Knowing your funding sources, their purpose, and associated fund/project numbers can streamline payroll and purchasing functions to accurately account for these allocations.
Funding must be referenced on all purchasing and payroll requests.
Resource People:
- Liz Funk Smith, Associate Dean for Administration
- Shelley Calhoun, Associate Accountant
- Christine Preston, Assistant Dean for Research Administration
- Ann Thornburg, Accountant – Research Administration
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Funding Strings
Below is a breakdown to better understand the parts of the string of numbers:
Account: A four-digit number that tells what type of purchase you are making (e.g., supplies or travel)
Fund: A three-digit number that categorizes the State Appropriation for the transaction (e.g., 144 = federal sponsor, 233 = gift support, 133 = non-federal sponsor)
UDDS (Department ID): A six-digit numerical value that identifies the organizational structure that the transaction is charged/credited to. The first two digits for the code indicate which division (e.g., 56 = Pharmacy)
Program: A one-digit alpha or numerical value that identifies the activity type of the transaction (e.g., 2 = instruction, 4 = research)
Project: A unique seven-character alphanumeric values used to capture all the transactions associated with a specific grant, contract or activity.
For more information, please view the UW–Madison Business Services page on Using Funding Codes and Strings.
WISER
WISER is the system that University of Wisconsin uses to track data from the Shared Financial Systems. Using WISER, you can view balances and transaction details.
- View instructions on how to log into WISER, look up projects, and “Pin a Project” to your dashboard.
- If you do not have access to WISER, request access by completing the Wiser Access Authorization Form
Questions about WISER?
Contact Shelley Calhoun or Ann Thornburg.
Additional Funding Tools
- SoP Project/Account Balance Reports (distributed monthly by Ann Thornburg, Research Admin)
- Salary Credit Spending Reports (managed by Shelley Calhoun, Accountant; for salary credit policy questions, contact Liz Funk Smith)
- Startup Spending Reports (managed by Shelley Calhoun, Accountant)
- Pl Financials Tool – a helpful resource for monitoring your grant portfolio
- FAST (Finance/Accounting Snapshot Tool) – provides previous month ending balances and can be manipulated to project expenses for planning purposes