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KR Budget Tips and Instructions
Budget names: Use relatively short names — 20 characters or fewer is recommended. When you create a new budget version, you must give it a new name. Each budget version must have a different name.
Non-UMB persons: Non-UMB persons are those who are not on UMB's payroll, such as new incoming faculty or UMMC residents. To add a non-UMB person in the Personnel section of the budget and/or as a Principal Investigator, your department needs to add this person as an Affiliate in the Community System, and the Community System record must include a request for Coeus access. In the Community System record, under Applications, choose "Add" and select Coeus. After the Affiliate request has been fully approved through the system with the request for Coeus Access, Kuali Research is updated the next day.
Sync rates (F&A or fringe benefits): If you copy an older proposal (not recommended) or if new rates have been added in Kuali Research (such as annual fringe benefit rates), you will need to “sync all rates” to apply the current F&A and/or Fringe Benefits rates. Navigate to the Budget > Rates. Click the Sync All Rates button in the upper right corner (under the "help" link). Click OK on the confirmation question that will pop up, which reminds you that your budget will be recalculated with the updated rates.
Kuali Research Budget Entry - detailed guideline for proposal budget creation
High level Kuali Research Budgets - How to use the summary budget or minimal non-personnel cost entry to create a modular or high level budget.
Use the Summary personnel budget tool
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