Coeus Lite Proposal Development User Guide

Transcription

1 Ceus Lite Prpsal Develpment User Guide Dcument Date: April 2017

2 Table f Cntents COEUSLITE HOME PAGE... 4 MY PROPOSALS NAVIGATION... 4 PROPOSAL SEARCHES IN COEUSLITE... 5 CREATE A NEW PROPOSAL (NEW) PROPOSAL SUMMARY SCREEN GENERAL INFO SCREEN ORGANIZATION SCREEN INVESTIGATORS & KEY PERSONNEL (NEW) PERSON CERTIFICATION FORM/QUESTIONS (IGNORE) CREDIT SPLIT SPECIAL REVIEWS ABSTRACTS (NEW)SCIENCE CODE OTHERS (ABOLISHED) YNQ: YES NO QUESTIONS ASSIGN PROPOSAL ROLES (NEW) QUESTIONNAIRE SECTION GRANTS.GOV, SYSTEM-TO-SYSTEM (S2S), PROPOSALS (NEW) USING BUDGETED TBA POSITIONS IN GRANTS.GOV SUBMISSIONS BUDGET SCREENS A. Budget Set up requirements B. Add and cmplete Budget Persnnel entries C. Adjust Perids (bundaries) D. Prpsal Rates E. Persnnel Budget F. Equipment Screen G. Travel screen H. Participant/Trainee screen I. Other Direct Csts screen J. Generate All Perids frm yur Detailed Perid 1 Budget K. (new) Subaward Budgeting L. Budget Summary Screen M. Budget Versins Screen N. Mdular Budget Screen O. Cst Sharing Distributin P. Under Recvery Distributin Q. Prject Incme R. Perfrm Budget Validatins S. Finalize Yur Budget OVERVIEW - UPLOAD ATTACHMENTS SUBMIT FOR APPROVAL DELETE PROPOSAL COPY PROPOSAL SEND NOTIFICATIONS FROM YOUR PROPOSAL ADD NEW ROLODEX ENTRY REQUEST NEW SPONSOR SHOW APPROVAL ROUTING EXAMINE GRANTS.GOV SUBMISSION DETAILS STATUS APPENDIX A: WHAT MUST BE COMPLETED IN COEUS PREMIUM? APPENDIX B: TIPS CeusLite Versin Jhns Hpkins University Page 2

3 APPENDIX C: ACTIVITY TYPES APPENDIX D: REQUEST A NEW SPONSOR IN SAP Turn Off Pp-up Blcker! Check the pp-up blcker settings fr yur web brwser s yu can be sure t Always Allw Pp-Ups frm CeusLite. Cautin using the Brwser Back buttn! 1) Because the back buttn is a Brwser Histry buttn it SHOULD NOT BE USED TO NAVIGATE WITHIN a prpsal. Use the Navigatin panel. 2) Hwever, if yu receive an errr message yu MUST use the brwser back buttn t return t the prpsal recrd. Only click it ne time. Multiple clicks will send yu dwn the Brwser Histry t lder data entry pints, skipping yur mst recently entered data. CeusLite Versin Jhns Hpkins University Page 3

4 CeusLite Hme page Clse CeusLite Delete, Unlck, yur lck prpsal database Open list f yur Prpsals. Active Links t: >Launch Ceus Premium. >Launch Ceus User Guide website. >Request a New Spnsr frm SPSS. >Start a Help request t Ceus HelpDesk. My Prpsals Navigatin: - Default view is Prpsals with Status f: In Prgress, Recalled, Rejected, r Apprval In Prgress. View all f yur prpsals View yur active prpsals Start a new prpsal Search fr a prpsal Statuses appearing in this list. Click t resrt. CeusLite Versin Jhns Hpkins University Page 4

5 Prpsal Searches in CeusLite Prpsal Search windw: enter search criteria value(s) then select Search. In this example, search fr all Prpsal Titles with the wrd treatment in them: * Use the asterisk, *, in any Ceus search screen. This wildcard allws yu t enter fewer letters, avid typs, and misspellings. Result: Select prpsal, search again, r clse the search windw. Create a New Prpsal Units, Cst Centers, appear in yur Unit List (shw belw) when yu have been assigned the Ceus Rle f Prpsal Creatr in that Unit. Select the Unit in which the Investigatr plans t manage the award r prject. If this list des nt cntain the Unit number (Cst Center) in which yu wish t create yur prpsal recrd, cntact the Ceus Help Desk (ceus-help@jhu.edu). Tell us that yu want t create a prpsal and prvide the Cst Center number(s) yu need. D nt select an incrrect, substitute, number because this cannt be changed nce selected. NOTE: Lead Unit is the primary department, lab, r center that will manage the award, if funded. The Lead Unit, nce selected fr a prpsal, cannt be edited/changed in that prpsal. CeusLite Versin Jhns Hpkins University Page 5

6 NOTE: If yu need t change the Lead Unit n a prpsal merely cpy that prpsal and select a different Lead Unit when prmpted. Prpsal Develpment: Initial entry screen CeusLite Versin Jhns Hpkins University Page 6

7 New: See descriptin belw. Enter specific details required t save and create a prpsal. Displays Institutinal cntacts. Enter Subawardees and special research site lcatins, if pertinent. Add Investigatrs and Key Persns and custmize their unit, rles, cntact and degree details. Certify Investigatrs. Skip, nt used by JHU. Enter infrmatin fr research requiring special review r apprval such as use f animals r human subjects. Enter text in apprpriate tab screens t ppulate specific spnsr frms, when necessary. NEW: Enter apprpriate Science Cde(s) t crrespnd t answers prvided in the Questinnaires. Enter SAP 10-digit Respnsible Cst Center. Skip, n lnger used. See Questinnaires. Add r remve user access t yur prpsal. This Sectin will cntain required questin-sets based n infrmatin Preparer prvides in Prpsal. Always required. Enter answers t these questins. Enter answers fr federal Grants.gv submissins. Link the prpsal t a Grants.gv pprtunity; displays pprtunity details, frms, and submissin status. Navigates t the budget screens. Uplad f files int the prpsal. Starts prpsals ruting fr internal apprval. Select spnsr-frms t print, if any. This includes Grants.gv frms. Available t Users based n their rles and Status f prpsal. Deletin is permanent and irreversible. Allws authrized users t cpy all r part f the prpsal t a new prpsal. Send ntificatin t ther users. Create a Rldex entry fr a persn r rganizatin needed t be named in prpsal. Renamed link t generate a PDF summary f the prpsal. Cmplete and send a Webfrm t Spnsred Prjects Shared Services t have new spnsr added. CeusLite Versin Jhns Hpkins University Page 7

8 1. (new) Prpsal Summary screen Accessed frm the Main Navigatin Panel This windw has five sectins i. Cmplete prpsal validatin Hint: D nt be cnfused by cryptic, technical, language used in errr messages. It is ften helpful when first reading an errr message t read the right-mst phrase first, because that phrase ften refers the Ceus data entry field causing the errr. And, as a prpsal preparer, yu are ften mst familiar with the data entry fields. Hint: Select Validate several times until n additinal errrs are fund. Ceus validatin is based n a hierarchy f errrs. It des nt present all errrs at ne time. Simply select Validate until n errrs are presented. CeusLite Versin Jhns Hpkins University Page 8

9 i. Summary Infrmatin abut the prpsal ii. List f Prpsal Persns and access t their Certificatins iii. Budget summary and Budget Reprt Printing iv. Grants.gv Frms Printing CeusLite Versin Jhns Hpkins University Page 9

10 2. General Inf screen Fields with a red asterisk (*) are required t save and generate a prpsal number. * Prpsal Type View the entire list f Prpsal Types at: Select User Guides > #14, Prpsal Type Decisin Guide. * Activity Type Select the apprpriate entry frm the drp-dwn list. Appendix D prvides general definitins fr each Activity Type. * Start Date Date the prject is expected t start. Enter in mm/dd/yyyy frmat r use the calendar tl. * End Date Date the prject is expected t end. Enter in mm/dd/yyyy frmat r use the calendar tl. Original Prpsal Number Award # (number) If required, this is the 8-digit Ceus Institute Prpsal Number fund by using the Search link. This field is required if the Grants.gv Submissin Type is Change/Crrected and may be required with certain Prpsal Types. Call yur Office f Research Administratn. If required, this is the 9-digit Ceus Award number (6-digit SAP Grant number fllwed by -001, e.g. xxxxxx-001) fund by using the Search link. It may be required with certain Prpsal Types. Check with yur Research Administratin ffice fr details. * Agency/Spnsr The spnsr is the rganizatin that will prvide funding. Enter the spnsr's six-digit cde in this field r use the Search link t find it. This field is required fr Grants.gv submissins. Prime Spnsr Prpsal deadline date Receipt/Pstmarked Only if yur prpsals will have an Anticipated Award Type f Subgrant r Subcntract are yu required t prvide the Prime Spnsr. This is the entity that is actually prviding the funds t yur Prpsal Spnsr. Otherwise, leave this field blank. Date the prpsal is due at the spnsr. Select ptin required in Spnsr s funding pprtunity. CeusLite Versin Jhns Hpkins University Page 10

