Want to see the instructions while you walk through a transaction?

Add the [**Scribe Chrome extension**](https://get.scribehow.com/install-extension/) (for Chrome browsers only), then click the **Guide Me** button as you hover over Step 1.

Navigate to **UCPath**: <https://ucpath.universityofcalifornia.edu/home>

On the left navigation pane, click **PeopleSoft Homepage.**

Select the **General Ledger Administration** homepage, if you default into the Workforce Administration homepage.

Select the **General Ledger Tasks** tile.

On the left side navigation panel, click into the **Funding** folder.

If you would like, close the left side navigation panel by clicking the black icon.

To enter a new Funding Entry transaction, scroll to the right side of the page and click the **Add a New Value** button.

*Note: if you would like to search for Funding Entry transactions, you can search using this Existing Value page.*

**Add in the following information for your Funding Entry:**

- Department
- Fiscal Year
- Position Number

*Note: Leave the default values for Request ID, Set ID, and Budget Level.*

Click **Add.**

**You have landed on the Funding Entry page.**

1. If this is a filled position, you will see incumbent information in the **Job Data Snapshot** section.
2. If there is already position funding for this position, you will see that information in the **Earnings Distribution** section.

*In our example, no position funding has been entered for this position yet.*

If you scroll to the right side of the page, you can see how many Funding Entries there for this position.

*In our example, there are no Funding Entries for this position yet.*

***Tip!*** You can update position funding even if there are already one or more Funding Entries for that position.

Updates may include:

- a simple line change,
- multiple line changes,
- the addition of distribution rows,
- or the deletion of existing rows.

**DECISION TIME!** Where to add the update?

**If there is already a row in FE, decide where your row needs to go - this should be based on the Effective Date of the FE you are trying to enter. You need to make sure you add your new FE row in chronological order.**

1. If you need to add a FE above the most recent FE row\*, click the plus button above the current FE row.
2. If you need to add a FE between two FE rows, click the plus button above the row you want to add your FE row on top of.
3. If you need to add a FE before the earliest row, you must utilize the E-703 Funding Upload to complete the funding entry.

*\*If you add a row with the same Effective Date as an existing row, the Effective Sequence number will increase by 1.*

Will add new row above the current 10/01/23 row.

Will add new row between the 10/01/23 and 07/01/2023 row.

Enter the **Funding Effective Date**. This is when the position funding will become active and attached to the position.

*Note: both the position and chartstring/Full Accounting Unit (FAU) must be effective on or before your Funding Effective Date.*

***WARNING!*** Only enter **ONE** Effective Date per transaction. The system cannot handle multiple effective dates on a single Funding Entry transaction.

Universityofcalifornia

This guide provides step-by-step instructions for entering funding for a position via the Funding Entry page in UCPath. You will learn how to define funding by specific earn codes.

This job aid is specific for adding basic, unrestricted chartstrings.

Position Funding Entry: Adding New Position Funding (Basic, Unrestricted)

Navigation

Search and Select Position

Add New Position Funding

TIP! Updating Funding Entry

Add Distribution Rows