Office of Research Request an Account - Office of Research

Request an Account

PPMS is a core management software system used in several facilities at UC Davis. PPMS is used to reserve instruments, request training, request services, and manage the financial accounts for payment of core charges.
PPMS can be used by both internal UCD customers and external customers at other universities, non-profit agencies, and businesses.
Each researcher (faculty, staff, or student) will need to request an account in PPMS. Existing accounts created for one core using PPMS are valid at all other cores using PPMS.

Request PPMS Account Creation: UC Davis Users:

  1. Go to PPMS start page https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis:
  3. Below the log in boxes, select the first bulleted link for user account creation (arrow at right)
  4. At the PPMS user account creation form, Select the >> Your institution is UC Davis.
    You will be redirected to the UC Davis log-in screen if you are not already signed in to a UCD application.
    Log in using your UC Davis Kerberos (CAS) credentials.
    You will be returned to the PPMS form with expanded questions.
  5. Enter your personal details on the PPMS user account creation form:
    First name, Last name, Phone, UC Davis Email
  6. Financial Account Number
    Add the financial account number as provided by your PI or lab manager.
    The financial account number has the format X-XXXXXXX with a mixture of numbers and capital letters (a subaccount may be included at the end)
    Previously validated numbers will appear in a drop down as you begin typing. If the account number is not found >> Create a new account (approval will be required)
  7. User Category: Choose the appropriate role:
    • Investigator
    • Lab Manager
    • Lab Personnel (Staff/Student)
  8. Group
    Choose your lab group by typing PI last name in the filter box, directly in the drop down, or by scrolling through the list of established groups sorted by dept.If your lab group is not found, you must register your group.
    Select >> My Group is NOT on the list and complete the required fields.

    • Group name = PI Last Name, PI First name
    • Group director or PI = PI Last Name, PI First name (again)
    • Group director or PI email = PI email (UC Davis email)
    • Group administrator/financial contact fields = person who manages the financial accounts and grants for the PI (often the department financial manager) THIS IS AN IMPORTANT PERSON TO LIST CORRECTLY AS THIS FINANCIAL CONTACT WILL REVIEW CHARGES AND RESOLVE FINANCIAL ACCOUNT ISSUES
  9. Submit form and await an email verification of your PPMS account.
    The account, group and financial administrator information is reviewed and approval can take a few business days.

 

Request PPMS Account Creation: External Users

  1. Go to PPMS start page https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis:
  3. Below the log in boxes, select the first bulleted link for user account creation (arrow at right)
  4. At the PPMS user account creation form, Select the >> Your institution is NOT UC Davis
  5. Enter your personal details on the PPMS user account creation form:
    First name, Last name, Phone, UC Davis Email
  6. Financial Account Number
    • External UCs: Add your financial IOC chartstring*
    • External Non-Profit & For-Profit: Add your Revenue Agreement, Purchase Order, or alternatively, no financial account is required*
      *Previously validated numbers will appear in a drop down as you begin typing. If the account number is not found >> Create a new account (approval will be required)
  7. User Category: Choose the appropriate role:
    • Investigator
    • Lab Manager
    • Lab Personnel (Staff/Student)
  8. Group
    Choose your lab group by typing PI last name in the filter box, directly in the drop down, or by scrolling through the list of established groups sorted by dept.If your lab group is not found, you must register your group.
    Select >> My Group is NOT on the list and complete the required fields.

    • Group name = PI Last Name, PI First name
    • Group director or PI = PI Last Name, PI First name (again)
    • Group director or PI email = PI email
    • Group administrator/financial contact fields = person who manages the financial accounts and grants for the PI. THIS IS AN IMPORTANT PERSON TO LIST CORRECTLY AS THIS FINANCIAL CONTACT WILL REVIEW CHARGES AND RESOLVE FINANCIAL ACCOUNT ISSUES
    • Accounts payable email (if different than financial contact email)
    • Affiliation (Ext-UC, Ext-NP, Ext-FP)
    • Institution
      • If your institution is not in the list, input your institution name directly in the text box.
    • Invoicing Address
  9. Submit form and await an email verification of your PPMS account.
    The account, group and financial administrator information is reviewed and approval can take a few business days.