Managing Sponsored Project Funds: How to Identify Funds for Which You Are Responsible

Last Updated: August 29, 2024 2:42:05 PM PDT

Choose one of the methods below to use FinancialLink to find the funds or indexes that are assigned to you or to get information about a fund.

Note: You must have a Business Systems account and authorization to access FinancialLink.

See a summary of all funds currently associated with your organization code.

Go to the Reports screen in FinancialLink.
Choose the Fund Summary option under IFIS Core Reports.
Enter your organization code in the organization field.
Select the Include Db/Cr Indicators? checkbox.
Click Submit Form.

See a summary of all indexes and funds currently associated with your organization code.

Go to the Reports screen in FinancialLink.
Choose the Budget Summary with Index Summaries option under Summary Reports.
Enter your organization code in the organization field.
Click Submit Form.

Find information for a particular fund.

Go to the Reports screen in FinancialLink.
Choose the Chart Query Report option under Chart of Accounts Reports.
Enter the desired date in the Effective Date field.
Enter the fund you want information on in the Fund field.
Click Submit Form.

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237.