How to update finance projects in PINFOX
- Under 'Import', select 'Oracle Finance Project Import' and click on 'Start new import session'
- Add the UO Projects Management Overview.xls file
- Run report
- Review all results/pages - grants requesting immediate attention will appear on the first page(s)
- Once you are happy with all the changes that have to be make, click 'Apply Updates'
Finance projects that are automatically updated are shown by the Status 'Automatic Update'; clicking on the magnifying glass 'View' will show the changes that will be applied.
Spot checks are recommended.
The Import report is saved as you progress. If you log out, you can continue by selecting: Import > Resume
How to confirm a manual update
- Click 'Edit'
- Select either from Oracle or from PINFOX the value you want to keep. Select 'Hidden' if the End date is now in the past
- You may add a note - please add a date & your initials
- 'Save update'
How to ignore/restore a finance project
- Click the red cross 'Ignore'
- Add in a 'Reason for ignoring' - please include date & your initials within the note
- If you want this finance project to appear flagged (yellow) in subsequent reports, tick the box
- Click 'Ignore entry'
To restore a finance project that has been previously ignored, click the green plus 'Restore'
Scenarios produced by R12
- NDM project - non NDM task - non NDM PI: ignore & don't flag
- NDM project - non NDM task - NDM PI: ignore & don't flag
- NDM project - NDM task - non NDM PI: ask grant manager who is the NDM PI
- non NDM project - non NDM task - NDM PI: add in PINFOX
- non NDM project - NDM task - non NDM PI: ask grant manager who is the NDM PI
- non NDM project - NDM task - NDM PI: add in PINFOX
- Unless the funding body is John Fell Fund, ignore all Projects starting with D instead of R (after the first two letters = cost centre);
as 'Reason for ignoring', add the Project Type (e.g. Department Indirect)
- Projects with a T instead of an R are studentships and should be ignored with the following note: 'Studentship awaiting new display format [date] [initials]'
- Tasks ending with a letter insted of a number are usually (but not always) for external contractors
How to update the Full Name of finance projects
- Under 'Import', select 'Oracle Oracle Project Names'
- Click 'Browse and add the UO Projects Portfolio.xlsx file
- Run report
How to update the Sponsor Reference Number of finance projects
- Under 'Import', select 'Oracle Sponsor References'
- Click 'Browse and add the UO Agreement Funding.xlsx file
- Run report
NDM Cost centres
- AJ: Target Discovery Institute - NDM research building
- AW: Medawar Building
- B5: Structural Biology
- B9: Tropical Medicine
- CR: Big Data Institute
- H2: Centre for Cellular and Molecular Physiology
- H5: Wellcome Trust Centre for Human Genetics
- H9: Structural Genomic Consortium
- HB: Experimental Medicine
- HC: Jenner Institute
- HP: Ludwig Institute