1. Kuali Coeus Award Module Kuali.Colostate.edu

2. 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)

3. Introduction to Kuali Coeus
Kuali 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)

4. 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.

5. 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.

6. May 2010 June 2010 July 2010 August 2010 September 2010 October 2010
November 2010
December 2010
January 2011
February 2011
March 2011
April 2011
May 2011
June 2011
July 2011
August 2011
September 2011
October 2011
Implementation
Go Live Awards
Infrastructure
Go Live Proposal
Integration
Migration
Rice Dev.
Rice Test
Quality Assurance
Training

8. PAIS Demographics

9. PAIS Billing

10. PAIS Budget

11. Award Module
The 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

12. 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)

13. Terminology and Navigation
Award Module
Terminology and Navigation
Main Menu
Tabs
Panels
Sub Panels

14. Error Messages

15. Live Demo

16. Payment & Invoices

17. Reports

18. Reports

19. Budget Versions

20. Budget Versions

21. Time & Money

22. Time & Money
Easily 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.

23. Time & Money
Add dollars from a sponsor or transfer dollars between accounts within the award hierarchy.
Move $2,000 from one account to another

24. Time & Money History

25. Medusa Tie it all Together

26. Questions?