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1. Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 6 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking The Submission Summary screen will appear next This screen shows high level proposal information and allows you to use the folder structure to access other pages within the proposal o 0U025704 New Proposal Created for Consultant 1 Huron on 23 Sep 2001 10 13 11 AM G a infoedply georgiahealth edufPTNETZ UI Submissions aspx Projlb 409D66C75C7F36F 960440021781 19564 E New Proposal Created for Consultant 1 Huron on 73 Sep 7011 16 F aF P x ir 2 y 3 k Consultant 1 Huron Division of Sponsored Program Administration 466 Done Save Help Histon Access Show Laboratories Fund Proposal 00025704 S Submissions 4 E 7 Submission Summary Add New PT PS Add New PD PS gt Sponsor Type Humber Master Reportable Created aS Personnel 1 i Budget Mew Proposal 00025704 i ra 2a sep 2011 3 Agreements 0 O SubContracts 0 O SubProjects 0 O Attachments 0 O AlertsReminders 0 O Status History 1 i Snapshot Tm Assignments mn ACCESS PS Add New PT PS Add New PD H Awards 0 Continue by expanding the New Proposal folder and clicking on the Summary link This screen provides basic information for the project Please enter all required fields using the Extramural or Intramural Routing Sheet and th
2. 4 se SPONS Non Key Personnel Applicant Org Appt Type Salary Fringe Salary Fringe Sponsor Project n ral Non Key Personnel Total 0 0 F Non Personnel Costs Amount Labor Overhead Labor Overhead Jst 100 000 100 000 100 000 al Other Costs Other Costs Jst 10 000 10 000 10 000 m d IRB Fees 1 500 1 500 1 500 fil i 7 4 Purchased Equipment Purchased Equipment Jst 25 000 25 000 25 000 m F N En a a ee on k f ayet orgion a pO ee eee EAr slot ar ns coal An ais Annee fom e THP aon etl Na a w pe salat n on Saf 9 atm F a i 5 ana a 2 er Non Clinical Multi Year Grants 1 Submission a New Enter All Proposed Budget Years i Create submission requested budgets for all proposed budget periods Detail budget information should be entered for Year One For the Out Years budget detail may consist of only Total Direct Costs and F amp A For NIH projects you may use Form Page 5 for Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 46 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking the Out Years For ALL Years list all GRU FACULTY and any additional KEY Personnel and their effort Note the following Budgeting information is not considered final until after the Grant Officer has performed their final review Detail salary information for each person does not have to be entered Total personnel budget can be entered as one entry u
3. The following fields track all compliance areas Human Subjects Select this option if human subjects will be involved in the project IRB Approval Number Enter the approved IRB number or leave blank until received IRB Approval Date Enter the IRB approval date from the IRB letter Clinical Trial Select if selected on the routing sheet Clinical Trial Study Type eForm offers the following selections Behavioral Device or Drug The PI is required to select one of the options when clinic trial is selected When entering a paper route and you are not sure contact the PI and or their coordinator Animal Use Select this option if the PI has indicated that animal use will be used during the project IACUC Approval Number Enter the approved CAURE number or pending IACUC Approval Date Enter the CAURE approval date as indicated on the approval letter Institutional Biosafety Committee IBC If Pl has indicated on the routing sheet that the project will involve bioharzardous materials please check Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 16 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Biological Materials Biosafety Level Enter whatever has been selected Note that the field will only accept one option Biological Materials Agents Used Enter whatever has been selected Note that the field will only accept on option IBC Approval Number Enter the approved IBC approv
4. to add the information previously entered to the budget detail screen Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 28 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Bulk Entry Google Chrome Q infoedtest mcg edu Proposal summary popUpAddBulkDC asp BudgetNo MEDCOL_GA0000005323400010001 amp detail 0 Bulk Entry Budget Charge Description Budget Category Category Amount o reet Budget Category zl elet budget Category Lel o reet Budget Category zl ooo o Fselect budget Category 1e F amp A Enter the F amp A amount in the F amp A field located in the Additional SPA Fields section on the Summary page above Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 29 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking MCG User Defined Fields Budget Detail MCG Budget Screen Comments Associated Sequence Number ait 4 Fiscal Year to Report 15 digit max d Associated Sequence Numbers For tracking purposes we will continue to use sequence numbers which will be entered on this screen and in Image Trax A sequence number will be assigned for each budget year as is current practice but will be structured using the InfoEd generated Institutional number followed by an alpha character example 20001A 20001B 20001C etc The alpha character will enable us to know which particular budget year the sequence number is ass
5. Health Science University InfoEd User Manual Proposal Tracking Processed System automatically assigned date of when the award was processed Mapping The system will allow you to map or copy previously entered budget information into the award detail screen This feature is designed as a convenience feature to prevent dual entry If you desire to map click on the down arrow button Select the budget period that you will map the information from Budget period 1 2 3 etc Click on the Auto Filled Award button The system will default to a full map or you can select certain categories by clicking on the Category Only button Associated Department Department will default to the selection at the time of entry You have the option to change the department by clicking the set button NOTE These are all default settings that do not need to be changed Detail When checked the budget detail expands to include the quantity qty and each columns Decimal Precision Choose from the pick list of 0 3 decimal places to be applied to all amounts Cost Sharing When checked creates a Cost Sharing sub tab under each budget detail tab See Cost Sharing section on page for further detail Currency Tracking Currently not used at Georgia Health IRB Fees Generally IRB fees are invoiced directly to the sponsor and are not included in the Total Award amount that MCGRI receives Also IRB fees a
6. InfoEd User Manual Proposal Tracking Proposal 00025077 S O Submissions 1 l a New Proposal O Sponsor D Personnel 1 E E Budget D Agreements 0 fe O Attachments 0 5 Status History 1 fof Add New PT w Awards 0 p v Keywords 0 Proposal Summary Google Chrome Q infoedtest mcg edu PTNET2 Ul default aspx projid 9BF09B9 1D0735452E0440021281195BA Study of Neurological Effects of Stem Cell Injections X h ee Weg ee ea eS eee ig ee ee ae ee a Qe 2 g 3 Consultant 1 Huron Division of Sponsored Program Administration Families of Done Save Help History Access Show Spinal Muscular Atrophy Last Updated 12 Feb 2011 3 17 00 PM Status Under Development New Proposal X E Voluntary Committed O Mandatory O Mandatory and Voluntary Committed Iv None Al Study of Neurological Effects of Stem Cell Injections me oo TDD o O f 00025077 gt All fields on the summary page are listed below Please see details for each field to determine how the field will be used internally Proposal Type Options are Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 9 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking a ath arte OT ether ay A os a Consultant 1 Huron Division of Sponsored Pray Done Save Help Histone Access Show Laboratories Fund AE Proposal 00025704 3 g C Submis
7. Muscular Atrophy Proposal 00025077 E Submissions 1 Hew Proposal AD jo Summary 9 Sponsor a Personnel 2 H E Budget 3 Agreements 0 cas fm Attachments 0 B Status History 2 eB Add New PT H E Awards 0 frove keywords C0 O Attachments 0 iii a ee Pee P an 3 alana t ae Status History Status Add Comments Status Awarded Under Development Aan PE Date 12 Feb 2011 Comments 10 Feb 2011 Comments Proposal Created al ait SPENT i a a T 4 2 Also you must update the requested budget period s status submission for the period being awarded Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 36 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking eg ee ee i me a ae Le a ee N mo oudget Summary Mr Grant Specialist Dision of Sponsored Program Administration ane 3 YeanFeriod Inflate Start End Inst Directs SubContract Total Dire ots Pee gt 1 ra 01 Jul 7011 30 Jun 2012 1 500 0 1 500 a il 2 za 01 Jul 2012 30 Jun 2013 E E 3 za 01 Jul 7013 30 Jun 2014 Oo 3 4 za 01 Jul 7014 30 Jun 2015 f An 5 01 Jul 2015 30 Jun 2016 o 0 0 f Mem period New Supplement Tota 1 500 0 1500 j i Requested Budget i i Applied to Feriod Edit 3 Delete Type j q 2 Ei Pending mi Budget Pej i 3 Ej Fending mi Budget Per a 4 Ei Fending mi Budget Per a 3 E Pending iil Bud
8. Supplemental Request Grants Only use when submission request is a supplement to an existing project For NIH purposes these are called Revisions 5 Transfer This option should only be used when the new project is being transferred to GHSU from another institution 6 Industry Sponsored Clinical Trials This option was added for PD route purposes Selecting this option in PD will automatically route the proposal to OCIS for approval Note When creating a PT record select this proposal type when applicable Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 10 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking 7 Non Competing Renewal The use of Proposal Development will create new InfoEd Records for all types including Non Competing Renewals When Pls select this proposal type you must follow the procedures outlined in the training guide entitled Update Non Competing Continuation Proposals 8 Amendments Do not use at this time Institution Number The system will default to a sequentially system assigned number InfoEd assigned proposal numbers began with 20000 Submitted Use only for American Recovery and Reinvestment Act ARRA submissions Previous Prop No Enter the previous InfoEd institution number for previous competitive segments Enter the prime award InfoEd institution number if current project is a supplement Campus Will this project be conducted on or
