Kuali CoeusAward Module

Kuali.Colostate.edu

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)

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)

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.

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.

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Implementation

Infrastructure

Integration

Migration

Quality Assurance

Training

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PAIS Demographics

PAIS Billing

PAIS Budget

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

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)

Award ModuleTerminology and Navigation

Main Menu

Tabs

Panels

Sub Panels

Error Messages

Live Demo

Payment & Invoices

Reports

Reports

Budget Versions

Budget Versions

Time & Money

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.

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

Move $2,000 from one account to another

Time & MoneyHistory

MedusaTie it all Together

Questions?