This session provides an overview and background of the development of the Faculty Portal. The Faculty Portal is a comprehensive portal developed specifically for faculty utilizing PeopleSoft’s “Fluid” technology. In addition to the background information a demonstration of the portal will be provided. To just view the slides from this presentation, click here.

Type: Webinar Categories: Reporting, Research Last Updated: October 24, 2018

The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance, Research Last Updated: October 23, 2018

In this presentation, attendees will receive tools and ideas used by the Vice Chancellor for Research’s Research Administration Service Center to provide customers with accurate and understandable reports from raw data exported from UNC Finance Systems (InfoPorte). These tools should provide (1) an increase in transparency by allowing Researchers to make informed financial decisions, (2) a reduction in reporting errors by eliminating and/or reducing manual entry and, (3) a reduction in the time taken to generate reports by increasing automation through the use of formulas. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting, Research Last Updated: October 23, 2018

This panel discussion will focus on the tasks and topics that are most important to you. We’ll send you a questionnaire in late September so that you can work with the panel to set the agenda.

Type: Slideshow / Presentation Categories: Research Last Updated: October 23, 2018

The OSR Contract Closeout Report, found in InfoPorte on the OSR Financial Reporting Tab, is used to facilitate Award/Contract closeout systematically. This report will serve as a tool to ensure all OSR close out processing, status validation, and other reconciliation processes have been completed successfully.

Type: Guide Categories: Finance, Research Last Updated: December 13, 2018

This reference explains how to use InfoPorte to do a quick balance and end date check for your projects, find budget balances with or without cost share, look up details about your grant.

Type: Quick Reference Categories: Research Last Updated: May 29, 2018

This webinar explains the three factors used when salary projections are calculated.

Type: Webinar Categories: Finance, HR/Payroll, Reporting, Research Last Updated: April 11, 2018

These slides are intended for principal investigators and research administrators and can be presented at meetings to introduce the PI Dashboard.

Type: Slideshow / Presentation Categories: Research Last Updated: October 26, 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, Research 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