Resources: How Changes to PTA Attributes Affect Authority and Reporting

ePTA users need to understand that some changes to PTA attributes may require a corresponding update in Authority Manager to re-grant proper authorities. (To learn more about Authority Manager, see: About Financial Authority @ Stanford)

Note:  Changes to owning organizations will not auto-revoke authority in Authority Manager.

Changes to PTA task managers impact the distribution of and access to financial reports.

ePTA allows users to specify whether persons assigned as owners or managers receive emailed Expenditure Reports.


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Impacts on Authority

When changing a Project's Owning Organization or Principal Owner:

  • If authority was granted based on Owning Organization or Principal Owner (within an Owning Organization), then authority may need to be re-granted in Authority Manager.
  • If authority was granted based on Project, Project-Task or Award, authority will not be affected and no re-granting is necessary.
Re-Granting of Authority
  If Authority was granted by:
 
Organization
Principal Owner
(within Owning Org)
Project, Project-Task or Award
PTA Attribute changes to Project, Task or Award Owner (non-sponsored only)   *  
PTA Attribute changes to Project, Task or Award Manager      
PTA Attribute changes to Owning Organization * *  

* Authority may need to be re-granted.

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Impacts on Financial Reporting

Changes to PTA owning attributes affect access to certain financial data. ePTA allows users to specify whether persons assigned as owners or managers receive emailed Expenditure Reports.

Changes to PTA owning attributes occur immediately in Oracle. However, because of the varied timing of data-refresh in various other systems, users will not see the changes reflected in all systems immediately. Below is a table summarizing when PTA owning attribute changes are reflected in various systems:

Affected Systems
Affected Systems and Reports When Owning Attribute Changes Are Reflected
Commitment Management System (CMS) Overnight
Faculty Financial Inquiry Tool (FFIT) Overnight
OBI Reports Overnight
OBI Real-Time Reports Immediately
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