The Lab Management Portal streamlines the approval and tracking process by allowing:

• Principal Investigators (PIs): Easily authorize spending from grant funds, start-up funds, or other funding sources and to designate personnel allowed to use these accounts.
• Business Officers: Seamlessly track funds allocated to service centers for instrument time and services at both the college and departmental levels.

Please follow the instructions below to create a financial agreement.

Creating a METRIC Financial Agreement

NOTE: These instructions are for NC State PIs only. External Users should arrange a consultation with METRIC staff and complete a Services Order Form. A Lab Use Agreement will also be required if working onsite. ID card acquisition will be facilitated by METRIC administration.

PI-Initiated Financial Agreement Request

Step 1: Login with Unity ID at labs.ncsu.edu

Step 2: Select “Request New Agreement”

Step 3: Select “Molecular Education, Technology, and Research Innovation Center (METRIC)”

Step 4: Provide the requested information

Step 5: Add participants (students/post-docs/staff) authorized to spend these funds

Step 6: “Send Agreement Request”

Student-Initiated Financial Agreement Request

Note: PIs must login to the Lab Management Portal and approve agreement requests (their own or students)

Step 1: Email notification of agreement request

Step 2: Login with Unity ID at labs.ncsu.edu

Step 3: Select Project tab (you will see the pending agreement in the Projects tab)

Step 4: Select the pending Agreement Request, Provide the requested information and create agreement