Edit Assigned Non-Personnel
The Non-Personnel Details window consists of three tabs; Details, Cost Sharing, and Rates. Adjustments and edits can be made to the existing line item via this window. Several action buttons appear in the lower portion of the window no matter which tab is in focus, e.g. Save Changes, Cancel, Save & Apply to Other Periods, Sync to Period Direct Cost Limit, and Sync to Period Cost Limit. These functions are described in the Action Buttons section.
Details: the following items can be maintained in this tab:
• Start Date: Defaults to the period start date, but may be edited to align to task or quarterly budgets.
• End Date: Defaults to the period end date, but may be edited to align to task or quarterly budgets
• Budget Category: Defaults to maintained category, but can be changed, as needed. Click in the field to see and select an alternate.
o Use this option when you need to force any default cost object to appear in a different section of the budget forms (ex: Other Direct Software to Equipment).
• Object Code Name: The type selected when the item was added is displayed. Click in the field to see and select an alternate, if needed.
• Total Base Cost: The value entered when the item was added is displayed for Period 1, later periods display the amount entered when the Autocalculate Periods tool was used (inflated if that option was selected). Click in the field to edit the amount, if desired.
• Quantity: Click in the field to add or change the number, if desired. This field is used for reference and does not impact calculations and may not appear on any printed form.
• Description: This field is only required for Equipment items on S2S detailed Budget forms, but can be used for reference. Click in the box to add or edit the text. The maintained information will appear in the header space of the Edit Assigned Non-Personnel maintenance window for reference.
• Apply Inflation (checkbox): Default is checked; the Total Base Cost will be inflated when the Autocalculate Periods or Apply to Other Periods tools are used, referencing the Rates > Inflation table for this budget category. Uncheck the box if this line item should not inflate in later periods.
• Submit cost sharing: Default is checked; any cost sharing incurred for this line will be populated on the S2S forms. Uncheck the box to restrict this line’s cost sharing from appearing. (The Budget Details window has the ability to override and not submit cost sharing for the entire budget. Use this line item checkbox to uncheck discrete line items when the budget is set to submit.)
• On Campus: Defaults to the system determined status. If your system does not have Off Campus line cost objects available, uncheck this box to make an On Campus cost object utilize maintained Off campus OH rates. The Budget Details window has the ability to override all cost objects to either all ON, all Off, or Default (on and off, as maintained). Use this line item checkbox to override the default campus status.
Cost Sharing: the following items are maintained on this tab.
• Cost Sharing: enter a value in the field to represent the contributed cost sharing amount.
• (Unrecovered F&A): this read-only field will display a value if under-recovery is calculated.
• Justification: use this text box to jot down notes about this line item expense. All the notes can be consolidated to provide you with a text document that can aid in preparing your complete budget justification narrative
Rates: the Rate Classes tab is used to view and adjust indirect rate application on the selected line item. The columns list the rate class, rate type, the calculated rate cost, and calculated cost sharing, if applicable.
Uncheck the box in the “Apply Rate?” Column to remove that rate application – which may only be relevant for special submissions – Caution: This will become under-recovery.