• Required for staff who will request PTAs
  • Required for staff who will approve PTA requests
  • Recommended for anyone viewing PTA requests

This course explains how attributes specified during account set-up relate to awards, projects, tasks and their importance to financial management at Stanford. Topics include:

  • Describing the importance of correctly assigning Project, Task and Award attributes when creating a fund
  • Selecting the appropriate attributes relating to award source and use
  • Choosing the most appropriate Owner-related attributes
  • Selecting the most appropriate Manager for the account's Project, Task and Award levels
  • Viewing Project, Task, and Award attributes using various reports
  • Determining which attributes can be changed
  • Closing funds

Web (Self-paced)

Self-paced (approximately 30 minutes)

Prior to enrolling in this course, complete prerequisite courses in the learning path below.

FIN-0200: Introduction to Stanford PTA Attributes