Financial Management Services is announcing the new PTA Manager Capital Project In-Service Date (PTAC ISD) module (available via Oracle Financials), a tool designed to streamline how capital project in-service dates are managed at Stanford. Launching Monday, July 20, 2026, this new module empowers capital project teams with direct control over their in-service data, leading to greater accuracy, efficiency, and successful project outcomes for their respective schools and business units.

Why the change?

Timely and accurate in-service dates are critical to the university's financial health, impacting everything from financial reporting to debt forecasting. The current process, which relies on manual email follow-ups from Capital Accounting, can be time-consuming and challenging to maintain a single, reliable source of data. The new PTAC ISD module solves this issue through an automated, centralized platform that empowers capital project teams to manage their own data. 

What's changing

Starting Monday, July 20, 2026, the responsibility for managing in-service data will transition from Capital Accounting to capital project teams across campus, placing control directly in the hands of those most closely involved with the projects. Project managers or their designated delegatees will use the PTAC ISD module to directly manage their in-service dates (update estimate in-service dates, place projects in service, save supporting documentation, and add comments documenting project lifecycle information).

New responsibilities

Capital project managers or their delegatees will use the PTAC ISD module to accomplish two key tasks:

  1. Manage in-service dates: They will directly update estimate in-service dates and input actual in-service dates as project milestones change. To ensure data stays current, the module will send automated reminders during the first two months of each quarter. 
  2. Perform a quarterly attestation: During the third month of each quarter, project managers or their delegatees will receive an automated request to review and attest to the accuracy of their project’s in-service data with a simple checkbox confirmation.

Project owners can monitor project data and progress using PTAC ISD view-only access. 

Refer to Access and roles for details.

Key benefits 

Although this marks a shift in responsibility, the new module and attestation process provide significant advantages for project teams and the university. 

  • Greater efficiency and accuracy: 
    • A centralized dashboard provides a single source of truth for all active capital projects.
    • Built-in Oracle validations automatically flag errors on entry, ensuring data integrity from the start.
    • Automated reminders for data updates and attestations reduce manual follow-up from Capital Accounting.
  • Successful project outcomes: 
    • Financial and expenditure reports give teams the context to make informed decisions about in-service dates.
    • Enhanced visibility into project milestones helps schools/units monitor progress and forecast budgets for more predictable project delivery.
  • Improved financial stewardship: 
    • Monthly reminders and quarterly attestations help keep in-service data accurate for university budgeting, reporting, compliance, and audits.

Resources and support

The following resources will be available on Fingate by launch to help users learn how to use the new module.

Guidance

Support contacts

Get updates

For the July 20 launch, Capital Accounting has been coordinating with finance leaders across each school/unit to grant appropriate PTAC access based on capital project roles. If you are still having issues with access, or you have been recently requested to use PTAC ISD by your unit, please follow these instructions to attain the proper authority and access role.

  1. PTA Manager authority
    Access to the PTAC ISD module is granted in Authority Manager through the “SU PTA Manager Capital Distributed User” privilege. Once PTAC ISD launches July 20, users with this privilege can find PTAC ISD available when they log into the PTA Manager system in Oracle Financials. (If you do not have access or wish to grant this privilege to someone else, please contact your school/unit budget officer. If the budget officer does not have this privilege, please contact Capital Accounting for further assistance.) Learn more about receiving and granting PTA Manager authority.
  2. PTAC ISD access 
    PTAC ISD edit or viewer access is based on project roles and these are granted in different ways, as detailed in the following table. To request delegatees* and additional viewer roles, staff should get approval from their school/unit finance leader, and then email the approval and their SUNet ID to Capital Accounting. 

PTAC access roles

Role name

Access type/function

Typical user

Granting method

Project manager (PM)

Edit: View/input/edit data; complete quarterly attestations.

The person leading the project.

PMs listed on the Form 1 will get access by default.

Delegatee*

(optional role)

Edit: Same as project manager; assigned to act on their behalf. 

Staff who will enter data on the PM’s behalf.

Access must be requested. 

Viewer

Read only: View data to monitor project budget/progress.

Budget unit finance leaders; project owners listed on the Form 1. 

Both will get access by default. Additional viewers must be requested.

*Delegatee responsibility scope options

For schools/units wanting to set up a delegatee to update in-service data instead of the project manager, they can choose among varying levels of responsibility for the delegatee:

  • An entire unit
    • An entire unit except one or more project managers
    • An entire unit except one or more org codes
  • One or more specific project managers
  • One or more specific org codes within a unit
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