Overview
This article describes how to use the Oracle and Concur Role Request form to request access to initiate cost transfers in PPM.
Essential Information
- UCSD PPM Project Adjustments JR is the cost transfer initiator role used by campus users.
- Seek guidance on any additional roles needed before requesting additional roles.
- Learn more about KB0032200: How to Determine the Oracle & Concur Standard Roles Departmental Preparers Need.
- You are only allowed to make a request for one Financial Business Unit at a time.
Next Steps
1. Use Oracle and Concur Role Request to request access.
2. In Requested by, enter your email address, or the person you are requesting on behalf of.
3. In Email, will populate the submitter's email address for you to confirm is for the correct person.
4. In Standard Roles Section, Does the person need additional standard roles intended for departmental users?, select Yes
- Do not make selections for other questions on this part of the form.
5. Click the checkbox to under the Acknowledgement section.
6. Click Next
7. In Oracle System Roles, select Options.
8. In What Financial Business Unit is the person requesting roles for?, select appropriate one, e.g. UCSD Campus
9. In Select the Financial Unit that should approve this access request, select the financial unit associated with your office to ensure your request is approved properly;
- Use this article to determine who is assigned to approver groups KB0032069: How to Lookup Role Request Approvers.
10. In Which Financial domain(s) does the person work in, select the box for PPM General Projects.
11. Click Next
12. Click Submit