How to Claim a Commitment ID in EPBCS using Smart View


Overview


This article will describe how to claim a Commitment ID via Task 7.1, which is the first step in creating a new Commitment record in the Resource Commitment Tracking Tool (RCTT)

Critical Concepts


Steps to Take


  1. Open Excel workbook and connect to EPBCS Planning environment
  2. Login using Single Sign-On
  3. Use the + signs to expand the UCSDPLAN and Task List menus, and double-click on 7 - Create and Manage Commitments to open the relevant Task List
  4. Double-click task 7.1 Activate Commitment to render the form in the active Excel sheet


  5. Select the appropriate information from the POV drop-down menus. Starting with the Project drop-down, click on the down arrow to select the desired Project available to you. Alternatively, you may search for a Project by typing directly into the field

    Note: You are able to select PJ0000000 : No Project if you wish to transfer resources only at the Financial Unit-Fund-Function level



  6. Repeat this step for the desired Financial Unit, Fund, Function, and Budget Type

    Note:
    Only Financial Units that you have access to are available in the drop-down menu. Make sure the desired Project matches the Financial Unit you have selected, or you will receive an error message when attempting to activate the CTID

  7. Click on the Refresh button located in the far-right of the POV. Once you refresh, the selection POV information appears at the top of the form



  8. Right-click on an available CTID located in Column A (i.e., CT000000). Make note of this CTID (for a future step in Task 7.2). In the pop-up menu, hover your cursor over Smart View, then click on Activate | Create Commitment



  9. A confirmation message displays indicating the activation was successful - click OK to return to the Task



    Note: If the selected Project and Financial Unit do not match, you will receive an error message. You should then review your Project/Financial Unit selections, update values, and repeat Steps #7-8

  10. If you need to activate multiple CTIDs, repeat Steps #5-9 as needed
  11. When ready to move on, open a new Excel sheet - within the Smart View panel on the new sheet, double-click task 7.2 Enter Basic Commitment Data to render the form on the active sheet

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