Category Archives: Training

For Sponsored Projects, the following funding sources are used to map the iO projects to the COA. The fund source mapping is based on the Award/Project Type and Task of the Project. Navigating on the Finance Dashboard and selecting the … Continue reading →

We’ve had several departmental folks reach out to us asking what “account code” to use for their Sponsored Projects expenses in PPM.  I know we’re all used to having to enter an account code number as part of the FOAPAL … Continue reading →

Expenditures associated with Sponsored Projects, Faculty Funds and Capital Projects created and managed via PPM in iO have multiple associated dates.  These dates allow for tracking of costs from both a compliance and financial reporting perspective. Expenditure Item Date The Expenditure Item … Continue reading →

Because there’s so much new terminology and information we’re all having to learn, I thought it would help if we had one place to list some of the basic concepts of Project Portfolio Management (PPM).  Please keep in mind that … Continue reading →

Shared per request of iO Change Management Team The Financial Management Guidebook and Chart of Accounts (CoA) Quick Reference Guides (QRGs) are now available to you on the imagineOne website under the Chart of Accounts Redesign menu. These resources will … Continue reading →