Overview
This article will provide 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 for your Financial Unit (FinUnit).
Critical Concepts
- 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
- 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
Steps to Take
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
