Cost Transfer Guide


Overview


Critical Concepts


 

Steps to Take


Decision Matrix

Transactions Originated/Created in OFC

 Cost Transfer Type

Self-Service

Services & Support

  • Project to Project 
Department can process in OFC using PPM Cost Transfer functionality
Home > Projects and Awards > Costs > Manage Project Costs
N/A
  • For a Posted Payables Transaction:
  • Non Project to PPM Project (i.e. the Project Number in the chart string was 0000000 and no POETAF was provided)
    • Department Error: Project Number and POETAF was not entered on the PO/Non-PO Payment Request/Concur/Etc.
    • System Error: Freight/Miscellaneous/Tax Line did not post to the COA + POETAF, though the other lines on the transaction did
  • GL Project Segment only to PPM Project (i.e. chart string with Project Number other than 0000000 but no POETAF provided)
  • Project to Non Project (i.e. chart string included Project Number other than 0000000 and POETAF, but shouldn’t have)
N/A

Submit download and complete the Cost Data Transfer Request Excel via Non Salary Cost Transfer Request through Services & Support

  • GL Project Segment only to PPM Project (i.e. chart string with Project Number other than 0000000 but not in PPM)

Note, this is only for expenses/costs. Resources/revenue are only in the GL

Ex. Not a requirement, but for example, may be used to move payroll expenses to a Project
General Project to Project 0000000 (Non Project)  Non Project - NON RECHARGE

N/A

Contact originator of journal/GL entry

If from Accounts Receivable, contact contact originator:
About: Billing & Receivables
Related to: Oracle Accounts Receivable
More Specifically: AR Billing Other

If from Internal Controls & Accounting, contact originator:
About: Financial Accounting
Related to: General Accounting Support
More Specifically: Other General Accounting Inquiry

If from MedCenter, contact
Michelle York myork@ucsd.edu

Generally Unallowable Transfers - Same Project but Changing Expenditure Type or Expenditure Item Date  

 Cost Transfer Type

Self-Service

Services & Support

  • Change in in Expenditure Type on AP Transactions created in OFC for a Sponsored Project or General Project
  • Change in in Expenditure Item Date on AP created in OFC Transactions for a Sponsored Project or General Project
N/ASubmit download and complete the Cost Data Transfer Request Excel via Non Salary Cost Transfer Request through Services & Support
  • Change in Expenditure Type on Recharge Transactions for a Sponsored Project
  • Change in Expenditure Item Date on Recharge Transactions for a Sponsored Project
 Contact the Recharge Unit/Department that charged the project
  • IFIS Conversion Expenditure Item and Type Change for Sponsored Project Only
N/AContact the appropriate Award Accountant to process your request
  • Indirect Cost (IDC)/Burden

N/A

Contact the appropriate Award Accountant to process your request

IFIS Conversion (Payroll and Non Payroll)

Cost Transfer Type

 Self-Service

 Services & Support

  • Sponsored Project to Sponsored Project
  • Sponsored Project to General Project

Department can process in OFC using PPM Cost Transfer functionality

Home > Projects and Awards > Costs > Manage Project Costs

N/A
  • General Project to Sponsored Project
  • Project 0000000 (Non Project) to Sponsored Project
Note that these are manual and will have the actual expenditure type and from/to

N/A

Submit a Non Salary Cost Transfer Request or a Salary Cost Transfer Request

If you still have questions or need additional assistance, please submit a ticket