This page contains information to help finance administrators use ConnectCarolina and InfoPorte to manage budgets.

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Online Training: Understanding Budgeting in ConnectCarolina

This self-paced course will help you get started with budgets in ConnectCarolina.

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Campus Budget Class

This student guide and slide deck accompany the Campus Budgets Class.

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Online Training: Introduction to InfoPorte

This self-paced course explains what InfoPorte is and how to navigate in it.

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Chartfield Checker

Chartfield Checker is a tool that lets you check budget for a chartfield string.

Open the Chartfield Checker

Chartfield Structure Booklet

This reference card explains the University’s chartfield structure.

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Funds and Matching Source Ranges

This guide is a companion document to the Chartfield Structure booklet.

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Online Training: Understanding Ledgers

This self-paced course explains the difference between the General Ledger, actuals ledgers and the budget-related Commitment Control ledgers.

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Financial Reporting and Reconciliation Student Guide

This is the student guide for the Financial Reporting and Reconciliation class. It describes the different types of ledgers and explains fiscal year, accounting period, budget period, and how to find budget balances. It also describes how to use InfoPorte to reconcile.

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Financial Reporting and Reconciliation

This is the slide deck for the Financial Reporting and Reconciliation class.

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Recorded Webinar: Changes Are Coming to Budget Checking

This webinar explains the changes that are coming to the timing of when vouchers and purchase requisitions, including eProcurement orders, are budget checked and when they show up in InfoPorte.

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Viewing Budgets in InfoPorte

This guide explains which Fiscal year and Budget Period filters to select to see 2015, 2016, and 2017 budget amounts and balances.

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Online Training: Finding Transactions

This self-paced, two-part course describes how to find transactions such as purchase requests or departmental deposits in InfoPorte.

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Budget Inquiry

This reference card provides an overview of the budget inquiries available in ConnectCarolina.

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Online Training: Finding Budget Balances

This self-paced course describes how to find budget balances using InfoPorte and ConnectCarolina.

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Running a Project Budget Overview Inquiry

This self-paced course describes how to use the Budgets Overview option in ConnectCarolina to analyze expenses for grants and contracts.

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InfoPorte: Reconciling Transactions

This three-part self-paced course describes how to use InfoPorte to reconcile transactions each month.

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Reconciling In InfoPorte: Balances and Transactions

This guide provides an introduction to reconciliation in InfoPorte.

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Why Do My Balances Go Up and Down Throughout the Month?

This guide describes why budget balances change from day to day.

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Recorded Webinar: New State Monthly Management Reports

This recorded webinar, accompanying guide, and webinar slides explain the new state monthly management reports. These reports will provide a snapshot to help with reconciling accounts in InfoPorte.

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Why KK Ledgers and the GL Actuals Ledger May Not Equal

This reference card describes reasons why the Commitment Control (“KK”) ledgers may not equal the General Ledger Actuals ledger.

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Transactions in Commitment Control (KK) Ledgers & GL Actuals Ledgers

This document illustrates when transactions appear in the Commitment Control ledgers and when they appear in the General Ledger Actuals ledgers.

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Online Training: Approving Budget Transactions

This self-paced course describes how to review and approve budget transactions if you are a designated approver for budget transactions.

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Finance Reports Guide

This page on ccinfo.unc.edu lists and gives a brief description of each Finance report.

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Finance Queries Guide

This page on ccinfo.unc.edu lists and gives a brief description of each Finance query in ConnectCarolina.

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Recorded Webinar: Associated Budgets

This recorded webinar and accompanying slide deck explain how associated budgets work, when they apply, and how they affect your available balance.

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Recorded Webinar: F&A Formula Allocation Report

This recorded webinar and accompanying slide deck explain the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.

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Understanding your Formula Allocation Amount

This guide explains the components that comprise the amount of F&A budget a department receives each year.

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Budgeting 101: UNCCH Ledger Group Matrix

For UNC-Chapel Hill: This guide provides a matrix of budget definitions and rulesets by fund type for FY 2018.

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Sources for State and F&A Budgeting

This reference card lists the sources used for State and F&A budgeting for parent, child, and revenue budgets.

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Common Budget Check Exceptions

This reference card lists common exceptions you may encounter when budget checking and gives suggestions for resolving them.

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Working with Budget Errors and Warnings

This reference card describes how to fix common budget errors and warnings when working with ePAR forms.

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Online Training: Understanding ConnectCarolina Chartfields

This self-paced course explains the University’s chartfield structure.

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Budgeting 101: UNCGA Ledger Group Matrix

For UNC General Administration: This guide provides a matrix of budget definitions and rulesets by fund type for FY 2018.

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Loading Trust Budgets Guide

This guide provides an explanation of Trust sources and how to see balances in InfoPorte for Trusts with associated budgets.

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Viewing ConnectCarolina Cost Codes in InfoPorte

This self-paced course explains how to use ConnectCarolina cost codes while working with reports in InfoPorte.

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Accounts for State Child Budgeting

This reference card lists account codes for budgeting on State child accounts.

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An important initiative that will simplify the tracking and controlling of budgets in ConnectCarolina will happen in time for the new fiscal year. This initiative will improve system performance, reduce complexity, and reduce the amount of data the system needs to manage.

If you only use the system for making purchases, such as placing ePro orders, you may notice that budget checking runs a little more quickly. If you use ConnectCarolina for more involved transactions and budgeting, you may notice a few more changes. You’ll also notice a new way to choose State, F&A, or Trust when you’re running reports in InfoPorte.

Read the memo to learn more.

Read about the changes in our news article.

Learn more about the Commitment Control Ledger Group Changes for Budget Period 2018 with these resources: Presentation slides | Reference | Webinar

Review the Commitment Control Tables Affected by the Redesign Spreadsheet

FAST Budget Ledger Changes Communication Finance Users | Central Office

Use the buttons below to get more information about how salary projections are calculated in ConnectCarolina.

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