THE REPLICATE/ESCALATE FUNCTION
The Replicate function in Cayuse Proposals is used to copy budget entries from Budget Period 1 to the out years of a proposal. The Escalate function is used to apply increases in salaries and other expenses to the out years of a proposal.
The logic behind the Replicate/Escalate function is simple: After taking the time to enter all of the information into the first budget period of a proposal, customers may not look forward to entering the same information again and again in the subsequent budget periods. Or they may not look forward to calculating the increase in salaries and/or other expenses for the out years and then entering them into the subsequent budget periods.
To aid in reducing the amount of repetitive entry, Cayuse Proposals has the Replicate/Escalate function available. The Replicate/Escalate button is located at the top right-hand side of the budget screen and looks like a set of stairs (or an escalator -- as shown below - red arrow).
Clicking the Replicate/Escalate button brings up the screen shown below, which is used by the customer to identify which categories should be replicated (copied) or escalated (increased by a set percentage), for which budget periods.
THE REPLICATE (COPY) FUNCTION
The replicate function allows the customer to copy budget period 1 to the remaining budget periods. Customers will use the replicate / escalate screen (seen below) to define what is to be replicated and which budget periods. The yellow highlight is where the starting budget period is selected and then the budget periods through which the copying process occurs.
For instance, below we are going to copy Budget period 1 to all of the remaining budget periods (budget periods 2, 3, 4, and 5). Example, Budget Period 1 is the starting point (a logical choice because customers usually enter Budget Period 1 first and then we copy the first budget period to some or all of the remaining budget periods).
The green highlight indicates the Enabled column -- categories that you wish to be copied, such as Senior/Key Persons and Other Personnel - Salary.
Note:that the check box to the left of the category must be checked in order for that section to be copied. In addition, there is a "Select All" and "Unselect All" option at the bottom of the screen so that the customer can select all of the check boxes (and possibly uncheck a few, if they do not wish to include those) and the Unselect option for the reverse.
The pink highlight indicated the button that is used to Replicate (copy) Selected Categories.
Pressing the Replicate Selected Categories button will cause all of the selected Budget Categories to be copied to all of the Budget Periods indicated.
THE ESCALATE (INCREASE BY FIXED PERCENTAGE) FUNCTION
The escalate function allows the customer to increase budget period 1 to the remaining budget periods by a fixed percentage. (See above).
There are only two differences between Replicate and Escalate functions. The first is that when using the Escalate function, the blue highlighted column Rate (%) is used to indicate the percentage of increase for each category. This percentage can be hand-entered, or pulled from the Institutional Profile under Escalation Rates, if set up. For every check box that is checked in the Enabled column, a percentage of increase should be entered in the Rate (%) column.
IMPORTANT: If you do not enter an amount in the Rate (%) column next to a category with a checked check box, the amount will be replicated (copied) instead of escalated (increased).
The second difference is that the Escalate Selected Categories button is now highlighted, which means when the button is pressed, all of the categories for which the check box is checked and a percentage is entered, will be increased by the amount of the percentages.
USING ESCALATE & REPLICATE IN ONE
There may be times when you wish to escalate some of the categories and just copy others. This is actually simple to do, all at the same time, using the Escalate function.
Looking at the screen above, let's assume that we wish to escalate (increase) the salary amounts and fringe for Senior/Key Persons, Other Personnel - Salary, and Other Personnel - Fringe Benefits. We also wish to increase the expense amount for Travel, Materials and Supplies, and Publication Costs. But, we only wish to copy the amounts for Participant/Trainee Support Costs, Consultant Services, ADP/Computer Services, etc.
To do this, we check the check box for every Category we wish to escalate or replicate. Then we enter percentages in the fields of those categories where we wish to escalate (increase) the amounts each year, while leaving the rest blank.
When we press the Escalate Selected Categories button, all categories with a checked check box and a rate (%) will be increased for each budget periods, while all those with just a check mark will be copied.
And that is how customers can use the Replicate/Escalate or both functions to help reduce time when creating their proposal in Cayuse Proposals.
TAGS: Replicate, Escalate, Copy, Increase out years, Budget increases