System Access
Obtaining access to various financial systems at the University requires the completion of online and in some cases instructor-led training courses, and the submission of the appropriate system access request. This webpage outlines how to gain access to the Finance System (Peoplesoft), Financial Reporting System (CU-Data), online purchasing and payment system (CU Marketplace), Concur Travel & Expense System, and CU's system-wide data repository Central Information Warehouse (CIW). Access to these systems requires users to be a University employee, or POI with type 15 security access with necessary campus approvals.
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PeopleSoft (PSFT) Finance and CU Marketplace
CU Marketplace - The University's official procurement to pay system. This software is used by CU to create and approve purchase requisitions, place purchase orders, receive goods and services, and process invoices. CU Marketplace is the preferred method of procurement for all purchases. Individuals should always check CU Marketplace prior to using a University Procurement Card. (Learn more on CU Marketplace Resources).
PeopleSoft Finance - The General Ledger (GL) for the University in which Journal Entries can be created and queried. System is also used to identify ChartField Information (Speedtypes, Orgs, Fiscal Roles, etc.). PeopleSoft Finance System is a web-based application that allows employees to perform the tasks needed to manage financial information. Used to transact, post, calculate, reconcile, store, and report all financial activity of the university.
CU Data - Financial reporting system that provides the ability to run and view m-Fin financial reports.
Determine what roles you need and the corresponding training requirements. Discuss with your supervisor / department administrator to determine appropriate access and any unit specific restrictions
Review Common Roles & Training Requirements for list of access roles, role descriptions, role restrictions, and required Percipio training courses.
Take online and / or instructor-led (ILT) training courses required for the system roles you are requesting. Completion of online trainings and registration for instructor-led courses is through Percipio.
Percipio can be accessed through your UCD Access Portal.
Once training is completed, please wait until the next business day to submit your request for access in the CU Identity Manager. See resource guide below for how to submit an access request.
Note: You must be connected to the University Network via on-campus connection, VPN, or remote access.
After request is submitted it will route for supervisor or POI Sponsor approval, and then to the campus Finance Security Coordinator for final review and provisioning as appropriate.
You can track the status of your access request within the CU Identity Manager. See guide below for how to track your request.
Central Information Warehouse (CIW)
If you need CIW access, complete the CIW Access Request Form located within your UCD Access Portal. University Information Services (UIS) webpage on the Central Information Warehouse includes a link to the form and instructions for resting your password once access is established.
Once the form is submitted it will route to your supervisor or POI sponsor for review, and then to the required data package approvers (Finance, Human Capital Management, ERA) based on the checkboxes selected within the form submission.
Concur Travel & Expense System
Concur Travel & Expense System - Accessed through the CU Portal, managed by the Procurement Service Center (PSC) used for domestic & international travel requests; Commercial Card update requests; booking travel; Reconciling expenses for Commercial Cards and requests for employee/non-employee reimbursement; and Cash Advances.
- All University employees and Type 15/31 POIs have access to Concur automatically.
- Concur Travel and Expense system is accessed through the CU portal and managed by the Procurement Service Center. Review Procurement Service Center - Concur website for more information.