11 NSF Science Cde Anticipated Award Type Spnsr Prpsal N. (number) Select this cde frm the drp-dwn list fr all prpsals, nt just fr NSF submissins. Cnsult yur ORA fr guidance. Select the type frm the drp-dwn list. Cnsult yur ORA fr guidance. Required if the Prpsal Type is Renewal, Resubmissin, Revisin, r Cntinuatin. Search the Award mdule r Institute Prpsal mdule, as apprpriate, t find this number. * Title: Enter the descriptive title. Fr electrnic submissin, the title shuld nt cntain any special characters. See What N Special Characters means? The field will supprt 200 characters, but sme spnsrs may require shrter titles. Refer t the spnsr instructins. Prgram Title: Prpsal in Respnse t: Subcntract Funding Opprtunity Number CFDA Number: Agency Prgram Cde: Agency Divisin Cde: (new) Adding federal agency Identifier t the SF424 Enter a prgram title prvided by the spnsr. If this prpsal will be submitted via Grants.gv, this field will be verwritten when yu assciate the prpsal with a Grants.gv pprtunity. Select an entry frm the drp-dwn list t identify hw this funding pprtunity was annunced. Select this checkbx if ne r mre subcntracts will be included in prpsal budget. If there will be n subcntracts, leave it unchecked. Fr paper submissins: enter data manually. Fr Grants.gv submissins: enter data manually, r this will be ppulated autmatically if CFDA is used t perfrm the Grants.gv search. Catalg f Federal Dmestic Assistance number assigned by spnsr fr funding pprtunity. Fr paper submissins: enter the data manually, if knwn. Fr Grants.gv submissins, enter the CFDA number t supprt the Grants.gv search. Nte: sme NIH pprtunities d nt assign CFDA numbers until after award. Use the Funding Opprtunity search fr thse applicatins and leave the CFDA field blank unless it is ppulated autmatically by the selected Grants.gv pprtunity. Fr NSF submissin, enter the NSF Agency prgram cde. Fr ther spnsrs this field has been repurpsed. Its cntent are placed cntents int SF424 Frm, Blck 4b, Agency Ruting Number. Fr NSF submissin, enter the NSF Agency prgram cde. Fr ther spnsrs this field has been repurpsed. Its cntents are placed int SF424 Frm, Blck 4a, Federal Identifier. CeusLite Versin Jhns Hpkins University Page 11

12 NOTE: Prviding the Agency Identifier n the SF424, Blcks 4a and 4b, can nw be accmplished by entering the necessary data n the General Inf Screen, as shwn belw here. 1. Select Save 2. Result: Ceus assigns the next available prpsal number, which will appear in the prpsal header n all CeusLite entry screens. 3. Organizatin Screen The Organizatin screen cntains the cntacts fr yur Institute and perfrming sites invlved in the prject. The data fr yur institutin has been maintained by yur Ceus Administratr, but may be mdified fr individual submissins. Prpsal Organizatin Perfrming Organizatin Other Organizatin/Lcatin Perfrmance Site/ Lcatin DO NOT EDIT: The legal entity fr the prpsal. When a prpsal is created, this defaults t the rganizatin listed in the lead unit s rganizatin field. DO NOT EDIT: The rganizatin perfrming the main prtin f the prject. This will likely be the same as the Prpsal Organizatin. D Nt Select unless yur ORA cnfirms that the DUNS number is required fr anther prject rganizatin. Then, cntact ceus-help@jhu.edu. Always Select (unless the DUNS number is required). Use this ptin t display Subawardee institutinal address and JHU Off Campus lcatins. CeusLite Versin Jhns Hpkins University Page 12

13 1. Click Add Organizatin /Lcatin t create additinal panels. Prpsal Organizatin and Perfrming Organizatin are ppulated frm the centrally maintained data. D nt edit r remved. CeusLite Versin Jhns Hpkins University Page 13

14 Select Add Organizatin/Lcatin, and then, Perfrmance Site t add a Subaward institutinal address r an Offcampus research lcatin t the prpsal. Perfrmance Site is derived frm Ceus Rldex. This database is maintained by Ceus users and, therefre is a highly flexible tl fr users t create and add exact addresses t their prpsals. NOTE: Ceus-help@jhu.edu if the funding pprtunity requires the DUNS number an rganizatin ther than JHU. NOTE: On Grants.gv submissins, the Subawardee s DUNS number will be lcated n the RR Budget Frm prvided t yu by the Subawardee Institutin and nt entered in this windw. T add an Other Organizatin frm the Ceus Organizatin Table. #1 Always select Perfrmance Site. T add a Perfrmance Site (Lcatin Address) frm the Ceus Rldex. #2 Select Find Address t search Ceus Rldex. #3 Enter the Institutin s name as yu want it t appear. #4 Always add Cngressinal District cde. Cngressinal District Cdes: >if within a state, (ex. MD-007); >if all districts in a state (ex. MD-all); >if Natinwide (all districts in all states), (enter US-all). >if utside the U.S., (enter ). CeusLite Versin Jhns Hpkins University Page 14

15 4. Investigatrs & Key Persnnel Use Ceus Premium if yu want t re-rder yur Prpsal Persnnel t change the rder they are listed in the RR Key Persn (Expanded) frm: - Premium allws yu t arrange the persnnel rder t meet the spnsr s guidelines withut having t delete entries and manually re-add them in the spnsr s desired rder. Use Ceus Premium if yu need t maintain Prpsal Persns Citizenship details: - Sme spnsr frms require citizenship details, which can nly be maintained in the Premium Prpsal Persn Detail screen>other Tab (NIH Fellwship & Career Develpment frms). Principal Investigatr & C-Investigatr: A. Principal Investigatr & C-Investigatr MUST BE JHU Emplyees. Only search using Never search fr these tw Prpsal Rles using B. Ratinale: Ceus will prhibit submissin f any prpsal with a Rldex persn shwn as either a Principal r C-Investigatr. C. If yu wish t add a Principal Investigatr r a C-Investigatr WHO IS NOT NOW but WILL BE a JHU emplyee during yur prject yu must prcess an SAP frm titled: ISR Actin-Mini Master COEUS SPR. Questins shuld be addressed t HR Shared Services at This will place them int the HR system as temprary emplyees. Once they are in the HR system yu will be able t search fr them in. Cautin: This prcess requires several days t cmplete. CeusLite Versin Jhns Hpkins University Page 15

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17 Key Study Persn: A. May be selected frm either buttn: r (Rldex). B. Enter crrect Prject Rle title fr Key Persn. C. Example fr entering the name f the PI at a Subaward Institutin: a. Must be selected frm Rldex ( ). b. Cannt be a C-Investigatr n yur prpsal because they are nt a JHU emplyee. c. But, as a Key Persn, yu may assign them any Prject Rle title, such as: i. Site Investigatr ii. C-Investigatr iii. Cllabratr Editing Investigatr/Key Study Persnnel: 1. Editing can be perfrmed in either the Summary Windw (shwn abve) r the Details windw (shwn belw). 2. Summary windw is accessed by duble clicking n Persn s name. 3. Edit cntact infrmatin if necessary. 4. NOTE: field Cmmns User Name is t be used fr any spnsr-assigned User Name, including (but nt restricted t) NIH era Cmmns User name. 5. Enter estimated percent f effrt as prescribed by yur Office f Research Administratin. 6. Select Multi-PI if relevant (NIH nly) 7. Save CeusLite Versin Jhns Hpkins University Page 17

18 Multi PI: mark the checkbx t designate Investigatrs as Multiple PI (including the Principal Investigatr). The Principal Investigatr rle will be recgnized as the Cntact PI by NIH. At this time, NIH is the nly spnsr that utilizes Multi PI; please review yur NIH pprtunity fr mre eligibility and submissin requirements. Editing Prpsal Persn Details Select Detail buttn t pen Detail windw Previusly labeled era Cmmns, nw used fr all federal user IDs. Editable field. Enter the Divisin name t appear in the Divisin field n: R&R Senir/Key Persn Prfile (Expanded) frm, shwn belw (*). (*) CeusLite Versin Jhns Hpkins University Page 18

19 Changes made t Persn Details n this screen will nly be applied t, retained in, this prpsal recrd they will NOT update r edit the SAP HR persnnel data. That must be dne thrugh the ISR prcess. CeusLite Versin Jhns Hpkins University Page 19

20 Add Unit: Additinal Units can be added t the Persn Detail f the Prpsal. When added, the prpsal s apprval map will be expanded t include the new unit. Fr example, in this prpsal the PI has a jint appintment: Thracic Surgery and Diagnstic Radilgy. Thugh the prpsal is being submitted thrugh Thracic Surgery, the PI wishes t have the ther unit review the prpsal as part f its submissin t ORA. CeusLite Versin Jhns Hpkins University Page 20

21 Cmmns User Name and Agency Credentials are: 1) same data field shwn in tw lcatins, 2) used fr ALL federal agency user names NOT just NIH era Cmmns Persn Summary windw cntinues t be labeled Cmmns User Name, Persn Details windw has been renamed Agency Credentials. Identical Fields, just different labels. Divisin Add Degree Mst recent Date will be shwn first Return t Investigatr/Key Study Persn windw CeusLite Versin Jhns Hpkins University Page 21

22 5. (new) Persn Certificatin Frm/Questins Persn Certificatin frm, the shrt questinnaire, must be cmplete in Ceus fr EVERY persn named in the prpsal PI, C-I, and Key Persns. Persn Certificatins A. Summary i) Preparers shuld cntact their respective Offices f Research Administratin t ascertain their Schl plicy abut Certificatin. ii) Enhancements t Certificatin include: 1) actual Certificatin is nly available in CeusLite; Premium prvides a link t Lite; 2) display f a time/date stamp f persn actually cmpleting the questins; 3) ability fr preparer t send an ntificatin t any/all (JHU) Investigatrs with a link allwing thse Investigatrs t cmplete their wn Certificatin; 4) ability fr Investigatrs(*) t fllwing the link t CeusLite and cmplete their Certificatin, thus marking that Certificatin as cmpleted by the Investigatr. iii) (*) While Ceus will send ntificatins t nnjhu, Rldex, persns if their Rldex entry has an address, thse persns will nt have the authrizatin t launch CeusLite frm the ntificatin link sent t them. B. Hw the prpsal Preparer Certifies i) Within the Prpsal, in the Investigatr/Key Persns windw, Select buttn Certify. CeusLite Versin Jhns Hpkins University Page 22

23 ii) This will take yu t the Prpsal Summary >Prpsal Persn Certificatin Questins windw. iii) Select, click n, the Prpsal Persn yu wish t Certify. CeusLite Versin Jhns Hpkins University Page 23

