Overview
The Sponsored Projects Lifecycle
Most awards, by default, will be set up with one project one task in the new financial system. The SPF Award accountant has the ability to create additional projects or tasks for the reasons on this table. Additional tasks and projects for purposes other than the above maybe be requested and justified by the Fund Manager via a Services and Support request.
The Business Analytics Hub (BAH) houses a centralized list of analytics and reports that use data from sources such as Oracle Financial Cloud, (OFC), UCPath, etc.
The new feature launched within the BAH called the “Commonly Used Reports” feature. This feature can be reached by clicking on the “Budget & Finance” tab.
Go to the “Administration Panoramas” and then click on “Commonly Used Reports”. Once launched it will show most commonly used reports in the BAH as a one stop shop.
The “RA Dashboard Activity Dashboard” can be reached from Research tab of the BAH. The RA Dashboard has reports that will help you find quick answers to many of your questions about status, who your contracts and grants officer is, etc.
Managing Awards
Category |
Name/Link |
Description |
| Managing Awards: Research | Research: Managing Awards | Links to information about award management before, during and after your project. |
| Managing Awards: Finance | Finance: Managing Sponsored Projects Funds | Get information on tools and forms to help you manage sponsored project funds. |
|
Managing Awards: SPF (formerly OPAFS) | Sponsored Projects Finance (SPF) | SPF provides financial support in the areas of financial management, cost accounting and control, and accountability. |
|
Managing Awards: SPF (formerly OPAFS) | SPF STaRT Tool |
The Streamlined Training and Resource Tool (STaRT) focuses on Post Award Financial Management topics. It is a comprehensive online tool providing knowledge in support of the University's research mission.
|
|
Managing Awards: PPM User Guide | KBA: PPM User Guide |
This article provides a brief overview of the purpose and scope of the Project Portfolio Management (PPM) User Guide
|
| Managing Awards: Reports | Business Analytics Hub | Reports formerly accessed in Financial Link can now be found here. New reports are continually being added. |
| Managing Awards: Research | Research Administration Activity Dashboard | This Dashboard contains multiple reports and is intended to answer various business questions in one place while providing direct links to individual records. |
| Managing Awards: Finance | Electronic Certification of Effort and Reporting Tool (ECERT) |
Find links to information and guidelines for using ECERT for effort reporting of federally-sponsored projects.
|
| Managing Awards: Finance | Composite Benefit Rates (CBRs) |
Composite benefit rates are developed in order to cover the costs of fringe benefits offered by the university.
|
Invoicing, Reporting to Agency, Closeout
Category |
Name/Link |
Description |
|
Reporting and Closeout: SPF
| SPF STaRT Tool |
Use the Streamlined Training and Resource Tool (STaRT) to assist with reporting and closeout.
|
| Reporting: SPARCM | Managing Sponsored Project Funds: SPARCM | The SPARCM system is an AR and Cash Management tool that allows SPF to create invoices and manage Financial Expense Reports (FERs) as well as sponsor reports on sponsored project funds. |
| Managing Awards: Reports |
|
Reports formerly accessed in Financial Link can now be found here. New reports are continually being added. Historical data until the cutover (6/30/2020) can still be accessed in Financial Link.
|
Training
Category |
Name/Link |
Description |
|
Managing Awards: UCPath Training
| UCPath Bootcamp Training | Review of Bootcamp training sessions. |
| Managing Awards: UCPath Training Hub |
Access to UCPath simulation exercises, training presentations, job aids, etc.
| |
| Managing Awards: UCPath Review and Reinforcement |
Provides direct access to information regarding UCPath- F1, F2, F3 and Bootcamp.
| |
| Managing Awards: Budget, Finance, Logistics, Payment, Procurement & Travel |
BFS Homepage with links to guidance and tools for their various systems, processes and tools. | |
| Managing Awards: Budget & Finance Support | Four tips to help you get started and stay current with the news and resources of key financial activities.
| |
|
Managing Awards: Finance Administration Resources & Training
|
Budget & Finance Support office hours, training, tools, and communications for the financial information system.
| |
|
Managing Awards: Budget & Finance Support
|
Register for a Fund Management training class.
| |
|
Managing Awards: Budget & Finance Support
| Finance office hours are informal sessions where personnel from Business and Financial Services and department volunteers are available to assist users who have access to our financial systems.
| |
|
Managing Awards: Budget & Finance Support
| Sign up for a one-on-one zoom session with a member of the UC San Diego Business Intelligence & Financial Reporting Team who is dedicated to getting you the answers you need. | |
|
Managing Awards: Finance Administration Support and Resources
|
| The Finance Help Line is a support line staffed by knowledgeable representatives. |
| Managing Awards: Finance Training | Budget and financial information systems training courses | |
|
Managing Awards: Services & Support/Finance
|
Get finance systems help as well as answers to your question in the Knowledge Base and Community of Practice | |
| Managing Awards: Oracle Training
|
A video that demonstrates how to view the budget, costs, and remaining balance on an award.
| |
| Managing Awards: Vocabulary (Data Glossary) | Reporting One-on-One Sessions sign up where BI & Financial Reporting team can answer questions about financial reporting and dashboards/panoramas.
| |
| Preparation Checklists: New Hire Onboarding; Responsibilities: Proposal Preparation; New Award, Closeout; and New Faculty |
View and print Preparation Checklists for new Research Administrators/Fund Managers.
| |
| Managing Awards: Oracle BI and Financial Reporting | Consumer Space Station | The Consumer Space Station is the centralized location for updates related to Oracle BI & Financial Reporting. Schedule a 1:1 ORBIT session here. |
|
Managing Awards: Oracle Training
|
Financial Information System (FIS) training resources.
| |
| Managing Awards: Service Now (SNOW) in the Services & Support Portal |
Go here to find Knowledge Base Articles (KBAs) that answer questions on common business processes and system issues. The Knowledge Base includes many step-by-step guides on new processes and procedures.
|
Note: the information contained in this job aid is accurate and up-to-date to the best of our knowledge on the date of publication. However, due to the ongoing Enterprise Systems Renewal (ESR) at UCSD, information on Blink and internal systems are subject to change without notice. We advise you to check Blink regularly for updates and changes.