Cost Transfer Templates – submit a PPFM ticket
Budget Transfer Template – submit a PPFM ticket
Reference Materials
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.
