Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > How To... > Request to Add Project(s) and Task(s) to an Existing Non-Sponsored Account (PTA)

How To:  Request to Add Project(s) and Task(s) to an Existing Non-Sponsored Account (PTA)

Expand / Collapse All

click to show more/lessStep 2 – Select Existing Award and Assign New Project and Task Number(s)

Important:  Please maximize your browser window from this Step on as some buttons are located at the right of the screen.

click to show more/lessStep 6 – Upload Attachments (optional)

You may attach written justification for new account setup.

bullet iconStep 7 – Set Up Approval / FYI Routing

My Organization Requires My Approval Only

My Organization Requires Approvers in Addition to Me

 

What's Next?

  • Your request is routed to the Fund Accountant and/or designated financial approver for approval. A notification is sent to individuals selected as FYIs.
  • Check the request status on the dashboard under the Account Setup: In Progress section.
  • To make changes to a completed request, see For Updating PTA Attributes section on the How To... page.

 

back to top