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Access the Oracle Guided Learning guide Find a Default Project for your Financial Unit (FinUnit) or Find a Default Project if You Don't Know Your FinUnit Number.
Overview
This article provides guidance on how to find a default Project for your FinUnit. If your department does not use Oracle Projects, you can use the default Project which is auto-generated by Internal Controls and Accounting (ICA) for your Financial Unit (FinUnit).
Essential Information
- In the Oracle Projects module, departments can search for their default Projects using their FinUnit number.
- For this process you will need the UCSD PPM Project Inquiry & Reporting role.
- All recharge operations will be conducted using Projects.
- This means that if your department is a customer of a recharge service, you will be required to supply a Project Number and Task Number.
- Recharge operations can charge to customer's default project as needed to process the recharge billing.
- For default Projects, typically, Task 1 is used for recharge activities and Task 2 is reserved for payroll expenses from UCPath.
- Alternatively, you can use the Project COA Lookup Report found on the Project Information Lookup Report here.
Next Steps
How to Find a Default Project if You Know Your FinUnit Number:
- Log into Oracle Financials Cloud with UCSD PPM Project Inquiry & Reporting role.
- Select Projects and Awards, then select Project Financial Management.
- In My Projects search field, enter DFLT and the FinUnit number, i.e. DFLT 5000021, then click Search icon.
How to Find a Default Project if You Do Not Know Your FinUnit Number:
- Log into Oracle Financials Cloud with UCSD PPM Project Inquiry & Reporting role.
- Select Projects and Awards, then select Project Financial Management.
- Next to My Projects search field, click on Show Filters in blue.
- Scroll down to Organization on the bottom left, enter your organization name, if recognized by system, will display, click OK.
- If you do not know your FinUnit by name, click Search icon.
- In Search and Select dialog box, you can use a wildcard (%) to search, in Name, enter i.e. VCHS%, then click Search.
- Select the desired FinUnit, click OK.
- DFLT Project Name and Number will display.