This quick reference card explains the differences in timing when transactions show up in the Commitment Control (KK) ledgers and the GL Actuals ledger.

Type: Quick Reference Categories: Last Updated: November 16, 2017

This quick reference card shows when in the process transactions are entered into the Commitment Control (KK) Ledgers and the GL Actuals Ledger.

Type: Quick Reference Categories: Finance Last Updated: November 16, 2017

This quick reference guide lists the available queries you can run to find open transactions at month-end and year-end close.

Type: Quick Reference Categories: Finance Last Updated: November 16, 2017

This is a guide to the changes and fixes for InfoPorte release 7.1

Type: Quick Reference Categories: InfoPorte Release, Reporting Last Updated: November 14, 2017

This QRC defines the temporary employment statuses for SHRA Student Summer Employment as well as providing requirements for hire.

Type: Quick Reference Categories: HR/Payroll Last Updated: October 27, 2017

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, 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

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