FINAH-ProjectCost-View Quick Start Guide
- Saparnell
- Al Omar, Moh
- Russia Madden
- Former user (Deleted)
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.
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.
| Level | Key (uniqueness / group by) | Measures |
|---|---|---|---|
1 | Award | Award Number Tableau report developers: {FIXED[Award Number]:MIN([Award...])} | All fields beginning with the word “Award” |
2 | Project | 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" |
3 | Award 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” |
4 | Project 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” |
6 | Task 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:
PO Line Number PO Number Transaction Source ID Transaction Source Line Reference User Expenditure Batch |
8 | Expenditure 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.