Position Funding

Job Aids & Resources | Funding Entry

Access step-by-step guides, checklists, resources, and reference materials related to Funding Entry.

Read more about Job Aids & Resources | Funding Entry

Training Options & Requirements | Funding Entry

Find available training courses, eligibility requirements, and details on what’s required for UCPath access.

Read more about Training Options & Requirements | Funding Entry

Is there mass Funding Entry functionality?

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...

Read more about Is there mass Funding Entry functionality?

How can we add a Funding Entry with an Effective Date prior to the earliest effective dated row in the employee's Funding Entry profile?

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...

Read more about How can we add a Funding Entry with an Effective Date prior to the earliest effective dated row in the employee's Funding Entry profile?

Funding Entry

What is Funding Entry / Position Funding about?

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.

Read more about Funding Entry

Can we create a position before funding is established?

Yes. However, a position must be created in UCPath before you can apply funding to it.

Read more about Can we create a position before funding is established?

How far forward/in the future can I enter the effective date?

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).

Read more about How far forward/in the future can I enter the effective date?

In GL, does the system validate each field or the full chartstring?

Both. The system performs individual chartfield validation, and it also validates the full chartstring.

Note: In Payroll, the system will only validate individual chartfields, not the full chartstring.

Read more about In GL, does the system validate each field or the full chartstring?

Can the effective date be retroactive?

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.