9. approval is now required IPA Agreement Select for all IPA agreements IPA Agreement Employee Enter the name of the IPA employee Cost Sharing Select if project involves cost sharing Over the Cap or Other Cost Sharing Type Select either Over the Cap or Other Cost Sharing Amount Only required when Other is selected Enter the amount of cost sharing for years 1 and all years Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 17 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Intramural Information Applicable to Intramural Routing Only Note SUPPRESS ALL Intramural Routed Items Intramural Source of Grant Select Intramural Grant Program or Other Intramural Source of Grant Other List Other i e IRB GRA etc Intramural Related To Select either of the options available Intramural Related To Project Title Enter the title of the Project that is related to the Intramural project Residual New or Existing Residual Select either option Residual Existing Residual Reason Selection addition of funds or extension of time Residual Existing Residual Project ID Enter the Project ID of the existing residual account Residual Closeout Project ID Required if project will be closed to a residual Enter the Closeout Project ID Residual Closeout Funds Available Required if project will be closed to a residual Enter the approximate amount of funds available f
10. be used Agency Assignment Number Enter the agency or sponsor assigned number for the proposal For NIH projects enter the activity code R01 administering organization HL and serial number 123456 Example RO1HL123456 Do not enter the award type prefix ex 1 2 7 5 etc or the modification number suffix 01 01A1 etc as this is the general summary page and should not reflect each annually assigned number Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 14 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Gender Select the appropriate gender for the PI male female Pre Award Select the appropriate pre award personnel who will be facilitating the project Please use appropriate departmental assignments Pre Award Centers Institutes If your PI is assigned to a center please select the appropriate pre award person who will be facilitating the project Suppress Record Select whether or not the record will be suppressed Note Suppression of records is the exception Please use the grant contract checklist as your guide Suppress Codes If the record will be suppressed you must select a Suppress reason code Please use the grant contract checklist as your guied Is this Project a Federal Flow Through Click this box if the answer is yes eForm Fields The following fields are captured on the eRouting Sheet in PD and automatically feed over to tracking If you
11. sn AtA Paete il be ar p pma Ae 4 s A we y ee Base Sponsor Total 4 Non Kly Personnel Applicant Org Appt Type Salary Fringe Salary Fringe Sponsor Project i Non Key Personnel Total 0 0 a ion Personne Costs Amount Labor Overhead Labor Overhead Jat 100 000 100 000 100 000 m wt 5 Other Costs Other Costs Jst 10 000 10 000 10 000 m Q Purchased Equipment Purchased Equipment Jst 25 000 25 000 25 000 m J Travel Foreign Travel Foreign Jst 5 1000 5 000 5 000 m p3 P 1 Ns Animal Costs Animal Costs Jst 4 000 4 000 1 000 ill 3 Non Personnel Costs Total 141 000 141 000 gt ra Grand Total 141 000 141 000 h S ra Project Detail Add new Subcontract Subaward S Sponsor Institution Total LN jrect Costs 141 000 0 141 000 oe A Aana T PNT E ee r r a a g d haa fa Wy e E S d Pia Cae AN Add new Subcontract Sub award Will not be used at this time Bulk Entry The system defaults to three fields for non personnel budget items If more are needed the bulk entry tab should be selected If selected the screen below will appear The budget information is entered the same on both screens Pre defined budget categories may be selected and they will auto populate the description field if no description is entered For MCG Purposes pre defined categories should be selected and used unless they are not listed as an option The amount for the selected category should be entered next Note You must select add
12. the edit button ae 4 Ma anes m se t Y t al a AA i ai a F a g feanFeriod 1 Inflate FAN FIN FAN N z 3 4 a Requested Budget Applied to Period ee ee ee a rr i Pi r 1 i 1 3 r i j 3 r i a x 7 r i ra I a eam oy Sue Start 01 Jan 2010 01 Jan 2011 01 Jan 2012 01 Jan 2013 01 Jan 2014 New Period New Supplement Total Edit Bale ay Fa By Eip Budget Summary Consultant 1 Huron Dision of Sponsored Program Administration End 31 Dec 7010 31 Dec 2011 31 Dec 2012 31 Dec 2013 31 Dec 2014 ff Requested Period 1 Status a ee a re oe r ENT T m 7 r Hi r Inst Directs SubContract 0 to 0 Delete Pending Pending Pending Pending E Eb ED E E Fending debt NA Sade Lda a erp Ee tn a aw is n Ta ee eet m i ae Fa s F T ae To al a am md i pi Budget Period v Division of Sponsored Program Administration Set 01 Jan 2010 31 Dec 2010 Submission Type Associated Department From To p ee rs 4 Budget Setups Set x Detailed Precision Cost Sharing Trackin Currency Trackin L T 4 S 5 a gt 12 Feb 2011 3 34 01 PM 12 Feb 2011 p 2 No e No No Last Updated Submission ID Processed 4 dL A Ca Be g k y Base Sponsor Tota a Key Personnel Applicant Org Appt Type Salary Fringe Salary Fringe Sponsor Project euron Consultant 1 PDPI Set Fringe K Monthsh
13. 2 Effort i Clear for f 0 0 0 0 0 0 ca Sa Key Personnel Total 0 0 r a z Base Sponsor Tota d a a f Key Personnel Applicant Org Appt Type Salary Fringe Salary Fringe Sponsor Project S gt Non Key Personnel Total 0 0 e N Grand Total 0 0 a he Project Detail Add new Subcontract Subaward a T Sponsor Institution Total i Jirect Costs 0 0 0 Fi aa o 0 0o o t aa S a P 0 0 aa 0 K Fj S D O mn s P ae V a aie sa ge ee K PN aia eae S ote Fi mi p Ly m ths in ya See a Submission Type Select the submission type from the pick list 1 Budget Period 2 Initial budget period Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 25 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking 3 Non competing renewal 4 Nocost extension 5 Modification Amendment Associated Department The associated department will default to the official profile From To Dates Auto populated dates based on the Proposed Budget Dates entered on the Requested Budget screen You may also change the information here if system defined dates are inconsistent with actual dates NOTE These are all default settings that do not need to be changed Detail When checked the budget detail expands to include the quantity qty and each columns Decimal Precision Choose from the pick list of 0 3 decimal places to be applied to all amounts Cost Sh
14. 2013 31 Dec 2013 0 0 0 0 0 F D Justifications 5 01 Jan 2014 31 Dec 2014 0 0 0 0 0 a fa Summary Total o o o o o O Agreements 0 3 D Attachments 0 Requested Budget if Status History 1 Applied to Period Edit Status Delete Type B Add New PT 1 B Pending m Budget Period A 4 ee Awards 0 2 B Pending m Budget Period L Keywords 0 3 B Pending m Budget Period a i Attachments 0 2 B Pending m Budget Period H 5 B Pending m Budget Period User Defined Fields pnts cea ps gl cs de geen cea ene a al New Supplement Will not be used at this time Inflate The inflate icon is used to inflate a budget period s cost onto the subsequent budget period by a percentage This is a simple way of entering multiple year budgets when entering in a project The system will allow you to override any category after the inflate button has been used This allows the user to change specific budget fields if necessary You may apply one percentage for all of the budget periods or use various inflation percentages see section pertaining to adding additional budget years for further detail User Defined Fields Detail Cost Sharing Information from the eRoute Form will be captured here Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 24 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Adding Budget Detail To add the detail budget information for a particular budget year you must click on
15. 452E0440021281195R4eNewNav 1 Award date 01 Jan 2010 Submission Type Amount Percent 100 00 Proposal 00025077 Mew Proposal Budget Period 1 166 000 00 Budget Period 2 145 230 00 Budget Period 5 0 00 Budget Period 4 0 00 Budget Period 5 You must click add new award for each awarded budget year As on the requested budget page the system will define 12 month award periods based on the Awarded Project Period Dates entered on the Awarded screen These dates can be changed by going to the award detail screen for the specific award year and changing the from and to dates Entering Award Detail Information 3 Award Detail Google Chrome Q infoedtest mcg edu PTNET2 UI BudgetDetail aspx Projld 9BF09B9 1 D0735452E044002 128 1 1 95BA amp BudgetNo MEDCOL_GA40000005322300010001 Study of Neurological Effects of Stem Cell Injections Consultant 1 Huron Division of Sponsored Program Administration Families of Spinal Muscular Atrophy Me a s H Done Save H History Access Show Proposal 00025077 Edit Mode B D Submissions 1 Awarded Increment 1 sO Awards 1 DA Co cetiset 01 Jan 2010 31 Dec 2010 BO 01 Jan 2010 Award for Period Account From Through ioi O Detail 12 Feb 2011 4 38 36 PM 01 Jan 2010 12 Feb 2011 Lera i i Last Updated Awarded Submitted Processed Award No i bf Summary i P Keywords 0 Budget Setups Set Detailed Precision Cost Sharing Tracking Currency Tr
16. DA Program Program Type CE Activity Descnptiont Code Oy Instr Type Award Ho m Onginating Sponsor Change Funding Source T Feder Le Special Requirements 2 Contact Set Project Officer Set Grant pT ert ee A n e p r A eT GHSU User Defined Fields Missing Sponsor Name Augusta Nanotechnology Association ANA Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 20 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Entering Budget Information Budgets will flow from PD when the proposal is created in PD When entering budgets for PT created records the following applies Background When a proposal is created the information you select and or enter is maintained at a summary level Specific Budget information must be added to each proposal as applicable To add budget information both summary and detail click on the budget link located on the left of the screen within the box he Proposal Summary Google Chrome infoedtest mcg edu F TNET2 UI default aspx projid 9BF 0969 1 007354526044 W i Study of Neurological Effects 7 is a k Consultant 1 Huron Division a Done Save Help Histone Access Show Spinal Muscular Atrophy Proposal 00025077 POs ubmissions 1 a D TI New Proposal tr D summary B Sponsor a C Personnel 1 H Budget J Pa T mih e m m C Agreements 0 D Attachments 0 E Status H
