When purchasing a piece of equipment that is greater than $ 5,000, you must include asset management information in the purchase requisition for the piece of equipment and any associated coasts, including freight charges, discounts, trade-in values, and installation fees.  This quick reference card lists the steps to add asset management information.

Type: Quick Reference Categories: Finance Last Updated: October 4, 2017

This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.

Type: Quick Reference Categories: Finance Last Updated: October 2, 2017

This document shows where the information on the original PI Dashboard is located on the new PI Dashboard in InfoPorte.  For more information about the new PI Dashboard, refer to the Working With the PI Dashboard reference card.

Type: Quick Reference Categories: Research Last Updated: September 15, 2017

Principal investigators (PIs) will automatically have access to the PI Dashboard in InfoPorte, as long as they are the lead PI for at least one sponsored project. Research administrators can have access to see the same view as the PIs that he or she supports. When you are setting up a research administrator’s access to dashboards, you need to grant access for each PI individually. Follow these steps to grant a research administrator access to a PI’s dashboard:

Type: Quick Reference Categories: General, Research Last Updated: September 6, 2017

Salary projections are estimates of the amount of salary and fringe expenses you can expect to pay for an employee in the future, for a specific time period.  This document explains how salary projections are calculated for employees based on the employee group, funding sources, and end dates.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: August 28, 2017

During the 2016-2017 academic year, ConnectCarolina support staff shifted their focus from post-go-live stabilization support for finance, human resources and payroll applications to enhancing functionality, providing new reporting capabilities, and improving the usability of the system. Both campus and central administrative users benefited from the team’s efforts. This report highlights some of the most significant improvements and successes.

Type: Quick Reference Categories: Finance, General, HR/Payroll, Reporting, Research, Student Admin Last Updated: August 22, 2017

This guide covers how to view your class schedule, download class rosters, create Academic Progress Reports (APRs), and how to email students in a class.

Type: Quick Reference Categories: Student Admin Last Updated: August 21, 2017

This document explains how to see training records in Manager WorkCenter, and how to run reports.

Type: Quick Reference Categories: HR/Payroll Last Updated: June 30, 2017

This poster preview includes helpful tips to keep in mind when completing eProcurement tasks, like entering chartfield strings in SpeedChart. You can email cc_communications@unc.edu to request a copy of this poster.

Type: Quick Reference Categories: Finance Last Updated: May 30, 2017

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This document summarizes the changes in ConnectCarolina and InfoPorte.

Type: Quick Reference Categories: Finance, Reporting Last Updated: May 23, 2017