How to View POET Information on a General Project


Overview


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

Critical Concepts


POET Awards Funding (POETAF) apply only to Sponsored Projects

Steps to Take


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

Abbreviation

Project Type

Class Category

Code

EV

General Project

Event

Event

RSA

General Project

Service Agreement

Research Service Agreement

NSA

General Project

Service Agreement

Non-Research Service Agreement

REC

General Project

Line of Service

Recharge Operation

AUX

General Project

Line of Service

Auxiliary

ACAD

General Project

Course

Academic

EXT

General Project

Course

Extension

SAPD

General Project

Course

SAPD

FSU

General Project

Cost Tracking

Faculty Start Up

FR

General Project

Cost Tracking

Faculty Retention

FD

General Project

Cost Tracking

Faculty Discretionary

CLIN

General Project

Cost Tracking

Clinical Administration

COMT

General Project

Cost Tracking

Committee

TEAM

General Project

Cost Tracking

Team

CFEL

General Project

Cost Tracking

Campus Fellowships

NCCON

General Project

Cost Tracking

Non-capital construction

CRV

General Project

Cost Tracking

Committed Reserves

GRV

General Project

Cost Tracking

General Reserves

RCR

General Project

Cost Tracking

Recharge Recipient

OTHR

General Project

Cost Tracking

Other

DFLT

Default

Default

Default

SP

Sponsored Project

Sponsored Project

Sponsored Project

CP

Capital Project

Capital Project

Capital Project


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