24 iv) Answer the questins and Save. The User Time/date stamp is updated and the Save buttn becmes the Print buttn. CeusLite Versin Jhns Hpkins University Page 24

25 C. Hw t ntify Investigatrs t cmplete their wn Certificatin i) Within the Prpsal, in the Investigatr/Key Persns windw, Select buttn Send Ntificatin. ii) In the Pp-Up Windw Select (JHU) Investigatrs t receive the autmatic ntificatin. D nt select Rldex Persns. CeusLite Versin Jhns Hpkins University Page 25

26 D. Hw a JHU Investigatr can cmplete their Certificatin i) Investigatrs, as JHU emplyees, will instantly receive an ntice list this: ii) iii) Investigatr shuld: (1) Fllw the Link: given belw fr the prject details. (2) Lgn t CeusLite: Enter their JHED credentials. (3) Cmplete the questins and SAVE; iv) The Certificatin nw cntains a User ID and Date/Time Stamp. CeusLite Versin Jhns Hpkins University Page 26

27 6. (ignre) Credit Split This functinality is NOT used at Jhns Hpkins. 7. Special Reviews Given the cmplexity f the Special Review prcess, it is advisable that yu cntact yur Research Administratin Office with specific questins. a. Click Special Review drp-dwn bx b. Select Special Review type c. Click Apprval drp-dwn bx d. Select apprpriate status If: Pending: all required infrmatin has been entered. Submitted: the Applicatin Date f the Regulatry Review must be entered. Apprved: Prtcl Number field and Apprval Date field must be cmpleted. Exempt: (nly fr Grants.gv submissin) Prtcl Number field and Apprval Date field must be cmpleted. Further, the exempt cde must be entered in the Cmments field. Fr example the R&R Other Prject Infrmatin Frm, bx(s) in field 1a t be checked. Multiple Exempt Cdes must be separated by a cmma (i.e. E1,E4). e. Save the entry. CeusLite Versin Jhns Hpkins University Page 27

28 8. Abstracts Abstracts are text bxes fr specific subjects. Thugh nt used by many spnsrs, if required yu can type, r cut/paste text under the apprpriate categry. Fr example, NSF allws Investigatrs t submit names f either pssible prpsal Reviewers, r persns nt t be cnsidered as a Review. Save Abstract selectins click t navigate t desired panel. Type r paste in text in pen field. See spnsr instructins fr cntent requirements. Identity f User wh entered data and the timestamp f this actin. 9. (new)science Cde Select Add Science Cde Select Search Enter wildcard, asterisk *, int search field Select the apprpriate Cde and Save CeusLite Versin Jhns Hpkins University Page 28

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30 10. Others The OTHERS Screen is used t cnvey pertinent infrmatin t Apprvers and ORA Submitter. SAP Respnsible Cst Center is required. REQUIRED FIELD: Enter 10-digit SAP Respnsible Cst Center crrespnding t Prpsal s 8-digit Lead Unit selected when prpsal was initially created. 11. (ablished) YNQ: Yes N Questins YNQ are n lnger used in Ceus. Previusly entered YNQ answers can be viewed by selecting ORIS Prpsal Summary Frm. The YNQ questins are nw asked n ther Questinnaires. CeusLite Versin Jhns Hpkins University Page 30

31 12. Assign Prpsal Rles Select t perfrm search f available Ceus users. Select t remve user. Rle Aggregatr Apprver Budget creatr Narrative writer Viewer Definitin Make changes t any part f the prpsal, certify investigatrs, submit fr apprval, Recall prpsal after wrkflw/befre any apprvals. Apprve the prpsal. Yu cannt add r delete users frm this rle, but yu can see which users have been designated as apprvers after the prpsal is ruted fr apprval. Create and edit t the budget, nly. Create and edit the narratives, nly. View any part f the prpsal. Cannt edit. Use Ceus Premium if yu want t see the Ruting Map fr yur prpsal befre yu Submit fr Apprval: - Premium allws yu t preview the apprver map as yu build yur prpsal. - In Premium, pen prpsal Actin>Shw Ruting. 13. (new) Questinnaire Sectin 1. Is required in every prpsal with a federal spnsr. Answer N if prpsals will nt be submitted electrnically t Grants.gv. Answer Yes (and subsequent questins) if prpsal will be submitted electrnically. Answers will ppulate relevant Grants.gv frms. 2. Is required in every prpsal t prvide infrmatin t the JHU ffices f research administratin. This questinnaire replaces the ld JHU eis frm. 2 Other questin-sets will appear based n infrmatin the Preparer has prvided in the prpsal. Fr example, Training Grants will generate the apprpriate questinnaire after the prpsal is linked t Grants.gv. CeusLite Versin Jhns Hpkins University Page 31

32 14. Grants.gv, System-t-System (S2S), prpsals Prir t entering this sectin n the General Inf screen yu must: 1) saved the prpsal, 2) selected the apprpriate federal spnsr (nly federal agencies are eligible), and 3) entered the fields: Funding Opprtunity Number [recmmended] r CFDA Number (nt bth). 1. Navigate t the Grants.gv screen: a. Grants.gv search results (example shwn was generated frm FOA PA ). 1. Click n Select t chse this pprtunity and retrieve the submissin requirements: 2. Results f selecting a Grants.gv pprtunity package (default view): Lg indicates link. Defaults t Applicatin, but can selected anther Submissin Type. Frms included in the package by the spnsr. Mandatry frms have green Checks. Optinal frms must be checked t be included. 3. Review list f required frms (frms must be marked Available in the Desc clumn if required fr this S2S submissin. CeusLite Versin Jhns Hpkins University Page 32

33 4. Click the Save buttn (scrll t the bttm f the page) t save the Grants.gv selected pprtunity and the frms yu selected t include fr this submissin 5. Other Grants.gv screen functins: Only after cnnected t Grants.gv Ignre Will remve Grants.gv cnnectin and data entered by that cnnectin. Runs sme f the G.G validatins n selected frms. Generates printable PDFs f selected frms. Always Save. Nt active until prpsal is apprved. 15. (new) Using Budgeted TBA psitins in Grants.gv submissins Cautin D nt use the buttn Add TBA fr Grants.gv submissins. Ceus is designed t nly place Find Persn budget persns nt the RR Budget, Sectin A. If yur Spnsr and Funding Opprtunity require TBAs t be listed in the RR Budget, Sectin A, yu must use the buttn Find Persn and enter in Last Name clumn tba*. These TBA psitins are uniquely numbered and can therefre be separately listed in Sectin A. Cautin NIH des nt allw TBA budgeted psitins in RR Budget, Sectin A. Under SF 424 Guidelines RR Budget Sectin A is pre-ppulated frm Senir/Key Persn Prfile. And, persns entered in Senir/Key Persn Prfile Must have a bisketch; therefre, TBAs cannt be added t Senir/Key Persn Prfile. NIH submissins in which the Budget cntains Senir TBA psitins, i.e. faculty, must be created in Premium Budget, in rder t place the TBA faculty in RR Budget Sectin B as required by NIH. See Premium User Guide>Budget>Budget Categries, fr the steps necessary t change the Cst Element/Line Item Budget Categry befre adding the Budget Persn. CeusLite des nt have Categry edit functinality. CeusLite Versin Jhns Hpkins University Page 33

34 16. Budget Screens G directly int the Prpsal Budget in Edit mde by selecting: This will nt place yur lck n Prpsal Detail, thus allwing anther user t edit that sectin f the prpsal. Or, g int the budget frm Prpsal Detail, in Edit mde, by selecting: Prpsal Navigatin Menu Budget Navigatin Menu CeusLite Versin Jhns Hpkins University Page 34

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36 Select t return the general prpsal navigatin panel. Displays a summary line fr all budget versins created. Default budget launch screen when mre than ne budget versin exists. Displays summary budget infrmatin; i.e. budget ttals, direct and indirect csts, underrecvery, cst sharing, perid budget ttals, etc. Navigates t the Budget print ptins screen (*) Grup header fr 3 budget set-up screens: a. Add persnnel fr budgeting; enter salary details required fr expense calculatins. b. Allws users t mdify budget start and end dates, r t add r mdify budget perids, r perid lengths. c. Displays institute verhead rates; allws fr insertin f applicable rates. Use the Validate tl t prcess Budget Business Rule Validatins maintained by JHU. JHU des nt use. CeusLite separates Cst Elements int these five budget categries: 1. Add r remve persnnel expense, custmize their effrt and time spent n this prject. 2. Add r remve equipment expenses 3. Add r remve travel expenses 4. Add r remve participant/trainee expenses 5. Add r remve all ther expenses. Navigate t Mdular Budget entry screen Navigate t Cst Sharing Distributin entry screen Navigate t Under Recvery Distributin entry screen Navigate t Prject Incme entry screen Calculate budget perids based n perid 1 entries and create required additinal budget perid screens. (new) aut fill Subaward cst elements. (*) See next page picture fr Prpsal Print screenshts CeusLite Versin Jhns Hpkins University Page 36

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38 (new) Budget Summary bx is editable, when n detailed budget is built in Ceus. CeusLite Versin Jhns Hpkins University Page 38