17. Done Save Help Histon Access Show Spinal Musi Proposal 00025077 JialetSudawiaaions 1 SH Awards 1 M k Ca 2010 Ayvard for Period 12 Feb 2011 4 Last Updated oo EQ j Summary P m D keywords 0 TON om Attachments 01 Detailed Precision Pio Lan Ate ap 7 in Joe Ty bea Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 43 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking MCG USER DEFINED FIELDS mee a A w ev aw so T a oe Tre woe ra TN 4 User Defined Fields o B Peoplesoft Fund Code J p Peoplesoft Departmental Code Y i 4 o Peoplesoft Program Code P 3 wo Peoplesoft Class Code se 2 Peoplesoft Project ID j i F amp A Rate P f an Comments f 7 Mie i r T Full Recovery vee j E a Waiver Approved E g J F gt Maximum Rate Allowed So 15 digt max 3 m i a The Peoplesoft Chartfield Combinations CFC must be entered for the project This information is determined by sponsored accounting and is received when an account is established Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 44 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Internal Procedures for Handling Unique Situations e Clinical Trials 1 Itis established policy to add an additional year to the budget period for all industry sponsored Clinical trials This allows the Pl staff to complet
18. ELETE THE BUDGETS FOR ALL PROPOSALS WITH THE STATUS OF NOT SUBMITTED YOU MUST FOLLOW THE STEPS BELOW IN THE EXACT ORDER TO CHANGE THE STATUS TO NOT SUBMITTED e Remove Fiscal Year to Report from all requested budgets e In PT change the requested budget status for each budget to Not Submitted e Enter Not Submitted in the Account Field on the general summary screen e Change Proposal Status to Not Submitted Account Number Enter the Project ID of the chartfield combination CFC The following suffixes should also be added to the Project ID when applicable e E T Early Termination e Closed The following statuses should be entered in the account number field in lieu of the CFC e Withdrawn e Not Funded e Not Submitted e Routing for non competing renewals and Type 4 projects only Processed Date This date is auto assigned and is the date the proposal is created Project Title Enter project title as reflected on back up documentation i e routing proposal contract etc Note the system will default to a title consisting of the name of the person creating the proposal and the date time PD Title will automatically populate when record is created in PD Short Title Enter the short title of a project if applicable Comments Self explanatory use this field to record any additional information that may be helpful to other users Associated Departments After selecting the PI the system will automatica
19. Georgia Health Science University InfoEd User Manual Proposal Tracking Log into InfoEd http infoed georgiahealth edu A Welcome to the InfoEd eRA Portal for Electronic Grants administration Microsoft Internet Explorer File Edit wiew Favorites Tools Help ay Q Back 7 x a A i Search 5 Favorites Kaa ey LJ rel 33 Address 4 http www infoed mcg edu a l 7 Mg Go Links x nfo o e RA Portal Streamlining Electronic Research Administration Home Welcome to the InfoEd eRA Portal for Electronic Grants Administration Get Profile InfoEd is the leading provider of software solutions GENIUS for managing sponsored programs Worldwide over six hundred academic medical and scientific institutions rely on InfoEd to support their grant and contract activity InfoEd s proven web based modules streamline processes enable proactive monitoring of compliance and enhance internal and external collaboration The company provides the most comprehensive and integrated line of sponsored programs software The InfoEd suite includes Proposal Development Proposal Tracking Project Management Compliance Systems Clinical Trials Management and Technology Transfer modules The company s popular funding opportunities and CY database service SPINPlus is also fully integrated with the administrative systems to complete the concept to closeout coverage Though most of the modules are availa
20. Help Histon Access Show Foundation hdr d Proposal 00025680 a Submissions 1 on New Proposal Po h Last Updated 20 Sep 20 l O Summary Proposal Type l E 9 Sponsor New Proposal s Personnel 1 Processed Date H O Budget 20 Sep 2011 O Agreements 0 The PD proposal will open in a new window and then navigate to the Budget Periods and Setups page to change the period start end dates Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 22 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking d Wiara A a A eee i in Eee Welcome Budget Budget Periods and Setups Show Budget Items FRA Budget Periods and Setups Budget Periods and Setups Attachments Project Period GHSU Routing Sheet 01 Jan 2011 Finalize Budget Period Budget Period 5 Clear All Costs f 1 Clear All Costs 2 Clear All Costs 3 Clear All Costs 4 Clear All Costs 6 Clear All Costs NINN pi NNR IN tt ON NPN Nn ON pr a fA Nt EN pc End 31 De Start 01 Jan 2016 If the fields are not editable you will have to un complete the F amp A page to allow the fields to be edited Add Subproject Will not be used at this time CS Hours Will not be used at this time New Period Clicking this button will create a new Requested Budget Period You must click on this button for each budget period of your project i e if a 5
21. Muscular Atrophy Proposal 00025077 E Submissions 1 7 Families of Spinal Muscular Atrophy Change Sponsor Type Other ZZ ID No CFDA j tO Sponsor ss 4 D Personnel 1 J H D Budget Eog Originating Sponsor ey Agreements 0 Change Load Sponsor Profile f Funding Source Federal J r Special Requirements Fa 4 N Contact Set Project Officer Set Grant Contract Officer Set Billing Officer S oo os Qa Say z n ee pe Toe SAEN nal tenth Ate tet m d x a at 3 tis wa ainin Sponsor Type The sponsor type is assigned when the sponsor is created Itis not an editable field CFDA Catalog of Federal Domestic Assistance Number Originating Sponsor Select the appropriate sponsor if the project is a flow through or select the CRO if applicable on industry sponsored projects GHSU User Defined Fields Missing Sponsor Name This field is used in PD if the Sponsor doesn t exist in the drop down When the user selects Pending Sponsor they must also fill in the Sponsor s actual name into the Missing Sponsor Field Once the new sponsor is added to the system the Specialists are able to change the proposal sponsor with the information the user provided in this field Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 19 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking se E aa ian anan Abbott Laboratories Fund Change spong ID Ho CF
22. Science University InfoEd User Manual Proposal Tracking To create a new proposal click on My Proposals on the left side of the screen and once expanded click on the Create new PT record link time 4 oa CC infoedply georgiahealth eduAwebPort Legged in User Consult InfoEd Find Funding CY Mh P O Record Found als als My Open Action Item or Proposals y Shows List py Search For a Create New Proposal EE Ip Create New PT Record UB create new PT Record F hei Report On T wWworkFlow Admin e Help PD T Help PT Administration You will then have the option of creating a new proposal or copying from an existing proposal The system will default to New Proposal Click Continue Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 3 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking http Avww infoed mcg edu CreateObject asp system PT Prop_no 0 Microsoft Internet Explorer Create New Proposal O Copy From Existing Proposal Powered By infoEd Copyright 2005 InfoEd International Inc Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 4 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking You will be prompted to select a PI from the Pick list Using the alpha pick list click on the first letter of the Pl s last name Scroll down until you find the PI needed You must h
23. This status is also used for Non competing renewals and Type 4 9 Awarded Select Awarded when notification from sponsor is received and internal issues resolved i e all compliance approvals in place and required paperwork received Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 12 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking 10 Withdrawn Use when application has been submitted to the agency and PI contacts sponsor to withdraw 11 Early Termination Use when notification has been received to indicate that the project will terminate early Examples transfers out early termination of NCE residual requests when termination occurs before the anticipated project budget end 12 Closed Use when project closes 13 Not Funded Use when sponsor indicates that project will not be funded 14 Early Terminated This status should be used when a project terminates before the recorded project period ends 15 Not Submitted Use for projects where the PI decides not to submit before the project goes to the agency Note Not Submitted is considered a final status Once the status has been changed to Not Submitted the proposal can only be edited by a module administrator When changing to the status of Not Submitted IF THE PROPOSAL IS CREATED IN PD YOU WILL NO LONGER BE ABLE TO DELETE THE BUDGETS THEREFORE EFECTIVE 12 12 11 WE WILL ELIMINATE THE REQUIREMENT TO D
24. acking Don tMap zi ap Auto Fill Award O Attachments 0 00025077 Hew Proposal Division of Sponsored Program Administration Set No 0 No No Proposal Submission Type Associated Department Ful Category Only Base Sponsor Tota Key Personnel Applicant Org Appt Type Salary Fringe Salary Fringe Sponsor Project Huron Consultant 1 PDIP Set Fringe Months12 A Eto 20 o o o o 0 0 2 Ortiz Luis A Co PD P Set Fringe Months 12 Effort 35 o o o o 0 oe Key Personnel Total 0 0 Base Sponsor Tota Non Key Personnel Applicant Org Appt Type Salary Fringe Salary Fringe Sponsor Project Non Key Personnel Total 0 0 Aon Personne Costs Amount Labor Overhead Labor Overhead Jst 100 000 100 000 100 000 m wr r ia QthenGestom Other Costs A Donante aw r a as F a Aenea mementos manne NT PEEN F i Pra ganhan _ 4 ogee oopa MA H After saving the new award you are taken to the Award budget detail page If award data varies from submission proposed Review the budget detail and F amp A data copied over from the submission to ensure it reflects the actual awarded amounts Award for Period Select the period that the award is to apply i e 1 2 3 etc If copying a requested budget the correct period should default please verify Type Enter the type of award from the drop down menu that corresponds with the project Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 40 of 51 Georgia
