Funding Management Portal (FMP) finding and managing applications for fund administrators

New

PLEASE NOTE THAT THIS SESSION WILL BE HELD IN PERSON, WITH HYBRID AVAILABLE IF YOU CANNOT ATTEND ON SITE.

This 1 hour, instructor-led session will walk you through the different tools available in the Funding Management Portal applications section to be able to find eligible applicants, add them to your Master Consideration List (MCList), filter, review applicant details (including their financial liability), flag and allocate a consideration status. You will also be shown how to create a shortlist of applicants to have it prepared for further evaluation such as an assessment.

The purpose of this is to find the eligible applicants you are looking for with all the relevant information in one place, and support your processes in order to make funding offers.

This training is appropriate not only for colleagues new to the FMP, but also for returning users as we have made some updates to the system since the previous year.

Your presenter will tailor this training to the attending audience to give the best experience, and our team will be available to support you in using the FMP throughout the academic year. We will also publish dates and times of ‘drop-in’ sessions for further support, which will not require a booking.

• Administrators of postgraduate funds requiring use of the applications section
• New users of the Funding Management Portal
• Returning users of Funding Management Portal

Number of sessions: 1

• To show the applications section in the FMP
• To show how the applications section in the FMP can be used to find eligible applications
• To show how applicant information can be viewed, including financial liability
• To show how to filter the longlist and add applicants to the MCList
• To show how to flag an applicant with an allocation intention
• To show how to flag an applicant with a consideration status
• To show how to create a shortlist
• Next steps

MS Teams meeting with screen-share presentation

A Microsoft Teams link will be sent to administrators booked onto the course by email ahead of the course date.

You must have the following items installed or available on your computer to participate:

1. The Teams desktop app installed on your computer.

2. You will also need a working webcam, speakers (or headset) and mic. Note: You need to be connected to the Cambridge University network to access the training test site or the actual Funding Management Portal. If you are working in the office and connected directly to the Cambridge University, your access will be automatically validated. If you are working from a remote location (including from home), you will need to connect via the UIS VPN service. For details on how to do this please visit their information website: https://help.uis.cam.ac.uk/service/network-services/remote-access/uis-vpn

Please do not hesitate to get in contact with us with any questions or potential requirements at pgfundingproject@admin.cam.ac.uk

1 hour

• Assessment of Applicants training
• Funding Management Portal (FMP) adding and editing funds for fund administrators
• Funding Management Portal (FMP) adding and editing funds for fund administrators
• Funding Management Portal (FMP) finding and shortlisting applications for fund administrators
• Funding Management Portal (FMP) finding and shortlisting applications for fund administrators
• Funding Management Portal (FMP) refresher training for administrators
• Funding Management Portal (FMP) Roadshows 2023

• Application administrators
• Fund administrators
• Funding Management Portal (FMP)
• Student Funding