Policies and Procedures

Research Foundation Accounts

Contact: Ashley Hilyer
Email: Ashley.Hilyner@ucf.edu
Phone: (407) 823-4578

Available Resources:

• RFD01 Business Unit The Research Foundation has its own business unit in PeopleSoft Financials. Our business unit is RFD01. When conducting business using a Research Foundation project, querying, budget position reports, DAL’s, etc., please pay careful attention to change the business unit from UCF01 to RFD01 accordingly. PLEASE NOTE: when doing transfers between UCF01 and RFD01 projects, the journal needs to be initiated under the UCF01 business unit.

If you have any questions about navigating in the RFD01 business unit or preparing journals, please contact Mieraf Tadesse (Mieraf.tadesse@ucf.edu).

• Crosswalk A link to the full crosswalk is available on our website: http://www.research.ucf.edu/foundation.html (bottom left hand side) and on UCF F&A’s website http://www.fa.ucf.edu (under the ChartField Lists).

Budget Position Reports See attached for the updated version of Addy notes for slight changes in running a budget position report in PeopleSoft for RF projects under RFD01 business unit.

Please direct questions regarding budget positions to Amanda Coveney (Amanda.coveney@ucf.edu).