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Understanding PAR Workflows and Security
PAR Role List PAR is secured through a combination of roles and associated Department IDs. Users can have one or more roles in the system, and one, or more Dept IDs. PAR_READ - Provides access to see the Position Action Requests module and view requests, but...
Creating a Purchase Request
- Select the Work order and phase materials should be applied to - On the phase choose Purchase Request from the left side panel. o You do not need to press Edit on the phase prior to selecting Purchase request. In fact, it’ll disappear when y...
Approving a Personnel Action Request
Login to the PAR system through the Business Affairs Portal (portal.admin.ufl.edu/par) Click on the number of pending approvals to filter the grid to the list that needs approval. The number of approvals needed for any given request depends on the depa...
Create a New Request
Personnel Action Requests can be initiated in two different ways. Use the Create PAR button found at the top right of the screen: This will open a popup window asking you if you need to create a new position (a new PCN needs to be made), or if you would lik...
Video Walkthroughs
Video One - Navigating the System & Creating a new PAR (7 minutes) Video Two - Reviewing and Approving a PAR (3 minutes) Video Three - System Admins - Adding and Removing Users and Updating Email Templates (9 minutes)
Introduction to Construction Accounting
What is a Ledger? A set of financial records. Multiple ledgers exist - CONSTC (Construction) and CONAPPN (Construction E&G money transferred from a department). Different ledgers have different rules. Carry Forward can only exist in CONAPPN. Ledgers contain b...
Create Internal Budget Transfer - Project Manager
To create an internal budget transfer, complete the following steps: Click Edit mode from the Budget page Click the three dots next to the budget category that you wish to move money from, and then select Budget Transfer: Select the budget categor...
Create a Purchase Order
Click the Edit mode button on the Contract tab. Click the blue + Add button to add a new "contract". Enter a name for the purchase order. Select the "Purchase Order" contract type. Please note - the name should indicate what the purchase order is for, not...
Create an Unencumbered Expense
Unencumbered expenses should be entered into ACC Cost as an "Expense". From the Cost page, click on the Expense tab. Click the arrow and select "Add". Enter the name for the expense, and select the supplier. If the supplier is not listed, please follo...
Search for a Supplier
When adding a supplier to a contract or an expense, ACC will initially look for the supplier in your current project. If the supplier is not in your project, you must click on the blue "Search xxxx in account company directory" to continue to search for the...
Fund a Budget - Cost Manager
This step should only be done by a Cost Manager after the Tracker Funding Request has been filled out and approved. If the funded amount matches the current budget in ACC, the only step that the Cost Manager needs to complete is to lock the budget. Select "Or...
Create Planning Budget - Project Manager
Set Up an Initial Program Budget for an Unapproved/Unfunded Project Click Edit mode. Click Add. Type in the budget code - or use the search to search for the budget category by name. Enter the budget amount. Repeat steps 2-4 until your budge...
Approve Internal Budget Transfer - Cost Managers
When a Project Manager creates an internal budget transfer, it must be approved. Change the view to "Budget Transfers" to easily identify the pending budget transfers. Click on the blue triangle to open the Internal Budget Transfer details Click the th...
Create a Contract
Click the Edit mode button on the Contract tab. Click the blue + Add button to add a new "contract". Enter a name for the contract. Select the contract type Please note - the name should indicate what the purchase order is for, not just the supplier name....
Customize Dashboard
You can customize the dashboard by clicking on the Customize icon. Widgets can be added by clicking on the Card Library. Cards can be re-ordered by clicking on the card header and dragging them around on the screen. Once you have organized the home page...
ACC Learning Center Links
Getting Started in Cost Management (25 minutes)https://learnacc.autodesk.com/build-getting-started-in-cost-management Budget (62 minutes)https://learnacc.autodesk.com/build-cost-management-budget Cost (70 minutes)https://learnacc.autodesk.com/build-cost-mana...
Create an ASA
Navigate to the Change Order page and the PCO tab to begin. Click the "Add" button and enter a name. Click on the ASA to open the side menu and select the appropriate change order type (Additional Services Authorization). Use the three-dot icon to ope...