  {"id":1595,"date":"2026-06-09T11:50:54","date_gmt":"2026-06-09T16:50:54","guid":{"rendered":"https:\/\/www.mtsu.edu\/fusion\/?page_id=1595"},"modified":"2026-07-28T13:51:06","modified_gmt":"2026-07-28T18:51:06","slug":"poetaf-verbiage","status":"publish","type":"page","link":"https:\/\/www.mtsu.edu\/fusion\/poetaf-verbiage\/","title":{"rendered":"Understanding POETAF and Project Management in Oracle Cloud"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">As part of the&nbsp;True Blue&nbsp;Fusion (TBF) transition to Oracle Cloud, MTSU is introducing&nbsp;a new approach&nbsp;to managing financial activity for grants, faculty funds, and other project-based work. This new structure centers on Oracle&nbsp;<strong>Project Management (PM)<\/strong>&nbsp;and the&nbsp;<strong>POETAF string<\/strong>, which together provide more detailed tracking and improved financial visibility.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Is a Project in Oracle&nbsp;and How&nbsp;Are These&nbsp;Funds Captured?&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In Oracle, a Project&nbsp;represents&nbsp;a defined scope of work that requires&nbsp;detailed&nbsp;financial tracking. At MTSU, projects will primarily include sponsored research, faculty funds, and capital projects, while certain funds, such as&nbsp;departmental&nbsp;or&nbsp;college-level F&amp;A, internal grants, agency funds, and other non-project activity, will not be managed in projects.&nbsp;These activities are managed within the Project Management module, which supports detailed reporting&nbsp;within&nbsp;the broader financial system. To capture project-related transactions, Oracle uses the&nbsp;<strong>POETAF string<\/strong>.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-border-color has-lightgray-border-color is-layout-flow wp-container-core-column-is-layout-5185c3d0 wp-block-column-is-layout-flow\" style=\"flex-basis:40%\">\n<div class=\"wp-block-cover is-light has-custom-content-position is-position-top-center is-style-is-not-full-width\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-white-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-container-core-cover-is-layout-7c846e87 wp-block-cover-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">POETAF stands for:<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:75px\">\n<div class=\"wp-block-cover is-style-is-not-full-width\" style=\"min-height:50px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-mtsunavy-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group has-white-color has-text-color has-link-color wp-elements-8d553def6d1a111af220760a04654fdf\" style=\"font-size:22px\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-container-core-group-is-layout-ee2332cf wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>P<\/strong><\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>PROJECT<\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:75px\">\n<div class=\"wp-block-cover is-style-is-not-full-width\" style=\"min-height:50px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-mtsublue-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group has-white-color has-text-color has-link-color wp-elements-29481bb7e0608b59c41405b25d43d129\" style=\"font-size:22px\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-container-core-group-is-layout-ee2332cf wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>O<\/strong><\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>EXPENDITURE ORGANIZATION<\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:75px\">\n<div class=\"wp-block-cover is-style-is-not-full-width\" style=\"min-height:50px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-mtsunavy-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group has-white-color has-text-color has-link-color wp-elements-1aa8cfe6e0b0ce3c3b18afe7995bca99\" style=\"font-size:22px\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-container-core-group-is-layout-ee2332cf wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>E<\/strong><\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>EXPENDITURE TYPE<\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:75px\">\n<div class=\"wp-block-cover is-style-is-not-full-width\" style=\"min-height:50px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-mtsublue-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group has-white-color has-text-color has-link-color wp-elements-cf50481a68fea3ef467d798db922986d\" style=\"font-size:22px\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-container-core-group-is-layout-ee2332cf wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>T<\/strong><\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>TASK<\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:75px\">\n<div class=\"wp-block-cover is-style-is-not-full-width\" style=\"min-height:50px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-mtsunavy-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group has-white-color has-text-color has-link-color wp-elements-1e09a0b19be343ac13bb185a6a8e7575\" style=\"font-size:22px\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-container-core-group-is-layout-ee2332cf wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>A<\/strong><\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>AWARD<\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:75px\">\n<div class=\"wp-block-cover is-style-is-not-full-width\" style=\"min-height:10px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-mtsublue-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group has-white-color has-text-color has-link-color wp-elements-927f88061eca4d2ed05afe855992eb02\" style=\"font-size:22px\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-container-core-group-is-layout-ee2332cf wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>F<\/strong><\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>FUND<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-border-color has-lightgray-border-color is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-cover is-light has-custom-content-position is-position-top-center is-style-is-not-full-width\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-white-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-block-cover-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Categories of Projects in Project Management<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<script src=\"https:\/\/static-bundles.visme.co\/visme-embed.js\"><\/script>\n\n<div class=\"visme_d\"\n    class=\"wp-block-create-block-visme-block\"    data-title=\"OETAF Project Management Chart&quot;\"\n    data-url=\"6x4qjn6n-poetaf-project-management-chart\"\n    data-w=\"700\"px\n    data-h=\"500\"px\n><\/div><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">POETAF&nbsp;and the&nbsp;Chart of Accounts (CoA)&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In addition to the Chart of Accounts (CoA) segments, the POETAF segments are designed for project cost collection, allowing for more precise tracking of project activity:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Chart of Accounts (CoA):<\/strong>&nbsp;Used for non-project activity and routed directly to the General Ledger&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>POETAF (Project Cost Collection):<\/strong>&nbsp;Used for project-related activity and routed through Project Management before posting to the General Ledger. When a project number is entered, it automatically supplies the underlying chart of&nbsp;accounts&nbsp;elements, reducing the need to enter the full chart string.