Reference Material
Fund Manager Tool Kit
- Fund Manager Responsibilities
- Understanding Fund, Account, Organization, and Program Code Structure
- Finance Forms and System Applications
- Cognos Training – Essential Finance Reports
Finance System Management
- Access Request Form
- Banner Account Code Prefix Descriptions
- Banner Accounts
- Banner Chart of Accts - FOAPAL Hierarchy
- Banner Chart of Accts - Levels
- Banner Document Types
- Banner Field and Ledger Codes
- Banner Finance Rule Codes
- Banner Fund - Levels
- Banner Fund - Category, Division, Class Attributes
- Banner Fund - Types and Level 1
- Banner Process Codes
- Banner Program Codes
- El Paso Banner Bank Codes
- El Paso Document Prefixes
- El Paso Gateway System ID's
- El Paso Rule Groups/Rule Classes
- Finance System Model
- Relationship Between Fund Balance and Budget
Property Management
- Asset Account Structure
- Asset Expense Accounts
- Guidelines for Capitalized and Controlled Items
- Property Controlled but not Capitalized
- Property Inventory Help
- Property Inventory Scanner Instructions
- Texas Tech Health El Paso Campus Buildings
Effort Reporting
- Effort Certification Timelines
- All Roles
- ecrt Basics FAQ - Guide for Certifiers and PI’s to Certify My Own Effort and for PI’s to Certify My Researcher Group Effort.
- Effort Reporting FAQ- Frequently Asked Questions about Effort Reporting Basics.
- ecrt Reports By Role - Descriptions of each ecrt Report by Role.
- Effort Reporting Basics - Effort 101 training presentation for all individuals who will access ecrt.
- Effort Certification Flowchart
- Certifiers
- Certify My Statement - How to certify for Faculty/Certifiers.
- PI
- Certify My Statements - PI's Perspective - How to certify for PI's and for their related individuals.
- Effort Coordinators
- Effort Coordinator Training - Comprehensive training for department effort coordinators.
- IBS Codes and Descriptions - Provides payroll codes and descriptions to be included or excluded for Institutional Base Salary (IBS) as components of pay.
- Central Administrators
- Central Administrator Overview - Training for the central administrator to review and monitor the certification process at an institutional level.
- Banner Queries – Demonstrates how to run queries in Banner to assist the central administrator with the daily system assurance process in ecrt.
- Reporting
- Reporting Role Overview - Training to provide an overview for a user with reporting access (dean level) to run reports and monitor departments for which they are associated.
This page is tagged for remediation and may be updated as part of an ongoing content review.