Kuali Coeus Proposal Budget Module. Kuali.Colostate.edu

Transcription

1 Kuali Coeus Proposal Budget Module Kuali.Colostate.edu

2 Agenda Introduction to Kuali Coeus Kuali Foundation Strategy Timeline Proposal Budget Development Demo Terminology & Navigation Error Messages Entering a budget

3 Revisit KC Decision Surveyed Faculty and Staff about HomeSpun Systems (PASS/PAIS/PBS,etc) Created criteria of needs Defined Missing Pieces Evaluated Started with 10 potential solutions Selected Kuali Coeus Best fit with our criteria Allows integration with other Kuali products (KFS)

4 Available off campus Platform independent Browser independent Benefits Multiple people working in system Single data entry point for eligible grants.gov system to system submissions

5 Introduction to Kuali Coeus Kuali (from the Malaysian word for wok) is a community of universities, colleges, businesses, and other organizations that have partnered to build and sustain open-source administrative software for higher education, by higher education. Coeus (named for the Greek Titan God of intelligence and learning) is an Electronic Research Administration system developed by the Massachusetts Institute of Technology (MIT)

6 The Kuali Foundation The Kuali Projects are tied together by the Kuali Foundation, a non-profit organization that coordinates the efforts of partners, manages and protects the community's intellectual property, and handles common concerns among the Kuali Projects.

7 Strategy Replace the current Research Management System. Proposal Approval and Support System (PASS, PBS) and the Sponsored Programs award management system (PAIS, RPS) with Kuali Coeus. KC gives researchers much greater flexibility during the proposal and award process and provides them with integrated access to information from the financial and compliance modules. - Kathi Delehoy, Senior Associate Vice President for Research Administration

8 Completion Criteria Ensure All Aspects of the System work Proposal Development Award Management Workflow Migrate Data from PASS/PAIS Duplicate Current Reports Integration with KFS Functions as required Performance Expectations are met Documentation and Training is Complete Rollout Plan is Approved Campus Readiness Evaluated with Input from : CRAD, CAAG, Sponsors KFS Team Approval is received from Bill Farland, Vice President for Research Administration

9 Timeline Completion Criteria Met Target: June 2012 Documentation and Data Migration Completed Training Material Complete and Reports Migrated Colleges/Departments Trained and Live + 30 Days Target: August Days Target: September Days Target: Oct. Dec. 2012

10 Terminology & Navigation Tabs Panels Sub Panels

11 Error Messages

12 Budget Development Module Key Proposal data flows through to Budget Specific right/role for budget creation Budget detail maps to Grants.gov Current Institutional rates (F&A, fringe benefits, etc.) applied automatically Multiple budget versions can be created Total cost and period cost limit functionality Calculates the total cost of research Budget information will be available to KC Award Module

13 Proposal Budget Walkthrough Budget Versions Parameters Rates Summary Personnel Non-Personnel Distribution & Income Modular Budget Budget Actions Return to Proposal

14 Budget Versions

15 Budget Versions Tab

16 Opened Budget Version New Set of Tabs

17 Parameters Tab Budget Periods & Totals Panel

18 Rates Tab-Research Activity Type

19 Personnel Tab

20 Save Required to Budget Personnel

21 Budgeted Personnel

22 Budget Salary Details Sub-Panel

23 Non-Personnel Tab

24 Other Direct Panel

25 Other Direct Panel Line Item Details Sub-Panel

26 Summary Tab

27 Parameters Tab Generate All Periods

28 Distribution & Income Tab

29 Modular Budget Tab

30 Budget Actions Tab

31 Budget Justification Panel Consolidate Expense Justification

32 Consolidated Expense Justification **Cut/Paste Into Word Doc to Finalize

33 Final Budget Selected Final and Complete Return to Proposal

34 Questions