2. Objectives
– Describe the features of Award Status Inquiry
– Discuss the features of Project Status Inquiry (PSI)
– Discuss the setup steps for PSI
– Discuss the use of Expenditure Inquiry
– Discuss the differences between PSI, Award Status
Inquiry and Expenditure Inquiry
– Discuss the reports used in Oracle Grants
Accounting
3. Agenda
– Award Status Inquiry
– Project Status Inquiry
– Project Status Inquiry Setup
– Expenditure Inquiry
– Comparison and Contrast with Award Status Inquiry, PSI,
and Expenditure Inquiry
– Reports
4. Award Status Inquiry Features
Drill down from award and project
to commitments and expenditure
item details.
View summary information by
award, project, task, and resource.
Examples of Award Status Inquiry functionality
8. Agenda
• Award Status Inquiry
• Project Status Inquiry
• Project Status Inquiry Setup
• Expenditure Inquiry
• Comparison and Contrast with Award Status Inquiry,
PSI, and Expenditure Inquiry
• Reports
9. Project Status Inquiry Overview
Drill down from lowest tasks and
lowest resources to commitments
and expenditure item details.
Drill down from projects, top tasks,
and lowest resources to events for
contract projects.
View summary information by
project, task, and resource.
Examples of Project Status Inquiry Functionality
10. Maintaining Summary Amounts
Actual Revenue
Amounts
Cost Budget
Amounts
Actual Cost
Amounts
Commitment
Amounts
Summary Amounts
Oracle Grants Accounting maintains
summary amounts for use with Project
Status Inquiry.
11. Maintaining To–Date Amounts
Inception-to-Date (ITD)
Period-to-Date (PTD)
Year-to-Date (YTD)
Prior Period (PP)
To-Date Amounts
Oracle Grants Accounting
maintains to-date
amounts for the summary
amounts.
12. Updating Project Summary
Amounts
1. Run a concurrent program
to update project summary
amounts.
2. View updated information
with Project Status Inquiry.
13. Summarizing by Resource
5. Expenditure Category
and Revenue Category
4. Expenditure Type and
Event Type
3. Organization
2. Job
1. Employee and Supplier
Precedence by resource type
Unclassified
Transaction
does not map to
any resource on
the resource list
14. Changing the Resource List
1. Change the resource list
associated with the project.
2. Run PRC: Update Project
Summary Amounts after a
Resource List Change.
15. Agenda
• Award Status Inquiry
• Project Status Inquiry
• Project Status Inquiry Setup
• Expenditure Inquiry
• Comparison and Contrast with Award Status Inquiry,
PSI, and Expenditure Inquiry
• Reports
16. Project Status Inquiry Setup Steps
Steps for Implementing Project Status
Inquiry
Required or Optional
Define non-default columns Optional
Define display columns Optional
Implement commitments from external
systems
Optional
Implement custom reporting strategy Optional
Implement commitment changes extension Optional
Implement Project Status Inquiry extension Optional
Project Status Inquiry Implementation Steps
17. Default Configuration for Project
Status Inquiry
Project Name
Commit Amount
ITD - Cst Budget
ITD - Act Cost
Tot - Bgt Hrs
Fin % Cmplt
Example default project
columns
Oracle Grants Accounting
has default PSI columns
for the Project, Task, and
Resource status windows.
18. Defining Non-Default Columns
Folder
– Project
– Task
– Resource
Order Prompt Definition Factor By Total
Example Definition: Period-to-Date Actual Cost
ROUND(NLV(A.BURDENED_COST_PTD,0),2)
– NVL(x,y) = If x is not null, return x. Otherwise, return y.
– In this example, the second number determines the
rounding. Rounding is to two decimal places.
19. Define Display Columns
Numeric Column Definitions -- Preceding Letter
– A = Actual amounts
– C = Cost budget amounts
– M = Commitment amounts
Numeric Column Definitions -- Suffix
– ITD = Project Inception to Date
– PTD = Period to Date
– PP = Prior Period
– TOT = Total
– YTD = Fiscal Year to Date
Select from predefined column definitions to define
non-default columns.
20. Implement the PSI Extension
Run PRC: Update
Project Summary
Amounts.
PSI extension is
called
Oracle Grants
Accounting uses the
PSI extension to
calculate column
values and totals.
Use the Project Status Inquiry extension to derive
alternate column values and to override totals.
