Finance, Marketplace & CIW Access

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. 

 

Once you've completed training: 

  1. Log into the employee portal.
  2. Under the CU Resources Forms dropdown menu, select Forms.
  3. Select the Request System Access tile.
  4. Select the FIN Access Request tile.
  5. Follow the available prompts.

Step-by-step guides can walk you through the approval process as a requestor and as an approver:

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 Percipio prior to requesting access. Please wait two (2) days after completing training before requesting access in order for the training data to transfer from Skillsoft Percipio to PeopleSoft.

For a complete list of available roles and required training, please visit the OUC Website for additional details.

Incompatible Access

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:

  • FIN: CU GL Journal Entry 9.2 - for creating journal entries, and
  • FIN: CU WF Journal UCB Dept Appr - for approvers of journal entries.

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.

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.

The terms ePro and Marketplace go together to mean the CU Marketplace system. You can search in the Finance Access request page 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.