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Project Requests

Cost Transfer Templates – submit a PPFM ticket

Budget Transfer Template – submit a PPFM ticket

Reference Materials

Project Definitions

Financial Website Links

BFS - Substitute W-9 & IRS W-9

UCLA Online Financial Web Reports

Project/Organization/Expenditure Type/Task/Award/Fund - POET/AF

Key PPM transactions fields which are required for each project related transaction entered in Subledgers or coming from 3rd party application. POETAF is needed on Sponsored projects whereas POET is need on Non-Sponsored projects.