39 Turn Off Pp-up Blcker! Check the pp-up blcker settings fr yur web brwser s yu can be sure t Always Allw Pp-Ups frm CeusLite. The brwser Pp-up Blcker will blck display f the Line Item Edit r Detail screens in the Budget Categry>Perids windw (Persnnel, Equipment, Travel, Participant/Trainee, r Other Direct Csts). A. Budget Set up requirements The first time yu navigate t the Prpsal s Budget yu will be presented with Budget Set Up > Persnnel screen. If yu previusly entered a Nn-Emplyee Search, Rldex, persn, in the Investigatrs/Key Persns screen then at this pint in the budget prcess yu will be prmpted t Sync Budget Persns. Yu shuld select the crrect Appintment Type and Jb Cde and save the entry. Prmpt fr Rldex persns r persnnel with incmplete data in Ceus. Ceus-recmmends an Appintment Type and Jb Cde which yu may Save r select and enter alternate data. Budget Setup B. Add and cmplete Budget Persnnel entries 1. Navigate t Persnnel entry screen 2. Search fr and Add the prpsal persnnel needed fr yur prject budget. (Research staff, Supprt staff, Pstdctral Assciates, Graduate Students, r T-Be Annunced staff, etc.): - Emplyee Search will lcate persns maintained in Ceus frm SAP HR. - Nn Emplyee Search will lcate persns maintained in the Ceus Rldex. - Add TBA Search will lcate a predefined list f t-be-annunced persns by jb title (i.e. Prject Manager, Graduate Student, etc.). Only the names f the PI, C-I and Key Persns will be printed n the Grants.gv RR Budget (detail) frms. Refer t yur spnsr guidelines fr specific definitins f Key Persnnel. CeusLite Versin Jhns Hpkins University Page 39

40 Budget Persns ppulated frm Investigatr/Key Persns: Select Add Emplyee t search the Jhns Hpkins emplyees r select Add Nn Emplyee t search the Rldex. Search fr the emplyee by entering data int the fields n the search screen. Use the asterisk ( * ) befre and/r after data in fields t widen searches and minimize typed entries. Select search t display the search results. Select the apprpriate persn displayed in the Persn Search Results screen. Take time t scrll acrss the entire windw t assure yu select the crrect persn sme individuals may appear mre than nce. CeusLite Versin Jhns Hpkins University Page 40

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42 Add TBA: Cautin D nt use the buttn Add TBA fr Grants.gv submissins. Use nly Find Persn and enter in Last Name clumn tba*. Add TBA selectins will NOT appear in RR Budget. T add unnamed persnnel (persnnel that will be in yur budget, but whm yu have nt yet hired r assigned): Select Add TBA Select n the apprpriate categry displayed in the TBA Persns windw. Save Result f Add TBA selectin: 3. Enter Eff Date The Effective Date displayed autmatically defaults t the start date f the prpsal; hwever, if planned salary increases are expected, mre precise amunts are btained when yu enter the effective date f the new salary. 4. Enter Base Salary: Enter the persn s full annual salary as it relates t the length f appintment entered as f the Eff Date. Use care when entering the amunt. D nt use cmmas. 5. Cnfirm Jb Cde: This field is a required field ppulated by the SAP HR Grup and Subgrup. This data field crrespnds t the cst element, Line Item, Descriptin, t be cmpleted at Budget Perids>Persnnel Budget. 6. Cnfirm Appintment Type: Review that this infrmatin is crrect; it is part f the calculatin that charges salary t the budget. Select the apprpriate appintment type frm the drpdwn list: CeusLite Versin Jhns Hpkins University Page 42

43 M refers t mnths f appintment; i.e. a prfessr with a 9-mnth appintment will display as 9M EMPLOYEE. 12M EMPLOYEE refers t a Regular Emplyee with a 12-mnth salary base. SUM EMPLOYEE refers t a Summer Appintments nly (d nt use t represent faculty summer salary). TMP EMPLOYEE refers t a Temprary Appintment nly. NEVER select 12M DURATION!! 7. Enter Anniv Date: Enter the persn s salary anniversary date. This functinality allws Ceus t prrate a persn s salary inflatin t their specific salary anniversary date. Anniversary Date, if blank, will result in Ceus applying inflatin rates n July 1 st f each budget perid. Anniversary Date is an editable field frmatted t MM/DD/YYYY. Hwever, thugh YYYY is required, nly the MM/DD will cntrl the inflatin date calculatin. 8. (new) Grants.gv RR Budget, Perid Base Salary, will nly be cmpleted if yu perfrm this peratin fr every budget perid t appear in Sectin A. Select Select Calculate Select Save 9. Save the prpsal persnnel nce yu have entered all persnnel wh will be part f yur budget.. C. Adjust Perids (bundaries) CeusLite Versin Jhns Hpkins University Page 43

44 Ceus will create default budget perids based n 12-mnth budget perids using the Start and End dates yu entered n the General Inf screen f the prpsal. If the spnsr s funding pprtunity annuncement indicates ther bundaries, yu must change the default budget perids in the manner described here. In example shwn belw, the spnsr requires tw 18 mnth budget perids and tw 12 mnth budget perids. T change the perids, enter the revised dates r select dates using the calendar tl. T add anther perid, click Add Perid (lcated belw the perid line items), and enter the start and end dates. T remve a perid, click Remve (t the right f each perid line item displayed). Once yu have made the necessary changes, select Save.. When cpying a prpsal with Start and End dates that d nt match yur new submissin: >Adjust the Start and End dates n the General Inf; >Make the necessary changes fr yur new prpsal n the Adjust Perids screen; >D nt frget: ~Prpsal Rates screen: Sync and Save Prpsal Rates; ~Budget Persnnel screen: Update the Eff Dates fr the Base Salary amunts! Number f mnths cntained in each budget perid in Adjust Perids is nw displayed n tw CeusLite screens: Budget Summary and Budget Perids > Persnnel Budget. These new displays are: CeusLite Versin Jhns Hpkins University Page 44

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46 D. Prpsal Rates The Prpsal Rates screen lists the F&A, Fringe Benefit, and Inflatin rates that will be applied t yur budgeted csts. Cautin: Yu must manually Save table after Sync r Reset, r Sync/Reset will NOT take effect. Rates are defaulted in based n ur federally negtiated rate agreement with DHHS. Yu may change any rate shwn n this table. Rates n this table apply nly t this prpsal. Select Sync and Save at the bttm f the screen: if yu have pened r cpied an lder prpsal, r revised the start and end date f yur prpsal, t update yur prpsal budget with the Institute Rates effective fr yur budget perids. Select Reset and Save: if yu wish t change rates yu previusly inserted. CeusLite Versin Jhns Hpkins University Page 46

47 CAUTION: always select Save as a final step n Save warning is displayed n this screen. T mdify the applicable rates fr this prpsal: 1. Open the Prpsal Rates screen. 2. Nte that the default Inflatin Rate, Applicable Rate, is 3. Scrll dwn t the apprpriate categry f the screen and enter the percent rate t be used fr yur prpsal in the Applicable Rate fields t the right f the Rate Type listed. Enter the rate in each Fiscal Year and fr bth On and Off Campus line item f this categry, as needed. 4. Save yur newly edited Prpsal Rates by scrlling dwn t the bttm f the screen and select Save.. Example: Review/Mdify Faculty Inflatin Enter desired inflatin values. fr each Rate Type (cst element) t be included in yur budget. Inflatin rates may be applied by Rate Type (cst element), separately fr each Budget Perid and fr On and/r Off Campus. Mst Rate Types (shwn abve) represent persnnel budget line item descriptins cntained in Budget Perids > Persnnel Budget > Salary Types, depicted as:. CeusLite Versin Jhns Hpkins University Page 47

48 Rate Types fr Materials and Services (als shwn abve) represent all nn-persnnel budget line items listed under Budget Perids: Equipment, Travel, Participant/Trainee, and Other Direct Cst, depicted as:. CeusLite Versin Jhns Hpkins University Page 48

49 E. Persnnel Budget When first pened, the Persnnel Budget screen displays nly Perid Select Add Persn t add the persnnel t be included in the budget frm the pick-list f persnnel previusly added in the Budget Set Up > Persnnel screen. Select the checkbxes t the left f the names f all the persnnel required fr the Perid 1 budget. Yu can als select the single checkbx at the tp f the list t Select All. Click here t select all, r check individually. Select Save.. Yu d nt need t use all the Budget Persnnel displayed. If they are nt selected in the Add Persn prcess, they will have n impact n yur budget. Because f the Sync Budget Persn prmpt during set up, yu may need t maintain persns n this list which were in yur prpsal, but nt included in yur budget. CeusLite Versin Jhns Hpkins University Page 49

50 Result: all the persnnel selected will nw be displayed n the Persnnel Budget screen. Perid 1 displays at initial budget entry. Other perids will be generated later. Custmize each persn. Defaults t Prject Perid Bundaries. Revise these dates t achieve yur desired budget. Select Add Persn t insert mre Persns. Select Calculate t see hw entries impact budget. Select Save t calculate and save custmized entries. Any Premium-nly persnnel items will display belw this line.(*) Subttal f all persnnel (*) Premium allws users t enter persnnel expense n a line item withut selecting a Budget Persn (Add Persn). This entry methd requires n persn detail s these entries cannt be mdified in CeusLite. Als, withut details, they cannt be displayed like thse entered in CeusLite. Instead, they will be displayed belw the detailed persnnel with assciated expenses included in the Ttal Funds Requested fr that perid. CeusLite Versin Jhns Hpkins University Page 50

51 2. Custmize each Persnnel Line Item: Select the apprpriate Salary Type frm the drp-dwn menu. Salary Type is the Cst Element Descriptin viewed in Premium. See yur departmental persnnel administratr if yu need help matching a salary type t persnnel. Select the apprpriate Perid frm the drp-dwn menu: Academic: The 9-mnth academic year: September 1 thrugh May 31. Calendar: The 12-mnth calendar year. Cycle: Same as Calendar, 12 mnth prject perid. Summer: The 3 mnths nt cvered by the Academic perid: June 1 thrugh August 31. The Perid selected shuld crrelate with the number f mnths in the Appintment Type selected n the Budget Set Up > Persnnel Screen. Mismatched Perids t Types can impact budget calculatins. Enter % Charged and % Effrt. Equal amunts mean the entire expense will be paid by the spnsr. % Charged is less than % Effrt, will generate cst sharing (expense that will nt be paid by the spnsr). Edit the Start Date and r End Date t either crrectly reflect Faculty Summer Mnth effrt, r remve eligible vacatin time, r accurately reflect time spent n the prject, as needed. Select Save t recalculate and save custmized. Select Calculate (lcated belw all f the persnnel entries) if yu want t see hw a changed entry impacts the budget. CeusLite Versin Jhns Hpkins University Page 51