25. al number Biological Materials IBC Date Approved Institutional Chemical Committee ICC Enter the ICC approval number Note ICC is required for all research projects Chemical Hazards ICC Approval Date Enter the ICC Approval date Radiation Safety Involement When PI has indicated that the project will involve radioactive materials please check Radiation Safety Approval Date Enter the approval date Participation Other Institutions Check Yes if question 6 on the second page of routing indicates Yes Participation Other Institutions Identified Enter the name s of the participating institutions Subaward Select when question 7 on the second page of the routing indicates Yes Subaward Identified Enter the name s of the subaward sites eGeorgia Collaboration Select when participating institutions or sponsor is a Georgia Institutions eGeorgia Collaboration Institution Enter the participating Georgia Institution eGeorgia Collaboration Other Enter the name of the Georgia Institution if it is not listed as an option Non Clinical Toxicity Select if Yes is selected for question 9 on the second page of the routing sheet Additional Space Required Select if Yes is selected for question 9 on the second page of the routing sheet Are MCGHI Costs Associated with this Project Select if Yes is selected for question 10 on the second page of the routing sheet Note OCIS
26. are creating a proposal in Tracking only i e paper route received you must enter the data using the paper routing sheet as your guide If the proposal was created in PD you must verify the fields to ensure they are correct Intramural Extramural The type of form used should be designated Multi PD PI Select when there is more than one GHSU Principal Investigator eResearch Umbrella Select and or verify the correct umbrella key word eResearch Keywords 1 and 2 Select and or verify the appropriate keyword eG amp C Type Select the appropriate type using the definitions below as your guide and asking what type of agreement was issued to GHSU GHSURI Contract To be used when the award mechanism to GHSU GHSUR is a contract Examples would be Industry Sponsored Clinical Trial agreements contracts between GHSU GHSURI and a Federal State or Local Government third party agreements between GHSU GHSURI and another entity Note Some federal contracts do not require signature by GHSU GHSURI Grants To be use when award instrument from the sponsor is a grant or a sub grant award Sponsor Protocol Number Sponsor s unique protocol number should be entered here ePerformance Site Select the appropriate performance site ePerformance Site Other If the PI has indicated that the performance site is someplace other than the options listed you must enter the information Proposal Types Select the appropriate proposal type using the f
27. aring When checked creates a Cost Sharing sub tab under each budget detail tab See Cost Sharing section on page for further detail Currency Tracking Currently not used at Georgia Health Add Personnel This feature will allow you to add additional personnel and their effort associated with the project InfoEd options include both key significant contributors and non key personnel Internally we will also track the following roles for faculty members Col Co Investigator Collab Collaborator Bio Biostatistician Fac Faculty Requires Grants Specialist to verify Faculty Appointment before adding NOTE Once saved Non Key personnel may not be changed back to Key personnel You also have the option of adding a TBD individual click on the green add an un named person The individuals being selected will be added to all budget years as a system default You will have to un check a particular budget year if you do not want to add that individual for that budget year Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 26 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Y infoedtest mcg edu Proposal Summary popUpPI asp BudgetNo MEDCOL_GA0000005323400010001 amp 0TF amp NewNay 1 amp data_type Key Google Chrome infoedtest mcg edu Proposal Summary popUpPI asp BudgetNo MEDCOL_GA000000532340001000180TF 8NewNav 1l amp data_type Key Choose an optio
28. ble as stand alone solutions significant efficiencies are gained by using a combination of the modules in concert with each other senus RB Internet Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 1 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Click on Login A http Avww infoed mcg edu login asp Microsoft Internet Explorer File Edit wiew Favorites Tools Help Q peck x a Ay p Search Pe Favorites Sa w LJ rel 33 Address E http wew infoed meg eduilogin asp Powered By n fo d e RA P O rtal Streamlining Electronic Research Administration infoEd Login v E co Link Login Login Get Profile Username GENIUS Password Powered By infoEd Copyright 2005 InfoEd International Inc Internet Done Enter your GHSU NetID username and password Note that when the GHSU NETID password is changed your login into InfoEd will also require the new password The new system will automatically log a user out after 60 minutes of inactivity This means that if you leave your computer with an open record you will be logged out of that record after the 60m time period Also if you close the record using the X button rather then the DONE button you will stay logged into that record until the 60m period is over Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 2 of 51 Georgia Health
29. d aspx projid 9BF0969 1 D0735 452E044007128119564 Study of Neurological Effects of Stem Cell Injections a k ie 9 os a Consultant 1 Huron Division of Sponsored Program Administration Families of Done Save Help Histon Access Show Spinal Muscular Atrophy Proposal 00025077 E Submissions 1 5 Awards 0 fy Summary My C Awarded Project Period Dates bes Keywords 0 J E miacnmenta ti Award Summary Consultant 1 Huron Division of Sponsored Program Administration YeanFeriod Start End Inst Directs SubContract e ee tS 2 J 3 OoOo E 2 4 Ss Ss 4 5 Po r Total 0 J Award Information f Applied to Period Date Awarded Type F Me Awards found F User Defined Fields r 10000 a i Peoplesoft Fund Code LEAUD d 12100 12200 Peoplesoft Departmental Code F a N b a F e E atta aT coi k ee S a ee F F sie y aiani _ Am en ma Awarded Project Period Begin and End Enter the award project period begin and end dates per the award document Add Subproject Will not be used at this time Click on the New Award button to add the award Select this option to enter the award date The following screen will appear Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 39 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Y Award Date Google Chrome Q isfoedtest meg edu Proposal Summary PopUpAnwardDate asp projID 9BFO969 1 DOF S5
30. ding a comment to the comments fields indicating that the department changed from XXXX to ZZZZ Also add the date of change In InfoEd update the active awarded budget period by e Removing the old department e Selecting the new department In InfoEd update all requested budget periods with a status of pending by e Removing the old department e Selecting the new department In InfoEd update the Psoft CFC by e Changing the departmental code If unknown use the MCG Employee Listing on the L drive as your guide In OGC update the record by e Editing the PI information to reflect the new department e Revising the Psoft department code e Creating a new Pink Sheet Note add a note to special provisions as to why the revised Pink sheet is being issued o For Pending Projects 1 e projects that have a status of pending In InfoEd update the Summary Screen by e Removing the old department e Selecting the new department e Making the new department primary e Deleting the old department e Adding a comment to the comments fields indicating that the department changed from XXXX to ZZZZ Also add the date of change In InfoEd update the Requested Budget Periods by e Removing the old department e Selecting the new department There is no need to update OGC unless the project will be awarded Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 51 of 51
31. e Proposal Budget for a detailed walk through 2 Awarded Projects e New Awarded Projects 1 Flip the Proposal to OCIS by changing the status from Pending to Pending OCIS when notification is received that the project will be funded AND OCIS approval is necessary and not already granted in the routing process Submission Requested Project Period must mirror what is on the Notice of Award It may need to be changed if the proposed project period does not match the awarded project period Change the Requested budget Status to Awarded Copy or Map the budget information over to New Award as per the instructions earlier in the manual Enter the Psoft information on the Awarded Summary Screen Make any all necessary changes to the effort of the Faculty and Key Personnel if they have changed from what was submitted Enter the FY to Report Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 47 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking e Ongoing Projects 1 Create the award by mapping or copying the corresponding Requested Budget Period 2 Obtain OCIS Approval when necessary by printing the routing Sheet and making a copy of the budget Scan the documents to OCIS and request their approval Place approval in the file 3 Enter the Fiscal Year To Report 4 Adjust Effort as necessary 3 No Cost Extensions When processing a No Cost Extensions NCE follow the ste
32. e fiscal activity after patient enrollment ends For InfoEd purposes the following should be entered Awards Project Period The full budget period which includes the additional budget year should be entered on both the Awarded Project Period Dates as well as the From and Through dates on the detail award page This should match the Peoplesoft budget Period and the budget period that is reflected on the Pink Sheet Submissions Budget Period Enter the actual project period as defined by the contract in the Requested Project Period Date field on the Requested Budget Summary Page as well as the From and Through dates on the detail award page Note This period does not include the additional year for budgetary items If the terms of the project are extended both the Awarded Project Period and Requested Budget Periods must be adjusted accordingly DO NOT FORGET TO ADD THE ADDITIONAL YEAR WHEN CLINICAL TRIALS RECORDS ARE CREATED IN PD 2 Amendments Amendments Adding Time only Add the additional time to the existing record in InfoEd Do not add a new sequence number Example The Original project period is 4 15 05 through 4 14 10 Original Awarded budget year is 4 15 05 through 4 14 11 Amendment modification received adding two additional years to the study 1 Requested Project Period Revise to reflect the additional two years Ex 4 15 05 through 4 14 12 2 Awarded Project Period R
