Category I Line Items - Salaries

Object Code - Institutional code and description (Object Classification Codes).

Short Description - Allows up to a 50 character description of the line item. This value will display under the Budget Category column. The default value is the object code description and can be changed. This value can also be validated against the SIMS person database.

Group - Allows up to 12 characters for the classification of the line item. For instance, if it's desired to separate specific line items from a large budget.

Long Description - Allows up to a 200 character description of the line item. This value will display as budget notes and on mouse-over for the line item in Budget Explorer.

Role - Describes the individuals role. This is a fixed list of Principal Investigator, Co-PI, Project Corespondent, Faculty Associate, Research Associate, Research Assistant, Other and Unknown.

Sponsor Role - Describes the individuals role as it relates to system-to-system forms. This value only pertains to NIH system-to-system submissions. This is a fixed list of Key Personnel, Other Significant Personnel and None.

Appt. Type - Describes the individuals appointment type. This is a fixed list of Academic and Calendar. Changing this value will force a recalculation.

Appt. Weeks - Describes the number of weeks for the appointment type. Academic defaults to 36 weeks and can be adjusted up to 48 weeks. Changing this value will force a recalculation.

Appt. Salary - Sets the individuals appointment salary for line item calculation. Changing this value will force a recalculation. Note: Salary should be current salary at date of input.

Level of Effort(%) - Sets the level of effort for all periods for the individual. Changing this value will force a recalculation.

Requested Direct - Sets the total requested direct for the line item. This value can be entered which triggers a recalculation for all periods or totaled up from period values.

Requested Fringe - Displays the total requested fringe value. This is a read-only field.

Total Requested - Displays the total requested value. This total consists of all period requested direct + fringe + f&a. This is a read-only field.

Cost Share - Sets the cost share total direct for the line item. This value is totaled up from period values. This is a read-only field.

Cost Share Total - Displays the total cost share value. This total consists of all period cost share direct + fringe + f&a. This is a read-only field.

Primary PI - Designates the line item as the "Primary Principal Investigator". Only one salary line item can be designated which is in bold on the Budget Explorer page.

Periods

Each budget period is represented and can be modified individually or populated automatically from a total value.

COL Applied - Determines if the period has cost-of-living applied.

Semester - Identifies the period increment semester of Academic or Summer. This is a read-only field.

Max Months - Identified the total number of months available within the period increment. This is a read-only field.

Months - Number of months used for period increment. This value cannot exceed Max Months. If the number of months are less than Max Months, values are calculated toward the backend of the period increment. Changing this value forces a recalculation.

Req. % Effort - Percentage of effort used for period increment. This value cannot exceed 100. Changing this value forces a recalculation.

Salary - Sets requested direct salary for period increment. Changing this value force a recalculation.

Fringe - Total requested fringe for period increment. This is a read-only field.

Total Requested - Total requested for period increment. This total consists of direct + fringe + f&a. This is a read-only field.

Cost Share % Effort - Cost share percentage of effort used for period increment. This value cannot exceed 100. Changing this value forces a cost share recalculation.

Cost Share - Sets requested cost share direct salary for period increment. Changing this value forces a cost share recalculation. If the sponsor has a salary cap, total exceeding the salary cap are added to cost share.

Cost Share Total - Total cost share requested for period increment. This total consists of direct + fringe + f&a. This is a read-only field

F&A Applied - Determines if f&a is applied to period increment. This option is only available when the F&A Basis is "Other".

Rates

All rates Cost-of-Living (COL), Fringe and Facilities and Administration (F&A) are displayed by fiscal year and set to budget default rates. Rates can changed for any fiscal year. Changing these values will force a line item recalculation.

Current Rates