Article Intended For
All faculty, staff, and researchers with permission to use or access Penn State's SIMSbudgets application.
Introduction
Penn State's official budget-building tool for proposal submissions.
Article Body
SIMSbudgets How-to's
Cayuse: How to access the Cayuse "Proposals" tab
Cayuse: How to autofill an institutional profile for a subaward
Cayuse: How to break a lock on a Cayuse proposal
Cayuse: How to copy a Cayuse proposal
Cayuse: How to delete Cayuse proposal
Cayuse: How to download an Opportunity
Cayuse: How to open a Cayuse proposal for editing
Cayuse: How to open a Cayuse proposal in read-only mode
Cayuse: How to remove a SIMSbudgets to Cayuse proposal link
Cayuse: How to request an institutional profile
Cayuse: How to request a non-PDF file upload
Cayuse: How to take a lock on a Cayuse proposal
Cayuse: How to unlock a Cayuse proposal
Cayuse Import: Data Management and Sharing Costs (DMSP)
SIMSbudgets: How to complete Add Person request form
SIMSbudgets: How to enter custom default rates
SIMSbudgets: How to enter custom rates for a line item
SIMSbudgets: How to enter custom stipend and tuition values for a Category II line item
SIMSbudgets: How to link a Cat II and Cat III line item
SIMSbudgets: How to refresh current default rates
SIMSbudgets: How to refresh Stipends for Graduate Assistants
SIMSbudgets: How to request Person Addition
SIMSbudgets: How to set default industry F&A rates
SIMSbudgets: How to set default rates based on prime sponsor
SIMSbudgets: How to update budget to use the current default rates
SIMSbudgets: How to update salary cap for an existing budget
SIMSbudgets: How to use a Cat I calculation for a Cat III or Cat IV line item
SIMSbudgets: How to update OC budget line item to reflect Data Management and Sharing Costs (DMSP)
SIMSbudgets: How to update GL budget line item to reflect Data Management and Sharing Costs (DMSP)
SIMSBudgets: Print View and Data Management and Sharing Plan (DMSP)
SIMSBudgets: Object Code to GL Crosswalk Conversion
ORIS-SIMS: How to use Budget Export - IAF Account Setup tab (SIMBA-related)
ORIS-SIMS: How to use Budget Export - GL Budget Explorer (SIMBA-related)
SIMSbudgets User Guide Documentation
**NEW Revamped Budget Locator: Initial Launch (Available April 4, 2023)
**NEW Budget Locator (Available April 4, 2023)
Other Support Materials
SIMSbudgets General Ledger Mapping Guide
SIMSbudgets General Ledger Mapping Guide (cheat sheet)
SIMSbudgets OBJECT CODE to 424 RR Budget Mapping Guide
SIMSbudgets OBJECT CODE to 424 RR Budget Mapping Guide (Cheat sheet)