This online course is appropriate for any learners needing to know how attributes relate to Projects, Tasks, and Awards at Stanford. It is a required course for all PTA Manager Users and Approvers.

  • Describe the importance of correctly assigning Project, Task and Award attributes when creating a fund
  • Select the appropriate attributes relating to award source and use
  • Choose the most appropriate Owner-related attributes
  • Select the most appropriate Manager for the account's Project, Task and Award levels
  • View Project, Task, and Award attributes using various reports
  • Identify which Attributes can be changed
  • Describe how to close funds

Web (Self-paced)

Self-paced (approximately 50 minutes)

To access the system below, you must complete this course and be granted proper authority.

System Access
PTA Manager
Authority
Financial System > Self Service > SU PTA Manager Requester Non-Sponsored
Financial System > Self Service > SU PTA Manager Approver Non-Sponsored
Financial System > Self Service > SU PTA Manager View Non-Sponsored

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

FIN-0201: Requesting PTAs Using PTA Manager

PTA Manager
Financial System > Self Service > SU PTA Manager Requester Non-Sponsored
Financial System > Self Service > SU PTA Manager Approver Non-Sponsored
Financial System > Self Service > SU PTA Manager View Non-Sponsored

Questions?

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