UC San Diego PPM User Guide
Understand the contents of the UC San Diego PPM User Guide.
Purpose and Scope of this Guide
This Guide is intended to give an overview of the UCSD Configuration and use of the Oracle Financial Cloud Project Portfolio Management (PPM) Subledger. This is a dynamic document to be updated as additional enhancements to the system and business processes are made. This guide includes links to additional, more detailed information where applicable. This guide includes information on some related processes outside of PPM but is not an all-encompassing Oracle Financial Cloud user guide.
| Chapter | Subsection | Sub-SubSection |
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1.1 Understanding Subledgers and General Ledger 1.2 Reasons to Use PPM 1.3 Nuances between Budgeting in PPM and Budgeting in EPBCS 1.4 Nuances between PPM and GL Data 1.5 Coding Transactions to the PPM Subledger (POET/POETAF) 1.6 How Costs are entered and accounted in PPM |
1.6.1 PPM Subledger Accounting Rules (SLAs) overview 1.6.2 Defined Flex Fields (DFFs) |
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2.1.1 Inventorial Equipment 2.1.2 Fabrications 2.1.3 Budget 2.2.1 Awards 2.2.2 Billing 2.2.3 Sponsored Project Revenue Recognition 2.2.4 Overhead Assessment - Indirect Costs - Burden 2.2.5 Budget 2.2.6 How to Check Award Budget, Costs, and Balances 2.2.7 Unique Sponsored Projects Processes 2.2.8 Sponsored Research Dates 2.3.1 General Projects Structures 2.3.2 Non-Revenue Activities 2.3.3 Revenue Generating Activities 2.3.4 Recharges 2.3.5 Budget |
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3.1 Applicable Policies and Regulations 3.2 UCSD Local Implementation Requirements |
3.3.1 Process 3.3.2 Types of Cost Transfers 3.3.3 Cost Transfer Reporting 3.3.4 Cost Transfer vs Cost Recovery vs Resource Transfer |
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| Chapter 04: Cash Receipts | 4.1 Cash Receipts |
4.1.1 Miscellaneous Revenue 4.1.2 Expense Reimbursements 4.1.3 Program Income |
| Chapter 05: Revenue Recognition | 5.1 Unearned Revenue | 5.1.1 Unearned Income |
| Chapter 06: How to Create, Edit, or Close a Project |
6.1.1 Step by Step - Manual 6.1.2 Step by Step - Automated Mass conversion of tasks to projects for General Projects |
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| Chapter 07: Project Personnel Roles | ||
| Chapter 08: Resolving Unprocessed Costs in PPM | ||
| Chapter 09: Reporting | ||
| Chapter 10: Reconciliation | ||
| Chapter 11: References | ||
| Chapter 12: Appendix |
12.1 Glossary 12.2 Accounts in GL only vs GL&PPM for project based transactions: KB0033364 12.3 Version Updates |