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System Status: 

Contract Overview

The Contract Overview Report provides a variety of non-financial data for non-sponsored contracts.

The Contract Overview Report is available from the Business Analytics Hub (bah.ucsd.edu) under the Information Lookup tab.

Access

Access has been provisioned to anyone with the Oracle BI Consumer JR role.  Staff who do not have access should request the Oracle role. Access failure appears as error "Unable to load requested view. Displaying home view instead."

  1. Navigate to bah.ucsd.edu.

  2. Select Budget & Finance

  3. If using the List View, look for Contract Overview in the list or use the search bar at the top right and click the dashboard name  

    • If using the Card View, click the Information Lookups tab and click Launch on the Contract Overview tile 

  4. Use your Active Directory credentials to sign in, if prompted.

Navigation

Here you can find various tips and tricks on navigating Cognos report functionality

  • Use these parameters to filter for the data you want to view.
  • These filters can be used in combination or individually to produce desired results.
  • The list of contract statuses includes all contract statuses currently available in the system. For example, if there are no contracts currently in Draft status, DRAFT will not be an available option.
  • Sponsored contracts are excluded from this report and are not available for selection as a Contract Type.

 

(Click on the image below to see a larger version)

 

 

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Contract Overview

Business Scenarios

  • What active contracts does my Financial Unit hold in OFC Contracts?
  • When do they end?
  • What project and task are they on?
  • How are all my department’s contracts classified? 
  • What are all of my department’s newly created contracts?

 

Report Views

  • Contract Overview displays a table with dimensional data for projects, tasks, and awards.
  • All data in Contract Overview is sourced from Oracle PPM.
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules.

 

(Click on the image below to see a larger version)

contract overview page 

 

Release Notes & Communications

Date Release Notes
2/27/2024 Budget & Finance Weekly Digest

New Report: Contract Overview 

This new report provides a variety of non-financial data for non-sponsored contracts. It answers questions like:

  • What active contracts does my department hold?
  • Which contracts are expiring soon?
  • What project and task are contracts associated with?