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Financial Deficit Report - Sponsored Projects

The Financial Deficit Report - Sponsored Projects report displays YTD sponsored project budget balances from PPM for both Ended and Open projects.

The Financial Deficit Report - Sponsored Projects report is available from the Business Analytics Hub under the Financial Resource Management Dashboard. Standard Oracle roles are required to access the report.

Business Scenarios

  • The Financial Deficit Report - Sponsored Projects gives users the choice of viewing deficits of any dollar amount or only those deficit balances greater than $25,000.
  • The report can be run for an individual Financial Unit (corresponding to the Project Owning Org in PPM) or for any level of the FinUnit Hierarchy.
  • The PPM subledger data presented in the report is divided into two sections:
    • Ended = includes all projects where Project Finish Date is equal to or less than today's date
    • Open = includes all projects where Project Finish Date is greater than today's date

NOTE: PPM Budget column does not include Unbudgeted Amounts – please contact your SPF Award Accountant if budget displays as $1. Costs do not include Commitments. PPM Budget Balance calculation includes amounts for Internal Cost Sharing.

This report answers the following questions:

  • What are the financial deficit balances that exceed $25,000 and must be addressed with a resolution plan according to UC San Diego's deficit policy?
  • Which sponsored projects are currently in deficit within my Financial Unit?
  • Which sponsored projects within my Financial Unit have ended and need deficit cleanup for project closeout?

Data Selection and View Options

Use these parameters to filter for the data you want to see.

  • Select Yes to only display deficits over $25K; if no selection, all deficits will display.
  • Financial Unit Level 2 is the VC.
  • Level 3 is the School.
  • Level 4 is Department.  
  • Selection Values include both code and description.  
  • The Financial Unit Levels and Financial Unit filters are used individually to produce desired results.

sponsored prompt

Report Views

Results display in 2 tabs:

  • Sponsored Projects: Ended Projects
  • Sponsored Projects: Open Projects
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules.

ended projects


open projects