33. e information below as your guide Proposals created in Proposal Development PD A Proposal Tracking record will automatically be generated when a proposal is created in PD There are several ways you can access a proposal in PT when it was created in PD If you have an Action Item you may access the proposal by clicking on the folder to the left of the action You may also use the search feature and open in PT edit or view Also see guides 10 Proposal Triage 11 G amp C Officer Submits to Sponsor and 12 Grant Specialist Updates Proposal for detailed steps of how to handle Action Items Action Item Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 7 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking eee _ i infoedtest meg edu WwebPortal TremInstructions asp Projld 4546C 967904008 1660440021231 195648 f Assign D 4927E1 446E 1E2CAsE044002 1281 1 95B4eFInstrucId 41 aa a es es aa a a a os a Ag o oo E 2 Proposal 00025415 Testing to see how long this will take Instructions From the My Open Action Items screen open the folder to access the proposal Review proposal Send email to the specialist of noted budget adjustments After review is complete and proposal submitted access the proposal and select the Status History folder on the left Select Submitted fram the status menu Select the assigned G amp T Specialist Add comm
34. ents if necessary Click on Add to change the status Clase proposal Action Item Operating Status PT Proposal Initial Application In Review Sheree M Wright Your Action Decision Mest Status Assign to I Submitted Specialist Grant Medicine C aj Comments ees a ha Assignment History amp Assigned Completed Duration Comments 28 Jul 2011 4 20 35 PM Current Review for Submission Grant Officer 29 Jul 2011 4 19 20 PM 28 Jul 2011 4 20 35 PM Forward to G amp c Officer Proposal Triage 22 Jul 2011 12 25 40 PMf2s Jul 2011 4 19 20 PM 6 daufs Proposal Triage Search For PR pa eee Ee EEE EES ee z Dor F in User Consultant 1 Huron Friday In oEd k9Find Funding CY Database Proposals Search For Use for wildcard Use for Sounds Like e g millar Property Value Property Value Proposal number Account Number Show List I Sponsor Scheme Set Proposal Status l Search For PI Set Primary Assoc Dept Set Create Mew Proposal 3 Show Additional Search Options Create Mew PT Record Report On VWoorkFlow Admin Help PD Help PT My Profile Administration When proposals are created in PD many of the fields in the PT record will automatically populate See information below for specific information regarding these fields Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 8 of 51 Georgia Health Science University
35. evise to reflect the additional two years Ex 4 15 05 through 4 14 13 3 Comments should be added to the general summary screen and both the requested and awarded detail screens Ex Amendment 1 received add two additional years to the study Amendments Adding Money only scenarios 1 Both previous Requested and Awarded budget periods have been reported in a prior year annual report For example purposes the sequence number of both is 27605A and they were reported in FY 12 e Create new requested budget for additional funds Assign next sequence number i e 27605B Add current FY to report FY13 e Create new awarded budget for additional funds Assign sequence number i e 27605B Add Current FY to report FY13 Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 45 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking 2 Both previous Requested and Awarded budget periods have NOT been reported on an annual report For example purposes the sequence number of both is 27605A and they WILL be reported in FY 13 e Add the additional funds to the existing Requested and Awarded budget i e 27605A will be updated for both requested and awarded 3 The Requested budget was reported in a prior year annual report FY12 The award was received in the next fiscal year FY13 and will be picked up on the FY13 annual report For example purposes the sequence number of both is 27605 e Create ne
36. get Peri Next the award must be created It not necessary to re enter the budget information in the awarded section InfoEd allows the user to simply copy the proposed budget Submission to the Awarded budget Clicking on the Awards option located on the upper left side of the screen Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 37 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Proposal Status History Google Chrome infoedtest mcg edu PTNETZ UI status aspx projid 96FO9B9 1 DOF 35 457E0440021761 19564 Study of Neurological Effects of Stem Cell i gi ie of 3 k Consultant 1 Huron Division of Sponsored P Done Sawe Help History Access Show Spinal Muscular Atrophy Proposal 00025077 Submissions 1 3 E New Proposal F j Status History o C Summary E i E sponser a Personnel 2 Comments an a c Budget i O Agreements 0 F E Attachments 0 9 Status History 2 a Ps a n aag PT Status Date E Awards 0 A TEE Comments s Under Development 10 FebaF Comments Propose aA T F a mn u M ail leary a E aF fe smi i F o ee TE ENT maan d The following screen will then appear Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 38 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking t Awards Google Chrome infoedtest meg edu PTNET2 UL awarde
37. get f a Applied to Period Edit Status F 1 E Pending s 2 E Pending j 3 F Fending d 4 Ea Fending 7 Sa 5 Ej Pending id F P ga kn a p A m i aa wv oT B i m A O aata a a S Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 31 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking If you choose to use the inflate feature the following screen will be displayed ey o 3 infoedtest mcg edu Proposal Summary PopUpInflate asp Budgetno MEDCOL_G40000005322400010001 Inflate Budget Period 1 Wh 3 000 to fill into Budget Period 2 Perioc m Period 2 Category Amount Inflation Projected Amount Current Amount Lab 0 me 3 000 Employee Benefits 0 300 0 Travel Foreign 5 000 300 5 150 Animal Costs 1 000 1 030 3 00 Labor Overhead 100 000 103 000 3 000 Other Costs 10 000 300 10 300 Purchased Equipment 25 000 300 25 750 F amp A 25 000 25 750 3 00 166 000 170 980 0 Please note that inflating Budget Period data will Erase and Replace all budget data that may currently exist in that period Subcontractor budget data should it exist for this budget will not be inflated here act s budget should be opened and inflated on their own as necessary You must enter the appropriate to inflate the budget The system lists all previous direct cost categories fields After entering the of inflation the commit budget should be accessed The projected inflated budget inf
38. ht 6 20 05 Last edited 6 20 13 Page 41 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking User Defined Fields Awards Budget Detail Screen ee ie tol Pet ae 2 sO ye m e E F T gt Taaa ee n E Teia A i b Le 2 za en karl User Defined Fields Comments OO d hy i Peral Pear to Repor 15 digit max including 2 decimal places 4 4 l d a Moa ha pe s Tee i ie i aN F siaii a e Pj k FT Bami ag iim k i ee Pe Fi a e In the Fiscal year to Report field enter the fiscal year that corresponds with the actual date the award was received Example Award is dated 8 19 06 fiscal year to report should be 2007 Exception The physical receipt date of the award should always be used when determining the Fiscal Year to Report except when an award is received at the close of the current fiscal year and the start date of the award begins in the next fiscal year For Example if an award is received 6 28 07 but has a 7 1 07 or beyond start date the FY to Report for the award should be 2008 This will prevent early reporting of projects Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 42 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Click on the Awards link to return to the award summary hs Award Detail Google Chrome Wi infoedtest mcg edu PTNETZ UT BudgetDetail aspx gil akan
39. ighlight the Pl s name and click continue If the PI is not listed in the alpha pick list please select To be Determined PI under the letter TP This will allow you to continue with the proposal Using this option requires that you email the system administrator or her designee to add the PI to the system The email should contain the Pl s name department Proposal Number and title of project The subject line should indicate NEW PLIN INFOED REQUESTED http Avww infoed mcg edu Select PI Microsoft Internet Explorer Sele Select PI Abdel Latif Ata A Biochemistry amp Molecular Biology 100038 Search for a particular entry Filter by Position ke Internet Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 5 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Continue by selecting a sponsor Sponsors are also listed alphabetically Highlight the desired sponsor and click continue If the sponsor is not currently in the system you may select Pending Sponsor to continue The system administrator should be contacted via email to add the sponsor The email should contain the complete name of the Sponsor the proposal number and PI s name The subject line should indicate NEW SPONSOR IN INFOED REQUESTED http Avww infoed mcg edu Proposal Creation Pick Sponsor Microsoft Internet Explorer Select Sponsor ke Internet
40. igned to The following list should be used to create Associated Sequence Numbers A First budget year B Second budget year C Third budget year D Fourth budget year E Fifth budget year Fiscal Year to Report To assist in reporting submissions enter the fiscal year that corresponds with the received date of the routing For example if routing is received August 3 2011 the fiscal year to report entered should be 2012 routing received July 1 2013 the fiscal year to report should be 2014 Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 30 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking After completing the detail budget screen you have the option of populating the other requested budget years using the escalation feature reflected on the requested budget page and shown below as defined previously l aem a i eo ae 2T a em et ee eo a wa i S r s i i p Eai n Me a a a mT k E a0 ao a a ve Requested Project Period Dates 01 Jan 2010 01 Jan 2014 4 1 i 3 A Pri a Budget Summary Consultant 7 1 Hugger Dnasion of Sponsored Program Administration 1 YeawPeriod Inflate Star End Inst Directs f ae i lll 01 Jan 7010 31 Dec 2010 141 000 id 2 za 01 Jan 2011 31 Dec 2011 o F 19 3 za 01 Jan 2012 31 Dec 2012 0 ol 4 ra 01 Jan 2013 31 Dec 2013 0 d z i 4 5 01 Jan 2014 31 Dec 2014 a f Total 141 000 a P Zi Requested Bud
