This overview describes several methods that can be used to research project-task-award (PTA) details. Prior to charging expenses to an account (PTA), transaction preparers and approvers should verify that the charges are appropriate for the account. Refer to Policy: Proper Use of Funds for more information.
The Fund Title Query tool can be used to look up a fund (equivalent to the award component of the PTA) to determine if it is appropriate to use for a specific transaction. The Fund Title Query provides information about the fund, including the fund purpose and the project tasks linked to the fund (award), and a variety of attributes. The Fund Title Query will not display fund purpose for sponsored projects. To review fund purposes for sponsored projects, refer to the award document.
You can access the Fund Title Query tool from Oracle Financials in the SU Inquiry Tools and Forms folder. For details, refer to Fund Title Query Tool.
Oracle Business Intelligence (OBI) is the primary reporting tool for Oracle Financial systems data. OBI provides numerous reporting dashboards including the Reference Data and Inquiry dashboard.
The table below highlights three reports included in the OBI Reference Data and Inquiry Dashboard that can help you research PTA details.
| Report | Report Details & Common Business Questions |
|---|---|
| PTA Inquiry |
Report Details:
Common Business Questions:
|
| Award Configuration Report |
Report Details:
Common Business Questions:
|
| Fund Authorization Report |
Report Details:
Common Business Questions:
|
For more report details, see OBI Reference Data and Inquiry Dashboard.
For information about OBI, see OBI Financial Reporting.
