Review and Act on Capital Project PTA Closeout/Cancel Requests

1. Enter ofweb.stanford.edu in the browser
2. Select Login
3. As prompted, log in using SUNet ID and Password
4. Select SU PTA Manager Cap Distributed Approver

Please maximize your browser window from this step on as some buttons are located at the right of the screen.

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

1. Select 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”

2. Select 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 Financial Results tab
   1. Review financial results for the project in the header section (e.g., Form 1/Funding Agreement Amount, Total GL Funded To Date Total Expenditures To Date, 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 Instructions for Capital Accounting tab
   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 Attachments tab
   1. Review attached files, if any
   2. As needed, select Add Attachment to browse and attach additional files

1. Select Workflow tab
2. Enter Optional Comments
3. To approve the request, select Complete
4. To reassign the transaction to a different approver, select Reassign under Actions
5. To return the transaction to the requester, select Return to Initiator under Actions