Business Resource Center
Financial Unit Delegated Approver Request Form
Form and instructions for adding, deleting, and updating delegating approvers for Oracle, Wire Transfer Requests, and Concur.
Chart of Account (COA) Segment Change Form
Requests for COA segment changes (new or existing) can be made by completing a CoA Segment Request Form
OP Cost Transfer Form-Standard
Most cost transfers are submitted as a Standard Cost Transfer.
OP Cost Transfer Form-POETAF
Departments using the Oracle Project Portfolio Management (PPM) module use the Cost Transfer Form (POETAF) which requires additional chart of account information to complete the transaction.
OP Cost Transfer Form-Contracts & Grants
Federal Contract and Grants transactions must be submitted on the Cost Transfer Form (Contracts and Grants Only) which requires additional information and approvals.
OP Journal Template
Journals are used by some departments for balance sheet and revenue entries not related to projects, as well as for end-of-fiscal-year accruals and deferrals.
Interlocation Transfer of Funds (ITF) Form
Interlocation Transfer of Funds (ITF) are used to move temporary (one-time) budgetary appropriations from one campus location to another. These requests are submitted on an ITF form.