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Which PA/PTAs can I see?

Tidemark brings in all PTAs and PAs (Project-Award) from Oracle every night. This includes both active and inactive accounts. If one or more of the segments are closed, “INACTIVE” will appear in the description of the PTA. All PTAs and PAs are available to see prior history, and for current budgeting. PAs and PTAs that are inactive should be reactivated in oracle if they are to be used for budgeting, otherwise, the budget data will be rejected when it is loaded to oracle.

All expenses in Tidemark are planned based on PTAs, and roll up based on the Task Owning Org (TOO). You will be able to see a PTA if you have access to the Task Owning Org (TOO).

All revenue is planned on PAs, and roll up based on the Award Owning Org (AOO). You will be able to see a PA if you have access to the Award Owning Org (AOO).

Transfers are planned as going from a PA to a PTA. These roll up by AOO and TOO respectively.