The following guide is intended for employees who are looking to view or complete any of the following actions:

• Answer business questions using the CTFG Project Details Report in Oracle

 

• • Oracle Link: https://oracle.uchicago.edu

 

Analysis Questions

• What are my awards for a specific award owning organization? To answer:
  • Input an Award name or number in the filter.
  • View the report.
• What are the financials for a specific PI? To answer:
  • Navigate to the PI filter, and input a PI, click apply.
  • View all the awards and projects and financial information in the project details for the specific PI. (receipts will not filter accordingly)
• Where can I find a breakdown of the expenses? To answer:
  • Find any project in the project details table with expenses, and double click on the expense amount to review expenses by expenditure category and type.
• What receipt is associated with my award? To answer:
  • Input an award in the Award name or number filter.
  • View the table at the bottom of the screen to review receipt information.

 

Award Organization: the owning organization of the award. The organization value reflects a specific Department and Section within the BSD. 

Potential LOV (List of Values):  

• • 26220-MED Hematology & Oncology 
  • 26241-NEU Neurology
  • 26364-PED Critical Care  

 

Award and Project Details Section

The top portion of the report provides Award demographics:

• Award Name,
• Award Purpose
• PI
• Project Name
• Project Type
• Sponsor/Funder
• Bill To and Ship To customers

 

You will also find Funding and Award Balance Details:

• Award Total Funding Amount – Anticipated total contract value for an Award
• Invoice Amount – This is the revenue invoiced to the sponsor for work completed to date on a clinical research study, also referred to as Clinical Trial Earnings
• Expenses – This value represents the total of all expenses posted to the Project for a particular award to date
• Remaining – This value represents the Invoice Amount less Expenses posted to the Project for a particular award to date

 

Award and Project Transaction Details: this portion of the report will list all invoices and A/R numbers created to date for a particular Award.

 

Reference Type Analysis

This portion of the report shows the Award Reference Values:

• Award Number
• Award Name
• IRB#
• PI Name

 

Award Receipts Details: this portion of the report shows a snapshot of the Receipt details for the Award, further detail can be found on the FFR Cash Receipts report.

 

From the Home Screen, under “Reporting Hub” select “Oracle Central Finance Data Hub”:

After Selecting “Oracle Central Finance Data Hub”, click on the link for “Clinical Research Dashboards” link under “Clinical Research”