How to View Cost Transfer Approvers


 

Overview

This article explains how to identify the approval role assigned to a submitted PPM cost transfer, determine who can approve it, and find the associated Level 4 Financial Unit.

Essential Information

The Financial Unit receiving the cost drives the cost transfer approval workflow.

Financial Unit LevelDesignation
Financial Unit Level 2VC area
Financial Unit Level 3Division
Financial Unit Level 4Department
Financial Unit Level 5Financial Unit name
Before you begin: Locate the original cost transfer transaction number.

Next Steps

Use either method below to identify the approval role assigned to the cost transfer. You can then use the Campus User Roles report to identify the individuals assigned to that role.

Method 1: Use the Project Cost Transfer Panorama Expand for details
  1. Go to the Business Analytics Hub.
  2. Open Budget & Financial Management.
  3. Open the Project Cost Transfer Panorama.
  4. Select Transfer Workflow Details.
  5. Enter a date range that includes the cost transfer date, such as one month.
  6. Enter the original cost transfer transaction number in Original Trans Number.
  7. Select Apply.
  8. In the results, review the role displayed in the Assign Role column.
  9. Select the role name to open the Campus User Roles report.
  10. In the Campus User Roles report, select Apply.
  11. Review the names returned. These individuals can approve the cost transfer.
      
Method 2: Use Oracle Adjustment History Expand for details
  1. Log in to Oracle using Company Single Sign-On.
  2. Select Projects and Awards > Costs.
  3. Expand the Tasks panel on the right side of the page.
  4. Under Review and Adjust, select Manage Project Costs.
  5. Search for the applicable transaction number.
  6. Select the Transaction Number link.
  7. On the Expenditure Item page, select Adjustment History.
  8. Select the applicable entry under Adjustment Status.
  9. In the Approval History window, review the Assigned to field to identify the cost transfer approval role.
  10. Open the Campus User Roles report and search for the assigned role to identify the approvers.
     
Use the Campus User Roles Report Expand for details
  1. Open the Campus User Roles report.
  2. In Role Name Contains, enter the assigned approval role.
  3. If helpful, enter the Level 4 Financial Unit code, such as 300208C. Using the Level 4 code is optional.
  4. Select Apply.
  5. Review the names returned. These individuals can approve the cost transfer.
     
Find a Level 4 Financial Unit Expand for details
  1. Go to the Business Analytics Hub.
  2. Complete Company Single Sign-On using your UC San Diego Active Directory credentials.
  3. Open the Chart of Accounts Panorama.
  4. Run the report.
  5. Select or enter the applicable Financial Unit and select Apply.

Supplemental Guides & Information

Questions?

 

If you need additional assistance, Submit a Ticket to Budget and Finance Support.