Project Classifications and Balance Calculations
Last Updated: April 5, 2023 12:54:58 PM PDT
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The Project Classifications table shows project class categories and project class codes.
PPM Balances for non-sponsored projects are calculated differently depending on the project classification. Projects for annual operations are reported on a year-to-date (YTD) basis, while projects funded one-time or irregularly are reported on an inception-to-date (ITD) basis. The balances calculations and project classifications are shown below.
Project Classifications
| Project Class Category | Project Class Code | PPM Reporting |
|---|---|---|
| Capital Project | Capital Project | ITD |
| Cost Tracking | Campus Fellowships | ITD |
| Clinical Administration | ITD | |
| Committed Reserves | YTD | |
| Committee | ITD | |
| Diversity Initiative | ITD | |
| Endowed Chair | ITD | |
| Faculty Discretionary | ITD | |
| Faculty Retention | ITD | |
| Faculty Start Up | ITD | |
| General Reserves | YTD | |
| Non Sponsored Research Award | ITD | |
| Non-Capital Construction | ITD | |
| Operations | YTD | |
| Other | ITD | |
| Recharge Recipient | YTD | |
| Strategic Initiatives | ITD | |
| Team | YTD | |
| Course | Academic | YTD |
| Extension | YTD | |
| SAPD | YTD | |
| Default | Default | ITD |
| Event | Events | ITD |
| Faculty Commitments | Faculty Renovation | ITD |
| Financial Allocation Model | Block Grant | YTD |
| Combined/Other student support | YTD | |
| Dept Support Model | YTD | |
| Faculty Compensation | YTD | |
| GSGEI | YTD | |
| MAS | YTD | |
| Master's Growth | YTD | |
| Summer Session | YTD | |
| TA | YTD | |
| Temp FTE | YTD | |
| Line of Service | Auxilliary | YTD - includes Contract Revenue |
| Recharge Operation | YTD - includes Contract Revenue | |
| Research | PI Initiated Clinical Trial | ITD |
| Research | ITD | |
| Sponsor Initiated Clinical Trial | ITD | |
| Service Agreement | Membership Agreement | ITD |
| Non-Research Service Agreement | ITD - includes Contract Revenue | |
| Research Service Agreement | ITD - includes Contract Revenue |
Balance Calculations
GL Balance Calculations:
- Beginning Balance (net of all prior year activity, including capital assets) + YTD Resources +/- YTD Non-Operating Transfers – YTD Expenses – YTD Capital Assets = Ending Balance
- Ending Balance – Commitments – Payroll Projections = Balance Net of Commitments and Projections
- Projects for recurring annual operations:
- Budget - YTD Costs - Commitments = Balance
- Projects funded one-time or irregularly (e.g. faculty startup, gift funds):
- Budget - ITD Costs - Commitments = Balance
- Service agreements:
- Budget - ITD Costs - Commitments = Budget Balance
- Contract Revenue - ITD Costs - Commitments = Revenue Balance