Article Intended For
All university faculty, staff, researchers using Penn State Research Information Systems
Introduction
This article goes over the process of refreshing a budget.
Article Body
IAF Data Entry - Refreshing a Budget
IAF's can be created or updated from imported budget data in SIMSbudgets (this includes object code budgets and general ledger budgets). In the case where a budget has been updated, an AOR or DRA can "refresh" IAF from the "Basic Info", "Budget", and "Personnel" tabs by selecting .
When data is "refreshed" you will have 2 options:
This Tab: This option will only update information for the tab you are editing.
All Tabs: This option will update fields on "Basic Information", "Budget, and "Personnel" tabs
The table below represents the data that is imported for each tab:
|
Basic Info
|
Budget
|
Personnel
|
|---|---|---|
| Title | Initial Start | All personnel listed as Cat I on the budget |
| PI Name | Initial End | Role |
| Sponsor | Initial Direct | Period Effort |
| Submitting Unit | Initial F&A | |
| Administering Unit | Initial Total (calculated) | |
| Type of Submission | Total Start | |
| Type of Project |
Total End | |
| Total Direct | ||
| Total F&A | ||
| Total (calculated) | ||
| F&A | ||
| Location | ||
| Basis | ||
| Subcontracts |