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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

The budget balances on these reports are based on approved, finalized, posted transactions to the GL Actuals ledger through a specific fiscal year and period Two reports: One version of this report lets you search on project ID, the other on contract number Each report displays OSR expenditures grouped by type of expense

Type: Guide Categories: Finance, Reporting, Research Last Updated: August 10, 2017

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

This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

Type: Webinar Categories: Finance, HR/Payroll, Reporting, Research Last Updated: August 22, 2016

This quick reference accompanies the Useful Reports and Queries for Research Administrators presentation. This reference provides a list of reports discussed in the presentation, and where and how to access them.

Type: Quick Reference Categories: Finance, Research Last Updated: August 5, 2016

The PowerPoint presentation identifies some key information areas needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

Type: Slideshow / Presentation Categories: Finance, Research Last Updated: August 5, 2016

This is a guide to the changes and fixes for InfoPorte release 6.7.1.

Type: Quick Reference Categories: Finance, HR/Payroll, Reporting, Research Last Updated: July 15, 2016

This webinar demonstrates the OSR Payments Report, which shows all sponsor payment activity since go-live.

Type: Webinar Categories: Reporting Last Updated: June 13, 2016

This report shows all payments received from sponsors since go-live on 10/1/2014.

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