This page is specifically designed to assist Sponsored Program Foundation Principle Investigators. There are many resources available for you to learn both PeopleSoft Requisitions and OBI Reporting process.
|OBI: Navigating OBI for SPF|
|PeopleSoft CFS: Add/Update a Requisition|
|PeopleSoft CFS: Print a Requisition|
|PeopleSoft CFS: ProCard Adjustment Online Class / Demonstration
This online demonstration will take you through the process of conducting a ProCard Adjustment in PeopleSoft (formerly known as ProCard Reconciliation). To begin please select continue.
|PeopleSoft CFS: ProCard Adjustments
Business process guide on how to complete Visa ProCard Adjustments in PeopleSoft CFS.
|PeopleSoft CFS: ProCard Adjustments Activities/Practice
This is a companion document to the CFS ProCard business process guide.
|ProCard Activation Steps
Once you have your HSU ProCard it will need to be activated. Take these steps to complete the process.
|To be able to:||Business Unit||Enterprise System||Role||Action|
|Create and/or Approve Purchase Requistions||HMSPF||Finance||Department Requisitioner||Add|
|Reconcile ProCard||HMSPF||Finance||ProCard Reconciliation||Add|
|Review Budgets and Expenditures (Required)||HMSPF||OBI||Finance||Add|
There are many resources available to assist you in learning both PeopleSoft and OBI. If you would like to attend a live training session please visit HSU's Training and Professional Development schedule of classes. For printed instructions on generating a Budgetary Status Report in OBI or creating a requisition in PeopleSoft, please click on the Training Job Aids at the top of this page.
For Requisitioners, complete the Sponsored Programs Foundation’s Signature Authorization form. If you had additional signers in the past, then please request an updated Signature Authorization form from Sponsored Programs Foundation x4189, firstname.lastname@example.org, or visit the SPF office in SBS 427.