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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Related Training Materials

• PTA Attributes & Definitions
• PTA Manager How To Instructions

 

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