How to Access and Run UCSD-DSH Project Information Lookup


Critical Concepts

Steps to Take

1. In under the Budget & Finance tab, in Projects and Awards Panorama, select UCSD-DSH Project Information Lookup

2. Select Run Report

3. Enter SSO credentials, will be redirected to Oracle BI Interactive Dashboard

4. There are 4 reports, these instructions demonstrate running the Project POETF COA Lookup

5. In the Project POETAF COA Lookup prompt page, enter your report parameters

a. Ensure Project Organization is selected in parameter if not the Apply Button is greyed out


b. Select the Project Organization and click Apply

c. In the below example we see a combination of Projects with COA and POETAF values and some without, this is due to Project specific activity and these values will populate as Project activity hits the system

6. Export Your Report

7. To Export to Excel, click on the cog and select Export to Excel, then select Export Current Page or Export Entire Dashboard

If you still have questions or need additional assistance, please submit a ticket