Adding an Effort Distribution to the Effort Summary or Effort Detail Section

Effort Certification > Effort Certification Transaction Documents > Effort Certification Document > Document Layout > Effort Detail Tab

Adding an Effort Distribution to the Effort Summary or Effort Detail Section

To add a new effort distribution line to the Effort Summary or Effort Detail sections, follow these steps:

1. Enter the chart of the account you want to add or use the Chart lookup icon.

2. Enter the account number you want to distribute effort to or find it by using the Account lookup icon.

3. If this effort distribution is to reflect cost share, enter the cost share sub-account here or use the CS Sub-Acct lookup icon. Otherwise, leave this field blank.

4. