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The Integrated System

Finance

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DISCOVERER USERS: GA, GL, LD REPORTS NOW IN UBI ENVIRONMENT

The Discoverer sunset for all GA/GL/LD reporting is August 31, 2017. After that date, users will no longer have access to the ISWEB Discoverer reports for these modules. Users will have to access their needed reports in UBI whose modules were developed based on usage in Discoverer.

 

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UBI Finance button
HR-Finance Discoverer button
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How to Process Funds (Best viewed with Microsoft Internet Explorer)

Provides the who, what, when, and how for depositing different types of funds, creating/adjusting an award installment, creating/adjusting an award budget, creating/adjusting a project budget, and setting budgetary control.

General Information

Organization Document
This document presents the Organization codes and descriptions for UVA, as well as ITS-Enterprise Applications advisor and data security contacts, LD suspense award and LD suspense project for each organization.

Organization Prefixes
These prefixes are to always be used by each ITS-Enterprise Applications advisor area when creating "pick list" names for organizations.

Award and Project Information

Mapping Award Prefixes to Award Types
This spreadsheet provides information on the relationship between the two-character award prefix and the award types that may be assigned to each award prefix.

Project Types
This spreadsheet provides information on the different types of projects that can be created in the Integrated System and the appropriate expenditure function codes that can be assigned to each type of project. It also contains information on project numbering.

Responsibilities

Integrated System Application Responsibilities
A responsibility is a predefined set of data, menus, and screens that defines a user's particular level of authority while using the system. This link will take you to the web site the defines each finance and human resources Integrated System responsibility for UVA.

PTA Set Up & Maintenance Activities
(This link now goes to the Processing Funds document.)
Provides the who, what, and when for depositing different types of funds, creating/adjusting an award installment, creating/adjusting an award budget, creating/adjusting a project budget, and setting budgetary control.

PTA Set Up & Maintenance Responsibilities
This documents the tasks involved in setting up and maintaining projects and awards in the Integrated System and specifies the University offices and Integrated System responsibilities associated with setting up and maintaining Project and Award relationships for different types of funds.

  Page Updated: Thursday 2017-08-24 17:10:08 EDT