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Summary:

  • This view includes Project that are sponsored and non-sponsored (such as general) - see the field Project Type
  • This view includes Award data associated with Sponsored Projects

Data Loads:

Data is loaded each night.  To see when the data completed being loaded by UCSD into FINAH see this report: Tableau > Public > AH Data Load Status Report

Granularity:

Granularity is the scale or level of detail present in a set of data.  It identifies where levels of uniqueness exists in the data.  The data lives in the view at the lowest level, but each BI tool totals the levels differently.


LevelKey (uniqueness / group by)Attributes
1Award

Award Number


All fields beginning with the word “Award”
2Award Budget Period

Award Number + Award Budget Period ID


Tableau report developers: {FIXED[Award Number], [Award Budget Period ID]:MIN([Award Budget Period....])}

All fields beginning with the word “Award Budget Period”
3Project

Award Number + Project ID 


Tableau report developers: {FIXED[Award Number],[Project ID]:MIN([Project......])}


All fields beginning with the word “Project” and "Financial Unit" except those beginning "Project Budget Period' and "Project Funding Issue"
4Project Budget Period

Award Number + Project ID + Project Budget Period ID


Tableau report developers: {FIXED[Award Number],[Project ID],[Project Budget Period ID]:MIN([Project Budget Period......])}


All fields beginning with the word “Project Budget Period"
5

Project Funding Issue


Award Number +Award Budget Period + Project ID + Project Budget Period ID +Project Funding Issue Number


Tableau report developers: {FIXED[Award Number],[Award Budget Period],[Project ID],[Project Budget Period ID],[Project Funding Issue Number]:MIN([Project Funding Issue......])}

All fields beginning with the word “Project Funding Issue”


Key Fields:

  • Award Number
  • Project ID

Key Fields to use as filters:

  • Award Number
  • Project ID

Additional Notes:



Ui expand
titleAward Sponsor

Award Flow Through Sponsor

  • The Award Flow Through Sponsor is the prime sponsor in research on Kuali or RAH. 

Award REMS Sponsor

  • The REMS fields are fields from UC system wide registry for all sponsors and that system is called REMS.  These REMS fields were adding flow through from that system to RAH.  In OFC,  we have sponsor flow through sponsor code and sponsor name. These REMS fields are blending from RAH which are originated in system wide registry.


Ui expand
titleBudget Periods

In this view you will see Award Budget Period fields and Project Budget Period fields.

Project Budget Period fields are created from Award Budget Period fields in Oracle so for most scenarios they will be the same.  In some cases, a person can manually change the Project Budget Period in Oracle.



Ui expand
titleMeasures


FieldDefinition
Awards Per Project Count

Count of awards associated with a project.

Project Budget Period Budget AmountThe amount that is allocated for spending for the project during that budget period.
Project Budget Period Actual AmountThe amount that has been spent for the project during that budget period.
Project Budget Period Commitment AmountThe amount that has been committed but not paid for the project during that budget period.
Project Budget Period Available Amount

Calculated field = Project Budget Period Budget Amount - Project Budget Period Actual Amount - Project Budget Period Commitment Amount

Project Budget Period Funding AmountThe amount funded by the agency for the project during that budget period.
Project Funding Issue AmountThe amount funded by the agency for the issuance.
Project Budget Period Budget Direct Amount

The amount that is allocated for spending on direct costs for the project during that budget period.

Project Budget Period Budget Indirect Amount

The amount that is allocated for spending on indirect costs for the project during that budget period.

Direct Costs

Direct costs are those costs that can be identified specifically with a particular final cost objective, such as a Federal award, or other internally or externally funded activity, or that can be directly assigned to such activities relatively easily with a high degree of accuracy.

Indirect Costs

Indirect costs are those costs that are incurred for common or joint objectives, and cannot be easily and specifically identified with a particular sponsored project, an instructional activity, or any institutional activity.



Ui expand
title Most Recent Project Manager Name Full
  • If the project manager assigned to a project in OFC is end dated and there is no current assignment, then project manager will show “null” in the project cost view. The Most Recent Project Manger Name Full will show the latest project manager name full .

Image Added



Ui expand
title Most Recent Project Fund Manager Name Full
  • If the project fund manager assigned to a project in OFC is end dated and there is no current assignment, then project fund manager will show “null” in the project cost view. The Most Recent Project Fund Manger Name Full will show the latest project fund manager name full.



Ui expand
titlePre Built Filters
  • Most Recent Award Per Project filter for 'Project Most Recent Award Flag' = Yes



Ui expand
titleOracle Set Up Scenario

We sometimes see a scenario issue in OFC where a sponsored project is assigned to more than one award. This seems to happen when they increment the award version from -00001 to -00002.

If there are two records with the same base number then always select the -0002 record.


Project Most Recent Award Flag

  • The Project Most Recent Award Flag is set to "Yes" to indicate one award per project or the most recent award to be associated with the project. 



