Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali...

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Transcript of Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali...

Page 1: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Kuali CoeusAward Module

Kuali.Colostate.edu

Page 2: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Agenda• Introduction to Kuali Coeus

– Kuali Foundation– Strategy– Timeline

• PAIS – Brief Overview (Demographics, Billing, Budget)• Kuali Coeus Award Demo

– Terminology & Navigation– Error Messages– Award entry basics– Award budget– Account management (award hierarchy, award time & money, medusa)

Page 3: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Introduction to Kuali CoeusKuali 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 is an Electronic Research Administration system developed by the Massachusetts Institute of Technology (MIT)

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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.

Page 5: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Strategy

Replace the current Research Management System. Proposal Approval and Support System (PASS) and the Sponsored Programs award management system (PAIS, RPS, PBS) with Kuali Coeus.

Page 6: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

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Page 8: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

PAIS Demographics

Page 9: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

PAIS Billing

Page 10: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

PAIS Budget

Page 11: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Award ModuleThe Award Module maintains information on awards including:

• A complete history of changes made to an award from notice through closeout

• Contact information

• Reporting requirements (financial, technical, property, patents)

• Terms and conditions

• Special reviews (animals, human subjects, biohazards, etc.)

• Payment and invoice data

• Award budget

Page 12: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Award Module

• Will replace the current Sponsored Programs award management system (PAIS)

• Data pre-populated from Kuali Coeus Institutional Proposal record

• Data maintained by Sponsored Programs staff

• Departments will have access to view award data

• Kuali Coeus Award Kuali Financial System (KFS)

Page 13: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Award ModuleTerminology and Navigation

Main Menu

Tabs

Panels

Sub Panels

Page 14: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Error Messages

Page 15: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Live Demo

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Payment & Invoices

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Reports

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Reports

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Budget Versions

Page 20: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Budget Versions

Page 21: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Time & Money

Page 22: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Time & MoneyEasily distinguish between anticipated funds (the amount of money expected for entire project) and obligated funds (the amount currently available for spending), and how those amounts change over time.

Award Hierarchy: Used to group related cost accounts for tracking and reporting purposes.

Page 23: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Time & MoneyAdd dollars from a sponsor or transfer dollars between accounts within the award hierarchy.

Move $2,000 from one account to another

Page 24: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Time & MoneyHistory

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MedusaTie it all Together

Page 26: Kuali Coeus Award Module Kuali.Colostate.edu. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics,

Questions?