This document is intended for all stakeholders of Clinical Research, Individual Awards and Discretionary Funds (IADF), and Sponsored Programs to process information on reviewing the PI Fund Analysis Report in Orbit.

The PI Funding Analysis report provides information on a Principal Investigator’s funding.

• Go to Oracle’s Reporting Hub menu option to access the Orbit Reporting Hub
• The data available in Orbit will be updated nightly by the source system (i.e. Oracle, Workday, or AURA)

Security Access

To see the information in this report, you must have the following system access:

• Named Project Personnel on a Project in Oracle
  • Will see project information and the award of the project in which the project is associated
• Named Award Personnel on an Award in Oracle
  • Will see the award information and the projects tied to the award
• Business Unit/Organization Access
  • Will see project and award data associated to the business unit/organization associated with the user’s access

A user can have a combination of each of these security access requirements.  If you are missing information, work with project administration or your Role Assignment Owner to get access.

 

 

1. Log-in to Oracle

2. Select the Reporting Hub menu option
3. Select Orbit Reporting Hub

4. Select the ‘R’ and select Reporting

5. Select Shared with Me
6. Select PI Dashboard

7. Open the PI Fund Analysis report

8. Use the filters and the top portion of the page to define your search

Note: if your access provides information for more than one PI, we recommend filtering on a specific PI.

• AURA Proposals: this table includes details about a PI’s AURA proposals.  This table provides the status of upcoming awards or the details of when an award expires

Note: the security of this table comes from AURA, if you are missing information on this table, you will need to work with URA.

• Oracle Projects: This table provides users with the PI’s Oracle Projects and associated awards.  To see more Award details, we recommend selecting Expand All.
• Expenditure Details: this table provides a breakdown of the expenses for a specific PI.  This report provides users month-over-month spending and breaks down the categories in which expenses are derived.
• Project Personnel: this table will provide the information on who is listed as personnel for each project.