This course is required for individuals responsible for requesting new PTAs using PTA Manager.
Objectives
- 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
Delivery Method
Web (Self-paced)
Duration
Self-paced (approximately 50 minutes)
System Access
PTA Manager
Learning Path
Prior to enrolling in this course, complete prerequisite courses in the learning path below.
FIN-PROG-0020: Financial Stewardship Expectations
FIN-0102: Using Stanford Chart of Accounts
FIN-0200: Introduction to Stanford PTA Attributes
FIN-0201: Requesting PTAs Using PTA Manager
PTA Manager