Oracle BI Applications now provides out-of-the-box support for PeopleSoft Grants Management version 9.x, which helps you plan, manage, and track your institution's grant activities.
This topic explains how to enable PeopleSoft Adaptor for Project Grants Management.
Overview
Project Grants Management Analytics in Oracle BI Applications helps analyze the following key areas of PeopleSoft Grants:
Award Activity: Award activity includes detailed funding or budget information associated with an award. The following source tables contain grants data related to Award Activity:
PS_PC_BUD_DETAIL
PS_GM_AWARD
PS_PROJ_RESOURCE
PS_CA_DETAIL_PROJ
Key metrics in this area are:
Direct Funding Amount
Indirect Funding Amount
Cost Share Direct Amount
Cost Share InDirect Amount
Award Amount
Funded Amount
Credit Amount
Award Analysis: Award Analysis addresses analytics for awards. It helps analyze the trends for awards that an institution receives or anticipates receiving. The following source tables contain grants data related to Award Analysis:
PS_GM_AWARD
PS_GM_AWARD_KEYWORD
PS_PROJECT_TEAM
Schemas and Dimensions
To support these key areas, Oracle Business Analytics Warehouse provides the following star schemas:
Star Schema | Description |
---|---|
Project Award Activity (Funding) |
|
Project Award Analysis |
|
These star schemas support the following key dimensions:
Dimension | New or Existing? | Description |
---|---|---|
Award | New | |
Award Status |
New |
Status of the award. Sample values are Accepted, Closed, Holding, Pending, Refused, Pre-Award, Under Negotiation, and Withdrawn. |
Award Type |
New |
The type of award. This is an important dimension because it tells how well the institution is funded and the potential risks of existing funding. Different types of awards carry different risks and require different types of actions from the institution. Sample values are Grant, License, Loan, Contract, Clinical Trial, and Cooperative Agreement. |
Award Purpose |
New |
Purpose of the award. Sample values are Basic Research, Clinical Research, Construction, and Training. |
Keyword |
New |
Keyword associated with the award. An award can have multiple keywords associated with it. Sample values are Bioengineering, Diabetes, and Learning Disabilities. |
Award Contract |
Existing | The contract associated with the award. A contract mentions the funded amount, and it is needed to process any billing-related activity. |
Principal Investigator |
Existing | This dimension is the same as Employee. |
Institution > Department | New |
Institution and department that receives the award. Sample values are:
|
Award Budget Period | New | The budget period for the award. |
Sponsor | Existing | This dimension is the same as Customer. It is required to understand how well the institution is funded. For example, grants from government organizations are typically more risky than those from private institutions. |
Fiscal Calendar | Existing | The calendar to be used for financial purposes. A non-financial purpose could be that award analyses may also have to be reported on the basis of a Calendar year. For example, when looking at the performance or tenure of investigators (PIs). |
Business Unit | Existing | |
Resources | New | People working on the projects. Resource assignment is done at the project level. |
For existing facts, the following Award dimensions are supported:
Project Cost fact
Project Budget fact
Project Forecast fact
Project Revenue fact
Project Invoice fact
Project Commitment fact
Security
In the target environment, PeopleSoft Grants data is secured using Project and Business Unit security, and therefore, the respective initialization blocks must be enabled. This is explained in the Integration Steps section that follows.
Integration Steps
Perform the following steps to implement Project Grants Management Analytics:
Enable the Grants-specific initialization blocks in the repository file, as follows:
In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd).
Choose Manage, then Variables.
Under Session – Initialization Blocks, open the following initialization blocks, and clear the Disabled check box:
Project List Grants PSFT
Award Business Unit List Grants PSFT
Save the BI metadata repository (that is, the RPD file).
Define a load plan in Configuration Manager by selecting a data source and then the Grants-specific fact group, PRJAWARD_FG. This selection determines what steps must be performed during the ETL process.
You can then generate the load plan to build it in the ODI repository, and execute the load plan to perform the ETL process.
To work with Oracle BI Applications load plans, see Overview of Load Plan Life Cycle in Oracle Business Intelligence Applications ETL Guide.