kuali days / november 2007 tempe, arizona. kuali research administration proposal budget module...
TRANSCRIPT
Kuali Days / November 2007Tempe, Arizona
Kuali Research AdministrationProposal Budget Module
Presented by:Rhonda Dwyer, The University of Arizona
Lisa Oliva, Michigan State University
Co-Leads
Introduction
• Module timeline and current participating partners
• System highlights • Detailed review of functionality & system
layout:– Proposal Development– Budget Development
• Q & A
Kuali Process Flow
Proposal Budget Module Timeline
• Proposal Development
• Budget Development
• Scheduled for KRA Release 1 – April 2008 QA Period– July 2008 Deployment
CurrentParticipating Partners
• The University of Arizona• Colorado State University• Cornell University• Indiana University• MIT – Coeus Contributor • Michigan State University
Highlights of KRA Proposal Budget
• Functionality is Based on MIT’s Coeus System
• Captures all Application & Internal Information• Detailed Budget • Electronic Routing• Grants.gov S2S Capabilities• Data Validation & Streamlining• Information Link with other Kuali Modules• Electronic Record Keeping
Proposal Development
KRA Portal – Main Page
KRA Portal – My Stuff
Proposal Main Page
Sponsor & Organization Info
Open bookicons represent
additional table infothat gets linked to the proposal
Examples of Supporting Tables:Sponsor Data
Supporting Tables:Organizational Data
Information is already stored
Reduces
data entry
Supporting Tables:Organization Data cont.
Reduces administrative review time
Delivery Info & Keywords
Key Personnel Page
Investigator Person DetailsData is pulled
in fromPerson Table(which comes
from HR system)
Credit Split
Special Review
Information can be linked to IRB Module
Custom Data
UnderConstruction
Questionnaire
UnderConstruction
Permissions Page
Rights & Roles Available
• Aggregator – Granted full access rights– Answers certification questions– Assigns all other rights/roles– Submits proposal into routing– Proposal Creator is automatically given the role
of Aggregator– Additional Aggregators can be designated
• Budget Creator – Modifies budget & proposal details– Can view narrative & attachments
Rights & Roles cont.
• Narrative Writer – Modifies narrative & proposal details– Can view budget
• Viewer– Can view budget, proposal details & narrative
• Approver – Can view budget, proposal details & narrative– Approves document once in routing
Attachments - Proposal
Attachments -Personnel & Institutional
Text Abstracts & Notes
Grants.gov Highlights
• Can perform Opportunity search directly through KRA
• System reads the Opportunity schema to know what data elements & forms are required
• Data validation is performed prior to submission• Electronic submission to Grants.gov (S2S)• .XML images of Grants.gov forms are created • Application status details are transmitted back to
KRA after submission
Grants.gov Page
Proposal Actions
Data Validation Highlights
• Data is validated at three levels:– Hard errors that prevent submission into routing– Hard errors that prevent submission into Grants.gov– Soft warning errors that alert users to possible
problems, but do not prevent submission
• System will display messages and then redirect the user back to the location of the invalid data element
Data Validation
Print & Copy Functions
Ad-Hoc Routing
Route Log – Workflow
KFS Example
UnderConstruction
Budget Development
Budget Highlights
• Specific role for budget creation• Budget detail maps to Grants.gov• Budget detail flows through to KRA Awards Module • Institutional rates applied automatically• Key data elements brought forth from the proposal
section • Multiple budget creation functionality• Total cost and period cost limit functionality• Modular budget functionality• Calculates the total cost of research
Budget Versions
Budget Summary
Budget Rates – Institutional tables
Budget Rates
Budget Rates - continued
Budget Rates - continued
Budget Rates - continued
Budget - Personnel
Budget – Expenses Overview
Budget – Expenses Personnel
Budget – Expenses Personnel
Budget – Expenses Equipment
Totals
Budget – Distribution & Income: Cost Sharing
Budget – Unrecovered F&A and Project Income
Budget – Modular UnderConstructio
n
Proposal Hierarchy UnderConstructio
n
Budget – Actions UnderConstructio
n
Proposal Development & Budget Module: Summary
• Based on MIT’s Coeus System• Web-based with enhanced UI• Grants.gov S2S Capabilities• Data elements flow through within and
between KRA modules• Detailed budget capabilities• Enhanced workflow (utilizes Kuali
Workflow Engine)
Questions
Presenters will be in the lab directly following this presentation.