Principal Investigator

Code Name

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

Duty Roles

This job role is related to the following duty roles:

• Grants Management Funding Analysis Duty

• Grants Management Transaction Analysis Duty

• Project Budget Transaction Analysis Duty

• Project Contract Billing Event Transaction Analysis Duty

• Project Contract Invoice Transaction Analysis Duty

• Project Contract Revenue Transaction Analysis Duty

• Project Costing Transaction Analysis Duty

• Project Foundation Transaction Analysis Duty

• Project Progress Transaction Analysis Duty

Subject Areas

This job role secures access to the following subject areas:

• Project Billing - Event Real Time

• Project Billing - Funding Real Time

• Project Billing - Invoices Real Time

• Project Billing - Revenue Real Time

• Project Control - Budgets Real Time

• Project Control - Financial Project Plans Real Time

• Project Control - Forecasts Real Time

• Project Control - Progress Real Time

• Project Costing - Actual Costs Real Time

• Project Costing - Assets Real Time

• Project Costing - Commitments Real Time

• Project Costing - Expenditure Item Performance - Real Time

• Project Costing - Unprocessed Transactions Real Time

• Projects - Billing and Revenue Exceptions Real Time

• Projects - Cross Subject Area Analysis - Real Time

• Projects - Funding Pattern Analysis Real Time

• Projects - Grants Management - Award Analysis Real Time

• Projects - Grants Management - Award Funding Real Time

• Projects - Period Close Exceptions

Business Questions

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

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

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

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

• How much funding has been consumed by my contract?

• How much has been invoiced for my contract?

• How much of the contract line amount is invoiced and recognized for revenue?

• How's an expenditure item allocated across assets?

• Is my project profitable?

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

• What are my committed costs for a project?

• What are my project tasks?

• What are the awards for a specific keyword, for example, awards on diabetes research?

• What are the billing and revenue details by project?

• What are the cost and schedule performance indexes on my project?

• What are the different forecast versions for my project?

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

• What are the outstanding commitments for my project?

• What are the planned and actual costs for each task including resource as per the latest published progress?

• What are the planned periodic amounts for my resource assignments?

• What are the proposal numbers for the awards?

• What are the raw and burdened costs for a project?

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

• What are the transactions for an invoice line?

• What awards have funding unallocated to projects?

• What costs were potentially processed using a funding pattern?

• What funding patterns are ending with the next 30, 60, or 90 days that I will need to manage?

• What funding patterns are likely to fail in the near future?

• What funding patterns will not work because awards are ending or project award balance is getting low?

• What is the amount of pending transactions?

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

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

• What was the expenditure incurred on a project in a prior week?

• What's forecasted revenue on a project?

• What's my cost variance?

• What's my margin on a project?

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

• What's the allocated funding amount for each project of an active award?

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

• What's the latest published physical percent complete for all tasks?

• What's the latest published physical percent complete for summary tasks?

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

• What's the remaining funding?

• What's the total amount or count of completed billing events which are not invoiced or recognized for revenue for a contract and contract line?

• What's the total capitalized cost of my assets?

• What's the total funding by department year over year?

• Which are the billing events for a project or contract and contract line?

• Which are the certifications awarded for various projects?

• Which are the contract lines for a contract?

• Which assets are assigned to a task?

• Which award certifications expire in the next 30 days?

• Which awards are currently active?

• Which awards are past their end dates but weren't closed?

• Which billing events are on an invoice or revenue hold?

• Which billing events are potentially missing an event completion date?

• Which capitalizable costs are not yet capitalized?

• Which commitments are associated with my capital projects?

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

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

• Which cost distributions are included in an asset line?

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

• Which expenditure items are associated with my capital projects?

• Which invoices need attention?

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

• Which planned resources are working on my tasks?

• Which project contracts are active for a business unit?

• Which projects are linked to contracts?

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

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

• Which projects have pending transactions?

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

• Which transactions prevent project period closure?

• Who are the contracted customers for a business unit?