52 3. Enter Persnnel Line Item Details Select Edit t the right f each line item t display the Line Item Details windw. (This link is labeled Details if the budget is marked cmplete r if yu are authrized t view nly.) Line Item Details windw: Reminder! Yur brwser sftware must be set t Allw Pp-ups t view this windw The fllwing fields can be mdified n the Line Item Details windw: Persnnel Line Item Detail windw is grayed ut and uneditable frm this windw. These fields are edited in tw ther windws: Descriptin and Start and End Dates: edit n Budget Perids > Persnnel Budget. Rate Types / Apply: edit n the Budget Set Up > Prpsal Rates Table. If yu ve made any edits select: Save and Apply t Current Perid r Save and Apply t Current and Later Perids, as relevant t yur prpsal If there are n edits select: Clse CeusLite Versin Jhns Hpkins University Page 52

53 F. Equipment Screen Please refer t yur spnsr guidelines, specific pprtunity instructins, and Institutinal Plicy and Prcedures fr budgeting equipment items. 1. Select Add Equipment t add individual items f equipment t the budget. Select a Type frm the drp-dwn menu. The nly Equipment budget Type is CAPITAL EQUIPMENT. Enter a Descriptin. Descriptins entered in the Capital Equipment budget line item will print n Grants.gv Detailed budget frms. Current Grants.gv equipment budgeting requires a single line item fr each equipment item and a descriptin fr each Equipment item. Enter a cst in the Funds Requested ($) field d nt use cmmas. Select Calculate t see hw this item impacts budget ttals. (Ceus will calculate autmatically upn Save.) Select Remve t delete the entry. Select Save t save yur entered budget item.. And if there are n edits, select Clse. CeusLite Versin Jhns Hpkins University Page 53

54 2. Enter Equipment Line Item Details Select Edit t the right f each line item t display the Line Item Details windw where yu can enter mre detailed infrmatin abut each line item. The fllwing fields can be mdified n the Line Item Details windw: Descriptin: Change the line item descriptin as needed. Start Date and End Date: Change if relevant r required based n the spnsr instructins. Quantity: Enter if relevant r required based n the spnsr instructins. Cst: Change as needed. Yu will see the updated amunt back n the main Equipment screen. Cst Sharing: Enter a value, if apprpriate. Refer t Spnsr Guidelines and Institutinal Plicy regarding cst sharing requirements. Apply Inflatin checkbx: Deselect this ptin if yu want t have this line item generate t all perids at the same dllar value instead f inflated by the rate n the Prpsal Rates screen. On Campus checkbx: Deselect this ptin t apply the Off Campus F&A rate. Please cnsult yur Research Administratin ffice t cmply with Institutin guidelines fr ff-campus prject eligibility. CeusLite Versin Jhns Hpkins University Page 54

55 Rate Types / Apply: Select and deselect the Apply checkbxes as needed (Nte: Equipment is exempt frm F&A, thus n calculated amunts are available t view.) The fllwing calculated csts can be viewed n the Line Item Details windw: Underrecvery Rates applicable t the Line item. Nte: Equipment is exempt frm F&A. If yu ve made any edits, select: Save and Apply t Current Perid Save and Apply t Current and Later Perids, as relevant t yur prpsal If there are n edits select: Clse Yu can add mre items and make further changes t the entries n the Equipment screen as needed. CeusLite Versin Jhns Hpkins University Page 55

56 G. Travel screen Please refer t yur spnsr guidelines, specific pprtunity instructins, and Institutinal Plicy and Prcedures fr budgeting Travel items. 1. Select Add Travel t add all f the travel csts t be included in the budget. Select a Type frm the drp-dwn menu Travel budget ptins include: Dmestic Travel Freign Travel Enter a Descriptin. Descriptins entered here d NOT print n Grants.gv frms, but are useful fr prpsal preparatin ntes and Internal Review and Apprval. Enter a cst in the Funds Requested ($) field d nt use cmmas. Select Calculate t see hw this item impacts budget ttals. (Ceus will calculate autmatically upn Save.) Select Remve t delete the entry. Select Save t save yur entered budget item.. Results after entry: CeusLite Versin Jhns Hpkins University Page 56

57 2. Enter Travel Line Item Details Select Edit t the right f each line item t display the Line Item Details windw where yu can enter mre detailed infrmatin abut each line item. The fllwing fields can be mdified n the Line Item Details windw: Descriptin: Change the line item descriptin as needed. Start Date and End Date: Change if relevant r required based n the spnsr instructins. Quantity: Enter if relevant r required based n spnsr instructins. Cst: Change as needed. Yu will see the updated amunt back n the main Travel screen. Cst Sharing: Enter a value, if apprpriate. Refer t Spnsr Guidelines and Institutinal Plicy regarding cst sharing requirements. Apply Inflatin checkbx: Deselect this ptin if yu want t have this line item generate t all perids at the same dllar value instead f inflated by the rate n the Prpsal Rates screen. On Campus checkbx: Deselect this ptin t apply the Off Campus F&A rate. Please cnsult yur Research Administratin ffice t cmply with Institutinal guidelines fr ff-campus prject eligibility. Rate Types / Apply: Select and deselect the Apply checkbxes as needed The fllwing calculated csts can be viewed n the Line Item Details windw: Underrecvery Rates applicable t the Line item. Cst and Cst Sharing amunts. If yu ve made any edits, select: Save and Apply t Current Perid Save and Apply t Current and Later Perids, as relevant t yur prpsal If there are n edits select: Clse Yu can add mre items and make further changes t the entries n the Travel screen as needed. CeusLite Versin Jhns Hpkins University Page 57

58 H. Participant/Trainee screen Please refer t yur spnsr guidelines, specific pprtunity instructins, and Institutinal Plicy and Prcedures fr budgeting Participant/Trainee expenses are nt allwable expense n sme funding mechanisms! 1. Select Add Participant/Trainee t add all f these csts t be included in the budget. Select a Type frm the drp-dwn menu. Participant/Trainee budget ptins include: Degree Seeking Pst-Dc Tuitin and Fees (n F&A applied) Stipend - Fellwship (F&A applied) Nn-Degree Seeking Pst-Dc Tuitin (n F&A applied) Trainee Travel (F&A applied) Enter a Descriptin. Descriptins entered here d NOT print n Grants.gv frms, but are useful fr prpsal preparatin ntes and Internal Review and Apprval. Enter a cst in the Funds Requested ($) field d nt use cmmas. Select Calculate t see hw this item impacts budget ttals. (Ceus will calculate autmatically upn Save.) Select Remve t delete the entry. Select Save t save yur entered budget item.. Results after entry: CeusLite Versin Jhns Hpkins University Page 58

59 2. Enter Participant/Trainee Line Item Details Select Edit t the right f each line item t display the Line Item Details windw where yu can enter mre detailed infrmatin abut each line item. The fllwing fields can be mdified n the Line Item Details windw: Descriptin: Change the line item descriptin as needed. Start Date and End Date: Change if relevant r required based n the spnsr instructins. Quantity: Enter if relevant r required based n spnsr instructins. Cst: Change as needed. Yu will see the changes n the main Participant/Trainee screen. Cst Sharing: Enter a value, if apprpriate. Refer t Spnsr Guidelines and Institutinal Plicy regarding cst sharing requirements. Apply Inflatin checkbx: Deselect this ptin if yu want t have this line item generate t all perids at the same dllar value instead f inflated by the rate n the Prpsal Rates screen. On Campus checkbx: Deselect this ptin t apply the Off Campus F&A rate. Please cnsult yur Research Administratin ffice t cmply with Institutinal guidelines fr ff-campus prject eligibility. Rate Types / Apply: Select and deselect the Apply checkbxes as needed. The fllwing calculated csts can be viewed n the Line Item Details windw: Underrecvery Rates applicable t the Line item. Cst and Cst Sharing amunts. If yu ve made any edits, select: Save and Apply t Current Perid, r Save and Apply t Current and Later Perids, as relevant t yur prpsal If there are n edits select: Clse CeusLite Versin Jhns Hpkins University Page 59

60 Yu can add mre items and make further changes t the entries n the Participant/Trainee screen as needed. Use Ceus Premium if yur prpsal includes expense line items nt shwn under Participant / Trainee in CeusLite: Ceus Premium allws yu t change the budget categry f any nn-persnnel expense, CeusLite des nt. S, in Premium yu can include any cst element and create a mre rbust Participant Expense budget. I. Other Direct Csts screen 1. Entering Csts Line Items in the Budget Please refer t yur spnsr guidelines, specific pprtunity instructins, and Institutinal Plicy and Prcedures fr budgeting prject expenses. a. Select Add Direct Csts t add all f these csts t be included in the budget. Select a Type frm the drp-dwn menu Enter a Descriptin. Descriptins entered here d NOT print n Grants.gv frms, but are useful fr prpsal preparatin ntes and Internal Review and Apprval. Enter a cst in the Funds Requested ($) field d nt use cmmas. Select Calculate t see hw this item impacts budget ttals. (Ceus will calculate autmatically upn Save.) Select Remve t delete the entry. Select Save t save yur entered budget item.. CeusLite Versin Jhns Hpkins University Page 60

