{"id":108,"date":"2020-04-17T17:53:13","date_gmt":"2020-04-17T17:53:13","guid":{"rendered":"https:\/\/dev.research.ncsu.edu\/metric-alt\/?page_id=108"},"modified":"2025-09-09T18:39:54","modified_gmt":"2025-09-09T18:39:54","slug":"financial-agreements","status":"publish","type":"page","link":"https:\/\/research.ncsu.edu\/metric\/getting-started\/financial-agreements\/","title":{"rendered":"Financial Agreements"},"content":{"rendered":"\n\n\n\n\n<p>METRIC requires pre-approved financial agreements. This feature in our Lab Management portal facilitates PI authorization for spending of grant funds, start-up funds, or other funding sources and provides business officers at the college and departmental levels to track funds allocated to service centers for work in progress. &nbsp;Please see the instructions below for creating a financial agreement.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a METRIC Financial Agreement<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>NOTE:<\/strong> These instructions are for NC State PIs only. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">PI-Initiated Financial Agreement Request<\/h4>\n\n\n\n<p><strong>Step 1: Login with Unity ID at <a href=\"https:\/\/labs.ncsu.edu\/\" target=\"_blank\" rel=\"noreferrer noopener\">labs.ncsu.edu<\/a><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"581\" src=\"https:\/\/research.ncsu.edu\/metric-test\/files\/2020\/11\/Screen-Shot-2020-11-10-at-2.32.09-PM-1024x581.png\" alt=\"\" class=\"wp-image-356\" srcset=\"https:\/\/research.ncsu.edu\/metric\/files\/2020\/11\/Screen-Shot-2020-11-10-at-2.32.09-PM-1024x581.png 1024w, https:\/\/research.ncsu.edu\/metric\/files\/2020\/11\/Screen-Shot-2020-11-10-at-2.32.09-PM-300x170.png 300w, https:\/\/research.ncsu.edu\/metric\/files\/2020\/11\/Screen-Shot-2020-11-10-at-2.32.09-PM-768x436.png 768w, https:\/\/research.ncsu.edu\/metric\/files\/2020\/11\/Screen-Shot-2020-11-10-at-2.32.09-PM-1536x872.png 1536w, https:\/\/research.ncsu.edu\/metric\/files\/2020\/11\/Screen-Shot-2020-11-10-at-2.32.09-PM-2048x1163.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Step 2: Select &#8220;Request New Agreement&#8221;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/dev.research.ncsu.edu\/metric-alt\/wp-content\/uploads\/2020\/11\/Screen-Shot-2020-11-10-at-2.57.32-PM-1-1024x463.jpg\" alt=\"\" class=\"wp-image-359\"\/><\/figure>\n\n\n\n<p><strong>Step 3: Select &#8220;Molecular Education, Technology, and Research Innovation Center (METRIC)&#8221;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/dev.research.ncsu.edu\/metric-alt\/wp-content\/uploads\/2020\/11\/Screen-Shot-2020-11-10-at-2.48.41-PM-1024x598.jpg\" alt=\"\" class=\"wp-image-360\"\/><\/figure>\n\n\n\n<p><strong>Step 4: Provide the requested information<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/research.ncsu.edu\/metric-test\/files\/2020\/11\/Screen-Shot-2020-11-10-at-2.49.11-PM-1024x601.jpg\" alt=\"\" class=\"wp-image-362\"\/><\/figure>\n\n\n\n<p><strong>Step 5: Add participants (students\/post-docs\/staff) authorized to spend these funds<\/strong><\/p>\n\n\n\n<p><strong>Step 6: &#8220;Send Agreement Request&#8221;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/research.ncsu.edu\/metric-test\/files\/2020\/11\/Screen-Shot-2020-11-10-at-2.49.11-PM-2-1024x601.jpg\" alt=\"\" class=\"wp-image-363\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Student-Initiated Financial Agreement Request<\/h4>\n\n\n\n<p><strong>Note:<\/strong> PIs must login to the Lab Management Portal and approve agreement requests (their own or students)<\/p>\n\n\n\n<p><strong>Step 1: Email notification of agreement request<\/strong><\/p>\n\n\n\n<p><strong><strong>Step 2: Login with Unity ID at <a href=\"https:\/\/labs.ncsu.edu\/\" target=\"_blank\" rel=\"noreferrer noopener\">labs.ncsu.edu<\/a><\/strong><\/strong><\/p>\n\n\n\n<p><strong>Step 3: Select Project tab (you will see the pending agreement in the Projects tab)<\/strong><\/p>\n\n\n\n<p><strong>Step 4: Select the pending Agreement Request, Provide the requested information and create agreement<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>METRIC requires pre-approved financial agreements. This feature in our Lab Management portal facilitates PI authorization for spending of grant funds, start-up funds, or other funding sources and provides business officers&hellip;<\/p>\n","protected":false},"author":953,"featured_media":0,"parent":49,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"ncst_custom_author":"","ncst_show_custom_author":false,"ncst_dynamicHeaderBlockName":"ncst\/default-header","ncst_dynamicHeaderData":"{}","ncst_content_audit_freq":"","ncst_content_audit_date":"","ncst_content_audit_display":false,"ncst_backToTopFlag":"","footnotes":""},"tags":[],"class_list":["post-108","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Agreements - METRIC<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/research.ncsu.edu\/metric\/getting-started\/financial-agreements\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Agreements - METRIC\" \/>\n<meta property=\"og:description\" content=\"METRIC requires pre-approved financial agreements. 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