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

• Answer business questions using the CRS Expenditure Details dashboard in Orbit

 

• • Orbit Link: Orbit (uchicago.edu)

 

• What are my expenses by project? Award? PI?
  • Input a project name, project number, award name, award number, or PI into the respective filters
  • View the Expenses Posted to Date to see overall expenses for the filtered items
  • View the Expense Summary table and scroll to the Expense column to see a more detailed view of expenses
• What are my expenses by expenditure category? (Which expenditure category has the most expenses?)
  • View the Expenses by Expenditure Category graph to view all expenses by expenditure type
  • Filter the Expenses Category column in the Expense Summary table to view a more detailed view of expenses by expenditure category
  • View the far-right bar in the Expenses by Expenditure Category chart to view the expenditure Category with the most expenses
• What are my expenses by funding source?
  • Input a funding source in the Funding Source filter
  • View the Expenses Posted to Date KPI for all expenses under the funding source
  • View the Expense column in the Expense Summary table to view a more detailed view of expenses for the funding source
• What are my expenses for projects that started this year?
  • Input the first day of the year in the Project Start Date filter
  • View the Expenses Posted to Date KPI to for all expenses for projects that started this year
  • View the Expenses column in the Expense Summary table for a more detailed view of expenses for projects that started this year

 

Project Organization: the owning organization of the project, which can differ from the expenditure organizations on a project. 

 

Potential LOV (List of Values): 

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

 

Expenditure Organization: the organization whom actually incurred the expense on the project, does not necessarily own the project.

 

IRB #: the number assigned by the institutional review board to the award.

 

IIT identifier: if a clinical research study is investigator initiated, a “Y” will display in this column, otherwise a “N” will display.

 

Transaction Number: a unique Oracle PPM identifier for each expenditure that posts to a project.

 

Project Number: a unique identifier for each CRS Project.  The Project for each award contains financial and demographic information at a more granular detail than the award. All clinical research study projects managed by OCR/CTFG will start with "CRS".

 

Award Number: a unique identified for each CRS Award.  Awards are grants, funding, or financial support provided to researchers or medical institutions to conduct clinical trials and studies.

 

Award Name: a short description of the award.  Most often the Sponsor assigned Protocol number.

 

Task Name: CRS expenditures are grouped into to separate tasks, expenditures for Subcontracts will display “Subawards” in this field.  All other expenditures will fall under “General Expenses”.

 

Funding Source: the origination points of the money being utilized to carry out work on a project or award. The Funding source can be an agency, corporation, or foundation that provides funding for a clinical research study.

 

Expenditure Category vs Expenditure Type

Expenditure Category: A rollup of specific expenditure types (higher level)

Expenditure Type: A specific view of expenditures that are rolled up under expenditure category (granular view)

 

Example:

• Expenditure Category: SER Services
• Expenditure Type:
  • 80840-SER: IC Exp - Regulatory Svcs
  • 81250-SER ITC – Purchased medical Svcs

 

Employee Name: the Employee Name column under the Expense Summary table refers to the individual who incurred or initialed the expense.

 

Project Start Year: Project Start Year specifies the calendar year the project started.

Project Start Month: Project Start Month specifies the month within the calendar year (Jan-Dec).

 

Potential LOV Project Start Month (List of Values):

• Month 1 = January
• Month 2 = February
• Month 3 = March

 

Accounting Fiscal Year: Accounting Fiscal Year specifies a particular year spanning July – June. 

Accounting Fiscal Month: the Accounting Fiscal Month specifies a month within the fiscal year (July – June).

 

Potential LOV (List of Values):

• Period 1 = July
• Period 2 = August
• Period 3 = September

 

1. Login to Oracle by selecting the Company Single Sign-On button.

       

2. Navigate to the Reports tab on the left side of the screen.

3. Select Shared with me.
4. Select the Clinical Research PI Dashboard.          

 

5. Select CRS Expenditures Details hyperlink.