Course: Introduction to Stanford PTA Attributes (FIN-0200)
Who should take this course?
- Required for staff who will request PTAs
- Required for staff who will approve PTA requests
- Recommended for anyone viewing PTA requests
Pre-requisites:
FIN-0102: Using Stanford's Chart of Accounts
Course objectives:
This course explains how attributes specified during account set-up relate to awards, projects, tasks and their importance to financial management at Stanford. Topics include:
- Describing the importance of correctly assigning Project, Task and Award attributes when creating a fund
- Selecting the appropriate attributes relating to award source and use
- Choosing the most appropriate Owner-related attributes
- Selecting the most appropriate Manager for the account's Project, Task and Award levels
- Viewing Project, Task, and Award attributes using various reports
- Determining which attributes can be changed
- Closing funds
Delivery method:
Web (Self-paced)
Duration:
Self-paced (approximately 30 minutes)
How to access training?
To receive credit for this course, register through STARS and complete the training
Enroll in course now
Course owned / Maintained by:
Financial Management Services
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