Learn more about the tools available to provide robust tracking, reporting, and overall management of project & grant funding.

For Faculty, PIs, and co-PIs

 

Access the Faculty/PI Dashboard

For sponsored projects and faculty funds admin staff

Access the PGM Admin Dashboard

For Research Financial Analysts

 

Access Data in Oracle PGM

What is PGM?

Project and Grants Management (PGM) is a module within Oracle Financials Cloud (OFC) that allows users to identify projects and associated awards, report on detailed costs, and streamline processes for maintaining information.

The scope of PGM currently includes Sponsored Projects (encompassing external Grants and Contracts), Faculty Funds (including Startup, Retention, and Discretionary funding allocated to faculty), and DFSS or Capital projects.

Project Criteria

If a project meets any of this criteria, it should be tracked in PGM:

  • Externally funded by an award notification or other agreement made through the Office of Research (i.e. Sponsored Project, a policy-defined activity)

  • Funding allocated to a Senate faculty member that requires dashboard level reporting and recurring transactional approval from PMs and PIs

  • One of the following:
    • Capitalizable
    • Construction project
    • Feasibility study managed by FM or D&CS
  • Body of work defined for a period of time during which there will be a significant number of transactions, plus one of the following:
    • Multi-fiscal year Inception-to-Date reporting required
    • Internal reporting needs are not met by referencing another CCOA segment value

Benefits of PGM

 
  • Access to the most up-to-date information, allowing you to better serve your departmental constituents
  • Reduced redundancy of data entry
  • Simplified reconciliation process
  • Integration with other campus systems 
  • Expanded functionalities for indirect cost generation, budgetary control, lien/commitments, and reporting (e.g. dashboards)

 

Examples

PGM's design focuses on the Award - Project – Task relationship.

Sponsored Awards

Non-Sponsored Faculty Awards