Chapter 7: Project Personnel Roles
Project Personnel Roles
Project Personnel Roles are distinct from Security Roles. These roles can be assigned to Awards, Projects, and Tasks and are primarily used for reporting purposes.
It is recommended to assign only one person per role at each level, except for the Key Person role, which can have multiple assignees.
The following is a comprehensive list of Project Personnel Roles. For a list of user roles and guidance on managing project personnel in Oracle Financials Cloud (OFC), refer to KB0033293 (Knowledge Base): How to Understand and Update Oracle (OFC) Project Portfolio Management (PPM) Project Personnel.
| Project Role Name | Description | Level role should be assigned to |
|---|---|---|
| Project Manager | Manages the execution and completion of a single project. Creates budgets, plans, and schedules. Sources and allocates resources such as labor, subcontractors, materials, and equipment. Tracks physical and financial project performance, changes, and issues. Ensures proper billing and cost transfers. Communicates status and project performance to program managers and project executives. | Projects |
| Principal Investigator | Controls and monitors the technical direction and academic quality of research projects such as laboratory studies or clinical trials. Ensures that projects comply with the terms, conditions, and policies defined by the sponsor and the institution. Owns ultimate responsibility for the management of the sponsored research award, especially in cases where funding is obtained from federal agencies such as the NIH. | Awards |
| Team Member | Performs, tracks, and reports progress on project and no project work. | Awards and Projects |
| SPF Supervisor | SPF Supervisor | Awards |
| SPF Accountant | SPF Accountant supporting award/project | Awards |
| GA Supervisor | GA Supervisor | Projects |
| GA Accountant | GA Accountant supporting project | Projects |
| Agreement Biller Supervisor | Clinical Trial SPARM Biller Supervisor | Awards |
| Agreement Biller | Clinical Trial SPARM Biller | Awards |
| Collections Support | Clinical Trial Collections Support | Awards |
| MSO/DBO/CAO | Chief Administrative Officer of Department | Awards and Projects |
| Fund Manager | Fund Manager supporting the administration of a project | Awards and Projects |
| Fiscal Manager | Manager of a group of financial activities. Same as CT Department Supervisor | Awards and Projects |
| Key Person on NOA | Key Person listed on Sponsored Projects NOA in addition to PI | Awards |
| Pre-Award Office Contact | Pre-Award Office Contact | Awards |
| Task Manager | PI for the task | Task |
| Task Fund Manager | Fund Manager for the task | Task |
Use PADUA to update project roles.
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