Purpose

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

· Answer business questions using the Subcontract Report in the Financial Services Dashboard in Oracle

Terminology

· Smart Form ID: Smart form is used by catalog administrators to define noncatalog request forms. Catalog administrators can define forms for multiple purposes: goods based or fixed price services-based request types. Smart Form ID confirms that it is a subaward.

· Expenditure Type: A classification of cost that you assign to each expenditure item that is entered into Oracle Projects. Expenditure types are created for processing requirements, such as calculating raw costs, to classify costs, and to plan, budget, forecast, and report on projects.

Business Questions

· What is the total subcontract amount by subaward?

· Utilize the filters to narrow the search to a specified subaward

· View the bolded value in the grey row for the Total Subcontract Amount column

· Total values are shown bolded in grey columns

· What is the invoice attached to the subaward?

· Utilize the filters to narrow the search to a specified subaward

· View the Invoice Number column in the table

· When was the latest subaward start date?

· Navigate to the Subaward Start Date column in the table and click the downward facing arrow

· Confirm the arrow is blue

· View the first row

· Table will be sorted descending

· What are the subawards between a specified accounting date?

· Utilize the Accounting Date filter to specify an accounting date

· View the table

· What are the subawards by funding source?

· Utilize the Funding Source Name filter to specify a funding source

· View the table

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