2 Agenda Introduction to Kuali Coeus Kuali FoundationStrategyTimelinePAIS – Brief Overview (Demographics, Billing, Budget)Kuali Coeus Award DemoTerminology & NavigationError MessagesAward entry basicsAward budgetAccount 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 FoundationThe 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 2010December 2010January 2011February 2011March 2011April 2011May 2011June 2011July 2011August 2011September 2011October 2011ImplementationGo Live AwardsInfrastructureGo Live ProposalIntegrationMigrationRice Dev.Rice TestQuality AssuranceTraining
11 Award ModuleThe Award Module maintains information on awards including:A complete history of changes made to an award from notice through closeoutContact informationReporting requirements (financial, technical, property, patents)Terms and conditionsSpecial reviews (animals, human subjects, biohazards, etc.)Payment and invoice dataAward budget
12 Award ModuleWill replace the current Sponsored Programs award management system (PAIS)Data pre-populated from Kuali Coeus Institutional Proposal recordData maintained by Sponsored Programs staffDepartments will have access to view award dataKuali Coeus Award Kuali Financial System (KFS)
13 Terminology and Navigation Award ModuleTerminology and NavigationMain MenuTabsPanelsSub Panels
22 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.
23 Time & MoneyAdd dollars from a sponsor or transfer dollars between accounts within the award hierarchy.Move $2,000 from one account to another