Financial Planning FAQs

• If it is for a gift or grant and could be classified as a sponsored project, please reach out to the Office of Grants and Contracts.
• If it is a startup account or commitment account, please contact Lauren Adams (lxa205).

Please visit the PeopleSoft Financials page on the Utech website and complete the necessary steps.
 

Please review the Financials Reporting page on the ERP Financials website for assistance.

Please review the Training Manuals page on the ERP Financials website.

Please reach out to Lauren Adams (lxa205). 

Please review Salary Adjustments and Cost Transfers.

Please check out the University's Business Policies.

Please reach out to medfinancialaid@case.edu