April 29, 2025 | Edition #218

• TritonPay Office and Campus Card closed for in-person services on Thursday, 5/1: Staff members will be available to answer questions over the phone and in Services & Support.

• FY25 JUL - DEC Effort Reporting Period Now Open: Review and certify effort reports in MyEffort.ucsd.edu by 8/31/25; training materials available on Blink.

• New Exceptions Report: Active Projects with Inactive Segments: A new Consolidated Exceptions Report page helps identify active projects tied to inactive COA segments; ensure projects are closed before closing Funds or FinUs.

• New VC Approval Required: Temporary Award Extensions now need endorsement from the cognizant VC and Dean. This change reflects federal funding uncertainty. See updated guidance here.

⏰ Watch out for these time-sensitive deadlines! ⏰

📌 5/1: GL Project Balances and GL Fund Balances reports will be retired. Use the new GL Balances report moving forward.

📌 5/15: UCOP is planning on deprecating the Direct Retro (DR) tool in UCPath effective 7/1/25. Click here for upcoming critical deadlines. (Next deadline is 5/15).

📌 5/16: EPBCS budget system closes to VC Group users.

📌 6/30: Advanced Oracle users must complete the Oracle Foundations training or request role removal if access is no longer needed.

📌 8/31: Certification deadline for all FY25 JUL-DEC effort reports in ECERT.

FY25 JUL - DEC Effort Reporting Period Now Open

The ECERT system-generated effort reports for the FY25 JUL-DEC reporting period are now available for review.

• Action Required: Log in to MyEffort.ucsd.edu to review and certify all open or overdue effort reports
• Certification Deadline: All effort reports for this period must be certified by 8/31/2025
• Resources: Training materials are available on Blink: ECERT Effort Reporting

Need Help? For questions that cannot be addressed by your department’s ECERT Coordinator or for system-related issues, Submit a Ticket to Budget and Finance Support. 

Temporary Award Extension Approval Process Update

In alignment with recent guidance from the Vice Chancellor for Research and Innovation and the Chief Financial Officer, the process for approving Temporary Award Extension Requests has changed.

Effective immediately, due to ongoing federal funding disruptions and uncertainty around the timely continuation of awards, Temporary Award Extension Requests must now be endorsed by the cognizant Vice Chancellor (VC).

Previously managed at the departmental level only, these requests will now only be granted in exceptional cases, and must include the full awareness and support of the relevant Dean and VC.

Guidance on how to document commitment and obtain VC approval can be found here.

Thank you for your attention to this important update. Please share this information with your teams as appropriate.

New Exceptions Report: Active Projects with Inactive Segments

This new page on the Consolidated Exceptions Report helps users identify active projects that are associated with inactive Fund, FinU, Function, Program or Location.

Before requesting to close a Fund or FinU, departments need to make sure that the corresponding projects are closed in PPM. If they are not, there is a risk for transactions to post in PPM with that project (still active) and then create accounting errors due to the inactive COA segment values (such as Fund or FinU). 

📜 Weekly Digest Archive 📜

Be sure to check out our previously published articles to review essential information and announcements.

Office Hours Calendar

Check out our office hours and sections this week! Our Fund Management, ECERT Effort Reporting, IPPS, ICA, and Reporting hours are linked below. We’re here to support you!

📢 TritonPay Office and Campus Card closed for in-person services on Thursday, 5/1

Due to a large-scale public event scheduled near the Student Services Center, the TritonPay Office (formerly Cashier’s Office) and Campus Card Office will be closed for in-person support. Staff members will be available to answer questions over the phone and in Services & Support.

The Support Framework: Your Guide to Finding Help

Learning all there is to know about budget & finance can feel daunting.

The Support Framework is designed to help the Budget & Finance community, including faculty or staff with financial responsibilities, identify their resources based on the following questions:

• What can I do on my own?
• Where can I get help?
• Who can help escalate?
• How do I suggest enhancements?

Bookmark or download a copy for quick links to various resources available to you.

Each Tuesday, the Weekly Digest provides important updates related to
Budget & Finance, including Oracle Financials Cloud and Concur Travel & Expense.
Our goal is to deliver timely information that matters to you.

Not sure where to find answers? Get started using our Support Framework.

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