Project Overview

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 Project 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 Project Overview tile 

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

• 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

Business Scenarios

• What are all the projects and tasks associated with a given organization or project manager?
• How are all my department’s projects classified? 
• What project-task was an IFIS index number mapped to in Oracle?
• When did a task end?
• What are all of my department’s newly created projects?
• Does a project belong to Campus or Medical Center?

Report Views

• Project Overview displays a table with dimensional data for projects, tasks, and awards.
• All data in Project 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.

Summary

This page provides a complete list of Project Class Categories and Project Class Codes as reference. 

On reports with PPM balances for non-sponsored projects such as Faculty and Researcher Dashboard, Project Management Dashboard, and Expanded Project Summary, costs are reported on either an inception-to-date or fiscal-year-to-date basis depending on the purpose of the project.  Projects that are used for annual operations and typically have an annual budget are reported on a fiscal-year-to-date basis, while projects that typically have a one-time budget and operations that span multiple years are reported on an inception-to-date basis.  The PPM Reporting column indicates how each class of projects is reported.

Report Views