UO Project Index

Why run this report?

  • To produce a list of all projects and tasks within your department created on Oracle Financials, including funding information.

When should you run this report?

This report is recommended if you want to see a list of projects within your department, especially setup information including cost centre posting information and the requisition approval override path.

How to run this report

Select the following parameters:

uo projects index parameters screen shot 400x373

 

 

 

 

 

 

 

 

Project Type

Add other entries here to get all projects and tasks in your department

Which outputs does this report have?

  • Excel - a simple list of data that can be filtered but has no totals.
  • Excel Pivot - designed to make analysis of the data easier, the default layout can be changed once the report has opened in Excel from this output.

Which roles have access to this report?

  • UO Projects Departmental users

  • UO Departmental Enquiry users

Hints and tips

For each project and task the report returns data at these levels only. The output includes funding information, tax flags and AME override positions, total budget for the task, and budgeting control settings.

The pivot is grouped by project manager to see funding totals for each Principle Investigator

There is no need to enter a Project Organisation as the underlying report security will ensure that only projects/tasks owned by your department are returned in the report output.

 

 

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