How to Use DOPE Information to View Posting in OFC


Overview


Critical Concepts


Steps to Take


There are 2 ways to access and view this data
1. Project Costs Data Report

a. Use this option if you don’t know which Project the payroll posted to

2. Individual Project Costs screen

Project Costs Data Report

1. Log into Oracle Financials Cloud
2. Navigate to the report:
Home > Tools > Reports and Analytics > All Folders > Shared > Custom > Projects> Project Billing > Project Costs Data Report.xdo
3. Enter the following Information

a. Transaction Source: UCSD UCPath
b. Original Transaction Reference: that equals the Labor Ledger identifying information
c. OR, search for a more global criteria such as Fin Unit Project Owning Organization or Creation date, this is the date posted to PPM, not the accounting date

4. When parameters are complete, select Apply
5. Click View Report icon, to the left of Gear icon, select file type for download 

Individual Project Costs Screen

1. The PPM Project Inquiry and Reporting role is required to access the Project module, if you have this role, the Project icon will display on the Home page

2. Navigate to the Project Costs area by either:

a. Home > Projects > Costs > Task Pane > Review and Adjust > Manage Project Costs (any Project)
b. Home > Awards > Search for Award > Manage Project Costs (Sponsored Projects only)

3. Search by Transaction Source: UCSD UCPath

a. If Transaction Source is not a visible column, use this KBA to add column
4. When viewing a specific transaction, the DOPES line information is in the Expenditure Item Comments column and the Original Expenditure item

DOPE Report Line References


On the DOPES report, you will see individual employee payroll data, however in OFC, you will see summarized data by Expenditure Type and UCPath Labor Ledger journal lines

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