Article Intended For
All University faculty, staff, researchers with permission to use and/or access 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 |
* Refreshing Personnel: Please note that when personnel are removed from the budget, and the personnel tab is refreshed, personnel are not removed from the IAF. Refreshing the budget will update existing personnel, and add personnel, but will not remove personnel from the IAF.
Links
null