Projects

Welcome to the Projects Training Resource Page

 

Resources will be added to this page as they become available. Training content is accessible only with an ETSU account.

---

Announcements and Information Items

PTEOAF Values Required for PPM Grant Expenses

When submitting requisitions, expense reports, and labor schedules for grants in Project Portfolio Management (PPM), the *PTEOAF should be used instead of the Voyager Values. The PTEOAF values can be found on the right when searching in the Voyager Index Lookup tool. Please contact grantaccounting@etsu.edu with questions.

Note: If only the Voyager Values are used, the expenses will not be charged to the grant in PPM. This could cause issues with invoicing for reimbursements and reporting to grant sponsors.  

If your grant is not in the Voyager Index Lookup, a quick reference guide for finding the project values    is available.

Approvers: Please check for charge accounts using the grant summary funds below.  

• The fund will be the third string segment.  
• If one of the following funds is used, and the project values are missing, the requisition/labor schedule should be rejected back to the requester. 

300000	Federal Grants & Contracts
300100	State Grants & Contracts
300200	Local Grants & Contracts
300300	Private Grants & Contracts
300400	Other Grants & Contracts

*PTEOAF = Project Number, Task Number, Expenditure Type, Owning Org, Award Number, and Funding Source. 

---

 

Certifier Guides

• Certifier Training    - Video 
• Certifying a Project - Quick Reference Guide -  - This guide provides a summarized overview of how to certify a Project Statement in four steps.
• Certifying a Project - Complete Guide - This guide provides a detailed overview of Project Certification.

 

Business Manager Guides

• Business Manager Training - Video    - Recording from July 14, 2026, featuring an overview of Business Manager responsibilities and Effort Reporting/ECC information, presentation slides also avaliable.
  • Project Certification Policy   
  • System: Access & Overview  
  • Your Role as a Business Manager  
  • Certification Process  
  • Reports   
• Pre-Review a Project Statement Guide
• Department Business Manager Guide    - Includes certification review, computed payroll, statement review, cost share, reports, commonly used reports, statements on hold, and post-certification processing.
• Project Statement Certification Guide for PI/Researcher

 

Additional Training Material

• Award and Project View - Quick Reference Guide    - This guide provides an overview of how to view project financial performance through reporting for Campus users with View access. 
• Finding Project Values - Quick Reference Guide