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Project Cost Transfer Panorama

The Project Cost Transfer Panorama is a collection of reports designed to provide details about Project Cost transfers. Search transfers by the Original Expenditure Item transaction #, transfer dates, project, award, owning organization and more. For larger reports, use the built in scheduling feature.

The Project Cost Transfer Panorama is available from the Business Analytics Hub under the Projects & Awards tab. Standard Oracle roles are required to access the report.

Cost Transfers by Date and Transaction #

Business Scenarios

What Cost Transfers happened on a particular date?

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

Cost-transfer_data.png

Report Views

  • Results display in a sectioned table of 8 default columns
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

Transfer Summary

Business Scenarios

  • What transfers impacted my award/project?
  • What transfers are going on in my department?
  • Can I see transfers that impacted a PI or PM?

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

TransfersSummary_DataSelection.png

Report Views

  • Results display in a sectioned table of 14 default columns
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 

Transfers by Award/Project

Business Scenarios

Summary of Activity against Non-Sponsored Projects and Sponsored Awards/Projects

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.

Transfers-By-AwardProject_DataSelection.png


Report Views

  • Results display in a sectioned table of 11 default columns
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

 

High Risk Cost Transfers

Business Scenarios

What high risk Cost Transfers have occurred in the system?

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

High-Risk-Cost-Transfer_DataSelection.png

Report Views

  • Results display in a sectioned table of 7-9 default columns
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

High-Risk-Cost-Transfer_ReportView.png

Transfer Workflow Approval Details

Business Scenarios

  • What is the status of the approval for my Transfer?
  • What workflow details are available about my Transfer?

Data Selection and View Options

  • This report cannot be embedded into the dashboard
  • Click the link on this page to open a new tab with the report
  • 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

TransferApproval_Dataselection.png


Report Views

  • Results display in 9 default columns
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules