PeopleSoft Financials 9.1

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.

Step by Step PTF (for those initiating the form)

PI_CoPI_PTF

Approver_PTF

Project Action Notification (PAN)

The Project Action Notification is sent out once an award is set up.

Interpreting_PAN

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