Project is tied to sponsored and tied to the Award and the Award data will be populated.

Data Loads:

Data is loaded each night.  To see when the data completed being loaded by UCSD into FINAH see this report: Tableau > Public > AH Data Load Status Report

Granularity:

Granularity is the scale or level of detail present in a set of data.  It identifies where levels of uniqueness exists in the data.  The data lives in the view at the lowest level, but each BI tool totals the levels differently.


LevelKey (uniqueness / group by)Attributes
1Award

Award Number


All fields beginning with the word “Award”
2Award Budget Period

Award Number + Award Budget Period ID


Tableau report developers: {FIXED[Award Number], [Award Budget Period ID]:MIN([Award Budget Period....])}

All fields beginning with the word “Award Budget Period”
3Project

Award Number + Project ID 


Tableau report developers: {FIXED[Award Number],[Project ID]:MIN([Project......])}


All fields beginning with the word “Project” and "Financial Unit" except those beginning "Project Budget Period' and "Project Funding Issue"
4Project Budget Period

Award Number + Project ID + Project Budget Period ID


Tableau report developers: {FIXED[Award Number],[Project ID],[Project Budget Period ID]:MIN([Project Budget Period......])}


All fields beginning with the word “Project Budget Period"
5

Project Funding Issue


Award Number +Award Budget Period + Project ID + Project Budget Period ID +Project Funding Issue Number


Tableau report developers: {FIXED[Award Number],[Award Budget Period],[Project ID],[Project Budget Period ID],[Project Funding Issue Number]:MIN([Project Funding Issue......])}

All fields beginning with the word “Project Funding Issue”


Key Fields:

  • Award Number
  • Project ID

Key Fields to use as filters:

  • Award Number
  • Project ID

Additional Notes:



Ui expand
titleAward Sponsor

Award Flow Through Sponsor

  • The Award Flow Through Sponsor is the prime sponsor in research on Kuali or RAH. 

Award REMS Sponsor

  • The REMS fields are fields from UC system wide registry for all sponsors and that system is called REMS.  These REMS fields were adding flow through from that system to RAH.  In OFC,  we have sponsor flow through sponsor code and sponsor name. These REMS fields are blending from RAH which are originated in system wide registry.


Ui expand
titleBudget Periods

In this view you will see Award Budget Period fields and Project Budget Period fields.

Project Budget Period fields are created from Award Budget Period fields in Oracle so for most scenarios they will be the same.  In some cases, a person can manually change the Project Budget Period in Oracle.



Ui expand
titleMeasures


FieldDefinition
Awards Per Project Count

Count of awards associated with a project.

Project Budget Period Budget AmountThe amount that is allocated for spending for the project during that budget period.
Project Budget Period Actual AmountThe amount that has been spent for the project during that budget period.
Project Budget Period Commitment AmountThe amount that has been committed but not paid for the project during that budget period.
Project Budget Period Available Amount

Calculated field = Project Budget Period Budget Amount - Project Budget Period Actual Amount - Project Budget Period Commitment Amount

Project Budget Period Funding AmountThe amount funded by the agency for the project during that budget period.
Project Funding Issue AmountThe amount funded by the agency for the issuance.
Project Budget Period Budget Direct Amount

The amount that is allocated for spending on direct costs for the project during that budget period.

Project Budget Period Budget Indirect Amount

The amount that is allocated for spending on indirect costs for the project during that budget period.

Direct Costs

Direct costs are those costs that can be identified specifically with a particular final cost objective, such as a Federal award, or other internally or externally funded activity, or that can be directly assigned to such activities relatively easily with a high degree of accuracy.

Indirect Costs

Indirect costs are those costs that are incurred for common or joint objectives, and cannot be easily and specifically identified with a particular sponsored project, an instructional activity, or any institutional activity.



Ui expand
title Most Recent Project Manager Name Full
  • If the project manager assigned to a project in OFC is end dated and there is no current assignment, then project manager will show “null” in the project cost view. The Most Recent Project Manger Name Full will show the latest project manager name full .



Ui expand
title Most Recent Project Fund Manager Name Full
  • If the project fund manager assigned to a project in OFC is end dated and there is no current assignment, then project fund manager will show “null” in the project cost view. The Most Recent Project Fund Manger Name Full will show the latest project fund manager name full.



Ui expand
titlePre Built Filters
  • Most Recent Award Per Project filter for 'Project Most Recent Award Flag' = Yes



Ui expand
titleOracle Set Up Scenario

We sometimes see a scenario issue in OFC where a sponsored project is assigned to more than one award. This seems to happen when they increment the award version from -00001 to -00002.

If there are two records with the same base number then always select the -0002 record.


Project Most Recent Award Flag

  • The Project Most Recent Award Flag is set to "Yes" to indicate one award per project or the most recent award to be associated with the project.