Project Panorama

Business Scenarios

• PPM Project Balances may be used to view all of your Project and Task Costs, Revenue, and Committed Costs at the PPM subledger level
• Note that General Projects do not currently have budgets in PPM, only Sponsored Projects do
• This tab is useful for those who want to view all types of Projects in one table
• What is the budget balance on my Sponsored Projects and each of its Tasks?
• How much do I have in Committed Costs for each of these Projects and Tasks?
  

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
  
  

• Results display in two tables - Non-Sponsored Projects and Sponsored Projects
• Non-Sponsored Project balances display 10 default columns subtotaled by Project
• Sponsored Project balances displays 7 default columns subtotaled by Project
• Additional columns are available to users to add to the report
• Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

Business Scenarios

• PPM Monthly Project Costs Overview may be useful for those who need a monthly and quarterly summary of their Project and Tasks costs by Expenditure Category
• What are my monthly and quarterly expenses on a Project and Task and what is the breakdown by Expenditure Category?
  

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

Report Views

• Results display in a sectioned pivot table with 1 section by Project/Task Organization, 3 default rows and 2 columns
• Additional columns are available to users to add to the report
• Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

Business Scenarios

• Award Summary serves to provide PIs and Fund Managers with an overview of their active grants, new grants, expiring grants, and how much is Unbudgeted or Unallocated
• How many active grants do I have and how many of them are Unbudgeted or Unallocated in PPM?
• How many of my Awards are going to expire in the next 90 days?
  

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
  
  

Report Views

• Results display in a combination of summary performance tiles and Charts/Graphs
• Each view object is designed to drill in to the details when/where desired
• Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

Business Scenarios

• Award Financials provides an overview of Award Budgeted Amount, ITD Expenditures, Remaining Budget, Awards Overspent, Award Underspent, Overspent Amount and Awards with over 80% of Budget spent
• How much have I spent on each of my Awards and how many Awards are Overspent or Underspent?
  

Data Selection and View Options

• Automatically set with the same parameters provided on the Award Summary Page and defaulting to the current Fiscal Year
• 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
  
  

Report Views

• Results display in a combination of summary performance tiles and Charts/Graphs
• Each view object is designed to drill in to the details when/where desired
• Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

Business Scenarios

• GL Project Balances display a Project's Beginning Net Position, Total Resources, Total Expenses, Ending Net Position, Capital Equipment Expenditures, and Resources Available

• This report includes Project values of 0000000

• Project Resources Available displayed on this report may differ from the PPM Project Balance since some transactions post to the GL directly

  This report answers the following questions:

  • What are the Resources Available for my Project?
  • What are the YTD Total Resources and Total Expenses for my Project?
  • What did I spend inception to date for Capital Equipment for my 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
• Accounting Period is a required parameter

Report Views

• Results display in a table with FinU code and description, Project code and description, Fund code and 5 amount columns
• Additional columns are available to users to add to the report
• Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

Business Scenarios

• All Transactions GL & Subledgers is a single space where users can view transactions that hit all ledgers: the General Ledger and each Subledger (PPM, Payables, Receivables, Cash Mgmt.)
• What are all of the transactions that hit each subledger for my Project?
• What transactions hit the GL directly?
• Something hit the General Ledger, where did this come from?
  

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
  
  

Report Views

• Results display in a default table with subtotal by Project
• Additional columns are available for users to add to the report
• Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

Business Scenarios

• How much money do I have in my Gift Fund on the Campus and Foundation Ledgers?

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
  
  

Report Views

• Results display in a pivot table with 2 default rows and 1 column
• Additional columns are available to users to add to the report
• Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

• PPM Project Inquiry and Reporting for Campus Business Unit (BU)
• PPM Grants Inquiry for Campus Business Unit (BU)
• GL Inquiry and Reporting for UCSD ledger + GL Inquiry and Reporting for FOUNDATION ledger
  Read How to Request the GL Inquiry and Reporting Role

Watch the Projects Panorama Demo