Required Action

Responsible Individual or Organization

Projects & Tasks

• Request a new or modification to an existing project, request a new or modification to an existing task

• Authorized administrator

• Enter a new or modify an existing project

or task in OGM

• Sponsored:  Grants & Contracts Administration (grants@yale.edu)
• Operating: General Accounting (central campus – ga.ogm@yale.edu) or YSM Accounts Management (Med School ysmam@yale.edu)
• Capital:  Capital Management

Awards

• Request a project award linkage

• Authorized administrator

• Create new awards in OGM or establish/maintain project award linkage

• Sponsored:  Grants & Contracts Administration (grants@yale.edu)
• Operating (General funds): General Accounting (ga.ogm@yale.edu)
• Contributed income, expendable gifts and endowments: Funds Management 432-1335

Expenditure Type

• Request new expenditure type

• Authorized administrator

• Create new expenditure type

• General Accounting

Organizations

• Request new organization and related parents, modify an organization parent or name, request a new or modify an existing project organization linkage

• Authorized administrator

• Establish new organizations and parents in system, modify organization and/or parents

• General Accounting

• Establish new or maintain existing project organization linkages

• General Accounting