Kuali Coeus at UMB
Kuali Coeus User Resources
From Coeus to Kuali Coeus
This 25 minute video captures the highlights of the information presentations made in June/July 2014 to Coeus users. Focusing on the Proposal Development module, we point out some differences -- in "look and feel" and in functionality -- between Coeus and Kuali Coeus.
Tools and How-tos
The technical team is continuing to adjust Kuali Coeus configurations to work best for UMB, in particular regarding responsiveness and attachment issues. In addition, we are working on the approval workflow, which does not always progress in a logical manner. Please continue to contact your SPA team with questions and concerns as we move forward.
Latest advice and hints:
- If you create multiple budgets on the Budget Versions tab of a proposal, each budget version MUST have a different name. Use relatively short names - 30 characters or less is recommended.
- Fringe benefit rates - some "mapping" (set-up) issues were corrected on 9/5/14 in the morning. Budgets created after that should calculate correctly. To use your existing budget, open the budget. Go to the Rates tab and click the "sync all rates" button. Answer "yes" to the query. Save. Answer "yes" to the query. Then go to the Personnel tab and recalculate. The fringe rates should now calculate correctly.
- Address Book edits and new entries must be done centrally. The "permissions" that allow a user to create a new Address Book entry are so very different than the Coeus Rolodex permissions that we must restrict this role to specified users. Please use the Address Book Entry Request for new or updated entries.
- Attachment names must not contain any spaces or special characters. Example: UniversityOfMaryland2014.pdf
Help with Kuali Coeus software questions: In addition to the resources in this section, look for the in-application help icon within your Kuali Coeus proposal. This icon links to an online manual that, though not UMB-specific, provides context-sensitive detail about the software. If you still need assistance, please contact your department administrator or your SPA team.
Assistance with Proposal Development: If you have a proposal question that is not directly related to Kuali Coeus such as Sponsor application guidelines or preparing a proposal budget, go to the SPA website, or contact your department administrator or your SPA team.
Technical Help: Contact DL-CITS COEUS Report A Problem and identify the Proposal # (preferred) or document number when reporting a technical issue.
The ASC Help Desk is also available to address technical, password, portal, and system access issues. Phone: 410-706-HELP