How To...

Step-by-Step Instructions:

For Determining Individuals with Authority for PTA Manager and PTA Maintenance

If you do not have PTA Manager or PTA Maintenance authority, you can find out which individuals do have authority as well as which individuals are able to grant authority:

• Determine Individuals with Authority for PTA Manager and PTA Maintenance

For Requesting Non-Sponsored and Miscellaneous Account Receivables Accounts

• Request to Create a New Account (PTA):
  • Non-Sponsored Account
  • Misc. AR (Miscellaneous Account Receivables) Account
• Request to Add New Project and Task to an Existing Account (PTA)
  • Non-Sponsored Account
• Request to Add New Task to an Existing Account (PTA)
  • Non-Sponsored Account
  • Misc. AR (Miscellaneous Account Receivables) Account
• Search for an Existing PTA Request
• Reassign a PTA Request

For Reviewing and Approving PTA Requests

If you have PTA Manager User authority, you can perform tasks for requesting non-sponsored and miscellaneous accounts above. Additionally, PTA Manager Approvers can also:

• Review and Approve, Return, Reassign or Terminate / Cancel a PTA Request

For Updating PTA Attributes

• Update a Single PTA
• Update an Attribute for Multiple PTA Segments
• Cancel a Scheduled Attribute Update
• Search for Scheduled and Completed Transactions