21. Agenda
– Award Status Inquiry
– Project Status Inquiry
– Project Status Inquiry Setup
– Expenditure Inquiry
– Comparison and Contrast with Award Status
Inquiry, PSI, and Expenditure Inquiry
– Reports
24. Reviewing Project Expenditures
Expenditure Item
Cost
Distribution
Lines
AP Invoice
View Accounting
T-Accounts
Item Details
Tools Menu
Item Details
Button
Expenditure Inquiry
25. Agenda
– Award Status Inquiry
– Project Status Inquiry
– Project Status Inquiry Setup
– Expenditure Inquiry
– Comparison and Contrast with Award Status
Inquiry, PSI, and Expenditure Inquiry
– Reports
26. Award and Project Relationship
Project 1 Project 2
Award 1 Award 2
Multi Project Funding Scenario
27. Commitment Reporting
Document Type Action Status PSI Award
Status
Inquiry
Requisition Save Incomplete Yes No
Requisition Approve Approved Yes Yes
Purchase Order Approve Approved Yes Yes
Purchase Order Close Closed No Yes
Purchase Order Final Close Final Close No No
Invoice Approve Needs Re-
approval
Yes Yes
Invoice Save Never
Approved
Yes No
Example of some differences between Award Status Inquiry and PSI
28. Expenditure Inquiry vs. PSI and
Award Status Inquiry
Functionality Project Status
Inquiry
Award Status
Inquiry
Expenditure
Inquiry
Actuals Detail
Revenue
Budget
Amounts
Fundscheck
passed
Cost
Distributed =
No
Differences between PSI, Award Status Inquiry and Expenditure Inquiry
29. Agenda
• Award Status Inquiry
• Project Status Inquiry
• Project Status Inquiry Setup
• Expenditure Inquiry
• Comparison and Contrast with Award Status Inquiry,
PSI, and Expenditure Inquiry
• Reports
30. Government Reports
SF 1034 and SF 1035
SF 269 Report
SF 270 Report
SF 272 Report
Standard reports available with Oracle Grants Accounting
31. Reporting in Oracle Grants
Accounting
• For example: GMS: Unbilled Receivable Aging report
allows users to review by award, eligible revenue items
that have not yet been invoiced, or those revenue items
not included on a released draft invoice. Users can run
the reports for awards.
Report with
revenue items
not there on
draft invoice
32. Summary
• In this lesson, you should have learned how
to:
– Describe the features of Award Status Inquiry
– Discuss the features of Project Status Inquiry
(PSI)
– Discuss the setup steps for PSI
– Discuss the use of Expenditure Inquiry
– Discuss the differences between PSI, Award
Status Inquiry and Expenditure Inquiry
– Discuss the reports used in Oracle Grants
34. Objectives
• After completing this lesson, you should be
able to do the following:
– Describe the features of Award Status Inquiry
– Discuss the features of Project Status Inquiry (PSI)
– Discuss the setup steps for PSI
– Discuss the use of Expenditure Inquiry
– Discuss the differences between PSI, Award Status
Inquiry and Expenditure Inquiry
– Discuss the reports used in Oracle Grants
Accounting
35. Agenda
– Award Status Inquiry
– Project Status Inquiry
– Project Status Inquiry Setup
– Expenditure Inquiry
– Comparison and Contrast with Award Status
Inquiry, PSI, and Expenditure Inquiry
– Reports
36. Award Status Inquiry Features
Drill down from award and project
to commitments and expenditure
item details.
View summary information by
award, project, task, and resource.
Examples of Award Status Inquiry functionality
40. Agenda
• Award Status Inquiry
• Project Status Inquiry
• Project Status Inquiry Setup
• Expenditure Inquiry
• Comparison and Contrast with Award Status Inquiry,
PSI, and Expenditure Inquiry
• Reports
41. Project Status Inquiry Overview
Drill down from lowest tasks and
lowest resources to commitments
and expenditure item details.
Drill down from projects, top tasks,
and lowest resources to events for
contract projects.
View summary information by
project, task, and resource.
Examples of Project Status Inquiry Functionality
42. Maintaining Summary Amounts
Actual Revenue
Amounts
Cost Budget
Amounts
Actual Cost
Amounts
Commitment
Amounts
Summary Amounts
Oracle Grants Accounting maintains
summary amounts for use with Project
Status Inquiry.
43. Maintaining To–Date Amounts
Inception-to-Date (ITD)
Period-to-Date (PTD)
Year-to-Date (YTD)
Prior Period (PP)
To-Date Amounts
Oracle Grants Accounting
maintains to-date
amounts for the summary
amounts.
44. Updating Project Summary
Amounts
1. Run a concurrent program
to update project summary
amounts.
2. View updated information
with Project Status Inquiry.
45. Summarizing by Resource
5. Expenditure Category
and Revenue Category
4. Expenditure Type and
Event Type
3. Organization
2. Job
1. Employee and Supplier
Precedence by resource type
Unclassified
Transaction
does not map to
any resource on
the resource list
46. Changing the Resource List
1. Change the resource list
associated with the project.
