ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
MetricSourceFiltersMeasureMeasure Code
2
Aging Subaward InvoicesRAH-SubawardInvoice-ViewSubaward Invoice Status: ENROUTEAging over 30 DaysDATEDIFF('day', [Subaward Invoice Initiated Date], TODAY()) > 30
3
IDC on Non-Sponsored FundsFINAH-UCSDGeneralLedger-ViewJournal Balance Type: Actual
Account Code: 538000
Fund L2: Exclude 1800B-Special State Appropriations, 2000B-Contracts and Grants, 2100B-State Appropriations Other
Project is Sponsored Flag: Y
Transaction Signed AmountNone
4
IDC Variance: Actual > CalculatedFINAH-ProjectCosts-ViewProject is Sponsored Flag: Y
Project Status: Active
Award PPM Clinical Trial Type: Null and PI Initiated
Expenditure DateTime and Expenditure Dist Accounting Date: 7/1/2020 or later
Expenditure Type Subject to IDC Flag: Y
IDC Variance = Calculated IDC - IDC AmountIDC Amount: IF [Expenditure Dist Fiscal Period Full] >= 202101 AND [Account Code] = '538000' THEN
[Expenditure Dist Burdened Cost] ELSE 0 END

Calculated IDC: IF [Expenditure Dist Fiscal Period Full] >= 202101 AND [Expenditure Type Subject to IDC Flag] = 'Y' THEN [Expenditure Dist Burdened Cost] * [Effective Burden Schedule Multiplier]
ELSE 0 END
5
IDC Variance: Actual < CalculatedFINAH-ProjectCosts-ViewProject is Sponsored Flag: Y
Project Status: Active
Award PPM Clinical Trial Type: Null and PI Initiated
Expenditure DateTime and Expenditure Dist Accounting Date: 7/1/2020 or later
Expenditure Type Subject to IDC Flag: Y
IDC Variance = Calculated IDC - IDC AmountIDC Amount: IF [Expenditure Dist Fiscal Period Full] >= 202101 AND [Account Code] = '538000' THEN
[Expenditure Dist Burdened Cost] ELSE 0 END

Calculated IDC: IF [Expenditure Dist Fiscal Period Full] >= 202101 AND [Expenditure Type Subject to IDC Flag] = 'Y' THEN [Expenditure Dist Burdened Cost] * [Effective Burden Schedule Multiplier]
ELSE 0 END
6
Misposted CostshareFINAH-ProjectCosts-ViewProject is Sponsored Flag: Y
Expenditure Source: Exclude UCSD IFIS Conversion
Task Burden Schedule: Exclude No IDC 0.0
Exclude where Expenditure Funding Source Code is not PI20000 and Expenditure Type is not 405401 - Program Income on Sponsored Research
Exclude where Task Burden Schedule starts with "INT" and Expenditure Funding Source Type contains "External" and Project Created Date is less than 8/1/2022
Exclude where Task Burden Schedule does not start with "INT" and Expenditure Funding Source Type does not contain "External" and Project Created Date is less than 8/1/2022
Expendiutre Dist Burdened CostNone
7
Expenses on No ProjectFINAH-UCSDGeneralLedger-ViewJournal Balance Type: Actual
Managerial Reporting Account Hierarchy L3: Total Expenses
Managerial Reporting Fund Hierarchy L3: Contracts and Grants
Project Code and Name: 0000000-No Project
Transaction Signed AmountNone
8
Salary on FellowshipFINAH-ProjectCosts-ViewAward Sponsor Award Number contains "T" or "F"
Expenditure Type starts with 500000, 501000, 508000, 770002
KR Award UCSD Sponsor Major Agency: NIH
Original Project Template Code: 12
Expendiutre Dist Burdened CostNone
9
Unallowable Cap GapEAH-LLSalaryFingeDetail-ViewLL Transaction Type: Salary
[Derived UC Path Fund Code] not equal to [LL CCOA Fund Code]
Unallowable Cap Gap ChargedIF [LL Job Compensation Rate] > [Monthly NIH Cap Rate (thru 2024)]
AND [Derived UC Path Fund Code] IN ('20703', '20401', '20001', '20004', '20403', '20701')
THEN ([LL Job Compensation Rate] - [Monthly NIH Cap Rate (thru 2024)]) * [UCSD LL Salary Derived Effort Percent]
ELSE NULL END
10
Miscoded EquipmentFINAH-ProjectCosts-ViewAccount Code: 163003
Absolute value of total Invoice amount < 5000
Total Invoice Amount{ FIXED [Invoice Number]: SUM([Expenditure Dist Burdened Cost])}
11
Miscoded FabricationsFINAH-ProjectCosts-ViewExpenditure Net Zero Flag: N
Expenditure Type starts with "163001" and task does not contain "fab" and project does not contain "fab"
Expenditure Source not UCSD IFIS Conversion
Expendiutre Dist Burdened CostNone
12
Closed Projects with GL BalancesFINAH-UCSDGeneralLedgerBalances-ViewJournal Balance Type: Actual and Projected
Current Period Flag: Y
Managerial Reporting Fund Hierarchy L3: Core, Unrestricted, Restricted
Project Status: Closed and UCSD Closed
Fund L2: Exclude 1800B-Special State Appropriations
Closed Project CountCOUNTD(IF [Project Status] = "Closed" AND [Fiscal YTD Ending Signed Balance] != 0 THEN [Project Code] END)
13
Funds in DeficitFINAH-UCSDGeneralLedgerBalances-ViewJournal Balance Type: Actual and Projected
Current Period Flag: Y
Managerial Reporting Fund Hierarchy L3: Core, Unrestricted, Restricted
Managerial Reporting Account Hierarchy: Managerial Resources Available
Ending Balance less than -$24999
Fund L2: Exclude 1800B-Special State Appropriations
Count of Fundsif [Ending Balances 2] < -24999 THEN

{ FIXED [Financial Unit], [Fund]: COUNTD( [Fund Code] )}
END
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Entire dashboard filters:
28
Financial Unit L2: Exclude 180000A-MNTC Finance Co LLC, 190000A-THE U Holding Co, 420000A-CEO of Medical Center, 430000A-Health Physician Group, 441000A-Population Health Svc Orgn, 960000A-UC San Diego
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100