41. istory 1 LB Add New PT H Awards 0 E keywords 0 L Attachments 0 p a ii in DUn B a Last Updated 12 Feb 2011 3 17 00 PF Proposal Type a Mew New Proposal Processed Date 10 Feb 2011 Deadline Date ly Campus Conflict of Interest M onl or C Yes Ho Cost Share Type E Yoluntary Committed E Mandate z g Project Title Study of Neurological Effe a F 7 an al Se T This will open the Budget Summary Screen shown below Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 21 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Budget Summary Consultant 1 Huron Division of Sponsored Program Administration YearPeriod Inflate Start End Inst Directs SubContract Total Directs Sponsor Project New Period Total o o o Requested Budget Applied to Period Status Delete User Defined Fields Shared Full Recovery Shared Waiver Approved Shared Maximum Rate Allowed 15 digit max Requested Project Period Enter the proposed project period The system will not allow you to close the screen without these dates Add a new budget period for each proposed year of the project by clicking on the New Period button Note For records created in PD the project period can only be revised in PD by clicking the PD icon ia testing rollback budgg Me w 3 k Consultant 1 Huron O Done Save
42. l need to continue to use sequence numbers which will be entered on this screen and in Image Trax e Add the Fiscal Year to Report to the Fiscal Year to Report field located at the bottom of the budget detail screen MCG Budget Screen Associated Sequence Number 25077 A f Comments OO 2 pel oe ale da ae ak 1E 7 ae on a LB o Ta ii _ i en m ae os a r 7 I h J s m i i i e I Fa r Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 34 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 35 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Awarded Budgets When a pending project becomes awarded the first step is to update the proposal status to Pending OCIS if OCIS approval is warranted and not already obtained in the routing process When OCIS approval is granted OCIS should change the proposal status back to Pending to indicate their approval At this time the proposal status can be changed to Awarded Y Proposal Status History Google Chrome infoedtest mcg edujPTNETZ UI status aspx projid 9BFO9B91 B07 35457E044002 126119564 Study of Neurological Effects of Stem Cell Injections E ot toe S ie G us a k Consultant 1 Huron Division of Sponsored Program Administration Fa Done Save Help History Access Show Spinal
43. lly default to the Pl s assigned department Note While not seen each department is tied to the appropriate school in the organizational structure Campus Will this project be conducted on or off campus Check on or off campus using whatever was indicated on the routing sheet as your guide Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 13 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Conflict of interest Use the paper routing sheet as your guide to select does or does not For proposals created in PD you must open the proposal in PD Click on the Finalize link In the route section all decisions are listed in the last column for each person included in the route Click Does on the PT Summary screen when ANY investigator indicates DOES Warrant Click Does not when all investigators indicate Does Not Warrant Please also notify Sheree i e send an email containing proposal number Pls name Please use COI in the Subject line cost Share Type Select if cost share is applicable select the appropriate type from the list below For proposals created in PD detail information regarding the cost sharing will be captured in an UDF see below 1 Voluntary committed use for all cost share where PI is over the cap and or cost share where sponsor has not mandated but institution is providing 2 Mandatory use for cost share where sponsor is re
44. ltant 1H Consultant 1 Huron Division of Sponsored Pry Laboratories Fund eloeed ments Propos p Snapshot D Assignments B Add Mew PT P Add New PD i sa Awards O The system keeps a chronological list of status changes When changing the status click on the status desired and click on add The status also determines the folder the proposal will be located in on the main proposal screen 1 Under Development Default setting when proposal is created 2 Routing Status PD records will receive when in the route 3 Route Complete Status PD records receive when the routing process is complete i e approved by Pl key personnel and their managers chairs notified 4 In Review Status the PD record will automatically receive when Office Assistant assigns to an Officer 5 Submitted Status the PD record receives when an Officer has reviewed and submitted the proposal This status change happens automatically when the Officer assign the proposal to a specialist 6 Pending Specialist change status to Pending when requested budgets have been updated with final changes from G amp C Officer project has been submitted to the sponsor and determination of funding not known 7 Pending OCIS Specialist will change to this status when Just in Time requests are received and the project needs OCIS approval 8 Approved Status will be changed to approved when OCIS and MCGHI s approvals have been received
45. n below Personnel Type Add To Date Select from list Add a Key un named person Add an un named person Key Personnel v Budget per 1 Roe taser er Select the person you wish to add from this list Other Specify z Budget per 3 Budget per 4 Budget per 5 Once saved Non Key personnel may not be Search for a particular entry changed back to Key personnel Supplement After selecting additional personnel the system will return back to the budget detail screen a Fia eye mee ae k T r ate SR et wee wee oe i a r mr ee ee m s f Re wey pee aii ioe 2 Bi ee a f oe A m Requested Period 1 s Division of Sponsored Program Administration Set f f Submission Type Associated Department T Budget Setups Set 4 Detailed Precisi Cost Shari Tracki C Tracki l eTdlle re cision oO anng tracing Urency raceing 12 Feb 2011 3 34 01 PM i lt 1a ee i na no Last Updated if a iy Base t Key Personnel Applicant Org Appt Type Salary Fringe f DS Huron Consultant 1 POPI Set Fringe 4 ce Months 12 A Effort 20 h Calendar Twel E 0 p A Ortiz Luis A o PDPI Set Fringe 2 1 a Months 12 Effort 35 Clear for Calendar Twel 0 i 9 p a d i Base i Non Key Personnel Applicant Org Appt Type Salary Fringe f A Tee i ea aat Fa Taaa pee Nr o a aT T e a T a Appointment Type Select the appropriate appointment type Calendar year i
46. nder the Labor Costs category EFFORT is mandatory for all faculty and Key Personnel for each year requested Sequence numbers for the Out Years may be entered at budget creation The submission requested budget information should mirror what was submitted to the sponsor No further action is needed unless the project is awarded b Ongoing Projects i Update the Submission Request Project Period End date if necessary li The initial Submission Requested budget period SHOULD NEVER BE CHANGED iii If routing for the Non Competing Renewal was created in PD follow the PD guide entitled Update Non Competing Continuations for proper processing At a minimum for year 2 and beyond you will be required to 1 Update the detailed Requested Budget s Last Processed Date to reflect the day time stamp on the routing if hard copy or the Proposal Process date if PD 2 Enter the FY to Report 3 Change the budget to what was routed if different from what was originally submitted Note that most Out Year budgets change as most projects are not awarded exacily as submitted At this time go ahead and change all subsequent requested budgets using the Notice of Award as your guide You may enter just the Total Direct Cost under the category Other and the F amp A Note also that if the Original budget was created in PD any changes to the budget will have to be made in PD See PD guide 03 Enter th
47. np a a w a i uni gt a a s a CETT o Add Comments to the general screen indicating who the old PI was and the project years under his her direction ex Dr John Young was PI for years 1 3 o The system will automatically update the status of the new person to PI o You must change the role of the old PI since the role of PI is deleted by the system when you change the proposal to reflect the new PI Manually type PI for Year 1 etc in the role section for each year it is applicable o In cases where the new PI is already associated with the project You will only need to change the PI on the general screen Remember the system automatically updates that person s role to PI and will override whatever role was there previously You must manually go into those budget and award years and change the role back to the role at that time ex Change back to Col etc 6 Changing Departments o Once the change has been verified all active and pending projects will need to be revised to reflect the new departmental information For Active Projects i e awarded projects where the budget or project period remain open e In InfoEd update the summary screen by e Removing the old department Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 50 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking e Selecting the new department e Making the new department primary e Deleting the old department e Ad
