Financial Deficit Report - Sponsored Projects

• 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?

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.

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.