Project Classifications and Balance Calculations
Last Updated: August 20, 2025 11:40:17 AM PDT
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The Project Classifications table shows project class categories and project class codes.
PPM Balances for non-sponsored projects are calculated differently depending on the project classification. Projects for annual operations are reported on a year-to-date (YTD) basis, while projects funded one-time or irregularly are reported on an inception-to-date (ITD) basis. The balances calculations and project classifications are shown below.
Project Classifications
| Project Class Category | Project Class Code | Project Class Code Abbreviations | PPM Reporting |
|---|---|---|---|
| Capital Project | Capital Project | CP | ITD |
| Cost Tracking | Campus Fellowships |
CFEL |
ITD |
| Clinical Administration | CLIN | ITD | |
| Committed Reserves | CRV | YTD | |
| Committee | COMT | ITD | |
| Diversity Initiative | DI | ITD | |
| Endowed Chair | EC | ITD | |
| Faculty Discretionary | FD | ITD | |
| Faculty Retention | FR | ITD | |
| Faculty Start Up | FSU | ITD | |
| General Reserves | GRV | YTD | |
| Non Sponsored Research Award | NSRA | ITD | |
| Non-Capital Construction | NCCON | ITD | |
| Operations | OPS | YTD | |
| Other | OTHR | ITD | |
| Recharge Recipient | RCR | YTD | |
| Strategic Initiatives | SI | ITD | |
| Team | TEAM | YTD | |
| Course | Academic | ACAD | YTD |
| Extension | EXT | YTD | |
| SAPD | SAPD | YTD | |
| Default | Default | DFLT | ITD |
| Event | Events | EV | ITD |
| Faculty Commitments | Faculty Renovation | FREN | ITD |
| Financial Allocation Model | Block Grant | BG | YTD |
| Combined/Other student support | OSS | YTD | |
| Dept Support Model | DSM | YTD | |
| Faculty Compensation | FC | YTD | |
| GSGEI | GSGEI | YTD | |
| MAS | MAS | YTD | |
| Master's Growth | MG | YTD | |
| Summer Session | SS | YTD | |
| TA | TA | YTD | |
| Temp FTE | FTFE | YTD | |
| Line of Service | Auxiliary | AUX | YTD - includes Contract Revenue |
| Recharge Operation | REC | YTD - includes Contract Revenue | |
| Research | PI Initiated Clinical Trial | SP | ITD |
| Research | SP | ITD | |
| Sponsor Initiated Clinical Trial | SP | ITD | |
| Service Agreement | Membership Agreement | MRM | ITD |
| Non-Research Service Agreement | NSA | ITD - includes Contract Revenue | |
| Research Service Agreement | RSA | ITD - includes Contract Revenue |
Balance Calculation
GL Balance Calculations:
- Beginning Balance (net of all prior year activity, including capital assets) + YTD Resources +/- YTD Non-Operating Transfers – YTD Expenses – YTD Capital Assets = Ending Balance
- Ending Balance – Commitments – Payroll Projections = Balance Net of Commitments and Projections
- Projects for recurring annual operations:
- Budget - YTD Costs - Commitments = Balance
- Projects funded one-time or irregularly (e.g. faculty startup, gift funds):
- Budget - ITD Costs - Commitments = Balance
- Service agreements:
- Budget - ITD Costs - Commitments = Budget Balance
- Contract Revenue - ITD Costs - Commitments = Revenue Balance