Set up Project
All set up of departmental projects (including the set up of associated awards and budgets) will be managed by the divisional offices, in discussion with the departments to understand their requirements.
It is important to ensure that set up and funds checking is appropriate for each particular project.
| Note: Divisional staff requiring guidance on project set up should refer to the relevant training documentation. |
Complete set up form 
A Departmental Project setup form 
(124kb)(DPF 1) should be completed by the Departmental Administrator to ensure that the
Divisional Office is provided with all the information needed to set up the
project on Oracle Financials.
Refer to the Non-Research Expenditure Types (57kb) (allowed
cost schedules) for guidance as required.
| Note: Requests to set up a departmental project which have not already been discussed with the Divisional Office will be referred back to the Departmental Administrator for further discussion to ensure that this is the best approach for that particular situation. |
Validate set up
It is essential for departments to verify that the set up of the award/project is in line with their understanding and to liaise promptly with the Divisional Office over any issues.
For guidance, refer to:
Checklist for New Award and Project 
(64kb)
Review the Set-up and Activity on a Non-Research Award 
(198kb)
Review the Set-up and Activity on a Non-Research Project (180kb)
Notification to Payroll
The Payroll team must be notified (using the relevant payroll forms) of any staff who are to be charged at the start of the new project. Over the lifetime of the project, appropriate payroll forms should be submitted as and when new staff are to be charged to the project or leave the project.