The latest FMM updates and reminders
Upcoming Deadlines & Key Dates |
All key actions for departments and relevant resources are listed in our readiness guide.
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Approve all Transfers of Soft Funds (TOSF)
- Approve escalated UFIN cost transfers (non-payroll) older than 120 days
- Approve high-risk Salary Cost Transfers (SCTs) requiring escalation
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- Input BDP transactions to balance staffing in UCPath
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Add or update suppliers in Gateway
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Approve or cancel all pending DRs/SCTs in UCPath
- Review and clear all suspense account balances
- Approve Permanent transfers of funds
- Approve non-escalated UFIN cost transfers (non-payroll) older than 120 days
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| Full Cutover Calendar Available Online
Add this resource to your UCSB Google Calendar to stay informed about all fiscal close submission deadlines, periods where systems will be inaccessible, and more.
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June 2-30: ALMA Invoice Freeze
June 18 - July 6: UCPath Funding Entry & GL Transaction Freeze
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Completing the right training is key to being ready for the new financial system. Below is a quick guide to required training, recommended courses, and a preview of courses to come.
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Review Learning Pathways
These documents outline necessary training and available resources for department staff based on roles and systems.
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Overview of Required Training Currently Available
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| Faculty Funds Project Analyst |
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| Introduction to Managing Sponsored and Faculty Funds in OFC (E-learning) | |
Faculty Funds Business Process Awareness Series (Part 2 on Mon. 6/2, 1pm) |
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| Research Financial Analysts |
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| Introduction to Managing Sponsored and Faculty Funds in OFC (E-learning) | |
Sponsored Awards: Post-Award Roles & Responsibilities (E-learning) | | Sponsored Awards: Setup & Maintenance in PGM (3-part E-learning series) | | Sponsored Awards: Post-Award Forms & Communication (Tues. 6/17, 10am) |
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| Recharge Centers |
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| Income & Recharge Center Basics (E-learning) |
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| Role Security Administrators |
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| RSA Training* (Thurs. 6/5, 9am) *E-learning also available | | IS-3 Electronic Security Policy (E-learning) |
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| Transfer of Funds |
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| EPM - Transfers & Revenues (Fri. 6/13, 10am) |
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Additional Recommended E-Learning Available!
Courses include:
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Understanding the CCOA
- Concur & Gateway Business Process Changes
- Internal Recharge Billing
- And more!
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Role-based Gateway training (required)
- Cost Transfers (required for TOEs)
- Recharge Center Management
- FinHub Overview (required for reporting)
- OFC Overview (required for PGM users)
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| Reminder: Deadline for RSAs |
Role Security Administrators (RSAs) have a required role mapping activity to assign Gateway and Concur access to system users.
RSAs must submit this completed worksheet by the end of the day on Monday 6/2.
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New: This webpage outlines the most relevant impacts and dates for faculty — particularly focusing on staff availability, procurement, reimbursements, and research fund management.
We will continue to update this resource as we progress through the transition.
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We've updated our FAQ page! Additional sections have been added based on frequently asked questions over recent months.
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Previous & Upcoming Events |
Program Update Town Hall on May 21
Thank you to everyone who joined us in-person and virtually. If you were unable to attend, the recording & slides are posted on our News page.
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Save the Date: Pre-Go-Live Town Hall (Hybrid)
Wednesday, June 18 from 10am-12pm in Corwin Pavilion
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Please encourage any staff members who may be impacted by FMM to enroll in the FMM mailing list so they can stay up-to-date on this upcoming transition.
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