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This distinction enables more detailed tracking, stronger reporting, and better alignment between project activity and institutional financials.&nbsp;For project-related activity, Banner index numbers will be replaced with Project numbers, which function similarly by grouping key financial information. Non-project activity will continue to use the Chart of Accounts.&nbsp;<\/p>\n\n\n\n<script src=\"https:\/\/static-bundles.visme.co\/visme-embed.js\"><\/script>\n\n<div class=\"visme_d\"\n    class=\"wp-block-create-block-visme-block\"    data-title=\"POETAF and the CoA\"\n    data-url=\"g0o47mp8-poetaf-and-the-coa\"\n    data-w=\"1280\"px\n    data-h=\"450\"px\n><\/div>\n\n\n<h2 class=\"wp-block-heading\">Understanding Project Structure&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Oracle organizes project financials using a structured hierarchy:&nbsp;Award \u2013 Project \u2013 Task. At go-live, MTSU will&nbsp;generally use&nbsp;a one-to-one-to-one structure (one award, one project, one task), with limited exceptions.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:5%\"><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:35%\">\n<ul class=\"wp-block-list\">\n<li><strong>Award<\/strong><br>The funding source supporting the project&nbsp;<\/li>\n\n\n\n<li><strong>Project<\/strong><br>The overall body of work&nbsp;<\/li>\n\n\n\n<li><strong>Task<\/strong><br>A breakdown of work within the project&nbsp;&nbsp;<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:55%\">\n<script src=\"https:\/\/static-bundles.visme.co\/visme-embed.js\"><\/script>\n\n<div class=\"visme_d\"\n    class=\"wp-block-create-block-visme-block\"    data-title=\"POETAF Project Structure\"\n    data-url=\"p9npv06v-poetaf-project-structure\"\n    data-w=\"450\"px\n    data-h=\"223\"px\n><\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:5%\"><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Each project&nbsp;must have&nbsp;<strong>at least one&nbsp;task<\/strong>&nbsp;and&nbsp;is funded by an&nbsp;<strong>Award<\/strong>. An Award&nbsp;may include&nbsp;external funding (e.g., grants)&nbsp;or internal funding (e.g.,&nbsp;cost&nbsp;share or matching funds).&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Grants and&nbsp;Sponsored&nbsp;Research will be&nbsp;established&nbsp;as separate Projects, ensuring&nbsp;that&nbsp;all related activities&nbsp;are&nbsp;centralized.&nbsp;Faculty funds&nbsp;will typically be managed within a single Project per faculty member, with multiple funding sources,&nbsp;such as startup&nbsp;funds, provost-sponsored&nbsp;grants, faculty F&amp;A, and other discretionary funding,&nbsp;set up as separate awards within that&nbsp;project.&nbsp;Departmental or college-level F&amp;A funds are not included in this structure.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Faculty funds will follow a simplified structure&nbsp;where a&nbsp;faculty member will have&nbsp;one primary&nbsp;Project,&nbsp;and multiple funding sources will be&nbsp;established&nbsp;as Awards within that Project.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Examples include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>F&amp;A (Facilities &amp; Administrative) funds&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Startup funds&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provost-sponsored faculty grants (instructional enhancement, professional development, travel, etc.)&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Every Project must have a designated Project Manager responsible for approving transactions, while the Principal Investigator (PI)&nbsp;remains&nbsp;a separate role, although one individual may serve in both capacities. Faculty will also gain access to an Oracle dashboard that provides visibility into their projects, funding, and financial activity\u2014representing&nbsp;a significant shift for those who have not previously used Banner.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Looking Ahead&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The TBF team continues to enhance&nbsp;<strong>project reporting capabilities<\/strong>&nbsp;to support a smooth transition. These improvements aim to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Deliver clearer, more actionable financial insights&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Strengthen reporting and analytics&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Support better decision-making across projects&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Additional training resources&nbsp;will be available ahead of go-live to help faculty and staff confidently navigate Oracle\u2019s Project Management features.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As part of the&nbsp;True Blue&nbsp;Fusion (TBF) transition to Oracle Cloud, MTSU is introducing&nbsp;a new approach&nbsp;to managing financial activity for grants, faculty funds, and other project-based work. This new structure centers on Oracle&nbsp;Project Management (PM)&nbsp;and the&nbsp;POETAF string, which together provide more detailed tracking and improved financial visibility.&nbsp; What Is a Project in Oracle&nbsp;and How&nbsp;Are These&nbsp;Funds Captured?&nbsp; [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":1577,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1595","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/pages\/1595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/comments?post=1595"}],"version-history":[{"count":3,"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/pages\/1595\/revisions"}],"predecessor-version":[{"id":1688,"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/pages\/1595\/revisions\/1688"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/media\/1577"}],"wp:attachment":[{"href":"https:\/\/www.mtsu.edu\/fusion\/wp-json\/wp\/v2\/media?parent=1595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}