Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > How To... > Request a New Non-Sponsored Account (PTA)

How To:  Request a New Non-Sponsored Account (PTA)

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  Step 1 – Log in to PTA Manager User

  Step 2 – Build PTA Structure

  Step 3 – Complete Award Information

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

  Step 4 – Set Up Terms and Condition

  Step 5 – Enter Project Information

  Step 6 – Assign / Edit Project Personnel

  Step 7 – Enter Task Attributes

  Step 8 – Upload Attachments (optional)

You may attach written justification for new account setup.

arrow  Step 9 – 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.

 

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