To Assign Personnel:

Select the Period tab you wish to add the personnel to – the default is P1. Later periods will be available after you use the Autocalculate Periods tool; if you choose to over-ride the warning, you will not be able to use Autocalculate and will have to do more work to populate all your budget periods.

Click the [Assign Personnel] button (upper right, in the Period label row); this will open the Add Personnel to Period window.

The following items must be maintained for the system to add the person and calculate the salary:

•      Person: Click in the field to display the eligible Project Personnel. Select one of the named persons to apply to the budget period. (See separate instructions for selecting ‘summary’).

•      (Appointment Type): This reference information appears after selecting a project person.

•      (Salary Effective Date) This reference information appears after selecting a project person.

•      Object Code: Click in the field to display the potential cost elements/object codes appropriate to the project person selected in the Person column. Alternatively, click the lookup icon  to open the full list of potential cost objects in a separate window. Locate the appropriate cost object and click on [return value] to select the item.

•      Group: Not required, but if desired, create or select a Group. Groups are useful if you will have one or multiple persons with special charges, such as off-campus F&A rate, no inflation, or submit/do not submit cost sharing detail. See the section on Groups for more information.

•      Start Date: If the Start Date is not the same as the budget period start, enter the appropriate date or use the calendar tool to select a date. It may be appropriate to change the date to compensate for such occurrences as vacation eligible time or a late start on the project.

•      End Date: If the End Date is not the same as the budget period end, enter the appropriate date or use the calendar tool to select a date. It may be appropriate to change the date to compensate for such occurrences as vacation eligible time or a targeted task time in the project, such as summer effort.

•      Effort %: Click in the field to enter the percentage of a 40-hour work week this person will charge to the project.

•      Charged %: Click in the field to enter the percentage of the person’s salary to be charged to the project. (This field cannot be greater than % Effort.)

•      Period Type: Click within the field to select a Period Type- calendar, academic, or summer. (The type will appear on certain budget forms but does not impact the calculation.)

Once all these required fields are maintained correctly, click the [Assign to Period 1] (or period number being maintained) button to close this window and insert the calculated salary detail line into the budget period. Otherwise, click the [Cancel] button or [x] in the upper right of the window to close the window without adding the person.