Proposal #

A unique Proposal number must be entered for every grant. Required must be entered first

Primary Prop. #

The Primary Proposal number field is used only for sub projects and contains the proposal number of the primary project. This entry is required in order for the other support pages to be generated correctly. Sub projects are normally found on program project grants

Univ. Prop. #

The University Proposal field allows the user to enter the university assigned proposal number, if applicable. The user can elect for the system to automatically assign a University Proposal number. This occurs by pressing the ‘Assign Next University #’ button that is displayed in the toolbar when the grant data entry is on a blank record. This ‘Assign Next University #’ must be set up by selecting File, Options, and Assign Next University #. The user defines the prefix and the starting university proposal number. The university proposal numbers will then be assigned in alphanumeric order

# Sub Accounts

This is the number of program projects on the grant. It is left blank if there is one on the grant. This is used with the primary project of a program project grant

Status

The status of a grant may be Pending, Active, Terminated, or Rejected. This information must be entered in order for the reports to operate correctly. Initially, grants are entered as Pending. When notified from funding agency, this is changed to Active or Rejected. Active grants are changed to Terminated when funding is complete

Submitted

This field contains the date that the grant application was submitted to the funding agency

Agency Deadline

Received by

Agency NOA

Title

This field displays the title of the grant

Award Type

This is the type of award. Only award type codes previously entered in the award type data entry screen can be used. A valid list of award type codes will be displayed when the user left mouse clicks on the box to the right of the field. Examples of these codes would be Investigator, PPG, Research, R01, or Training

Prop. Type

This is the proposal type. Only proposal type codes previously entered in the proposal type data entry screen can be used. A valid list of proposal type codes will be displayed when the user left mouse clicks on the box to the right of the field. Examples of these codes are N = New and C = Continuation

Agency

This is the abbreviation of the name of the funding agency. Only agency codes previously entered through the agency data entry option can be used. A valid list of agency codes will be displayed when the user left mouse clicks on the box to the right of the field. Examples of these codes are NIH for National Institute of Health and ACS for American Cancer Society

Agency #

The number assigned to the grant by the funding agency

Department

This is the code for the department in which the grant is housed. A valid list of department codes will be displayed when the user left mouse clicks on the box to the right of the field. To the right of this field is a department label. The system will automatically fill in the department label

Division

This is the code for the division in the department in which the grant is housed. If there are not divisions in the department, the field is left blank. A valid list of division codes will be displayed when the user left mouse clicks on the box to the right of the field

Primary Contractor

The primary contractor on sub-contracts

Accounts  (as assigned in G/L System)

Current

The university account code assigned to the grant. A valid list of account numbers will be displayed when the user left mouse clicks on the box to the right of the field

Primary

The university account code assigned to the grants primary project. A valid list of account numbers will be displayed when the user left mouse clicks on the box to the right of the field

Previous

The university account code assigned to the previous year's grant. A valid list of account numbers will be displayed when the user left mouse clicks on the box to the right of the field

Historical ID#

Used when account number changes on multi-year grants

Budget

Start

The current budget year start date

End

The current budget year end date

Direct Req.

The current budget year direct cost requested

Direct Rec.

The current budget year direct cost received will be blank for pending and rejected proposals

Indirect

The current budget year indirect cost received

Cost Share

Amount of money being furnished by other university accounts to support the research project

Yr

The current year of a multiple year grant. This number is automatically computed

% Cut

The percent of direct cost cut from the amount of direct cost requested. This amount is automatically computed

Project

Start

The project period start date

End

The project period end date

Direct

This is a combination of the amount of direct costs requested and received for the entire project period. The value entered in this field is used for other support pages report. This value can be entered by the user or can be calculated automatically. The ‘Calculate Direct from Other Years’ button calculated the amounts entered on the Other Years tab and puts the total in the Project ‘Direct’ field

Indirect $

Total Project Indirect Costs. This number may be an estimate

Cost Share

Amount of money being furnished by other university accounts to support the research project

Years

Number of years in the grant. This number is automatically computed

Principal and Co-Investigator

Each grant can have a single principal investigator or multiple co-investigators. An individual must be listed in this section in order to show up on Other Support Pages.

