This site requires JavaScript to be enabled

Research: SIMSbudgets – How to use a Cat I calculation for a Cat III or Cat IV line item

479 views

4.0 - Updated on 03-04-2025 by Ashley Conte (akc5736)

3.0 - Updated on 02-12-2024 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 use a Category I calculation for Category III and IV line items.

Article Body

ORIS-SIMS: SIMSbudgets: How to use a Cat I calculation for a Cat III or Cat IV line item

1. Enter a Cat III or Cat IV line item.

2. Select the calculator icon.

     Screenshot of Category Line Items Calculator Button Call Out.

4. Select the "Cat I Calculation" tab.

5. Set the the Cat I line item values and select the "Copy Values" button.

    

(The line item will calculate using the Cat I values..  The appointment type and effort type display values that are used to populate Section B of the RR 424 Budget form.)

     Screenshot of auto copied calculations called out with red circles.

*Note that if the budget period changes, these values will need to be re-entered.

Links