Chapter 2: Overview

Last Updated: April 10, 2025 3:47:16 PM PDT

Learn about Chapter 2: Project Types

Project types include capital, fabrication, sponsored, general, and default projects. Each project type provides controls on how Oracle Projects processes the projects for accounting and reporting. Each project type has a class category, and a class code for reporting purposes. Default Projects are considered a type of general project and are referenced going forward as General Projects. General Projects can be set up to allow for burdening or not based on the template chosen by the user.

Project Classifications and Naming conventions:


Name	Code	Description
Event	Events	Short-term efforts to stage a particular event, such as a conference
Service Agreement	Research Service Agreement	Efforts where UCSD hands are doing work for third parties – must be created by KR integration.
Service Agreement	Non-Research Service Agreement	Efforts where UCSD hands are doing work for third parties, unrelated to Research.
Line of Service	Recharge Operation	An operation that recovers costs from other UCSD entities.
Line of Service	Auxiliary	An operation that recovers costs from the public.
Course	Academic	Credit-granting courses offered by the campus.
Course	Extension	Courses solely provided by University Extension.
Course	SAPD	Strategic Academic Program Development (courses offered by the academic colleges to the public). Project-Owning Organization is always the academic department.
Cost Tracking	Faculty Start up	Monies allocated to a new faculty member.
Cost Tracking	Faculty Retension	Monies allocated to a faculty member as part of salary negotiations.
Cost Tracking	Faculty Discretionary	Unrestricted monies allocated to a faculty member.
Cost Tracking	Clinical Administration	Non-research efforts for the clinical practice.
Cost Tracking	Committee	Cross-campus committees.
Cost Tracking	Team	Organization unit at a level below the Financial Unit structure.
Cost Tracking	Campus Fellowships	UCSD-funded student support.
Cost Tracking	Non-capital construction	Facilities improvements and renovations below the threshold to be considered capital improvements.
Cost Tracking	Committed Reserves	Monies committed to specific endeavors.
Cost Tracking	General Reserves	Reserve funds that need to be earmarked at a more granular level than Fund allows.
Cost Tracking	Recharge Recipient	Project created purely for receiving recharges and mapping them to the appropriate Fund/Function/Location/FinU
Cost Tracking	Non-Sponsored Research Award	Research awards from gift or internal sources
Cost Tracking	Operations	Projects created that track costs that support organization operations
Cost Tracking	Others	Any effort best modeled in PPM that does not fit into an established Class Category and Code.
Financial Allocation Model	Block Grant	Funds for Graduate Student Block Grant
Financial Allocation Model	Combined/Other student support	Funds to support student related activities not otherwise represented
Financial Allocation Model	GSGEI	Funds to support GSGEI
Financial Allocation Model	MAS	Funds to support MAS student programs
Financial Allocation Model	Master’s Growth	Funds to support Master’s Growth
Financial Allocation Model	TA	Funds to support TAs, Readers, etc.
Financial Allocation Model	Temp FTE	Funds to support temporary FTEs

Prefixes for project naming:


Project Type	Class Category	Code	Abbreviation
Capital Project	Capital Project	Capital Project	CP
Sponsored Project	Sponsored Project	Sponsored Project	SP
Sponsored Project	Research	Cost Share	SPCS
Sponsored Project	Research	Training Grant	SPTG
Fabrication Sponsored Project	Research	Any	FABSP
Fabrication Sponsored Project	Any	Any	FABGP
General Project	Event	Event	EV
General Project	Faculty Commitments	Faculty Renovation	FREN
General Project	Service Agreement	Research Service Agreement	RSA
General Project	Service Agreement	Non-Research Service Agreement	NSA
General Project	Service Agreement	Membership Agreement	MEM
General Project	Line of Service	Recharge Operation	REC
General Project	Line of Service	Auxiliary	AUX
General Project	Course	Academic	ACAD
General Project	Course	Extension	EXT
General Project	Course	SAPD	SAPD
General Project	Cost Tracking	Campus Fellowships	CFEL
General Project	Cost Tracking	Clinical Administration	CLIN
General Project	Cost Tracking	Committed Reserves	CRV
General Project	Cost Tracking	Committee	COMT
General Project	Cost Tracking	Diversity Initiative	DI
General Project	Cost Tracking	Endowed Chair	EC
General Project	Cost Tracking	Faculty Start Up	FSU
General Project	Cost Tracking	Faculty Retention	FR
General Project	Cost Tracking	Faculty Discretionary	FD
General Project	Cost Tracking	General Reserves	GRV
General Project	Cost Tracking	Non-capital construction	NCCON
General Project	Cost Tracking	Non-Sponsored Research Award	NSRA
General Project	Cost Tracking	Operations	OPS
General Project	Cost Tracking	Other	OTHR
General Project	Cost Tracking	Recharge Recipient	RCR
General Project	Cost Tracking	Strategic Initiative	SI
General Project	Cost Tracking	Team	TEAM
General Project	Financial Allocation Model	Block Grant	BG
General Project	Financial Allocation Model	Combined/Other student support	OSS
General Project	Financial Allocation Model	Dept Support Model	DSM
General Project	Financial Allocation Model	Faculty Compensation	FC
General Project	Financial Allocation Model	GSGEI	GSGEI
General Project	Financial Allocation Model	MAS	MAS
General Project	Financial Allocation Model	Master's Growth	MG
General Project	Financial Allocation Model	Summer Session	SS
General Project	Financial Allocation Model	TA	TA
General Project	Financial Allocation Model	Temp FTE	TFTE
Default	Default	Default	DFLT

Project Statuses:


Active	Project is Active and costs can be posted in PPM to the project
Closed	Project is Closed and no activity can be posted in PPM to the project
Closed – DNU Bad Record	Project is closed because it was created in error and no activity can be posted in PPM to the project. Should not be reactivated.
Draft	Project is not yet finalized; no activity can be posted in PPM to the project. Not currently used at UCSD
Rejected	Project approval was rejected; no activity can be posted in PPM to the project. Not currently used at UCSD
Submitted	Project approval is submitted; no activity can be posted in PPM to the project. Not currently used at UCSD
UCSD Closed	Project is Closed for business process reasons; Cost adjustments in PPM can still occur, but not new transactions. UCSD use for 20-21 was the same as Closed; is no longer actively used

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