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, it is recommended that the PI register to attend the ‘Research Statement of Operations’ workshop offered by Research Accounting, Financial Services.
|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||Register||FIN-FRM-007A|
|Research Accounting 101||DA / PI / RA||Register||N/A|
|Research Statement of Operations||DA / PI / RA||Register||FIN-FRM-008|
* Select Business Officer role on form and forward authorized form to Human Resources.