PeopleSoft Financials 9.2
For PS Financials 9.2 Training info and/or the PS Financials login link please go to https://bcwiki.bc.edu/display/FVP/PeopleSoft+Financials+System.
Using the Propsal Transmittal Form (PTF)
The electronic version of the PTF will allow you to complete the form on-line, attach relevant paperwork, and route through a worklist for approvals.
Proposal Transmittal Form (PTF) Step by Step (for those initiating the form)
Project Action Notification (PAN)
The Project Action Notification is sent out once an award is set up.
OSP Budget Transfers
Step by Step PG Budget Transfer
OSP Budget Transfers Guidelines for Attachments
OSP Budget Transfers Error and Denial Guide
View Accounts & Budget Check Levels
The Award Numbering Schema
We've built some logic into the Fund numbering in 9.1 for the purpose of creating a more relational link between projects and for ease of visual identification.