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Do I have to use pool PTAs?

Yes.  Sponsored research (Federal G&C, Non-Federal G&C and University Research) are already summarized to “summary members” in Tidemark.  The “summary members” have names like QAUF-Federal G&C and summarize all activity in the Org and Award Type.  But these summary members are not real PTAs in Oracle so they need to be mapped to a Budget Pool PTAs.

Awards for ISC allocation (BYxxx) should not be mapped, so that ISC can be properly recorded. The UBO has entered rules to prevent these from being mapped.

Beyond these rules, it is up to you (or your budget officer) to determine how pooling is used.