Overview

This article describes how to claim a Resource Commitment ID via Task 7.1, which is the first step in processing a new record in the Resource Commitment Allocation Module (RCAM). The following steps are for users of the EPBCS web application.

Essential Information

• How to Claim a Resource Commitment ID in RCAM (Smart View) is a separate article.
• Claiming a Resource Commitment ID (CTID) immediately removes that CTID from the available pool while the user continues to enter data associated with that resource commitment.
• When claiming the CTID, the user must select the Funding Source and Resource Commitment Budget Type (Recurring, One Time, One Time Multi Year) for the resource commitment.
• Funding Sources and Destinations are selected at the Financial Unit>Project>Fund>Function level in the RCAM, in alignment with the way resources are transferred on the General Ledger.
• The Recurring Budget Type should only be used if the resource commitment is meant to impact the Source and Destination's Recurring Base Budgets.
  
  • The RCAM record will not impact the Base Budget - however, RCAM data can be used to facilitate entry in the Budget Adjustment Module (BAM).
  • If a resource commitment amount is regularly distributed year-after-year, but is not Base-building, user should select a Resource Commitment Budget Type of One Time Multi Year.
• Multiple CTIDs can be claimed in a single step, as long as they share the same Funding Source and Resource Commitment Budget Type.

Next Steps

1. Go to EPBCS.
2. Login using Single Sign-On.
3. On the EPBCS Home Page, click on the Tasks tile.
   
    
   
   
4. Click on the caret to the left of 7—Create and Manage Resource Commitments to expand the task list.
5. Click on Task 7.1 Activate Resource Commitment ID - SELECT SOURCE POV.
   
   
   
   
6. In 7.1 Activate Resource Commitment ID – SELECT SOURCE POV, within the POV, select the Source Financial Unit by clicking within the Financial Unit field, entering a search value directly within that field, and selecting the appropriate posting-level Financial Unit value from the search results. 
   
    
7. Alternatively, you can search for a Financial Unit within a specific member of the hierarchy by clicking on the down arrow to the right of the Financial Unit value and opening the Member Selector window. Search or click through the parent members to drill through the hierarchy, starting with FU_16000AA: UC San Diego until reaching the desired posting-level Financial Unit. Once you have found the desired Financial Unit, click the checkbox to the left and verify that it appears on the right-side of the Member Selector window, then click OK. 
   
    
   
   
8. Repeat this step for the desired Source Project, Fund, Function, and Resource Commitment Budget Type. 
   NOTE: Make sure you select a valid Financial Unit/Project combination, or you will receive an error message when attempting to claim the CTID. You are able to select PJ0000000 : No Project if you wish to transfer resources only at the Financial Unit-Fund-Function level. 
   
9. Verify that your Financial Unit, Project, Fund, Function and Resource Commitment Budget Type selections correctly tie to the intended Source of your resource commitment. If any values need to be changed, repeat steps #6 –8 as needed. 
10. Select an available cell within the No Year / Claim Resource Commitment ID column, click on the down arrow and select Claim Resource Commitment ID. The cell will turn light brown, indicating it must be saved to complete the claiming process. If you wish to claim multiple CTIDs using all the same Source elements, you can drag that value down or copy into the appropriate number of cells, then save all at once. 
    NOTE: Make note of any CTIDs that you are claiming for future steps in Task 7.2.
    
     
    
11. Near the upper right corner of the window, click Save to complete the CTID claiming process. A message displays indicating the data has been successfully saved, and the CTIDs you claimed are no longer available on task 7.1. Click OK. 
    
     
    
    
12. If you need to claim additional CTIDs at different Source intersections, repeat steps #6-11 as needed. 
13. When ready to move on, click the Next button in the top right corner of your screen – this will take you to 7.2A - Enter Basic Resource Commitment Data – Simplified to begin entering additional data for your resource commitment(s).