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Research: SIMSbudgets – How to link a Cat II and Cat III line item

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4.0 - Last modified on 11-11-2025 Revised by Austine Decker (fad5044)

3.0 - Last modified on 12-03-2024 Revised by Ashley Conte (akc5736)

2.0 - Last modified on 02-12-2024 Revised by Ashley Conte (akc5736)

1.0 - Created on 09-13-2021 Authored 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 link a Category II and III line item to complete SF424 RR Budget Graduate Students.

Article Body

A Cat II and Cat III line items can be linked to properly complete the SF424 RR Budget Graduate Students in Section B on Cayuse budget import for that combines the Cat II Grad Student object code with the Cat III Grad Student Summer Wages.  This feature will assist in properly report the correct number of Graduate Students on the form.  If line items are not linked, the Section B quantity will total 2 instead of 1.

  1. Create a Cat II line item
    Category II detailed line item view with editable fields.
  2. Create a Cat III line item for summer wages
    Category III detailed line item view with editable fields.
  3. From the Cat III line item, select the Link button and then select the proper Cat II line item to link
    Category II link select for a wage line item.
  4. You will be prompted to complete the Cat II Calc Helper
    Prompted message to use the Cat II Calc Helper Person Months Academic/Summer.
  5. From the Cat III line item, select the Calculation Helper and complete the Cat II section and Copy Values
    Cat II Calc Helper tool with the "Copy Values" button circled in red.
  6. Save the line item
  7. Line item links are represented by Link icon
    Line item summary for Category II and Category III.
  8. On Cayuse budget import, if a line item link exists and the the calculation helper has not been completed, you will be prompted to complete the Cat II Calc Helper
    Prompted message to use Cat II Calc Helper tool for person months.
  9. The Cayuse RR Budget should represent a single Graduate Student for each Cat II and Cat III pair

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