post-award - money and end dates - time and money...post-award - money and end dates - time and...

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Post-Award Money and End Dates / Time & Money 1. When viewing an award, click on the Money and End Dates tab. The default view shows the award hierarchy, dates and amounts related to each award. 2. Awards in the hierarchy are color coded to indicate current status: Red = inactive, Green = active, Blue = hold, and = pending. Child awards are indented to indicate level (also shown with number). 3. By default, the view is displaying award Totals and Dates. Switch the view using buttons for Distributed and Distributable at the bottom of the window. 4. Buttons on righthand side perform the following actions for selecetd award (with KC equivalent): Summary Award/Account info and status, Amounts and Dates, Approved equipment, travel, etc., Investigators Time & Money > Summary [Show] Use Next and Prev buttons to view children. Budget Link to Award Budget (Return to award) > Budget Versions Ant. Funding Anticipated total amount Time & Money > Direct/F&A Funds Distribution History Shows transaction history and details Time & Money > Action Summary and History tab Expand All Expands hierarchy to show all child awards Expand all button (Shows Collapsed sections) Go To Selects/highlights award in hierarchy Go To (select award from menu) Print (Return to award) > Award Actions > Print Medusa Open Medusa for selected award (Return to award) > Medusa tab Coeus Display Award Money and End Dates Click buttons to switch view to Distributed, Distributable, and/or Dates 000123-001 : 6922222 000123-001 : 69222 000123-001 : 69222

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Page 1: Post-Award - Money and End Dates - Time and Money...Post-Award - Money and End Dates - Time and Money Keywords: post-award,money,end dates, Created Date: 20150630151935Z

Post-Award

Money  and  End  Dates  /  Time  &  Money    

 1. When  viewing  an  award,  click  on  the  Money  and  End  Dates  tab.  The  default  view  shows  the  award  

hierarchy,  dates  and  amounts  related  to  each  award.  2. Awards  in  the  hierarchy  are  color  coded  to  indicate  current  status:  Red  =  inactive,  Green  =  active,  

Blue  =  hold,  and   =  pending.  Child  awards  are  indented  to  indicate  level  (also  shown  with  number).    

3. By  default,  the  view  is  displaying  award  Totals  and  Dates.  Switch  the  view  using  buttons  for  Distributed  and  Distributable  at  the  bottom  of  the  window.  

   

4. Buttons  on  right-­‐hand  side  perform  the  following  actions  for  selecetd  award  (with  KC  equivalent):  

Summary   Award/Account  info  and  status,  Amounts  and  Dates,  Approved  

equipment,  travel,  etc.,  Investigators    

Time  &  Money  >  Summary  [Show]  Use  Next  and  Prev  buttons  to  view  

children.  

Budget   Link  to  Award  Budget   (Return  to  award)  >  Budget  Versions    

Ant.  Funding   Anticipated  total  amount   Time  &  Money  >  Direct/F&A  Funds  Distribution    

History     Shows  transaction  history  and  details   Time  &  Money  >  Action  Summary  and  History  tab  

Expand  All   Expands  hierarchy  to  show  all  child  awards  

Expand  all  button  (Shows  Collapsed  sections)  

Go  To     Selects/highlights  award  in  hierarchy   Go  To  (select  award  from  menu)    

Print     (Return  to  award)  >  Award  Actions  >  Print    

Medusa   Open  Medusa  for  selected  award    (Return  to  award)  >  Medusa  tab  

Coeus  Display  Award    -­‐  Money  and  End  Dates  

Click  buttons  to  switch  view  to  Distributed,  Distributable,  

and/or  Dates  

000123-001 : 6922222 000123-001 : 69222

000123-001 : 69222

Page 2: Post-Award - Money and End Dates - Time and Money...Post-Award - Money and End Dates - Time and Money Keywords: post-award,money,end dates, Created Date: 20150630151935Z

 1. When  viewing  an  award,  click  the  Time  &  Money  button    on  any  screen.    NOTE:  Time  &  Money  cannot  be  opened  in  a  new  tab.  Click  Return  to  Award  button  to  close.  The  screen  is  divided  into  two  tabs:  Time  and  Money  (hierarchy,  summary,  etc)  and  Action  Summary  and  History  (transaction  types  and  dates,  and  transaction  history  detail).  

 2. By  default,  the  Award  Hierarchy  sub-­‐panel  on  Time  and  Money  is  expanded  showing  Dates  and  

Totals  for  each  award.    3. Awards  are  color  coded  to  indicate  current  status:  Red  =  inactive,  Green  =  active,  Blue  =  hold,  and  

=  pending.  Child  awards  are  indented  to  indicate  level.  4. Initially,  all  subpanels  display  information  for  the  Parent  award  (-­‐00001),  regardless  of  which  award  

you  were  viewing  prior  to  clicking  Time  &  Money.  To  switch  to  a  child  award,  select  the  award  number  from  the  Go  To  pull-­‐down  menu  and  click  the  Go  button.  NOTE:  Go  To  will  also  change  the  award  being  viewed  on  Action  Summary  and  History  tab.  

 

   5. The  Summary  subpanel  displays  information  on  the  selected  award,  including  Anticipated  

Cumulative  and  Obligated  Cumulative  amounts,  Approved  equipment,  travel,  etc.,  Cost  Sharing,  and  F&A  (corresponds  to  Coeus  Award  Summary  ‘Indirect  Cost’).  Click  the  Next  or  Previous  button  to  view  the  Summary  a  different  award  (or  use  Go  To  menu).    

6. Click  the  Action  Summary  and  History  tab  to  view  a  summary  of  transactions  and  a  detailed  history  (in  reverse  chronological  order).      

NOTE:  Action  Summary  and  History  subpanels  displays  information  for  award  selected  with  Go  To  menu  on  Time  &  Money  screen.    

 

KC  Award  –  Time  &  Money  

Select  Total,  Distributed/Distributable,  

or  Dates  

Select  child  award  to  view,  then  click  Go.  Will  update  all  

subpanels  and  Action  Summary  &  History  tab  contnet  

Page 3: Post-Award - Money and End Dates - Time and Money...Post-Award - Money and End Dates - Time and Money Keywords: post-award,money,end dates, Created Date: 20150630151935Z

   

 Click  [Show]  to  view  Transaction  details.  Note:  Source  Account  info  did  not  come  over  in  the  migration  from  Coeus.  It  will  be  updated  for  

historical  purposes.  

H istory (0001 23-00001)

A ctio n S ummary (0001 23-00001 )