A person’s administrative role will determine what system access and training they are eligible to request.
A Research Administrator (RA) responsible for monitoring and reconciling research projects is eligible to request the following system access and training:
A Departmental Administrator (DA) responsible for monitoring and reconciling all funds within their department is eligible to request the following system access and training: Finance 101
A Principal Investigator (PI) and designate (person authorized by PI) can view the ‘Research Statement of Operations’ report(s) once logged in to the portal. Project IDs will populate under a heading called ‘Research Projects’. The report does not require access to PeopleSoft. To learn how to interpret the report, view the 'Research Statement of Operations’ PowerPoint.
|PeopleSoft GL Inquiry - Statement of Operations||DA||Register||FIN-FRM-007A|
|PeopleSoft GL Inquiry - Query Viewer||DA||Register||FIN-FRM-007A|
|PeopleSoft Journal Entry||DA / RA||Register||FIN-FRM-007A|
|PeopleSoft Purchasing Requestor and Receiver||DA / RA||Nicole Mundell||FIN-FRM-007A|
|Research Accounting 101||DA / PI / RA||N/A||N/A|
|Research Statement of Operations||DA / PI / RA||N/A||FIN-FRM-008|
* Select Business Officer role on form and forward authorized form to Human Resources.