How to Request PPM Project Inquiry and Reporting JR Role for the Medical Center Business Unit


This article describes how to use the Oracle and Concur Role Request form to request access to initiate cost transfers in PPM.

Essential Information

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, it will populate the person's email address for you to confirm is for the correct person.

4. In Standard Roles SectionDoes the person need additional standard roles intended for departmental users?, select Yes

  1. Do not make selections for other questions on this part of the form.

5. Click on the checkbox below 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 MEDICAL CENTER

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.

  1. The selection routes to the approver group associated with this financial unit.
  2. Please refer to KB0033069: How to Lookup Role Request Approvers.

10. In Which Financial domain(s) does the person work in, only select the box for PPM General Projects.

11. What PPM General Projects role(s) does the person need?, only select UCSD PPM Project Inquiry and Reporting JR.

12. Click Next

13. Click Submit


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