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Grants & Sponsored Projects Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat PDF format. Please choose the course name:

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Grants & Contracts for Professional and Administrative Personnel (GC101)

Instructor-Led

This course will describe the relationship between grants and funds, review forms related to sponsored projects, describe how to conduct queries relating to grants, funds, expenditures, budgets and transaction detail and review inception-to-date and expense reports.

Job Aids

Handouts

Participant Guide

GC70 Request to Establish Anticipation

This Job Aid walks through the online version of the GC70 form: Request to Establish an Anticipation Grant/Fund - Request to Use Expired or Overdrafted Grant/Fund. The form allows University departments to request approval from the Grants and Contracts Office (GCO) to set up or renew anticipation grant/fund code(s), continue use of existing grant/fund code(s), or use expired or overdrafted grant/fund code(s). This Job Aid will provide tips on creating, submitting, and tracking requests online.

The online GC70 form can be accessed at: GC70: Request to Establish an Anticipation Grant/Fund - Request to Use Expired or Overdrafted Grant/Fund

  • First time users: The first time you attempt to log into the system for the online form, you will be prompted to fill out a request for access. Once this request has been approved and processed, you will be able to use the same link to log in and begin work.

Job Aids

Multiple-Year Labor Encumbering in Banner

Banner calculates labor and fringe encumbrances related to future fiscal years. This functionality can aid in forecasting future labor and fringe encumbrances associated with grants and federal appropriations.

Job Aids

Participant Guide

Grants Status and Billing Summary Report

Job Aid

This report provides a comprehensive financial summary of a grant, including budget and expense information, general ledger balances for a specific accounting period, current accounts receivable balances, and individual sponsored project billings. The report is updated daily and can be accessed in ViewDirect or in EDDIE. A job aid containing instructions on accessing EDDIE and running the report is shown below.

Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

Last updated: November 22, 2016

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