Search Resources
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.
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.
Hello, You are receiving this message because you have access to the F&A Formula Allocation Report in InfoPorte, and we want to make you aware of upcoming changes. After 5:00pm on Thursday, November 1, these changes will be in place: The report will pull information from the same source as other Finance SAS reports instead of from the Finance DataMart, which is being decommissioned. The report will look a bit different. You will still access the report by going to Finance > Financial Reporting > Cash/Bal tab, but when the report starts, you’ll see that it is a SAS Visual Analytics report. The filters will work a little differently. In the updated report, all searches will be like a “contains” search, which means that if you type part of the information you’re looking for, all results that include what you typed will be returned (see the screenshot below). You can find the updated guide for running the report on CCinfo.unc.edu by searching for “F&A Formula Allocation Report.” The F&A Formula Allocation Report is the first of four reports that will be changed. Before the end of November we plan to make the same changes to the OSR Payments Report, the OSR Invoice Listing Report, and … Read more
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 just view the slides from this presentation, click here.
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.
The procedure explain at a high level the factors that comprise the F&A formula allocation equation, demonstrates how to run the F&A Formula Allocation Report, and interpret the results of the report.
This document explains the four components that comprise the amount of F&A budget a department receives each year. It explains in detail the formula allocation component, including the factors used to the calculate the amount, the formula, and several examples.