Review and Act on Capital Project PTA Closeout/Cancel Requests

1. Go to Oracle Financials
2. Select Login
3. Enter SUNet ID and password, if prompted
4. Select SU PTA Manager Cap Distributed Approver

Maximize your browser window from this step on to access buttons located on the right side of the screen.

1. Select Requiring Your Action
2. Select Transaction ID number for a transaction with Action Item labeled Approve

Complete the remaining steps within the displayed table after selecting the appropriate tabs. Approvers may also review the header fields, which display the same project details available to the campus preparer.

1. Select the In-Service Date tab
   1. Review the In-Service Date for all tasks included in the request and verify that the Confirm Flag is set to “Yes”. (For cancellation requests, confirm that the project is not in service.)
2. Select the Open Purchase/Work Orders tab
   1. Verify that there are no open purchase orders or work orders as indicated by No Data Found message
3. Select the Financial Results tab
   1. Review financial results for the project in the header section (above the row of tabs)
      1. Review Form1/Funding Agreement Amount
      2. Review Total GL Funded To Date
      3. Review Total Expenditures To Date
      4. Review Available GL Funding
   2. In the GA Funding, Budget, and Expenditures by Task section, review PTD Expenditures (project to date) total and potential Remaining Budget
   3. As needed, review financials included in the GL Funding by Award section
4. Select the Return Funds tab to review and approve the return funds selections, including any checkbox designations that determine how remaining funding will be prioritized and returned.
   1. Review Comments (e.g., specific closeout instructions for Capital Accounting)
   2. As needed, review Destination Project Number and Destination Award Number for return of any unused funding
   3. As needed, review attached Approved Exception to Funding Guidelines file
   4. If cancellation request, review where expenditures will be reclassified (e.g., the capital project being canceled or another project)
5. Select the Attachments tab
   1. Review any attached files – such as Form 1 or  Board of Trustees (BOT) funding agreements – when applicable,  by clicking its hyperlink
   2. As needed, select Add Attachment to browse and attach additional files. Approvers may also review supporting documentation such as Form 1 attachments and, when applicable, Board of Trustees (BOT) funding agreements.

Choose from one of the following workflow options: