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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 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

In this webinar, we discuss two new OSR reports for campus users. Learn about the OSR Invoice Listing report that lists all the invoices that have been provided to sponsors. This report helps you with award and contract closeout. We will also discuss the OSR Contract GL Expense and Budget report which shows the balance of a project based on approved, completed transactions.

Type: Slideshow / Presentation Categories: Finance, Reporting, Research Last Updated: November 4, 2016

Slides used in the November 2, 2016 OSR reports webinar. Webinar covers the OSR Invoice Listing report and the OSR GL Expense and Budget report.

Type: Slideshow / Presentation Categories: Finance, Reporting, Research Last Updated: November 2, 2016

Shows all invoices that have been processed through the ConnectCarolina billing system for OSR for a given project, contract, sponsor, or principal investigator Based on actual, posted transactions to the general ledger Shows all invoices created in the system since go-live on October 1, 2014 Invoices prior to October 1, 2014 were billed from other systems, so you’ll need to check with OSR on those if you have questions This is a SAS Web Report Studio report in InfoPorte located on the OSR Campus Reports tab

Type: Guide Categories: Finance, Reporting, Research Last Updated: September 17, 2019

This is the Power Point presentation for the F&A Formula Allocation Report. The webinar explains the following: 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.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 21, 2016

This is the recording for the live F&A Formula Allocation Report webinar. The webinar explains the following: 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.  

Type: Webinar Categories: Finance Last Updated: September 21, 2016

Student Guide for the Person Creation class.

Type: Guide Categories: HR/Payroll Last Updated: September 8, 2014