Documents, forms and reports

Identified below are the key guides, documents, forms etc that support the Managing Departmental Projects process.

Support documents

Throughout process

Review the Set-up and Activity on a Research Project (216kb)
Review the Set-up and Activity on a Research Award (286kb)

Set up project

Non-Research Expenditure Types (57kb)

Manage project transactions

Review Project Expenditure Items (295kb)
Use Excel to Identify and Clear Suspense and Pre-Award Projects (306kb)
Raise an Invoice in Accounts Receivable (298kb)

Forms and checklists

Set up project

Departmental Project setup form (124kb)
Checklist for New Award and Project (64kb)
Payroll Forms

Maintain/amend project

Departmental Project amendment form (104kb)

Reconcile project

Departmental Project closedown form (104kb)

Reports