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
- TTUHSC 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.