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Report Index

The Report Index displays specific scenarios you may need help with and the associated report or dashboard to help accomplish those tasks.

Scenario Report/Dashboard
Review balances and conduct analysis on a portfolio of projects  Project Management Dashboard
Identify sponsored projects that have ended or are overspent and conduct closeout analysis  Project Management Dashboard
Review transactions, commitments, payroll on a single project  Expanded Project Summary
Complete an agency financial report  Expanded Project Summary 
Review high-risk transactions  Transaction Details 
Find a specific transaction  Transaction Details 
View transactions that posted to the General Ledger  Transaction Details 
View transactions that posted in PPM  Transaction Details 
See who is assigned as project manager, task manager, fund manager, task fund manager, fiscal manager, MSO/CAO/DBO, etc Project Information Lookup: Award Project Task Personnel 
See what chartstring you should use to charge a project and task  Project Information Lookup: Project COA Lookup 
See other non-financial information about awards, projects, and tasks, such as IDC rate, project classification, project status, start and end dates, etc. Project Information Lookup: Project Overview 
Review and analyze GL-based project balances for a financial unit  GL Project Balances 
Compare revenue, payments received, and expenditures on one or multiple contracts  Contract Management Dashboard 
Identify contracts with unpaid invoices  Contract Management Dashboard 
Identify contracts with uninvoiced events  Contract Management Dashboard 
Identify receipts applied to a contract or project  Contract Management Dashboard 
Determine where a receipt was applied  Contract Management Dashboard 
Find the amount or quantity outstanding on open Purchase Orders  Procure to Pay Panorama: PO Balances 
Find Payables invoices that are on hold  Procure to Pay Panorama: Invoice Summary or Invoice Inquiry 
Identify unpaid Receivables invoices for a certain customer  Accounts Receivable Panorama or Contract Management Dashboard: Receivables Aging Report 
Find unapplied receipts  Accounts Receivable Panorama: Incoming Payments (Receipts) 
See what Oracle roles a person has  Campus User Roles 
See which people have a certain role  Campus User Roles 
Identify transactions that posted only in GL that should have also posted in PPM  GL-PPM Reconciliation 
Identify amounts that should be entered on a PPM budget  GL-PPM Reconciliation Report
View payroll and other charges that posted to the default project and figure out how to move them off  Default Project Payroll 
Figure out where a fund/account/financial unit falls in its hierarchy  Chart of Accounts Panorama  
Review details about purchasing commitments like vendor, item descriptions, purchase order number, etc. Transaction Details (if only viewing commitments)
Review details about purchasing commitments like vendor, item descriptions, purchase order number, etc. Expanded Project Summary (if viewing commitments in the context of reviewing a project)
Review details about purchasing commitments like vendor, item descriptions, purchase order number, etc. Project Management Dashboard (if viewing commitments in the context of reviewing a project portfolio)
See the entity, financial unit, fund, and function associated with a project and task Project Information Lookup: Project COA Lookup