Resources/Administrator Toolbox
Who/what can help me?
Forms
Tools
Proposal Development & Agreement/Contracts
Resources
Regulatory
Forms
NU-RES Help with Roles/Sponsor/Affiliations
Forms
Tools
Resources
Sponsored Research Agreement Templates
Forms
Tools
Resources
Award Management
Forms
- Grant Rebudget Form
- AOS Obligation Setup Form and Checklist
- Subaward Request Form
- Transaction Form
- Rebudget
- Carryover
- NCE
- Other
- Advance Account Request Form
*Transaction Form no longer required for Advance Account Requests; please complete and submit the Advance Account Request form instead. Updated Transaction Form and Transaction Form Guide will be posted soon
Tools
Resources
- NU-RES RA Award Obligation Setup SOP
- How to guide for the Transaction Form
- How to Change an Org and/or Credit Split
- NU-RES UPAF+ Transactions (NU-RES Use)
- Effort Conversion Chart
- Annual Effort Certification Reporting
- Effort Reporting FAQ
- At-Risk Advance Accounts FAQs
- Unobligated Balance Calculator Instructions
- Closeout Standard Operating Procedure (SOP)
- Closeout Checklist
Finance
Forms
Resources
- Payment Operations
- Banner Basics 2017
- Banner Finance Access Request Instructions
- Banner Research Navigation Tips
- Budget Revision Process
- Cognos Website
- Cognos Report Tips
- Commonly Used Account Codes
- Eprint Page Explained
- Financial Monitoring of Sponsored Programs Guidelines
- Financial Review Matrix
- Financial Planning, Strategy, and Analytics Office
- Journal Voucher Procedure
- K2 PDC Tips & Tricks
- PDC Training Resource
- Allowable Costs: Guidelines
- Financial Monitoring and Reports
- Procurement Operations
Last Updated on April 14, 2025