The Grant module is a macro-level management tool to help you track and manage active and pending grants. It is designed for organizations with significant grant funding.

This module tracks information such as PI (Principal Investigator) effort, budget and project periods, and total direct and indirect costs. It does not perform day-to-day accounting, which is handled via the Accounting module.

Related Resources

Launching the Grant Module

Each module is accessible from the Department Manager main menu, which appears in the system tray when launched.

Click Grant to launch the module. The Grant module menu displays.

Following is a description of the menu system available within the Grant module.

Understanding the Grant Module Menu System

The Grant module main menu comprises drop-down menus for File, Reports, and Special Procedures. Descriptions follow for each menu. Several menus contain sub-menus, which are covered more fully in articles on setting up your system.

File Menu

The File menu contains several functions, described briefly here:

File Menu Option	Description
Grants	Opens the Data Entry screen, where detailed information pertaining to the grant is initially entered and maintained
Compliance	Opens a sub-menu where you can enter and maintain details about various compliance requirements, such as Human Subjects (IRB) and Animal Subjects (IACUC), Radiation Safety and Biosafety, and so on
Budgets	The Budget Data Entry screen is where the grant budgets are prepared for submission to a funding agency.
Principal Investigators	Opens a data entry screen to add and maintain information about the Principal Investigators (faculty and other users), including degree, appointment dates, Department and Division, academic title, and so on
Codes	Opens a sub-menu where you can enter user-defined codes for Accounting, Demographics, Grant details, Organizational Categories, and so on
Options	Opens a sub-menu where you can enter Compliance Numbers, PI ID Numbers, Proposal Numbers, and so on
Security	Opens a sub-menu pertaining to security setup and maintenance issues
Setup	Opens a sub-menu where you can configure system parameters for your installation
Printer Setup	Allows you to designate a desired printer
Exit	Closes the Grant module

Reports Menu

The Reports menu contains several functions, described briefly here:

Reports Menu Option	Description
Table Reports	Provides reports that show the PI effort and direct cost listed in a table format and sorted by various fields
List Reports	Provides miscellaneous data reports that are unavailable through other report formats. Examples include Annual Report; Total Effort by Principal Investigator; Grant Numbers Housed in Department; Grant List by Department, Division; and Principal Investigator
Budget Reports	Reports the monies budgeted to be spent, sorted by either Grant or Object Code
Compliance Reports	Provides reports for compliance such as IRB (Institutional Review Board) including expiration date, Grant status, and so on
Employees Supported Reports	Provides reports for all staff supported on grants; these reports are useful when submitting current and pending support on federal grants
Grant/Space Reports	Provide reports on space usage relative to the Grants
Other Support Pages	Provides reports that show other support pages that you can use in the actual Grant application. These are available in generic, NIH, and table formats with six different font display choices
Tickler Reports	Provides funding agency grant status. These reports supply three conditions: Final Report Due, Last Report Received, Next Report Due
Problem Reports	Provides reports that help identify problematic or missing data, such as no PIs, blank Programs or Research Types, Grants without an FR (Financially Responsible) for key personnel, Grants with Too Much Indirect Cost, etc.

Special Procedures Menu

The Special Procedure menu permits functions such as Archiving, described briefly here.

Special Procedures Menu Option	Description
Archive	Data archival permits you to move infrequently used data out of the active database and into the archive database. Examples of data you may wish to archive include closed grants or data from a prior fiscal year. Archiving helps to keep the software operating efficiently, unhindered by large volumes of outdated or unused information. Archiving may be performed as part of year-end tasks.

Help Menu

Help content is now available at the Cayuse Help Center, https://support.cayuse.com/hc/en-us.

What's Next?

IF your key role is...	THEN you may wish to proceed to these topics...
setting up and administering the system	Setting Up Users in the Grant Module Initializing the Grant Module
entering Grant data and generating reports	Entering a Pending Grant/Research Proposal