61 Results after entries: b. Enter Direct Cst Line Item Details Select Edit t the right f each line item t display the Line Item Details windw where yu can enter mre detailed infrmatin abut each line item. The fllwing fields can be mdified n the Line Item Details windw: Descriptin: Change the line item descriptin as needed. Start Date and End Date: Change if relevant r required based n the spnsr instructins. Quantity: Enter if relevant r required based n spnsr instructins. Cst: Change as needed. Yu will see the changes n the main Other Direct Csts screen. Cst Sharing: Enter a value, if apprpriate. Refer t Spnsr Guidelines and Institutinal Plicy regarding cst sharing requirements. Apply Inflatin checkbx: Deselect this ptin if yu want t have this line item generate t all perids at the same dllar value instead f inflated by the rate n the Prpsal Rates screen. On Campus checkbx: Deselect this ptin t apply the Off Campus F&A rate. Please cnsult yur Research Administratin ffice t cmply with Institutinal guidelines fr ff-campus prject eligibility. Rate Types / Apply: Select and deselect the Apply checkbxes as needed. The fllwing calculated csts can be viewed n the Line Item Details windw: CeusLite Versin Jhns Hpkins University Page 61

62 Underrecvery Rates applicable t the Line item. Cst and Cst Sharing amunts. If yu ve made any edits, select: Save and Apply t Current Perid Save and Apply t Current and Later Perids, as relevant t yur prpsal If there are n edits select: Clse Yu can add mre items and make further changes t the entries n the Other Direct Csts screen as needed. 2. Other Budgeting Features a. Cst Sharing Please review the apprpriateness and administrative plicy f cst sharing with yur Research Administratin Office. If yu need t express cst sharing n a specific line item in the Budget Perids screens f yur budget (Equipment, Travel, Participant/Trainee, r Other Direct Csts): Select Edit t pen that item s Line Item Details windw Enter the dllar value f the funding cmmitment in the Cst Sharing field. Select Save and Apply t Current Perid r Save and Apply t Current and Later Perids, as relevant t yur prpsal r, Clse if yu decide nt t make an entry. The amunt f the cst sharing will als be updated in the Perid Ttals header and Budget Ttals sectin f the Budget Summary screen. Result after entry: CeusLite Versin Jhns Hpkins University Page 62

63 b. Underrecvery Ceus will autmatically calculate underrecvery when F&A and/r Fringe Benefit rates ther than ur negtiated rates are used. If underrecvery shuld be applied t yur ENTIRE prject budget, nt just a specific line item, yu shuld adjust the apprpriate Rate(s) applied in the Prpsal Rates screen and/r the Overhead Rate Type and Underrecvery Rate Type n the Budget Summary screen. If yu need t express underrecvery n a specific line item in the Budget Perids screens f yur budget (Persnnel, Equipment, Travel, Participant/Trainee, r Other Direct Csts): Select Edit t pen that item s Line Item Details windw Deselect the apprpriate Rate Types - Apply checkbxes frm the Rates Applicable t the Line Item, in the bttm sectin f the Line Items Detail windw. Click Save and Apply t Current Perid r Save and Apply t Current and Later Perids, as relevant t yur prpsal, befre clsing this windw. The amunt f the underrecvery will als be updated in the Budget Ttals sectin f the Budget Summary screen. Result f unchecked Apply MTDC Rate: CeusLite Versin Jhns Hpkins University Page 63

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65 J. Generate All Perids frm yur Detailed Perid 1 Budget Changes in the Inflatin rates will nt be update t generated budgets. S, prir t using Generate All Perids, edit Prpsal Rates>Inflatin Rates, if necessary. Or, cnsider deselecting the Apply Inflatin checkbx n specific line items instead f entire categries in the Rates, if this is mre apprpriate fr yur prpsal budget. Cmplete any Perid 1 recurring expenses required fr yur budget and then use the Generate All Perids feature t calculate all budget perids fr yur prpsal. Generally, Line Items that d nt appear in every Perid, are nt include it in Perid 1 prir t Selecting Generate All Perids. Rather, yu may simplify the edit prcess by adding thse Line Items after Selecting Generate All Perids. The Generate All Perids ptin n the Budget navigatin menu will disappear after applicatin. Once the budget perids are generated, yu cannt und the prcess. Yu can manipulate the data in each budget perid t alter the results (see the sectin Adjust by Perid), r yu can create a new budget versin (see the sectin Budget Versins: Create Alternate Versins f yur Budget). Ceus uses the Budget Perid start and end dates, inflatin percentages and ther rates frm the Prpsal Rates screen, and the line item csts entered in the Budget Perid screens t calculate expenses and generate each budget perid. Prir t using Generate All Perids, fllw the steps belw t review yur budget entries. 1. Preview All Budget Expenses Befre using the Generate All Perids functin, preview yur budget entries in all categries by printing a reprt. Click Print n the Budget menu. Frm the Prpsal Print screen, click Budget Summary by Perid. A new brwser windw will pen t display the Internal Budget Summary view f yur budget, by perid, in a PDF frmat. This cmplete budget will display by Categry and Spnsr Budget Grup. Persnnel, by name, will print ut with Start and End dates, Fringe Rates applied (if apprpriate), Fringe Benefit csts (if apprpriate), and Salaries & Wages. Descriptins entered fr all budget line items will print n this Summary frm. The Calculatin Methdlgy page f the summary lists any items excluded frm the F&A base csts requested, the F&A rates and bases applied the Emplyee Benefit rates and bases, and Vacatin Accrual Rates and bases. CeusLite Versin Jhns Hpkins University Page 65

66 This is the budget frmat displayed during the CeusLite Prpsal Apprval prcess. Many campus apprvers evaluate this cmprehensive view f the budget in their review prcess. Yu can print and/r save this PDF file fr distributin by r hardcpy t prpsal participants fr their review. CeusLite Versin Jhns Hpkins University Page 66

67 2. Navigate t Generate all Perids Select Generate All Perids n the menu. This will start a prcess which will use all f the Perid 1 line items t create details fr subsequent perids. a. A warning screen will appear t alert yu f the ne-time-use per budget f the Generate ptin. Click Generate Perids n this screen t cntinue. b. A cnfirmatin screen will display upn cmpletin. c. When yu return t view the Budget Perids screens f yur budget (Persnnel, Equipment, Travel, Participant/Trainee, r Other Direct Csts), the additinal perids will be displayed as tabs. 3: Adjust budget by perid T review and edit budget line items, Select the Budget Categry (Persnnel Budget, Equipment, Travel, etc.), then select the Budget Perid. Yu can edit, remve r add line items as apprpriate fr yur prject requirements. Fr example: Add and remve Persnnel Adjust Persnnel effrt, r perid f perfrmance Add r remve expense line items Adjust csts generated n line items CeusLite Versin Jhns Hpkins University Page 67

68 K. (new) Subaward Budgeting Generate All Perids must be cmpleted befre Subaward budgeting can be executed. Autmatic Subaward budgeting with uplad f RR Budget Frm. CeusLite and Premium nw: 1) autmatically extract Subawardee s Direct and Indirect csts frm RR Budget Frm, 2) allcate thse csts t the crrect JHU Cst Elements, and 3) calculate the JHU Indirect Cst. (1) Open: budget in edit mde. (2) Cmplete: Budget Set Up. (3) Edit: All perids must be present in the budget. If yu are uplading the RR Subaward Budget first, simply add a single Cst Element t Perid 1 as a placehlder, n dllars need t be budgeted. Generate All Perids. Then, after cmpleting the subaward steps belw, merely delete this initial cst element placehlder frm each Budget Perid. (4) Open: Sub Award Budget windw: CeusLite Versin Jhns Hpkins University Page 68

69 (5) Select: Add Subaward. (6) Enter: Institutin s Name. (7) Brwse/Uplad: RR Budget Frm. (8) Save. (9) View: full Uplad histry. (10) View: budget data extracted frm the RR Budget frm. (11) Ceus will autmatically allcate Subawardee s budget t crrect JHU cst elements. CeusLite Versin Jhns Hpkins University Page 69

70 (12) And, Ceus will calculate the JHU Indirect Cst (13) Shuld yur prpsal require a different Subaward Cst Element structure, perhaps ne that des nt permit a JHU F&A charge, ceus-help@jhu.edu fr guidance. CeusLite Versin Jhns Hpkins University Page 70

71 L. Budget Summary Screen On this screen, yu can review yur prject csts: direct and indirect csts (ttals and by prject perid), number f Mnths per perid, underrecvery, cst sharing (ttals and by prject perid), and ttal csts (ttal and by prject perid). Be sure t review the OverHead Rate Type and Underrecvery Rate Type applied fr this prpsal. If yu feel yu need t change the rate types, please cnfirm this first with yur Research Administratin ffice fr apprpriateness. Things yu can mdify n the Budget Summary Screen: Change the Budget Status drp-dwn t Cmplete nce yu have cmpleted the budget (this can als be dne n the Budget Versins screen). Select the Final checkbx t transmit this budget t the spnsr (this can als be dne n the Budget Versins screen). Select the Mdular Budget checkbx if this budget will be an NIH Mdular budget. Un-Select the Submit Cst Sharing checkbx if yu DO NOT want cst sharing t be printed n Grants.gv frms, r therwise submitted t spnsr. That is, leave the checkbx checked (it is checked by default) and Ceus will transmit cst sharing amunts generated in the budget. Select the On/Off campus ptin t verride the cst element verhead mapping. Select Off t have Ceus apply the maintained Off Campus Overhead rates t all the budgeted cst elements, despite the cst element descriptin f On Campus. Select On t have Ceus apply the maintained On Campus Overhead rates t all budgeted cst elements, despite the cst element descriptin f Off Campus. Select Default t have Ceus apply the maintained OH rate fr that cst element. Default allw fr the inclusin f bth On- and Off-campus rates in the budget. Enter Residual Funds (refer t spnsr guidelines fr requirement definitins). CeusLite Versin Jhns Hpkins University Page 71

