The Reference Data and Inquiry Dashboard displays financial reference data about PTAs, award information, expenditure and object codes and organizations (orgs).

Select this link... ...for reports about
PTA Inquiry Project, task and award inquiry reporting with legacy RM3 views.
Expenditure Type and Object Code Search Listing of expenditure types and object codes from expenditure type chart of accounts.
Org Inquiry Provides search functionality of organization-related information and also provides a list of users who would be able to grant authority to selected organizations.
Award Configuration Report (real-time) Non-customizable BI Publisher report of award setup values, funding installments, award budget and project funding information (formerly the RM3 FIN_REF_216 report).
Fund Authorization Report (real-time) Non-customizable BI Publisher report award setup information pertinent to fund accounting together with the fund authorization long text (formerly the RM3 FIN_REF_225 report).

 

PTA Inquiry displays attribute information about projects, tasks and awards.

  • What PTAs should I use when coding expenditure and revenue information for purchase and journal entries?
  • What are all the active PTAs, by award type, owned by the faculty in my organization?

You can select one or more PTAs to display attribute information or you can display all PTAs under an organization. You can also use the multi-select feature for specifying the owner or manager perspective.

You can narrow the selection of PTAs returned by specifying the award status, award type or purpose among other selection criteria.  

Refer to Using Selection Criteria for OBI Reports for more guidance.  For a list of the inquiry (INQ) common selection criteria, their associated list of values and when to use them, refer to INQ Selection Criteria List of Values.

There are four different reports to select from using the Report Selection pulldown: 


PTA Reports

PTA Reports is divided into three sections: Award Data, Project Data and Task Data. This report can also be displayed by tabular report view. 

Drill on Award Number to view the Award Fund Authorization report and  Project Number to see a list of chargeable expenditure type codes (Transaction Controls). 


Consolidated PTA Listing 

Consolidated PTA listing can be viewed from different PTA perspectives.  Refer to the following screenshots.

Drill on Award Number to view the Award Fund Authorization report and  Project Number to see a list of chargeable expenditure type codes (Transaction Controls). 


Legacy Report

This report is designed to mimic the RM3 229 report.   This report is not customizable. 


Configuration Report

The Configuration report displays the attributes of award, project and task of the PTAs. 

Drill on Project Number to see a list of chargeable expenditure type codes (Transaction Controls). 

 

For more information about PTAs, refer to Stanford’s Chart of Accounts and Fund Types

For a list of fields available to include in report customizations, refer to Data Fields Available in INQ Dashboard

This report provides a listing of available expenditure types and object codes.

  • What expenditure types and object codes should I use when coding expenditure and revenue information for purchase and journal entries?
  • What are all expenditure types and object codes under an expenditure type category?
  • What are all the unallowableexpenditure types and object codes in the university?

By selecting the proper radio button, the selection criteria screen will be redrawn to allow you to search for either expenditure types or object codes

Many of the selection criteria fields not only allow you to select from a list of values, but you can also enter in a text string for those selection criteria fields that specify begins with and contains any.

For a list of the INQ common selection criteria, their associated list of values and when to use them, refer to INQ Selection Criteria List of Values.

 

For examples of the reports available, refer to the following screenshots.

For more information about expense types and object codes, refer to Purpose & Use of Expenditure TypesPurpose & Use of Object Codes and  Request New or Change Existing Expenditure Type or Object Codes

For a list of fields available to include in report customizations, refer to Data Fields Available in INQ Dashboard

This report returns lineage information about organizations and who within an organization can grant Oracle Business Intelligence (OBI) Financial Reporting authority access. 

  • What is my organization's hierarchy lineage? Who are my parent, sibling and children orgs?
  • Who in my organization can grant me OBI Report Viewer and/or Intermediate Ad Hoc User authority?

You can enter a text string for Org Name and it will return any organizations that contain that text in their name.  It is not case-sensitive.

Screenshot of Screenshot of

 

For a list of the INQ common selection criteria, their associated list of values and when to use them, refer to INQ Selection Criteria List of Values

  • The Org Base Level Number indicates what level the indicated org resides in the Org Code Hierarchy, where level 1 represents Stanford University as a whole.
  • The Org Last Node Indicator signifies whether the listed org has no children organizations.
  • The Org Hierarchy Lineage is the concatenated Org Codes of all parents in the Org Code Hierarchy and the listed org, separated by dashes.

Drilling on Org Code will display details about Org Code Lineage for that org, as well as grantors for authority for OBI Financial Reporting. 

  • The top section displays information about the organization that was drilled on. Below it displays the parent lineage, sibling lineage and the children lineage for that organization. 
  • Selecting any org link will refocus the lineage sections to redisplay based on that organization selected. 
  • Displays for the org selected, those individuals who have the authority to grant OBI report view or OBI Ad Hoc access.
  • Displays grantors at a higher parent org level who can grant OBI access, which is particularly important if there is no grantor at the selected org level. 

For more information about organization codes, refer to Purpose and Use of Org Codes and Request New or Change Existing Org Codes. For information about OBI authority, refer to OBI Financial Reporting.

For a list of fields available to include in report customizations, refer to Data Fields Available in INQ Dashboard

The Award Configuration report displays the award configuration and associated attributes. It is a non-customizable, BI Publisher report and is similar to the RM3 FIN_REF_216 report.

  • What is my award's funded amount, award funding source, award terms and conditions and award personnel?
  • The Selection Criteria section is located on the left hand side of the screen. Make sure to fill in an award number(s) or replace the XXXXX with a % wildcard if you are using the Award SPO Number. 
  • For additional information, refer to BI Publisher Reports

The Award Configuration Report is a non-customizable, BI Publisher report that displays award setup values, funding installments, award budget and project funding information. This report is similar to the RM3 FIN_REF_216 report.  Refer to the following screenshots.

 The Award Configuration report is real-time (not overnight processed data).​​​​​​​​​​​​​

The Fund Authorization report displays the fund authorization and associated attributes. It is a non-customizable, BI Publisher report and is similar to the RM3 FIN_REF_225 report.

  • What are the fund authorization and award purpose of all the PTAs under my organization?
  • For given activities, which awards can I allocate expenditures to?
  • What is the appropriate way to spend unused balance on an award?
  • The Selection Criteria section is located on the left hand side of the screen. Enter an award number or multiple award numbers separated by commas.
  • For additional information, refer to BI Publisher Reports

The Fund Authorization report is a non-customizable, BI Publisher report that displays award setup information pertinent to Fund Accounting and includes the fund authorization long text. This report is similar to the RM3 FIN_REF_225 report.

The Fund Authorization report is real-time (not overnight processed data).