Yes - Access is Limited to Contracts & Grants Office.
Process:
Transactors need to coordinate with their Region to have them send a file to Contracts and Grants. All included Funding Entries need proper departmental review and approval process. For C&G, PI (or PI's delegate) approval is always required. BRS is responsible for retaining approval documentation to support auditing.
Note: the mass file is also how we can add a Funding Entry with an Effective Date prior to the earliest effective dated row...
If you need to add a Funding Entry with an Effective Date prior to the earliest effective dated row in the employee's Funding Entry profile, a Mass Funding Entry File (E-703) must be submitted.
Note: Access to the mass file is limited to Contracts & Grants. Explore the Mass Funding Entry File FAQ for more info.
Best Practice: when funding new positions, backdate the Effective Date of that funding to...
The Funding Entry or Position Funding module in UCPath is critical for assigning and maintaining funding for positions. Position funding directly impacts payroll accuracy, budget alignment, and financial reporting, making it an important component of UCPath operations.
Terminology
Funding in UCPath can also be referred to as a Full Accounting Unit (FAU) or a Chartstring.
The funding effective date should be between budget begin and end date. There is no stated limitation for how far in the future (as long as it’s during the period in which the position is active).
Yes, as long as the funding effective date is between the budget begin and end date. You can enter a change in funding with an effective date in the past (e.g. use yesterday’s date) as long as that is a valid date for the position.
It is best practice to backdate to the appropriate Effective Date to ensure any retro pay is paid out correctly.
Position Funding was never set up for the position.
A chartstring may be valid at the time of entry in Position Funding, however, it may become invalid prior to Commitment Accounting Actuals/General Ledger batch processing. This instance would result in an edit error being flagged and a default chartstring would be used.
A position’s department changed and funding was not set up for the new position/department pair.
