Activity/Project Set-up Request Instructions

  1. Opening the form requires Adobe Acrobat Reader.
  2. Fill out the form by typing the information on the PDF form online.
  3. The first section (2lines) is to be completed by Financial Reporting & Accounting.
  4. The second section requires information from the requesting department.
  5. In the “Definitions” section, use the drop down menus to select the appropriate Functional and Sub-Functional groups. (See browser requirements below)  NOTE: The word “Definitions” in red text on the left and right side of the form are active links.  Clicking on the “Definitions” link on the left side of the form will bring up information on Functional Groups.  Clicking on the “Definitions” link on the right side of the form will bring up information on Sub-Functional Groups.
  6. In the “Purpose of Activity” section, describe why a new “Activity” is needed.  This should include a description of the business activity requiring accounting records separate from already existing Activities.  “To record Revenues and Expenses”” is not a valid purpose.
  7. In the “Specific Source of Revenue” section, indicate the source of funding from outside the University; the University customers, if services are being provided to the campus community; or the Chartfields from which funds will be transferred as funding support.  Also, if the funding is one-time, please indicate the amount.  If the funding is on-going, please estimate the annual revenue.
  8. The responsible person for the request activity and his/her Dean or Vice President must sign the form.
  9. Print the form and send to Financial Reporting & Accounting, 403 Park Building. HINT: If the printed form has word breaks in the wrong places, check the “Print As Image” box in the print dialog screen.

Browser Requirements

Please be aware that in order to view the Functional and Sub-Functional drop down menus, you will need to configure your browser if you are using Chrome or Firefox browsers.

For the Chrome Browser

  • Click on the three vertical dots in the upper right corner of your browser
  • Select settings
  • Scroll down until you see “Advanced” at the very bottom of the screen
  • Click on “Advanced”
  • Scroll down until you see “Content Settings”
  • Click on “Content Settings”
  • Scroll down until you see “PDF Documents” near the bottom of the screen.
  • Click on “PDF Documents”
  • Drag the white dot to the right (The dot will change from white to blue)
  • Close your browser and reopen for the changes to take effect

For the Firefox Browser

  • Click on the three horizontal lines in the upper right corner of your browser
  • Select “Options”
  • Scroll down to File and Applications or click on the Applications in the left-hand menu bar.
  • In the Applications section, scroll down using the menu bar until you see Portable Document Format (PDF) in the Content Type column
  • To the right of Portable Document Format (PDF), the action column text will either say “Preview in Firefox” or “Always Ask”
  • Click on this text to select, “Use Adobe Acrobat Reader DC (default)” option
  • Close your browser and reopen for the changes to take effect