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Listed here is a table of helpful resource documents that provide detailed screenshots, tips and tricks, and general navigation for commonly used functions in Infoporte

File

Description

Reconciling in Infoporte
Updated FY2015
This document is the handout from the large venue demo given by Nicole Sebik
SOM School Reports Quick Reference Grid
Updated July 2022
This documents lists what the SOM School Reports are, what they do, and how to use them
Tips for viewing your F&A Funds
Updated FY2021
This document shows the best search parameters to enter in order to view your F&A funds
Tips for viewing your State Funds
Updated FY2021
This document shows the best search parameters to enter in order to view your State funds
Tips for viewing your Contract and Grant Funds
Updated FY2021
This document shows the best search parameters to enter in order to view your Contract & Grant funds
Tips for viewing your Trust Funds
Updated FY2021
This document shows the best search parameters to enter in order to view your Trust funds
Tips for viewing your Clinical/UNCFP Funds
Updated FY2021
This document shows the best search parameters to enter in order to view your UNCFP/Clinical funds (fund 28542)
Funding Reports Grid
Updated FY2021
This documents lists what the funding reports are, what they do, and how to use them
Program Code on Faculty Funding report
Updated FY2021
This document shows you how to use the Program Code on Faculty Funding Report in TarHeelReports.
SOM Funding Report
Updated FY2021
This document shows you how to use the SOM Funding Report in TarHeelReports.
Core List
Updated FY2016
This spreadsheet lists the Cores in the University. It includes the two-digit core prefix.
Faculty Productivity Report Historical
Updated FY2021
This document details how to utilize the Faculty Productivity Report in TarHeelReports for FY 2017 through the prior FY.
Faculty Productivity Report Current
Updated FY2021
This document details how to utilize the Faculty Productivity Report in TarHeelReports for the current FY.
Campus Resources
Chartfield Information
The implementation of ConnectCarolina for Finance and HR/Payroll included a redesign of its chart of accounts structure. The transition to these Chartfields is also one of the largest adjustments that ConnectCarolina users will have to make to effectively work in the new system. Many resources have been developed that will help you get acclimated to using the new Chartfields. Check out the links below to view some helpful resources to get you started.