Fingate Account Structure / Funds Management > PTA Manager > Training

Training

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Becoming Proficient in PTA Manager


The PTA Manager training program is designed for Stanford staff responsible for requesting and approving new account (PTA) requests. Acquiring the skills necessary for using PTA Manager starts by completing required training.

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Required Training for PTA Manager Users and Approvers

Courses Availability

FIN-0102:  Using Stanford's Chart of Accounts
This course is designed to teach you to classify and record financial transactions using Stanford's accounting structure called the Chart of Accounts.

Prerequisite:  None

 Enroll in course now

FIN-0200:  Introduction to Stanford PTA Attributes
This course explains how attributes specified during account set-up relate to awards, projects, tasks and their importance to financial management at Stanford.

Recommended Prerequisite:  FIN-0102: Using Stanford's Chart of Accounts

 Enroll in course now

FIN-0201:  Using PTA Manager
This course demonstrates how to use the PTA Manager system to request PTAs, including adding project(s) and/or task(s) to existing awards and routing requests for approval.

Required Prerequisite:  FIN-0200: Introduction to Stanford PTA Attributes

 Available March 2013
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Ongoing Support

Step-by-step instructions for tasks performed in PTA Manager are available in the How To section.

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