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Project Information Lookup Panorama

Last Updated: April 5, 2023 12:55:04 PM PDT
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The Project Information Lookup brings back all the Projects for a Business unit, Project Organization or Project Manager and where available it provides full COA and POETAF Chart string values for these Projects.

Project COA Lookup

Business Scenarios

  • Determine the full chart of accounts string for a project

Data Selection and View Options

  • 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

projcoa_data.png


Report Views

  • Results display in a table of 22 columns
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
  • Project/Tasks that have not had any activity recorded will not have any Chart of Account (CoA) segments available 
  • Oracle does not populate the full CoA until activity has been recorded to the system

 projcoa_report.png

Award Project Task Personnel

Business Scenarios

  • Determine what personnel have been assigned to specific roles on a project

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

Screen-Shot-2022-08-19-at-10.44.53-AM.png

 

Report Views

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  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

 

Expenditure Type List

Business Scenarios

  • View expenditure types along with description, account number, and expenditure category

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results
  • The report is designed to bring back all Expenditures

Expenditure-Type-List_p.png

Report Views

  • Results display in a table of 5 columns
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

 Expenditure-Type-List_rv.png

Non-Sponsored Project Task DFFs

Business Scenarios

  • View of all data flex fields on each task for a specific project

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

Screen-Shot-2022-08-19-at-10.48.07-AM.png

 

Report Views

  •  
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

 Screen-Shot-2022-08-19-at-10.48.22-AM.png

Award Personnel

Business Scenarios

  • Determine what personnel have been assigned to specific roles on an award

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

awardpersonnel_data.png

 

Report Views

  •  
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

 awardpersonnel_report.png