Grants Management Transaction Analysis Duty

Code Name

FBI_GRANTS_MANAGEMENT_TRANSACTION_ANALYSIS_DUTY

Job Roles

This duty role is related to the following job roles:

• Grants Accountant

• Grants Administrator

• Grants Department Administrator

• Principal Investigator

Subject Areas

This duty role secures access to the following subject areas:

• Project Billing - Invoices Real Time

• Project Billing - Revenue Real Time

• Project Control - Budgets Real Time

• Project Costing - Actual Costs Real Time

• Project Costing - Commitments Real Time

• Project Costing - Unprocessed Transactions Real Time

• Projects - Billing and Revenue Exceptions Real Time

• Projects - Cross Subject Area Analysis - Real Time

• Projects - Period Close Exceptions

Business Questions

This duty role secures access to data that can answer the following business questions:

• What unprocessed transactions are waiting to be sent to Oracle Fusion Project Portfolio Management?

• What's the planned effort and revenue amount for a project for the various budget versions?

• How much does each transaction source contribute to project costs?

• Which transactions contribute to the total cost of my projects?

• How much funding has been consumed by my contract?

• How much has been invoiced for my contract?

• Which projects have missing labor rate exceptions for revenue or invoicing?

• What unprocessed transactions received an error during the load process to Oracle Fusion Project Portfolio Management?

• Which commitments are associated with my capital projects?

• What are my committed costs for a project?

• Which transactions prevent project period closure?

• What are the invoice line details for a particular invoice?

• Which capitalizable costs are not yet capitalized?

• Which projects have pending transactions?

• Which invoices were rejected during the transfer to Oracle Fusion Receivables?

• What's the actual revenue trend for accounting periods in the selected accounting year?

• Which projects are under a business unit and what are the statuses of these projects?

• How does my budgeted cost compare against my actual and forecast costs?

• How does my budgeted revenue compare against my actual and forecast revenue?

• Is my project profitable?

• What's the budgeted amount for a project for the various budget versions?

• What are the outstanding commitments for my project?

• What are the requisitions and purchase orders that still have commitment costs for my project?

• Which events could not be invoiced due to funding limit issues?

• What are all of the billing and revenue exceptions for a business unit?

• What are the transactions for an invoice line?

• What's the remaining funding?

• Which contracts have the lowest actual revenue in the current accounting period?

• What is the amount of pending transactions?

• Which invoices need attention?

• Who are the contracted customers for a business unit?

• Which contracts have actual revenue in the current accounting year?