Report Index
Last Updated: June 29, 2023 7:58:46 AM PDT
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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 |
| Review YTD financial surplus or loss by major Fund Category for operating unit |
Net Operating Resources and Fund Balance Report (NOR) |
| Identify YTD deficit fund balances by fund category (non-sponsored) |
Financial Deficit Report – Operating Funds |
| Identify YTD deficit sponsored project budget balances for open and ended projects |
Financial Deficit Report – Sponsored Projects |
| Review overall fund balances for all Financial Unit – Fund combinations in an operating unit |
Fund Summary |
| Review the output of budget development in EPBCS tool |
Total Budget Summary |
| View an operating unit's Core Recurring Budget |
Core Recurring Final Budget by Year |
| Determine the status of cost transfers | Project Cost Transfer Panorama: Transfer Workflow Details |
| Determine approvers assigned to a submitted cost transfer | Project Cost Transfer Panorama: Transfer Workflow Details (hyperlink in Assigned column drills to Campus User Roles report) |