Cayuse Agreements and Cayuse Sponsored Projects are two separate but connected products. Understanding the relationship between them helps you work across both systems effectively and ensures that agreements and grants are properly linked throughout the research lifecycle.
Two Products, Two Purposes
Cayuse Sponsored Projects manages the pre-award and post-award process for grants and contracts: preparing and submitting proposals, routing them for institutional approval, and tracking awards after funding is received.
Cayuse Agreements manages the lifecycle of research-related contracts — CDAs, MTAs, DUAs, Sponsored Research Agreements, licenses, and other agreement types — from initial request through negotiation, execution, and eventual closure.
The two products share a native integration, meaning they are designed to exchange data and link records directly. You do not need to maintain parallel records in both systems when an agreement and a sponsored project are related.
Why Agreements and Awards Are Often Connected
Many research activities require both a funding award and a separate agreement before work can begin. Common examples include:
- A Sponsored Research Agreement that must be fully executed before an award can be activated
- A Confidentiality Agreement that must be in place before a company will release proprietary data needed for a funded project
- A Data Use Agreement required by a sponsor as a condition of the award
- A Material Transfer Agreement governing the transfer of biological materials central to the funded research
In these cases, the agreement is a gate for the sponsored project. Linking the two records in Cayuse makes the dependency visible to everyone involved and avoids situations where awards are activated before required agreements are in place.
What Data Is Shared Between the Two Systems
When you link an agreement to a sponsored project record, the connection surfaces key information in both places:
- The agreement record displays the associated award or proposal number and allows you to navigate directly to the Sponsored Projects record.
- The Sponsored Projects record can surface linked agreements, giving grants staff and post-award administrators visibility into which contracts are in place or still in negotiation.
The two systems do not fully merge their data. Each product maintains its own record structure:
| Data | Cayuse Agreements | Cayuse Sponsored Projects |
|---|---|---|
| Agreement type, status, and terms | Yes | No |
| Negotiation history and documents | Yes | No |
| Key agreement dates | Yes | No |
| Proposal and award details | No | Yes |
| Budget and financial data | No | Yes |
| Sponsor and program information | No | Yes |
| Linked agreement reference | Yes | Yes |
How to Link an Agreement to a Sponsored Projects Record
You can create the link from within the agreement record in Cayuse Agreements.
From the Agreements dashboard, open the agreement you want to link.
Locate the Related Sponsored Projects section within the agreement record.
Use the Search field to locate the Award or Proposal by number or title.
Select the correct record and click Ok to save.
Once linked, you can navigate to the Sponsored Projects record directly from the agreement using the link displayed in that section.
Navigating Between the Two Systems
If you have access to both products, look for a product switcher or navigation menu at the top of the page. If you are unsure how to access Sponsored Projects from Agreements (or vice versa), contact your system administrator for guidance on your institution's specific setup.
When to Use Each System
- Use Cayuse Agreements to create, negotiate, track, and manage the agreement itself — its parties, documents, dates, status, and negotiation workflow.
- Use Cayuse Sponsored Projects to manage proposal routing, award setup, budget, and post-award administration.
- Link the records in Agreements when an agreement is directly related to a funded project, so both offices have visibility into the connection.