Type

This is the type of investigator:

1 = Principal Investigator

2 = Co-Principal Investigator

3 = Co-Investigator

P = Postdoctoral Research Associate

Note: There can be only one Principal Investigator per grant

PI ID

This field is for the Principal Investigator’s Personal Identification Number. Only personal identification numbers already entered in the principal investigator section can be used. A valid list of PI identification numbers will be displayed when the user left mouse clicks on the box in the right side of the field. This drop-down box appears when the cursor is sitting in the field

PI Name

The Principal Investigator’s name will automatically be filled in by the system

% Eff.

The % effort field is used for the percent of the investigator’s work effort that is applied to this grant

FR

This field determines whether the investigator is financially responsible. The field is a toggle box with a blank box for not financially responsible and a check in the box if the investigator is financially responsible. The investigator who is financially responsible will get credit for the money in the grant table reports. Only one investigator can be financially responsible for all of the money, or the money may be divided among the investigators on the individual sub projects

DF

This field determines if the investigator is department faculty. The field is a toggle box with a blank box for not department faculty and a check in the box if the investigator is department faculty

OS

This determines if this grant is to print on the investigators other support page. The field is a toggle box with a blank box indicating to exclude the grant from other support and a check in the box if the grant is to be included on the investigators other support page

SR

This determines if the grant is to be used with Space Allocation reports. Only used in combinations with the Space module

$ A%

Used to allocate financial responsibility. It is the percentage assigned to each investigator. The total must equal 100

Description

This field gives the user space to type in a description of the grant. This description will be used on the investigators' other support pages

Overlap

This field gives the user space to type in any overlap statements

Modifications

This field gives the user space to type any modification statements

Report Key

Can be printed on certain table reports

Probability of Funding

This allows the user to estimate the probability of the grant being funded

Comments

This field allows the user to enter a comment or note applicable to this grant

Other Years Information

Defines the funding information for the individual years of a multi-year grant

Date

The start date of each budget year for the multi-year project is entered here

Amount Requested

The amount that is requested from the funding agency for each year

Amount Received

The amount that is actually received from the funding agency for each year

Proposal Files

Links to electronic copies on the proposal files

Report Due Dates

Notes Next & Final Report Due Dates & when the Last Report was received

ITWPAD1-4

User defined fields

Cost Sharing

Department

The department receiving a percentage of the allocated grant

Division

The division receiving a percentage of the allocated grant

Percentage

The percentage of the grant that has been allocated to the Department and Division defined.

Note: The percentage column cannot total more than 100%

Object Set

Defines which group of object codes is being used

Budget Information

Start Date

Budget period start date

Object Code

The numeric codes assigned to grant expenditures. For example, personnel, supplies, and travel

Amount

Amount of monies budgeted in each category

ID

The ID number of the person working on the grant

Name

Name of person working on the grant

Note: Field automatically populates with name when entering a valid social security number

Start Date

Defines the time period that the subject person will be working on the grant

End Date

Defines the ending time for the person who will be working on the grant

Effort

Defines the percentage of time for the person who worked on the grant in the given time period

Effort Type

Customizable user-defined feature. Examples include:

AP = Award Paid;
CM = Cash Match;
IK = In Kind;
3P = Third Party Match

Building

Building where Grant activities take place

Room

Room where Grant activities take place

Percentage

Percentage of time the Grant used this space

Field

Description

Emp Type

Person’s employee type, ex. Student, Faculty, Post Doc, Resident, Staff, Volunteer, or Other

Employee ID

Unique person identifier

First Name

Person’s first name

Last Name

Person’s last name

Degree

Person’s degree

Title

Person’s title

Grant Effort

Amount of effort toward Grant

Grant Salary

Amount of person’s salary paid by Grant