FINAH-ProjectCost-View Quick Start Guide

Owned by Saparnell
Last updated: Mar 21, 2024 by Al Omar, Moh

Summary

  • This view contains all of the expenditures with dates and costs.
  • Task information is included in this view, including Tasks with no posted costs.
  • 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.  Award data comes from the Research Activity Hub (RAH).
  • This view is sourced primarily from Oracle PPM
  • This view displays select Project Personnel by role.  For a comprehensive list, use the FINAH-ProjectPersonnelRole-View and see How to Understand and Update Oracle (OFC) Project Portfolio Management (PPM) Project Personnel for more information.

Recommended Knowledge

Learn more about Understanding Project Costing.

Data Loads

Data is loaded nightly from oracle.  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.

Please note:  The Level of Detail (LOD) calculations listed here for Tableau developers are a baseline and do not necessary include all of the LOD equations needed for your report.


LevelKey (uniqueness / group by)Measures
1Award

Award Number

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

All fields beginning with the word “Award”
2Project

Project ID

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


All fields beginning with the word “Project” except the following those beginning with "Project Budget Period"
3Award Budget Period Amounts

Award Number + Expenditure Budget Period ID

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

All fields beginning with the word “Award Budget Period”
4Project Budget Period Amounts

Award Number + Project ID + Expenditure Budget Period ID

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


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

Task


Task ID

Tableau report developers :{FIXED[Task ID]:MIN([Task...])}


All fields beginning with the word “Task” except the following those beginning with “Task Budget”

All fields beginning with the word “Fund”

6Task Budget Period Amounts

Award Number + Project ID + Task ID + Expenditure Category + Expenditure Budget Period ID + Expenditure Funding Source


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

All fields beginning with “Task Budget”

All fields beginning with “Expenditure Funding”

All fields beginning with “Expenditure Budget”

7

Transaction Number



Transaction Number

Tableau report developers: {FIXED[Transaction Number]:MIN([Expenditure...])}



All fields beginning with “Expenditure” except:

  • All fields beginning with “Expenditure Funding”
  • All fields beginning with “Expenditure Budget”

PO Line Number

PO Number

Transaction Source ID

Transaction Source Line Reference

User Expenditure Batch

8Expenditure Distribution

Transaction Number+Expenditure Dist Line Number


All fields beginning with "Expenditure Dist".

The lowest level is one row per expenditure distribution line.  If an award, project or task does not have an expenditure distribution then it will not appear in this view.  You can use the FINAH-Award-View, FINAH-Project-View or FINAH-Task-View to see all objects without expenditures.

Key Fields to View

  • Account
  • Award
  • Financial Unit (project owning organization)
  • Function
  • Fund
  • Location
  • Program
  • Project
  • Task 


Key Fields Filter on

  • Accounting Period
  • Account
  • Award
  • Expenditure Dist Line Number
  • Financial Unit (project owning organization)
  • Fund
  • Project Type
  • Project
  • Project-Task Code
  • Task
  • Transaction Number


Additional Notes

All measures are pulled directly from the source system, no calculations are done FINAH.