CGE||Cost Sharing GL Expense|
|CPY||Cost Sharing Payroll Expense
|CQR||Cost Sharing Requisition Reversal|
|CRQ||Cost Sharing Requisition|