2. Run PRC: Update Project
Summary Amounts after a
Resource List Change.
47. Agenda
• Award Status Inquiry
• Project Status Inquiry
• Project Status Inquiry Setup
• Expenditure Inquiry
• Comparison and Contrast with Award Status Inquiry,
PSI, and Expenditure Inquiry
• Reports
48. Project Status Inquiry Setup Steps
Steps for Implementing Project Status
Inquiry
Required or Optional
Define non-default columns Optional
Define display columns Optional
Implement commitments from external
systems
Optional
Implement custom reporting strategy Optional
Implement commitment changes extension Optional
Implement Project Status Inquiry extension Optional
Project Status Inquiry Implementation Steps
49. Default Configuration for Project
Status Inquiry
Project Name
Commit Amount
ITD - Cst Budget
ITD - Act Cost
Tot - Bgt Hrs
Fin % Cmplt
Example default project
columns
Oracle Grants Accounting
has default PSI columns
for the Project, Task, and
Resource status windows.
50. Defining Non-Default Columns
Folder
– Project
– Task
– Resource
Order Prompt Definition Factor By Total
Example Definition: Period-to-Date Actual Cost
ROUND(NLV(A.BURDENED_COST_PTD,0),2)
– NVL(x,y) = If x is not null, return x. Otherwise, return y.
– In this example, the second number determines the
rounding. Rounding is to two decimal places.
51. Define Display Columns
Numeric Column Definitions -- Preceding Letter
– A = Actual amounts
– C = Cost budget amounts
– M = Commitment amounts
Numeric Column Definitions -- Suffix
– ITD = Project Inception to Date
– PTD = Period to Date
– PP = Prior Period
– TOT = Total
– YTD = Fiscal Year to Date
Select from predefined column definitions to define
non-default columns.
52. Implement the PSI Extension
Run PRC: Update
Project Summary
Amounts.
PSI extension is
called
Oracle Grants
Accounting uses the
PSI extension to
calculate column
values and totals.
Use the Project Status Inquiry extension to derive
alternate column values and to override totals.
53. Agenda
– Award Status Inquiry
– Project Status Inquiry
– Project Status Inquiry Setup
– Expenditure Inquiry
– Comparison and Contrast with Award Status
Inquiry, PSI, and Expenditure Inquiry
– Reports
56. Reviewing Project Expenditures
Expenditure Item
Cost
Distribution
Lines
AP Invoice
View Accounting
T-Accounts
Item Details
Tools Menu
Item Details
Button
Expenditure Inquiry
57. Agenda
– Award Status Inquiry
– Project Status Inquiry
– Project Status Inquiry Setup
– Expenditure Inquiry
– Comparison and Contrast with Award Status
Inquiry, PSI, and Expenditure Inquiry
– Reports
58. Award and Project Relationship
Project 1 Project 2
Award 1 Award 2
Multi Project Funding Scenario
59. Commitment Reporting
Document Type Action Status PSI Award
Status
Inquiry
Requisition Save Incomplete Yes No
Requisition Approve Approved Yes Yes
Purchase Order Approve Approved Yes Yes
Purchase Order Close Closed No Yes
Purchase Order Final Close Final Close No No
Invoice Approve Needs Re-
approval
Yes Yes
Invoice Save Never
Approved
Yes No
Example of some differences between Award Status Inquiry and PSI
60. Expenditure Inquiry vs. PSI and
Award Status Inquiry
Functionality Project Status
Inquiry
Award Status
Inquiry
Expenditure
Inquiry
Actuals Detail
Revenue
Budget
Amounts
Fundscheck
passed
Cost
Distributed =
No
Differences between PSI, Award Status Inquiry and Expenditure Inquiry
61. Agenda
• Award Status Inquiry
• Project Status Inquiry
• Project Status Inquiry Setup
• Expenditure Inquiry
• Comparison and Contrast with Award Status Inquiry,
PSI, and Expenditure Inquiry
• Reports
62. Government Reports
SF 1034 and SF 1035
SF 269 Report
SF 270 Report
SF 272 Report
Standard reports available with Oracle Grants Accounting
63. Reporting in Oracle Grants Accounting
• For example: GMS: Unbilled Receivable Aging report
allows users to review by award, eligible revenue items
that have not yet been invoiced, or those revenue items
not included on a released draft invoice. Users can run
the reports for awards.
Report with
revenue items
not there on
draft invoice
64. Summary
– Describe the features of Award Status Inquiry
– Discuss the features of Project Status Inquiry (PSI)
– Discuss the setup steps for PSI
– Discuss the use of Expenditure Inquiry
– Discuss the differences between PSI, Award Status
Inquiry and Expenditure Inquiry
– Discuss the reports used in Oracle Grants
Accounting