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Do you have a chart of account segment to capture grant information?

Stacy Neal
Stacy Neal Green Ribbon
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We own the PPM module but are considering using a chart of account segment for the purpose of collecting costs (for grants or other purposes at users prerogative). Any thoughts as to whether this is a good idea or bad? Thanks!

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  • Jon Humann
    Jon Humann Green Ribbon
    Answer ✓

    In Oracle Fusion Cloud ERP, PPM and PGM are related but different layers used to manage projects and programs.

    PPM — Project Portfolio Management - PPM in Oracle Fusion Cloud ERP is the overall functional suite in Oracle Fusion that manages project-related work and finances.

    PGM = Project and Grants Management - PGM is the combined functional area used when managing projects that are funded by grants. PGM integrates standard project management with grant funding compliance.

    My understanding is that PGM is technically an add-on or extension to PPM, not a separate product. Every core function in PGM relies on PPM's underlying infrastructure. So by that definition, we are implementing PPM as part of our solution, but our concentration is on PGM as our cost accounting solution, and grant management solution.

    PGM adds capabilities on top of PPM for: Award Management (Tracking grants etc.), budgetary control by award, compliance & reporting by award, indirect cost rate management, effort reporting (time and labor charged to an award), award closeout etc.

    I hope that helps. I am no expert, as we are not yet implemented, but we are going through the design and configuration processes currently.

    Below is a snippet from Oracle Documentation

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  • Jon Humann
    Jon Humann Green Ribbon

    Hello. For the County of Orange (California), we do not have a dedicated segment to capture grant information, but we are using PGM for this. Our COA will have a "Project" segment that will map into the PGM details. Caveat to this is that we are still in design stages, and will not be live on Oracle Fusion Cloud until July of 2027. Our COA is currently anticipated to be: Fund—>Budget Unit—>Cost Center—>Account—>Project—>Interfund—>Future1—>Future2

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  • Stacy Neal
    Stacy Neal Green Ribbon

    Thank you for the response Jon. Do you mind telling me what PGM stands for? When you move into Fusion in 2027, do you intend to use the PPM in Oracle Fusion?

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  • Stacy Neal
    Stacy Neal Green Ribbon

    Jon, Thank you for all the info! Your comments are extremely helpful.

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