48. off campus Check on or off campus using whatever was indicated on the routing sheet as your guide Conflict of interest Use the routing sheet as your guide For paper routing if the faculty denotes Does Not select Conflict of Interest No If the faculty denotes Does select Conflict of Interest Yes For proposals created in PD access the approval section of the PD record If the all investigators select Does Not Warrant select Conflict of Interest No If any of the Key Personnel select Does Warrant select Conflict of Interest Yes Deadline Enter proposal deadline date Status Will default to under development To change the status of the proposal click on the Status History link and the following screen will appear Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 11 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking ne i aa rss E FO ed 4 D Done Save Help Histon Access Show Proposal 00025704 S Submissions 1 B T New Froposal E D SUMMArY E Sponsor 3 IO Personnel 1 ee Budget O Agreements c0 E SubContracts 0 D SubProjects 0 H Attachments 0 5D AlertsReminders 0 gt Status History 1 Under Development Under Development Routing Route Complete In Review Submitted Pending Pending OCIS Approved Withdrawn Awarded Mot Funded Early Termination New Proposal Created for Consu
49. ollowing definitions from the Glossary of OGC Terms and Definitions as your guide Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 15 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking e Research Research and development activities that are sponsored by Federal and non federal agencies and organizations e Research Fellowship Funds provided specifically for individual research training Examples Individual NRSA Fellowships AHA fellowships etc Note Enter the Fellow s name in the Fellow Name field e Research Training Funds provided to an institution for the development or enhancement of the careers of those in specific biomedical behavioral or clinical research Examples HRSA pre doc training grant NIH NRSA institutional training award etc e Public Service Health and community service programs e Training Instruction Specific instructional or training activities established by a grant contract or cooperative agreement Examples Training funds for the purpose of the institution to perform the actual training workshop or non research funds for clinical fellowship Project Type Other e Other Sponsored activities that involve the performance of work for projects not specifically described above You must also define Other Contact Name Enter the contact person from the routing sheet Contract Person Phone Enter the contact person s phone number Compliance
50. or closeout Residual Closeout Date Required if project will be closed to a residual Enter the project closeout date Residual Project Plan for Residual Funds For PD projects this information will automatically feed the field For paper routes reenter whatever is provided for this section Additional SPA Fields F amp A Rate Type Select the appropriate F amp A Rate Note F amp A will no longer be entered on the F amp A page within the budget F amp A Rate Percentage For Other enter the applicable rate For Waivers enter the approved rate Type 4 Project Select when processing a Type 4 project NIH types Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 18 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Detail Sponsor information By clicking on the sponsor tab on the left you may add additional information concerning the sponsor It is on this screen that you add the CFDA number change the sponsor if the original one selected was incorrect or add an originating sponsor if the project is a flow through See the field descriptions below Y Proposal Sponsor Google Chrome OQ infoedtest mcg edu PTNET2 UI sponsor aspx projid 9BF09B9 1D0735452E0440021281195B4 Study of Neurological Effects of Stem Cell Injections Consultant 1 Huron Division of Sponsored Program Administration Families of z eoes 4 E Done Save Help History Access Show Spinal
51. ormation will be automatically entered on the requested budget and the detail budget screens of the subsequent budget period as shown below Click close to return to the budget Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 32 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking ee St ee ee ee a ee 7 Roa a eee _ a s al Requested F ct Period Dates fox Jan 2010 Tous T 2014 Budget Summary Consultant 1 Huron Division of Sponsored Program Administration f al YeanvPeriod Intl ate Start End Inst Dire cts SubConty l 01 Jan 2010 31 Dec 2010 141 000 i 4 01 Jan 2011 41 Dec 2011 145 230 A 01 Jan 2012 41 Dec 2012 i PN E PN FN Fa 1 l 5 a 3 a 5 01 Jan 2014 31 Dec 7014 HT C New Paved New Supplement Total 286 230 oa Pi Requested Budget y 1 aw 01 Jan 2013 31 Dec 7013 0 f a Applied ta Period Edit Status H 1 E Pendin P 7 ra 7 k Pay i r 4 aes 7 Pr ee Be een a siak ile oh call ie Bi a k 2 es ko E 3 Pa wi e sual a p5 rf ae Ea eo rore pe ee E ST J s ee eae eae a a was a acs Mae T eo te ve eels a ea ae ory th te i 0 ee woe _ ae ee ik pee Hi Base Sponsors A Non Key Personnel Applicant Org Appt Type Salary Fringe Salary s Mon Key Pet i a Non Personnel Costs Amount j pa Labor Overhead Labor Overhead 100 000 k Other Costs Other Costs Jat 10 000 Purchased Equipment Purchased Equipment Ja
52. ou must also make the new PI the primary on all years going forward Click the radio button next to the new PI and click save Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 49 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Y Proposal Personnel Google Chrome Study of Neurological Effects of Stem Cell Injections w aoo d a D Done Save Help Histon Access Show Consultant 1 Huron Division of Sponsored Program Administration Families of infoedtest mcg edu PTET UL personnel aspx projid SBF 09691 DOT 354526044002 125119564 Spinal Muscular Atrophy E O SubmissicMy Er Mew Propo a Personnel indicates personnel within subproject indicates personnel within subcontrag e O Summary Je Key Personnel 0 haus PI Order Mail Hame org Dept by Personnel 3 i fe Huron Consultant 1 MCS SMCS Division of Sponsored Program Admits Been 9 Huron Consultant 1 b Ortiz Luis LS Ustun Celalettin BJ Ortiz Luis A MCG MCGRI Pediatric Nephrology E E Budget E Agreements 0 C Ustun Celalettin MEG MEGRI Hematology Oncology E Attachments 0 i Status History 2 4 B Add Wew PT Consultant Key Personnel EHE Awards 1 Significant Contributors L g Keywords 0 Hon Key Personnel LE Attachments 0 Consultant Hon Key Personnel z shaahi oom co F s m F 1 Pi J F aa a i mt som el ee a o an ta a a as DPOF kt Tika p be
53. ps listed below In the examples below the project is a five year project that began 7 1 08 and ends 6 30 13 The last budget period is 07 01 12 through 06 30 13 PI requests and receives a 12 month NCE o Adda requested budget year Submission type No Cost Extension Project Period Project begin must reflect the begin date of the project or the current competing segment Project end must reflect the end date of the last budget year plus the NCE Ex 07 01 08 through 06 30 14 Requested Budget Begin Enter the budget begin of the last budget period Requested Budget End should reflect the NCE Ex 07 01 12 through 06 30 14 e Ifthe original record was created in PD the dates must be updated via the PD record Visit the PD guide 03 Enter the Proposal Budget for a detailed walkthrough Budget 0 Fiscal Year to Report Routing is not required for a NCE so this field should be blank O aA an Awarded Budget year Award Detail Type No Cost Extension Project Period Project begin must reflect the begin date of the project or the current competing segment Project end must reflect the end date of the last budget year plus the NCE Ex 07 01 08 through 06 30 14 Awarded Budget Begin Enter the budget begin of the last budget period Awarded Budget End should reflect the NCE Ex 07 01 12 through 06 30 14 Budget 0 Fiscal Year to Report Enter the FY you process the NCE Ex If p
54. quiring Note guidelines should indicate that it is required 3 Mandatory and voluntary committed this option should be used when you have both mandatory sponsor required and voluntary either over the cap or applicant GHSU GHSURI is providing 4 None MCG Specific or User Defined Fields The remaining fields on this page are user defined fields They are reportable and all are necessary to continue to track information in the manner we are accustomed to tracking American Recovery and Reinvestment Act ARRA Funding Select this field when the funding opportunity announcement FOA indicates the project will be funded by ARRA dollars or when the Notice of Award indicates the project is funded with ARRA dollars ARRA Opportunity From the drop down menu select the associated ARAA opportunity If the specific ARRA opportunity number is not listed please request Sheree Wright to add Ifa research project was funded with ARRA funds but was not submitted as ARRA select Investigator Initiated R ARRA CFDAs Select from the drop down menu the CFDA associated with the ARRA funding Applicant Organization Determine if applicant organization is GHSU or GHSURI Select the appropriate entity Note Fund code 21021 is only used when the applicant organization is GHSURI GHSUas the applicant organization can have fund codes of 10000 20000 etc Note MCG MCGRI are tied to existing records and cannot be deleted They should no longer
55. re never subject to F amp A Occasionally a sponsor will award one total dollar figure that includes the IRB fee Because it is the Office of Human Research Protection that ultimately receives the IRB fees in cases where the IRB fee is included in the Total Award it is important that we separate the fees in both the InfoEd budget detail screens and on the Pink Sheet In the example below the Total Award to MCGRI is 13 020 and it includes an IRB fee of 1 500 As stated above IRB fees are not subject to F amp A so the F amp A amount of 1 920 is based on 9 600 all direct cost excluding the IRB fees aot P ia me Po em ae se Te kui P E i a t PTE K 7 ed i 7 _ eer Seer ry ay ane _ ee Fs preur Term EES alendar fwe ia A wl Sood vw l 0 be Mt nk Ne f Key Personnel Total 0 0 y g p o gt d rf Base Sponsor Tota a f Non Key Personnel Applicant Org Appt Type Salary Fringe Salary Fringe Sponsor Project p Fa Non Key Personnel Total 0 0 F ion Personnel Costs Amount ie Labor Overhead Labor Overhead Jat 100 000 100 000 100 000 al Other Costs Other Costs Jst 10 000 10 000 10 000 m d IRB Fees 1 500 1 500 1 500 fill i s q Purchased Equipment Purchased Equipment Jst 25 000 25 000 25 000 m F m a a ante ali on a P ayet orgion ene Ai nnthn palit aa aan a slot D EPEN ee Tonnan e te r J e w w pe pm ant on Aan SAA aaae naita F ai 5 ac zaon Created by Sheree M Wrig