72 Enter a Ttal Cst Limit (fr reference purpses nly this will NOT restrict yur budget). Change the Over Head Rate Type and/r Underrecvery Rate Type. Enter text in the Cmments field t make ntes abut this budget. Once yu have cmpleted yur changes t this screen, Select Save. M. Budget Versins Screen a. Create Alternate Versins f yur Budget This screen displays a summary f all budget versins created in the prpsal. If yu have created mre than ne versin f the budget, yu must click Open t the right f the budget versin yu want t access. Things yu can d n the Budget Versins Screen: Read the descriptive Cmment yu previusly added t each Budget Versin n the Budget Summary screen. Change the Budget Status f a selected versin t Cmplete r Incmplete (yu cannt edit a budget marked Cmplete). Select r deselect the Final status checkbx. Yu must d this either n this screen r n the Budget Summary screen prir t ruting fr apprval. Select Open t navigate t the Budget details f a particular versin. Select Cpy t create an alternate budget scenari Frm the selected Budget versin yu can chse t cpy Perid 1, r all perids. Select Add New Versin t create a brand new blank budget. Once yu have cmpleted yur changes t this screen, select. Once yu have mre than ne versin f the budget, yu will always be brught t this screen when yu navigate t Budget. Yu must click Open t the right f the budget versin yu want t access. CeusLite Versin Jhns Hpkins University Page 72

73 Ceus Lite and Mdular Budgets (NIH ONLY) Currently Mdular budgets are a submissin ptin fr certain NIH pprtunities ONLY. Review the specific funding pprtunity t determine if Mdular budgeting is an ptin r a requirement, as well as the mdule limits per budget perid. Nte n Mdular Budgets (NIH): Even if yu are required t submit nly a Mdular budget (and nt a detailed budget) t NIH, creating a detailed budget will assist yu by ppulating the Mdular Budget frm. A Ceus detailed budget calculates indirect csts, which are required fr these frms and can ppulate yur calculated indirect csts t the Mdular Budget screen, making finalizing yur budget much quicker. Yu have 2 ptins fr prviding this detailed budget in additin t the Mdular budget: 1. Yu can create the detailed budget in CeusLite and cnvert it t a Mdular frmat. OR If yu prepared a Detailed budget in Ceus, use the Sync with Detailed Budget functin t have Ceus cnvert the required details int a Mdular budget (clsest $25,000 mdule int the Direct Cst Less Cnsrtium F&A field, Cnsrtium F&A, and Indirect Cst details). Yu can then manually adjust the mdule amunts suggested by Ceus as needed. 2. Create a detailed budget utside f CeusLite and manually create a Mdular budget. If yur Research Administratin ffice allws this, create an external supprting budget in the prgram f yur chice, and uplad it n the Uplad Attachments screen in the Uplad Institutinal Attachments tab t assist reviewers during internal review. T then create the Mdular budget; manually enter the required details in the Mdular Budget screen in rder t ppulate the mandatry frms. Yu must select the Mdular Budget ptin n the Budget Summary screen in rder fr Ceus t ppulate yur Mdular budget infrmatin n the Grants.gv PHS Mdular Budget Frm. CeusLite Versin Jhns Hpkins University Page 73

74 N. Mdular Budget Screen 1. With a Final Ceus detailed budget marked Mdular n the Budget Summary screen, pen the Mdular Budget screen t sync the data fr Direct Csts, Cnsrtium F&A (subcntractrs), and Indirect Csts data fr the PHS frm. a. Select Mdular Budget n the Budget menu b. Select Sync with Detailed Budget c. Select OK when the cnfirmatin windw pens. CeusLite Versin Jhns Hpkins University Page 74

75 Review the data defaulted in each f the Perid tabs. If the estimated csts are nt accurate, edit the entry in the Direct Cst less Cnsrtium F&A field t reflect the apprpriate number f $25,000 mdules. Als, yu may need t edit the entries fr IDC Base and Funds requested t match the number f mdules yu are requesting. d. Select Save CeusLite Versin Jhns Hpkins University Page 75

76 2. If yu have NOT prepared a detailed budget in Ceus, yu must manually enter the required csts in the Mdular Budget screen. (Yu must still check the Mdular ptin n the Budget Summary screen.) Fr Perid 1: a. Select Mdular Budget. b. Enter the Direct Cst less Cnsrtium F&A amunt. c. Enter Cnsrtium F&A csts (if any). d. Select Add Indirect Cst t create an entry line fr the Indirect Cst data. Enter Indirect Cst Type: MTDC, r as apprpriate fr yu institutin. Enter IDC Rate (%) field expressed as a percentage enter whle numbers. Enter IDC Base (frm yur nn-ceus Detailed budget). Enter Funds Requested ($). e. Select Save. f. Repeat entries as needed fr all remaining perids by clicking the Perid 2 tab, Perid 3 tab, etc. g. Review the Cumulative screen t cnfirm ttals. CeusLite Versin Jhns Hpkins University Page 76

77 O. Cst Sharing Distributin (check with yur Research Administratin ffice fr business prcess). Select Cst Sharing Distributin frm the left Navigatin bar. If Cst Sharing cmmitments have been generated in the budget perids, the amunts will be displayed in the Ttal Cst Sharing Amunt panel. Use the Cst Sharing Distributin List panel t identify the surce(s) f funding supprt fr the cmmitment. The initial list will be generated with a line fr each fiscal year a cst sharing cmmitment exits, but additinal lines can be added t have multiple surces fr each fiscal year. Enter the Surce Accunt Cde fr each Fiscal Year Cmmitment. If needed, use Add Cst Sharing Distributin t generate a new entry line. Enter a Fiscal Year, Percent (ptinal), Amunt, and Surce Accunt Cde. Use Remve t delete an unnecessary entry line. Select Save This view depicts a single Surce Accunt entered fr each fiscal year: CeusLite Versin Jhns Hpkins University Page 77

78 P. Under Recvery Distributin (check with yur Research Administratin ffice fr business prcess) Select Under Recvery Distributin frm the left Navigatin bar. If Under Recvery cmmitments have been generated in the budget perids, the amunts will be displayed in the Under Recvery Amunt panel. Use the Under Recvery Distributin List panel t identify the surce(s) f funding supprt fr the cmmitment. The initial list will be generated with a line fr each fiscal year where a cmmitment exits, but additinal lines can be added t have multiple surces fr each fiscal year. Enter the Rates fr each Fiscal Year, Select On r Off Campus, Amunt, and Surce Accunt Cde. If there are n Off Campus expenses, remve thse lines frm the panel. If needed, use Add Under Recvery Distributin t generate a new entry line. Enter a Rate, Fiscal Year, On/Off Campus, Amunt, and Surce Accunt Cde. Use Remve t delete an unnecessary entry line. Select Save CeusLite Versin Jhns Hpkins University Page 78

79 Q. Prject Incme Review the spnsr prgram annuncement and spnsr guidelines fr specific instructins regarding the handling f Prject Incme in yur submissin. T enter Prject Incme in yur budget: 1. Select Prject Incme 2. Select Add Prject Incme. 3. Select the Perid frm the drp-dwn menu. 4. Enter the Incme funds. 5. Enter a Descriptin. 6. If yu need t enter a mre detailed descriptin f the Incme funds, select View t the right f the line item and enter yur cmments. 7. Select Remve t delete the entry. 8. Select Save. Repeat fr each perid with Prject Incme t reprt. CeusLite Versin Jhns Hpkins University Page 79

80 R. Perfrm Budget Validatins New in Release 4.4 is the ability t execute validatins rules within a Ceus budget. Validatin rules are being develped by O.R.I.S t allw users t manually perfrm the validatins prir t finalizing the budget. These validatins will be autmatically run, alng with prpsal validatins, when the prpsal is submitted t fr apprval ruting. The Budget Validatin permits the user t fix budget errrs while in the prpsal budget. Budget Validatin Errrs: If a prpsal budget fails a validatin rule, a red errr ntice is presented t the user. The Department (unit) where the rule is applied appears in the alert text, as validatin rules can be applied at any level in the hierarchy. The text frm the validatin rule s User Message shuld be specific as the budget cannt be marked Cmplete until the budget can pass the validatin. If mre than ne budget validatin rule failed, all user messages will be presented with a red Errr heading. Budget Validatin Warnings: Validatin Warnings are presented under a blue validatin ntice. The Department (unit) where the rule is applied appears, as validatin rules can be applied at any level in the hierarchy. Warning messages d nt keep a budget frm being marked Cmplete. If mre than ne budget validatin warning was triggered, all user messages will be presented with a blue Warning heading. CeusLite Versin Jhns Hpkins University Page 80

81 S. Finalize Yur Budget Befre submitting a prpsal fr apprval ruting, yu must mark yur budget as Final and Cmplete. Navigate t the Budget Summary screen. Select the Final checkbx t mark this versin f the budget as Final. (Nte: this indicates that nly this versin f the budget will be transmitted t the spnsr.) Yu can als indicate this Final status n the Budget Versins screen. Select the Mdular Budget check bx if yu are submitting this budget as Mdular t NIH ONLY. Fr Mdular budget, yu must als select the INCLUDE checkbx n the PHS398 Mdular Budget frm n the Grants.gv screen t validate and transmit the mdular budget with yur prpsal. Select Cmplete frm the Budget Status drp-dwn menu. Select Save. Navigate t Return t Prpsal. CeusLite Versin Jhns Hpkins University Page 81

82 EXERCISE CAUTION WHEN ENTERING TEXT int COEUS: ONLY USE: letters (uppercase r lwercase A-Z, a-z), numbers (0-9), underscre (_). NEVER USE: Special characters (like: /, &, -, *, %, # ). These will cause fatal errrs in transmissin t Grants.gv and ptential errrs in Ceus validatin. File names lnger than 50 characters. 17. Overview - Uplad Attachments Select Uplad Attachments screen. Attachments that g t Spnsr Attachments pertaining t persns Attachments fr JHU apprvers CeusLite Versin Jhns Hpkins University Page 82

