Financial Deficit Report - Sponsored Projects

• The Financial Deficit Report - Sponsored Projects displays YTD deficit balances exceeding $25,000 by default.
• By changing the prompt "Include financial deficits greater than $25,000" from Yes to No, the report displays all deficit balances.
• The report is run for an individual PPM Organization, also known as Financial Unit. 
• The PPM subledger data presented in the report is divided into two sections:
  • Open =  includes all projects where Project Finish Date is greater than today's date
  • Ended = includes all projects where Project Finish Date is equal to or less than today's date.

NOTE:  PPM Budget column does not include Unbudgeted Amounts. 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 for Sponsored Projects for a project organization that exceed $25,000 and must be addressed with a resolution plan according to UC San Diego's deficit policy?
• What are all the financial deficits balances for Sponsored Projects for a project organization?

Use these parameters to filter for the data you want to see. Project Organization is a required prompt.  Select Yes if only deficits exceeding $25,000 are to be displayed; select No if all financial deficits are to be displayed.

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