56. rocessed on 05 25 13 enter FY 2013 o Additional NCEs Do not add an additional requested awarded budget year Add the additional time to the last NCE Add a comment to reflect that the NCE budget awarded has been extended for a second NCE Ex A second 12 month extension was granted Project period and budget periods will reflect the same begin dates as the first NCE End dates will be extended to add the second extension period In most cases it is also an additional 12 months or 06 30 15 in all fields using the example above 4 Supplements Grants Only supplements should only be used when the supplement is restricted by the sponsor such as a minority and or administrative NIH ARRA or non ARRA Supplement As the sponsor requires the funds to be restrictive we internally set the additional amounts up as a separate file Supplements should be given a new InfoEd number and set up as a new project Cross reference the proposal numbers of the prime and the supplement projects by entering the sequence number of the other in the Previous Prop Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 48 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking No on the Summary screen and adding comments to both the prime award and supplement These same comments should be added to ImageTrax 5 Changing Pls Once a PI is selected when creating a proposal changing the PI is cumbersome and requires at least one e
57. s used for all GHSU faculty Months The system will default to 12 months Effort Enter in the percent of effort budgeted for this project Clicking on the pie chart will show all other projects and or proposals that the individual have in the system both in the development module not yet turned on staged or awarded Salary Detail salary information is not entered Continue to use bulk labor category See the bulk labor category section below Note Detail salary will flow from PD created records Set Fringe Will not be used at this time To Delete Personnel Click on the blue arrow located nest to the role for each person assigned to the project The system will ask you if you want to remove the person from that particular Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 27 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking budget year or all budget years If you click on cancel it will delete just the personnel from that particular budget year ra a D were a Sea aT vices T z x Sponsor Tota A wary Fringe Sponsor Project f 40 T 0 o p 0 0 P iis Key Personnel Total 0 l p gt 1 Sponsor Tota fary Fringe Sponsor Project i Won Key Personnel Total 0 o a Project Detail section Qo is Eneas mear PoE FE kn f ha n fen eee a a pi Y ce oy af k ais va See ae 7 5 LY ee ee oe T Theme ov l i T pe
58. sions 1 lan New Proposal ag gt E Proposal Type fl of ob be B Sponsor New Proposal hai ii a Personnel 1 New Pro DEFI D Competitive Renewal a Budget Revision Len 9 Agreements 0 Transter Supplemental Request flo obo D SubContracts 0 Non Campeting Continuation f E SubProjects 0 Industry Sponsored Clincal Trial Time Zone B Attachments 0 D AlertssReminders 0 B Status History 1 Campus Conflict of Interest Recovery i p Snapshot M onl ot yes No LCa D Assignments Cost Share Type E ACCESS i fee B Add New PT ae By Add Hew PD A Mew Proposal Created for Consultant Fy aa 4 Awards c0 10 13 11 AM 1 New Proposal system will default to this Use this option for all new proposals EXTREMELY IMPORTANT This field is used for new projects not new budget years Budget years for non competing renewals will be added later see page 222 2 Competitive Renewal This option should only be used for competitive renewals Requires the prior sequence number of the last competitive segment to be added to Previous Proposal Number 3 Revision This option should be used when a PI is submitting a revision of a previously submitted proposal NIH proposals are generally where we see the largest numbers of these For NIH purposes revisions are now called Resubmissions Note The PI should already have a previously submitted project in the system if this option is selected 4
59. stablished budget year to accomplish When an agency has approved a replacement PI the PI for the overall InfoEd proposal must be changed updated to the new PI using the following steps o Assuming the newly named PI had not previously been added to the proposal in some other personnel capacity i e Col COLAB within a budget year select Add Personnel o Select the desired faculty using the alpha pick list o The desired personnel will be added by default to all existing proposed and awarded budget years unless a budget year is un selected See red box below Y infoedtest mcg edu Proposal Summary popUpPI asp BudgetNo MEDCOL_GA0000005322400010001 amp projid 9BF09B91D0735452E0440021281 195BA amp bY ersion 2 E X infoedtest mcg edu Proposal Summary popUpPI asp BudgetNo MEDCOL_GA0000005322400010001 amp projid 9BF09B9 1 D0735452E0440021281 195BA amp bYersionTen twesothe she whl Choose an option below Date iv Budget per O1 Jan Vv Budget per O1 Jan iv Budget per O1 Jan Vv Budget per O1 Jan Iv Budget per O1 Jan Once saved Non Key personnel may no changed back to Key personnel Iv Awarded Incremen 1 G1 Jan Supplement Search for a particular entry Note IF THE Pl CHANGE AFFECTS AN ONGOING PROJECT WHERE SEVERAL YEARS WERE UNDER THE DIRECTION OF THE OLD PI DO NOT ADD THE NEW PI TO THOSE BUDGET YEARS YOU WILL NEED TO UN SELECT THOSE YEARS THAT DO NOT APPLY TO THE NEW PI Y
60. t gt ooo a Travel Foreign Travel Foreign Jet 5 oog b y Animal Costs Animal Costs Jat 1 000 Mon Personn 1 e K a x k aa Project Detail ki a j aam naa ee Ma t C a E ama men PON Budget Justification Detail budget justification can be entered on the justification screen by clicking on the jst link located to the left of the direct cost category or the justification button on the upper left side of the screen Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 33 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking Updating Subsequent Budget Years For multiple year projects where routing is received annually NIH for example the following tasks must be done to ensure that the submission is reported e Change the Detailed Requested Budget s Process Date to the date the routing is received or the process date of the PD record used for the route The processed date that should be updated is located on the Detail Requested Budget Screen top right corner Entering the current receipt or process date will ensure that the submission will be recorded as a submission in the quarterly annual report Note there may be rare exceptions where routing is received before receiving enough information to create the record In those rare cases use the date when the information is received that enables the submission process to be complete A comment should be entered in the commen
61. t field located on that screen indicating that routing was received on XX XX XXXX date but not processed until XX XX XXXxX fates im ee ii i a P ptre wn hen PE 7 Wy s TN s r ree ate ess Shox She _AUSeUTaP athe Vig on per eee e we tervretd Wea Met oer I i Pee ret coe ees m A oo Edit Mode F 5 x N Requested Period 1 4 E ae J TEE k Division of Sponsored Program Administration Set 01 Jan 2010 31 Deo2010 4 a 2 Submission Type Associated Department From To P N itt Budget Setups Set per 1 Detailed Precision Cost Sharing Tracking Currency Tracking 12 Feb 2011 3 52 01 PM 42 Feb 2044 e etail No 0 No No Last Updated Submission ID Processed d EBA f det per 2 y r E per 3 i i k Base Sponsor Total jet per 4 4 p Key Personnel Applicant Org Appt Type Salary Fringe Salary Fringe Sponsor Project hS per 3 Huron Consultant 1 PD I Set Fringe sations Months 12 A Etot20 Clear for Calendar Twel o 0 0 0 0 0 ey Ortiz Luis A Co PDIPI Set Fringe j ats 0 Months 12 A Effort 35 Clear for Calendar Twel 0 0 0 0 0 0 2 ri ents 0 Key Personnel Total 0 0 story 1 ee a D e avant PARE TO Meee Tota a Sie tate gt BF j annette P 3 a F N jo F ma A Ea e nOn nes oe mo areas P d SP roe baoata raa are Lott at a fa lt a ey a wa T Y e Associated Sequence Numbers For tracking purposes we wil
62. w requested budget Assign next sequence number i e 27605B Add current FY to report FY13 e Create new awarded budget Assign next sequence number i e 27065B Add current FY to report FY13 e Note this means there will be two award lines for this project in FY 13 27605A and B e Amendments Adding Money and Time Follow the rules for adding Money Do not forget to update the end dates for on all screens with the additional time 3 IRB Fees included in the Total Award Amount IRB Fees Generally IRB fees are invoiced directly to the sponsor and are not included in the Total Award amount that MCGRI receives Also IRB fees are never subject to F amp A Occasionally a sponsor will award one total dollar figure that includes the IRB fee Because it is the Office of Human Research Protection that ultimately receives the IRB fees in cases where the IRB fee is included in the Total Award it is important that we separate the fees in both the InfoEd budget detail screens and on the Pink Sheet In the example below the Total Award to MCGRI is 13 020 and it includes an IRB fee of 1 500 As stated above IRB fees are not subject to F amp A so the F amp A amount of 1 920 is based on 9 600 all direct cost excluding the IRB fees Pat ae Pa en ee T A a M era ar e pont Pe ee ey eee a fp Monts 2 A Cerone yy jear for Calendar twei Sof avd vo mar A 0 rie uae a a f Key Personnel Total 0 0 B k
63. year project click the new period button 5 times The status of each new period defaults to pending The system will generate 12 month budget years based on the Requested Project Period Dates Note If the specific budget year is different than the period the system generates you can override the system generated dates by changing them in the detail budget screen Created by Sheree M Wright 6 20 05 Last edited 6 20 13 Page 23 of 51 Georgia Health Science University InfoEd User Manual Proposal Tracking F Budget Google Chrome infoedtest mcg edu PTNET2 UI Requested aspx Projld 9BF09B9 1D0735452E0440021281195BA or 9 g lt Study of Neurological Effects of Stem Cell Injections A 3 Consultant 1 Huron Division of Sponsored Program Administration Families of J Done Save Help History Access Show Spinal Muscular Atrophy p Proposal 00025077 Submissions 1 f New Proposal X Requested Project Period Dates 01 Jan 2010 01 Jan 2014 i hO Summary D Sponsor J a Personnel 1 a _ SC Budget Budget Summary Consultant 1 Huron Division of Sponsored Program Administration A HC Budget per 1 YeawPeriod Inflate Start End Inst Directs SubContract Total Directs FEA Sponsor oO Budget per 2 1 z4 01 Jan 2010 31 Dec 2010 0 0 0 0 0 Ge Budget per 3 2 z4 01 Jan 2011 31 Dec 2011 o o o o of oO Budget per 4 3 z4 01 Jan 2012 31 Dec 2012 0 0 0 0 0 s Budget per 5 4 z 01 Jan

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