83 There are three (3) areas where files can be upladed: Uplad Prpsal Attachments Uplad Persnnel Attachments Uplad Institutinal Attachments These dcuments r files are required as defined by the spnsr pprtunity instructins and their general submissin guidelines. Ceus cntains a small number f basic Narrative/Attachment Types. Hwever, t display all Types required fr Grants.gv submissins, an pprtunity must already have been selected in General Inf. The Prpsal must be cnnected t Grants.gv. These are persn-specific files (bisketch, current & pending, etc.) Institutinal attachments d nt get submitted t the spnsr. Prpsals t be submitted thrugh Grants.gv must be linked t their spnsr s pprtunity using the Grants.gv befre yu begin t uplad attachments. This linking prcess imprts int yur Ceus prpsal the frm-specific attachment types required by the funding pprtunity. Fr Prpsal Attachments: Ceus will filter the narrative types and present nly thse relevant t yur submissin. Thugh mst Attachment Types are restricted by spnsrs, and by Ceus, t a single use per prpsal, several Types may be used multiple times, including (but nt limited t): Other, Additinal_Key_Persns, and Additinal_Equipment. When using ne Attachment Type multiple times, each attachment must cntain a unique Descriptin. A. Uplad Prpsal Attachment: Result: The file is added t List f Prpsal Attachments. CeusLite Versin Jhns Hpkins University Page 83

84 NOTE: If a Narrative is refreshed while the prpsal is in Apprval In Prgress status, an message will be sent t all prpsal apprvers that a file has been updated (the mdule number will be identified). B. Uplad Persnnel Attachment: CeusLite Versin Jhns Hpkins University Page 84

85 C. Uplad Institutinal Attachment: Attachments nt t be sent t spnsr, nly viewed by ORA and prpsal apprvers, shuld be upladed under this tab. 18. Submit fr Apprval Select Submit fr Apprval when the prpsal is cmplete (i.e., checked and validated) t begin ruting fr internal apprval. The prpsal must be cmplete fr this prcess t begin. If it is nt, Ceus will alert yu t the nn-cmpliant sectins (i.e. Yes/N Questins unanswered, budget nt marked final, etc.) Befre yu try t submit: Finalize yur prpsal: Use Ceus Premium if yu want t see the Ruting Map fr yur prpsal BEFORE Submit fr Apprval: - Premium allws yu t preview the apprver map as yu build yur prpsal. Mark yur budget as Final and Cmplete n the Budget Summary screen Navigate t the Grants.gv screen and select Validate; Respnd t any errrs displayed make the necessary crrectins. Make sure that yu cmplete the PI Certificatin fr each investigatr. CeusLite Versin Jhns Hpkins University Page 85

86 19. Delete Prpsal Select Delete Prpsal t initiate deletin f the prpsal develpment recrd yu currently have pened. Prpsal must be in Status f In Prgress t be deleted. This actin will permanently delete the entire prpsal. The Delete Prpsal ptin nly appears in Prpsals when yu have been assigned the rles f Aggregatr r Mdify All Dev Prpsals. 20. Cpy Prpsal Prpsal cpying was designed fr speedy respnse in tw submissin events: 1) Grants.gv Change/Crrected resubmits. 2) Sending an identical prpsal t multiple spnsrs. Cpying fr any ther purpse can cause yu prblems. Study these ntes carefully. T avid prblems in cpied prpsals, when cpying fr ther purpses: 1) Immediately remve the Grants.gv link by deleting in the Grants.gv windw. 2) D nt cpy the Budget, if the Prject Dates will change. 3) D nt cpy the Attachments, if the science will change. 4) D nt cpy the Questinnaires, if the prject will change. If yu must cpy the Budget: 1) Immediately Sync Budget Rates. 2) Cnsider creating a new Budget Versin, rather than editing cpied versin. 3) If yu must edit a cpied budget Versin: a. Immediately Adjust Budget Perids, bundaries. b. Delete cpied Budget Persns wh will nt be used. If yu must cpy the Questinnaires: 1) Make sure yu have ORIS s latest Questin-set. 2) Edit every questin t cnfrm t new prject requirements. CeusLite Versin Jhns Hpkins University Page 86

87 Much Prpsal Detail is cpied autmatically Grants.gv link is always cpied Read cautins n preceding page Send Ntificatins frm yur prpsal Navigate t Select Add Emplyee t search fr Ceus Users frm the SAP HR system. Select Add Nn Emplyee t search the Ceus Rldex. Select Add Rle t select a pre-defined apprver n yur Ruting Map. Select CeusLite Versin Jhns Hpkins University Page 87

88 22. Add New Rldex Entry The Rldex is used t maintain Ceus-ready data n cllabratrs frm ther universities r research rganizatins, cnsultants, etc., fr peple yu want t include in yur prpsals. Once a Ceus rldex entry has been created, it stays in the database and is available fr quick and easy entry in any prpsal. Rldex entries cannt be edited nce that are used in, linked t, a Ceus prpsal develpment recrd. Enter the required fields: The fllwing fields must be cmpleted fr Grants.gv submissins: ONLY use letters (uppercase r lwercase A-Z, a-z), numbers (0-9), hyphens (-) and underscre (_). NEVER use special characters (like / r umlaut ü) will cause an errr in transmissin t Grants.gv. Name (Last and First), Address Line 1 (street address n the first line; ther lines are ptinal), City, State, Pstal Cde, Cuntry, Phne, . Select Save After saving, yu ll be prvided with the new Rldex ID: 23. Request New Spnsr Select Request New Spnsr t submit a request directly t Spnsred Prjects Shared Services fr the creatin f a new spnsr. See Appendix E fr descriptin f this Webfrm. CeusLite Versin Jhns Hpkins University Page 88

89 24. Shw Apprval Ruting Apprval Ruting can be viewed after Prpsal has been submitted fr apprval, has the Status f Apprval In Prgress. Select Apprval Ruting The ruting path fr the prpsal is displayed, with the apprval status displayed. Select Hierarchy t see the Apprval Map Hierarchy view. CeusLite Versin Jhns Hpkins University Page 89

90 CeusLite Versin Jhns Hpkins University Page 90

91 25. Examine Grants.Gv Submissin Details status Lcate the submitted Ceus prpsal in My Prpsals Select Grants.gv Select Refresh frm ptins at the bttm f this screen t update the data Items n this screen: Received Date: Last Mdified Date: Submissin Status: Grants Tracking Id: Agency Tracking Id: Ntes: Attachments: This is timestamp fr yur submittal being prcessed int Grants.gv. This displays the mst recent refresh timestamp. Ceus refreshes submittals n an nging basis until the submissin prcess is cmplete. Users can refresh manually. Data prvided back by Grants.gv. Nt all spnsr supply data back via Grants.gv. The Grants.gv tracking number. Agency-assigned tracking number nt all agencies prvide data back via Grants.gv. Infrmatin prvided by Grants.gv. List f all upladed dcuments submitted. CeusLite Versin Jhns Hpkins University Page 91

92 Budgeting Appendix A: What must be cmpleted in Ceus Premium? 1) Remve Inflatin frm a budgeted psitin while inflating ther line items in the budget. a) Example: psitin under the NIH Salary Cap. 2) Add a senir persn TBA psitin in an NIH Grants.gv submissin. SF 424 des nt permit TBA psitins in RR Budget Sectin A, they must appear in Sectin B. S, the default Faculty Cst Element/Line Item Budget Categry f Senir Persnnel must be changed t Other Prfessinals. Only Premium allws changing cst element budget categries. 3) Prpsal Hierarchy, create r link t Parent - Yur prpsal requires mre than ne F&A Rate (IDC Rate). a) Example: K99/R01 Training Grant. 4) Sync Budget by Perid - Yu knw yu ll have a cmplex budget and need these tls: a) Sync yur perid csts t a perid cst limit. b) Sync yur perid csts t a direct cst limit. c) Display custmizable views f yur Ceus budget; e.g. display a cst-sharing clumn fr each line item. d) Yu prefer t budget by cst element (nt by budget categry). e) Yu want t see all expense line items in ne screen while budgeting. f) Yu have predefined, exact persnnel cst ttals that must appear by categry, nt by persn. 5) Cmplex list f Participant/Trainee expense items: a) Example: NSF REU & REI supplements. Prpsal Develpment 1) Enter Citizenship fr a Prpsal Persn: a) Example: NIH Fellwship & Career Develpment frms. 2) Re-rder Prpsal Persnnel - change the rder in which prpsal persnnel are listed in the RR Key Persn (Expanded) frm. 3) See the Ruting Map BEFORE Submit prpsal fr Apprval. CeusLite Versin Jhns Hpkins University Page 92

93 Getting Help fr Ceus Appendix B: Tips T cntact yur lcal Ceus help center send an t ceus-help@exchange.jhnshpkins.edu. In the subject line the Prpsal Develpment recrds yu are wrking n and whether yu are wrking in Premium r CeusLite. Remving a Lck n Ceus Recrd: CeusLite will, by default, pen yur prpsal develpment recrd in Edit (Mdify Mde). Hwever, if yu find that yur pened recrd is uneditable (drpdwn menus d nt display and data fields are grayed ut), then yu have been lcked ut f the Ceus database. Fllw these steps t Remve the lck and resume editing yur prpsal: Select Current Lcks in the CeusLite header, under yur User: Name: Select Remve t the right f yur user Name in the Current Lcks windw: Select Yes t the questin: Select Prpsals In Prgress: Then, re-pen yur prpsal frm the Prpsal List. What N Special Characters Mean? Thrughut this guide are warning statements abut n special characters, meaning that n accented letters (such as ü) r symbls can be used. When yu see the n special characters warning, the nly characters that can be used are: Uppercase letters: A t Z Lwercase letters: a t z Numbers: 0 t 9 Underscre: _ Hyphen: - Remember spaces are special characters! Delete spaces in file names and descriptins, r replace them with underscres r hyphens. CeusLite Versin Jhns Hpkins University Page 93