Overview

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This guide will demonstrate how to view Project Expenditure Organization  Expenditure Task (POET) information applicable to General Projects

Critical Concepts

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POET Awards Funding (POETAF) apply only to Sponsored Projects

Steps to Take

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1. On Oracle Home page, Select Projects, then Costs 

2. On the right hand side of page, select the tasks icon

3. In Review and Adjust, select Manage Project Costs

4. On the Search page, enter the Project Number or Project Name, click Search

a. If you don't know your Project Name, select Advanced Search

b. Use the % as a wildcard with the Project Type, you know that NGN is in the name,  e.g. Recharge (REC)

c. In Project Name, change search values to Contains, enter REC%NGN%, click Search

d.  Refer to page 6 and 7 of Project Portfolio Management User Guide for Project Type abbreviations or reference the table at bottom of article

5. To adjust the columns to include the fields in POET, in Search Results, select View > Columns 

6. If all columns are selected, unselect Show All

7. There should be a check mark next to POET fields:  Project Number, Project and Name, Expenditure Organization, Expenditure Type, Task Number, Task Name)

8. Your results will be based on the included columns 

9. Select the Export to Excel icon to extract data from Oracle

Abbreviations for Project Types used in Project Names