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Research: SIMSbudgets – How to enter custom default rates

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3.0 - Updated on 12-03-2024 by Ashley Conte (akc5736)

2.0 - Updated on 02-12-2024 by Ashley Conte (akc5736)

1.0 - Authored on 09-13-2021 by Kara Marshall (qum160)

Article Intended For

All University faculty, staff, and researchers with permission to use and/or access Penn State Research Information Systems

Introduction

This article goes over how to enter custom default rates in SIMSbudgets.

Article Body

How to enter custom default rates

Select "Modify Rates from the "BUDGET EXPORER" menu bar.

Modify the rates as needed.

Selecting "Save Rates & Recalculate" will save the rates and recalculate all lines items using the custom rates.

Selecting "Save Rates" will save the rates and use the custom rates as default for all new line items.

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