Quick Access
-
Now Live!
-
Office Hours
Sign-up for a topic specific office hour:
Learn More About P2P
-
P2P will be replacing Marketplace and so much more in January 2026.This page will provide you with everything you need to know to prepare forP2P’s implementation. Campus shoppers/requesters are encouraged to learn more about P2P and the upcoming changes but are also asked to continue using Marketplace until P2P goes live in January 2026.
P2P offers more standardized procurement processes that are integrated with CFS/CI Financials resulting in less manual touch points and more efficiencies through automated workflow review/approval routing, risk mitigation, and cost savings for the CSU. In short, it is a comprehensive procurement platform designed to optimize the entire procure-to-pay process, ensuring seamless and efficient transactions from sourcing to payment within the CSU system.
P2P will be used for processing university purchases and payments of all goods and services except travel and business expense reimbursements to employees and students.
-
Access to P2P is restricted. You must have a business need to gain access. Access is controlled within CFS or CI Financials. Training is highly recommended for all new users.
New User Access- Employees may initiate their access request by sending an email to solutioncenter@csuci.edu. The subject line should include the first and last name of the new user followed by "P2P Access Needed." Include the user and their manager within the cc: field. Within the body of the email include the role that the new user will need to be assigned. Your choices are 1) Shopper, 2) Requester, and 3) Reviewer.
Updating User Access- Employees needing to change their P2P access may initiate this change by sending an email to solutioncenter@csuci.edu. The subject line should include the first and last name of the user followed by "P2P Access Change Needed" in the subject line. Include the user and their manager within the cc: field. Within the body of the email include the new role that is needed and why. If a shopper or requester is being changed to a reviewer, additional updates may be needed to ensure that the P2P workflows continue to work properly. DOA reviewers need to have an active Delegation of Authority assignment in CFS (CI Financials) and Compliance Reviewers need to be added (configured) to the appropriate workflow step.
- Visit the Delegation of Authority (DOA) webpage for more information about how to delegate authority.
- Submit a P2P Service Now ticket to initiate the system configuration needed to assign a user to one or more compliance review step(s). Note: this is only needed for the compliance review steps. It does not apply to the DOA review step. The link to "Open a Ticket using Service Now" is located under the P2P Quick Links (upper right corner of Home page).
-
P2P Operations Training (90 or more days post implementation)
- 90 Day Post Go-Live Townhall Slides (pdf)
- 90 Day Post Go-Live Townhall Recording (mp4) (if prompted click open; requires myCI login)
- Intro Lab
Post Go-Live Training Slides
Recorded (Pre-Go-Live) Day in the Life Training Series
- Shoppers/Requestors Recording (mp4)
- Slides (pdf)
- Fiscal Approvers Recording (mp4)
- Slides (pdf)
- Compliance Approvers Recording (mp4)
- Slides (pdf)
Recorded Townhall Meeting
- CSUBuy P2P Townhall 11/03/2025 (mp4)
- CSUBuy P2P Townhall Slides (pptx)
Recorded Demonstration Sessions for General Audience
- Suppliers (mp4)
- Shoppers / Requesters (mp4)
- Change Order, Carts & Searches(mp4)
- Vouchers and Receiving (mp4)
- Vouchers and Receiving (pptx)
Recorded Demonstration Sessions for Workflow Reviewer/Approvers
- Workflow and Approval (mp4)
- HR/Independent Contractor Review (mp4)
- Facilities Review (mp4)
- ITS Review (mp4)
- ITS Review Slide Deck (pptx)
- Branding and Logo (mp4)
- Branding and Logo (pdf)
Recorded Demonstration Sessions for Contracts Management
P2P Helpful Resources:
- Commodity Code- Definitions and Mapping (xls)
- P2P Q&A (docx)
- P2P Punchout Hospitality Justification Form (PDF, 240KB)
P2P Quick Reference Guides for Shoppers & Requesters:
- ITS Purchased With ProCard
- Amazon Accounts and Access
- How to Shop Punchouts
- How to Shop Forms
- How to Prepare a Requisitions with Discounts
- Basic and Advanced Searching
- Search Requisition
- Entering Requisitions with a Discount
- Quick Tips & Tricks – Adding a Line, S&H, Editing Commodity Codes
- Adding Attachments
- Change Request
- Change Request – Add A Line
- Withdrawal a Requisition
P2P Quick Reference Guides for Workflow Reviewers/Approvers:
P2P Quick Reference Guides Supplier Management:
-
CSUBUY P2P is a Procure-to-Pay platform (powered by Jaggaer/SciQuest) used by all 23 California State University (CSU) campuses and the Chancellors Office to procure goods and services. CSUBUY P2P also allows suppliers to create and submit invoices and view payment information.
- Supplier Resources
- Supplier Reminder to Self-Register Template (pdf)
- Supplier Portal (for registered suppliers only)
- Supplier Registration Questions: csubuy-suppliersupport@calstate.edu
- Help for existing suppliers who cannot access their portal (800) 233-1121, or online at http://go.jaggaer.com/l/472712/2017-12-07/7cwdp
-
Questions regarding P2P
Email: P2P@csuci.eduP2P Change Champion Network:
Greg Stoup, Director of Procurement and Contract Services
Email:gregory.stoup@csuci.eduMelissa Bergem, Project Manager
Email: melissa.bergem@csuci.eduKara Waycasy, Accounts Payable Manager
Email: kara.waycasy@csuci.eduDaniel Brown
Email:daniel.brown@csuci.eduGabriel Najar
Email:gabriel.najar@csuci.eduSheryl Aguilar-Astorga
Email:sheryl.aguilar-astorga095@csuci.eduVirginia Halverson
Email: virginia.halverson@csuci.eduRelated Links:
Card Services - Procurement and Contract Services - CSU Channel ...
Delegation of Authority - Financial Services - CSU Channel Islands
Travel- Procurement and Contract Services - CSU Channel Islands