PeopleSoft Financials 9.2

For PS Financials 9.2 Training info and/or the PS Financials login link please go to

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

Step by Step TreeViewer XLAT

Handy Account Reference

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.

Award Logic