Learning Resources

Reference Documentation


Non Sponsored Projects

Cost Transactions

Non Sponsored Project Cost Transactions Job Aid Video
Cost Adjustments (debit Projects-credit GL) GL to Projects PDF Video (4 minutes)
Cost Adjustments (credit Projects-debit GL) Projects to GL PDF Video (3:45 minutes)
Cost Adjustments (debit one project and credit another project) Projects to Projects PDF Video (6:00 minutes)
Approve Cost Adjustments PDF Video (2 minutes)
Project Transfer PDF Video (3.30 minutes)
Project Split and Transfer (Quantity equals Raw Cost) PDF Video Quantity equals Raw Cost (3.46 minutes)
Project Split and Transfer (Quantity does not equal Raw Cost) PDF Quantity does not equal Raw Cost (6 minutes)

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Revenue Adjustments

Non Sponsored Revenue Job Aid Video
Revenue Adjustments (debit GL - credit projects) GL to Projects PDF Using Journal Form             (4 minutes)
Revenue Adjustments (debit projects - credit GL) Projects to GL PDF Using Journal Form             (4 minutes)
Revenue Adjustments (debit one project - credit another project) Projects to Projects PDF Using Journal Form             (4.3 minutes)
Review Revenue Events in Projects and the GL PDF  

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Journals

course material

GL020 Journal Entry Processing (PDF)

Journal Transactions

Journal Transactions Job Aid Video
Create a Journal using an Excel Spreadsheet PDF Video (5 minutes)
Create a Journal using a Form PDF Video (3 minutes)
Search and Withdraw a Journal PDF Video (4:40 minutes)
Balancing Lines  PDF  
How to print a journal PDF  
Approving Journals PDF  
Finance Approver - Set up Vacation Rules PDF Video (3 minutes)

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Accruals/Defferals

 accruals/DEFERRALS

Accruals/Deferrals Job Aid
Accrual/Deferral Entries PDF

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Project Cost Refund - Clearing Account

Project Cost Refund Job Aid
Project Cost Refund - Clearing Account PDF

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Troubleshooting Guides

 Journals/Projects

Troubleshooting Guides Job Aid
Journals Troubleshooting Guide PDF
Projects Troubleshooting Guide PDF

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