Infoporte/ TarHeel Reports | Finance and Business Operations

SOM School Reports Quick Reference Grid
Updated March 2024

This document lists what the SOM School Reports are, what they do, and how to use them

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.

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)

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.

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.

Finance	Browse the finance categories to find ConnectCarolina student guides, reference material, computer-based-trainings (CBT’s), etc. Examples of materials that can be found are the voucher student guide, a journal matrix, salary funding report guide, ordering from ePro, etc.
HR/Payroll	Browse the HR/payroll categories to find ConnectCarolina student guides, reference material, computer-based-trainings (CBT’s), etc. Examples of materials that can be found are the PAAT student guide, student originators best practicex, salary funding report guide, etc.
Reporting	Browse the Reporting categories to find student guides, reference material, computer-based-trainings (CBT’s), etc. Examples of materials that can be found are the monthly management report guide, Infoporte release notes, finance reports guide , etc.
Training	Browse the training tab to sign up for ConnectCarolina training, to login to the CBT environment, or to read about the course descriptions

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.

Chartfield Structure Quick Reference Card	This document will help you understand the new chartfield structure. There are 5 mandatory chartfields: Business Unit, Fund, Source, Department, and Account For Sponsored Projects there are three additional mandatory fields: PC Business Unit, Project ID, Activity Code There are 4 optional chartfields: Cost Code 1, Cost Code 2, Cost Code 3, and Program Code
Chartfield Structure Quick Reference Card (insert)	This document includes the fund ranges with their matching source ranges
Most Commonly Used Fund Groups, Sources, and Accounts	This document was created by the SOM to outline the most commonly used Fund Groups, Source Ranges, and Expense Account codes.
Cost Code Template	Use this template to request new Cost Code fields. The first tab of the spreadsheet identifies the cost code prefix for the SOM departments. The template can be submitted to Libby Bennett.