System Access
PeopleSoft Finance and CU Marketplace
Online and in some cases instructor-led courses are required for new users of the Finance System (Peoplesoft) and Financial reporting system (CU-Data), including personnel involved in entering journal entries and personnel needing access to run on-demand reports.
CU Marketplace is the university's purchasing and payment processing system that enables online shopping.
You must be a University Employee, or POI with Security Access (Type 15) to access the Marketplace or Peoplesoft Finance Systems.
In order to obtain access to these systems, please follow the steps below:
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.
See chart below for details of common roles and required Percipio trainings.
CU Marketplace - Central purchasing location where approved individuals can shop for supplies and materials, enter requisitions for purchases, inquire on vendor payment information, and approve expenses.
PeopleSoft Finance - The General Ledger (GL) for the University in which Journal Entries can be created and queried. System is also use to identify ChartField Information (Speedtypes, Orgs, Fiscal Roles, etc.)
CU Data - Financial reporting system that provides the ability to run and view m-Fin financial reports.
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.