ENTERPRISE PROJECT & GRANTS ANALYTICS
Every award, down to the dollar still available.
Orbit extracts, unifies, and models award and funding data from every system you run — Oracle Fusion Cloud, E-Business Suite, NetSuite, PeopleSoft and beyond — then lands it in the cloud warehouse and BI tool you already chose. Sponsor funding through inception-to-date balances, prebuilt and KPI-ready.
Subject areas, following the money from timesheet to recognition
Expenditure→Burdened Cost→Billable→Invoiced→Revenue
LEAK 1Transactions on bill hold never reach an invoice.LEAK 2Transactions on revenue hold never reach recognition.
01
Project Portfolio
STATUS · TYPE · RANKING
The portfolio view every status meeting starts from: what is open, what is closed, what each carries in cost, and which projects sit at the top of the list by spend — grouped by project type rather than by whoever built the last spreadsheet.
›Open Projects with Cost›Closed Projects with Cost›Projects by Type›Top Projects by Cost›Project Status
02
Cost & Expenditure
STAGE 01–02 · BURDENING
Total expenditure split by what it becomes — capitalisable, billable, or neither — with burdened cost traced back to the transaction source that raised it, so overhead absorption is visible instead of assumed.
›Total Expenditures›Capitalisable Expenditures›Billable Expenditures›Burdened Cost by Transaction Source›Cost by Month
03
Revenue & Billing
STAGE 03–05 · CONVERSION
Cost, revenue and invoice tracked on the same monthly timeline, which is the only way project profitability reads as a trend rather than a year-end surprise. Pending invoice generation is surfaced before it becomes a receivables problem.
›Cost · Revenue · Invoice by Month›Pending Invoice Generation›Top Projects by Pending Invoices›Project Profitability
04
Holds & Exceptions
THE TWO LEAKS
Work that was done, costed, and then stopped. Expenditure sitting on bill hold or revenue hold is isolated as its own measure, so the value stuck in the pipeline has a figure attached and someone to clear it.
›Expenditures on Bill Hold›Expenditures on Revenue Hold›Transactions on Bill Hold›Transactions on Revenue Hold
05
Grants & Awards
FUNDING · BUDGET · COMPLIANCE
For research and public-sector estates: budget performance across awards with year-to-date and inception-to-date balances, federal and non-federal funding kept separate, and allocation traceable to the principal investigator and award purpose.
›Funding — Total / Direct / Indirect›YTD & ITD Budget Balance by Award›Budget · Expense · Commitments · Balance›Federal vs. Non-Federal Allocation›Funding by Principal Investigator›Funding by Award Purpose›Departments Supported
A project is a financial object before it is a plan.
The same modelled layer covers General Ledger, Accounts Payable, Procurement and HCM — so project cost reconciles to the GL, supplier invoices land against the PO that raised them, and labour cost maps to the people who booked the time.
