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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Complete reconciliations through 5/31/25 for Sponsored Projects and Faculty Funds eligible for Oracle Projects & Grants Management (PGM)
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Approve all pending Funding Entry transactions in UCPath
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Approve high dollar value requisitions/PO’s ($10,000 or more) in Gateway
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Complete Gateway vendor blanket modification requests
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Approve low dollar value requisitions/PO’s (less than $10,000) in Gateway
- Approve all open expense reports in Concur
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Allocate and approve all FlexCard transactions for FY2025
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Approve timely, non-payroll transfers (less than 120 days) moving costs to federal or fed. flow-through funds
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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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Upcoming System Impacts & Outages
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June 18 - July 6: UCPath Funding Entry freeze & GL Transaction freeze
June 23 - July 9: EnergyCap system unavailable
June 23 at 5pm - July 15: Concur T&E Management unavailable
June 23 at 8:30am until July 16 at 8:30am: BCD Travel Portal unavailable
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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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Important Notice: Gateway Training
All Gateway users will be required to complete a role-specific training course before the system is back online on July 16. This training will be assigned in the UC Learning Center in the coming days. Roles & time commitments include:
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- Allocator (15 min.)
- Approver (15 min.)
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Receiver (10 min.)
- Requester & Department Analyst (30 min.)
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Overview of Required Training Currently Available
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Please note that all required training is offered as a self-paced "E-learning" unless indicated as a live course. Live courses are virtual and will be converted to E-learning later for those who are not able to attend live.
*Training noted with an asterisk is required for system access at go-live. Other courses listed are not required until September 30.
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Faculty Funds Project Analysts
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| Oracle Financials Cloud Overview & Basic Navigation* | | Introduction to Managing Sponsored and Faculty Funds in OFC* | | Faculty Funds Business Process Awareness (2-part series)* | |
Gateway Approver Roles* | | EPM - Project Forecasting (Tues. 6/24, 10:30am-12pm) | | Fabrications (Thurs. 6/26, 10am-12pm) |
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Research Financial Analysts (RFAs)
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| Oracle Financials Cloud Overview & Basic Navigation* | | Introduction to Managing Sponsored and Faculty Funds in OFC* | | Sponsored Awards: Post-Award Roles & Responsibilities* | |
Sponsored Awards: Setup & Maintenance in PGM (3-part series)* | | Sponsored Awards: Post-Award Forms & Communication (Tues. 6/17, 10am-12pm)* | | Gateway Approver Roles* | |
FERPA Training* | | Sponsored Awards: Subawards & MCAs (Tues. 6/24, 1-4pm) |
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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 & Journal Submission Window
- Gateway Shopper
- And more!
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Non-Payroll Cost Transfers (required for TOEs)
- FinHub Overview (required for reporting)
- Additional Sponsored Awards courses required by 9/30 for RFAs
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| Go-Live Readiness 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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