Access step-by-step guides, checklists, resources, and reference materials related to Cost Transfers.
Job Aids
New User Support
- Job Aid: Salary Cost Transfer Transaction - Basic / Unrestricted
- Job Aid: Salary Cost Transfer Transaction - Restricted
- Job Aid: Salary Cost Transfer Transaction - Work Study
- GL: Documentation for Grants & Compliance Checklist
Simulations
Benefit Cost Transfers
- Benefit Cost Transfer Starter Pack: Basic Step-by-Step Job Aids
- YouTube Walk-Through Video: Benefit Cost Transfer
Fee Remission
Advanced User Support
- CBR Excluded Earn Codes
- Direct Retros impacting Work-Study Funds
- UC Berkeley to UCPath Earn Code Map
- UC Berkeley DOS to Earn Code Map
- Unpaid Cap Gap Processing
Assessments
Automated Funding Reallocation Process
Microlearnings
Approver Refresher
- Coming soon!
Additional Resources
Topics
Reports
- CalAnswers: General Ledger Reporting Dashboard:
- General Ledger Summary
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How much is available to spend on a specific contract or grant fund?
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How much has my unit spent year to date by account or account category for a specific chartstring?
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- General Ledger Detail
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Which expense journals were prepared by a specific employee during a specific date range?
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Which revenues posted in July of this year for the Contracts & Grants fund group?
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What was the effort percentage posted for a specific employee for a particular pay period?
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Do I see the funding or expenses I was expecting to post?
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What is the information I need to provide if I need to do a direct retro?
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- General Ledger Summary
- CalAnswers: Position Management Dashboard: pull detailed reports of Positions and their funding for your department/s!
Policies