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Financial Deficit Report - Sponsored Projects

The Financial Deficit Report - Sponsored Projects report displays YTD deficit balances exceeding $25,000 by default.

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

Business Scenarios

  • 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?

Data Selection and View Options

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.

 Data selection screenshot

 

Report Views

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

 Open projects screenshot