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Dear Colleagues,

At the Research Administration Forum (RAF) on Thursday, April 13, 2023, I provided an update to the Ascend 2.0 project where I discussed the Project Portfolio Management (PPM), a sub-module of Oracle Cloud and POETAF. All primary financial activities of sponsored projects will be captured in PPM in the future using the POETAF chart string. Expenditure Types will be used to categorize expenditures posted to POETAF. The Grants team will continue to provide updates at future RAF meetings to keep the research community informed of the progress we make on the Ascend 2.0 project and to seek your input.

As shared, Departmental perspective is critical to refine the Expenditure Type list and your feedback will be very much appreciated. Please submit your questions or suggestions to me,, by May 15, 2023.

Expenditure Type List:

  • Do you see any expenditure type that is too general or not clear to use?
  • Do you have a specific expenditure type to add to the list?
  • Any other suggestions?

Please feel free to contact me with any questions. Attached are the presentation, draft of Expenditure Types, and the current non-payroll Object Code list. The presentation can also be found at the ORA RAF website.

I look forward to hearing your feedback and thank you for your partnership and support for the Ascend 2.0 Project.


Katie Cadle
Ascend 2.0 Research and Grants Lead