Release Notes
- October 24, 2023 - Fund Manager Patch Notes
- September 28, 2023 - Fund Manager Release Notes
- September 28, 2023 - Effort Patch Notes
- July 18, 2023 - Fund Manager and Effort Release Notes
- May 4, 2023 - Fund Manager release notes
- October 25, 2022 - Fund Manager Release Notes
General Resources
All Roles: Sponsored Funds and Non-Sponsored Funds
Administrators: Role-Based Security
Administrators: People and Accounts
Administrators: Records
- Creating a New Grant Record
- Modifying an Existing Record
- Understanding Grant Record Modifications
- Uploading Attachments to Grants Records
- Pinning a Fund to the Fund Summary Screen
- Creating User Defined Attributes
All Roles: Reports
- In-App Reports
- Tracking Student Researchers
- Running a Project Prorate Report
- Generating and Customizing Reports (Legacy)
- Searching and Filtering in Grants
- Downloading Reports
All Roles: Projections
- What is the Projections feature?
- Limiting and Granting Access to Projections
- Creating and Managing Projection Scenarios
- Using Filters
- Creating and Managing Compensation Projections
- Calculating Projected Spending
All Roles: Effort Imports
All Roles: Shared Codes
Administrators: Effort Certification
FM Global Admins: Chartstrings
- Adding a Chartstring Limit Row
- Adding a New Fund
- Adding or Modifying a Fund Type Code
- What is Chartstring Security?
- Applying Chartstring Limits
- Deleting Chartstrings
FM Global Admins: Effort and Grant Notifications
Department Manager (Windows): Personnel - Navigation
Department Manager (Windows): Personnel - Overview
Department Manager (Windows): Personnel - Setup
- Setting Up Users
- Understanding Organizational Codes in Department Manager
- Setting Up Corporation Codes
- Setting Up Object Sets and Codes
- Setting Up School Codes
- Setting Up Department Codes
Department Manager (Windows): Personnel - Data Entry
Department Manager (Windows): Personnel - Reports
- Generating Personnel Reports—An Overview
- Personnel Projection Reports Overview
- Generating a Mailing Label
- Generating a List Report
- Generating a Financial Report
- Generating a Tickler File Report
Department Manager (Windows): Accounting - Navigation
Department Manager (Windows): Accounting - Overview
Department Manager (Windows): Accounting - Setup
- Understanding Organizational Codes
- Setting Up Corporation Codes
- Setting Up School Codes
- Setting Up Department Codes
- Setting Up Cost Center Codes
- Setting Up Vendor Codes
Department Manager (Windows): Accounting - Data Entry
Department Manager (Windows): Accounting - Reports
- Generating Accounting Reports—An Overview
- GFE Accounting - Reports: Projection Reports Overview
- Generating a Group by Account Report
- Generating a Group by Minor Code Report
- Generating an Account Breakdown Report
- Generating a Balance View Report
Department Manager (Windows): Accounting - Archive
- Preparing for Archiving: An Overview
- Understanding the Effects of Archiving/Year End Transfer Processing
- Review Account/Cost Center Setup for Year End Types
- Review Account/Cost Center Setup for Budget Year Dates
- Set Up or Review Settings to Enable Archival
- Set Up or Review Archiving Security Settings
Department Manager (Windows): Accounting - Special Procedures
Department Manager (Windows): Grants - Navigation
Department Manager (Windows): Grants - Overview
Department Manager (Windows): Grants - Setup
- Setting Up Users in the Grant Module
- Understanding Organizational Codes in Department Manager
- Setting Up Corporation Codes in the Grant Module
- Setting Up Object Sets and Codes in the Grant Module
- Setting Up School Codes in the Grant Module
- Setting Up Department Codes in the Grant Module
Department Manager (Windows): Grants - Data Entry
Department Manager (Windows): Grants - Reports
- Overview of Department Manager Reports
- Generating Grant Table Reports
- Generating Grant List Reports
- Generating Grant Tickler Reports
- Generating Grant Budget Reports
- Generating Grant Compliance Reports