Article Intended For
All university faculty, staff, researchers using Penn State Research Information Systems
Introduction
This article goes over the specific parameters of MTDC/TDC Line Items.
Article Body
ORIS-SIMS: MTDC/TDC Line Items - Equipment/Travel/Other/Subcontracts
MTDC/TDC Line Items - Equipment/Travel/Other/Subcontracts
- 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 on the Budget Explorer page. The default value is the object code description and can be changed.
- Group - Allows 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.
- Total Requested Direct - Total requested direct value for line item. The recorded value will populate the first period requested direct value. Changing this value will force a recalculation.
- Total Requested - Total Requested value for line item. This total consists of direct + f&a. This is a read-only field.
- Cost Share - Cost Share value for line item. The recorded value will populate the first period cost share direct value. Changing this value will force a recalculation.
- Total Cost Share - Total Cost Share value for line item. This total consists of cost share direct + f&a. This is a read-only field.
- Spread Even - This button will spread the total requested direct value evenly across all periods.
Periods
Each budget period is represented and can be modified individually.
- Requested Direct - Requested direct for period. Changing this value will force a recalculation.
- Requested - Requested total for period. This value consists of requested + f&a. This is a read-only field.
- Cost Share Direct - Requested cost share direct for period. Changing this value will force a recalculation.
- Cost Share - Requested cost share total for period. This total consists of cost share direct + 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
Facilities and Administration (F&A) are displayed by fiscal year and set to budget default rates. Changing this value will force a recalculation. Rates can be changed for any fiscal year.
Current Rates