How to Understand and Update Oracle (OFC) Project Portfolio Management (PPM) Project Personnel


Overview


This article delves into the evolution of Project Portfolio Management (PPM) Project Personnel, specifically the transition from legacy systems to Oracle Financials Cloud (OFC) PPM. It provides insights into PPM Project roles, guiding readers on where to find them in OFC and how to navigate relevant reports. Additionally, the article addresses the process of changing PPM Project Personnel within the OFC system.

Essential Information


Below are the recommended Role mapping for Sponsored Projects/Awards and Non-Sponsored Projects:

NOTE: Project Roles/Personnel are not equal to Security Roles.


​Sponsored Projects (Award & Project) Role Mapping

NameDescriptionOFC ModuleUse in Upstream and 
Downstream Systems
Principal Investigator
  • Controls and monitors the technical direction and academic quality of research projects such as laboratory studies or clinical trials
  • Is ultimately responsible for the research award
  • Populated from Kuali Research
Award: RequiredSPARCM
ECERT
MSO/DBO/CAO
  • Chief Administrative Officer of Department
  • Populated by SPF at the time of Award setup
  • Updates by Department
Award: Recommended
Project: Optional
SPARCM
Project Manager
  • This is generally the PI for Sponsored Projects
  • If there are multiple projects, the Project Manager of the Project may not equal the lead PI of the Award
  • Initially populated from PI on Award at the time of Award setup
Project: RequiredOFC Budget Notifications
Fund Manager
  • Fund Manager supporting the administration of an award
Award: Recommended
Project: Optional
SPARCM
Fiscal Manager
  • Manager of a group of financial activities
  • Same as the Clinical Trials Department Supervisor
  • This Role may be helpful for departments with more levels of administrative hierarchy than Fund Manager and MSO
Award: Optional
Project: Optional
SPARCM for Sponsor CT
Task Manager
  • A person responsible for the Task
  • This may be a PI or often a Co-Investigator responsible for the Task
  • Should only be an override from the Project Manager
Task: Recommended 
Task Fund Manager
  • Fund Manager for the Task 
  • Should only be an override from the Fund Manager
Task: Recommended 

 


Non-Sponsored Projects

NameDescription OFC Module
MSO/DBO/CAO
  • Chief Administrative Officer of Department
Project: Recommended
Project Manager
  • For Non-Sponsored Projects, this is the responsible administrator; faculty or staff/business administrator
Project: Required
Fund Manager
  • Fund Manager supporting the administration of a Project
Project: Recommended
Fiscal Manager
  • Manager of a group of financial activities
  • This Role may be helpful for departments with more levels of administrative hierarchy than Fund Manager and MSO
Project: Optional
Task Manager
  • The person responsible for the Task, which could be a PI or a staff member assigned
  • Should only be an override from the Project Manager
Task: Recommended
Task Fund Manager
  • Fund Manager for the Task
  • Should only be an override from the Fund Manager
Task: Recommended

NOTE: SPARCM only uses roles assigned to the Award (not the project).

Next Steps


Validations to ensure clear reporting:

View Personnel:

Update Personnel in OFC:

Use the Project and Award Data Update Application (PADUA)

If you have a large number of updates to make, you can submit the Mass Award/Project/Task Personnel Form until the functionality is available in PADUA.

Supplemental Information


Optional Steps to Take to View Personnel in OFC:

1. Navigate and sign in to Oracle.

2. Search for OFC Role by one of the following options:

  1. Award Personnel
    1. Navigate to Projects and Awards>Awards
    2. Select Awards
    3. Search for the Award
    4. View Award Details
    5. Click Personnel on the Details button

          b. Project Members

    1. Navigate to Projects and Awards
    2. Select Project Financial Management
    3. Search for Project
    4. Select Manage Financial Project Settings
    5. Click on Parties
    6. View Team Members

c. Task Personnel:

Due to Security Role limitations, departments may not be able to view this page and will need to use the Award Project Task Personnel report.

2021 Rollout Plan (Displayed here for historical reference):

Questions?


If you need any additional assistance, please submit a ticket here.