The University of Colorado licenses Oracle's PeopleSoft® finance software to manage our financial transactions. Access to PeopleSoft is required to update the general ledger and to post journal entries (JEs).
The University of Colorado's procurement system, CU Marketplace, is managed by the CU System Procurement Service Center (PSC). CU Marketplace is used to purchase office supplies, computer equipment and more.
Determine Your Access Type & Find Required Training
To determine which types of access you require review Common Roles and Training. The chart indicates which training(s) you must complete in SkillSoft prior to requesting access. Please wait one (1) day after completing training before requesting access using OIM in order for the training data to transfer from SkillSoft to HCM.
The CCO Finance Access Coordinator will review your cart to ensure all steps are accurately completed. UIS will generally grant access within a few business days.
Many of the roles in CU Marketplace work with other roles in order for users to have the access they need to ensure timely processing of accounts payable. Learn more about Incompatible Access.
The University of Colorado licenses Oracle's PeopleSoft® finance software to manage our financial transactions. This is referred to as the University's Finance System (FIN) and is accessed through the campus portal. Access is required to update the general ledger and to post journal entries (JEs).
The Finance System upgrade to PeopleSoft 9.2 more clearly defined two major access roles:
For approvers who might also need to create a journal entry, we now offer both roles. Please note that in general, users are unable to approve any journals they create.
Temporary journal entry access
Journal entry access can be granted temporarily in advance of the classroom training. If you requested journal entry access using OIM, and you received an email from firstname.lastname@example.org explaining that training is required, please:
The University of Colorado's procurement system, CU Marketplace, is managed by the CU System Procurement Service Center (PSC). This is the access used to purchase office supplies, computer equipment and more. Access to this system is provided by the CU Boulder Campus Finance Access Coordinator. You will work directly with the Campus Controller's Office to obtain access. You will work with your department to determine your purchasing limits.
CU Marketplace roles
There are several roles for CU Marketplace available to campus users: Shopper, Requestor, Receiver, Approver, Invoice Match/Exception Approver and Inquiry.
In CU Identify Manager (OIM), the terms ePro and Marketplace go together to mean the CU Marketplace system. You can search in the CU Identity Manager (OIM) Catalog by placing the name of any of those roles in the search bar and clicking enter. From the list of roles that are displayed, select the role that reads MARKETPLACE: ePro (role name).
NOTE: There are ten roles that reflect ‘Approver’ in CU Marketplace; campus department users should either use the:
- MARKETPLACE: ePro Approver role,
- MARKETPLACE: ePro Approver Invoice (Invoice Match/Exception Approver) or
- MARKETPLACE: ePro Approver IA for users who need both the Requestor and Approver roles (added with compensating controls).
Please do not request the other roles within CU Marketplace. Several of those roles are set up for users with special circumstances, many of them at the PSC.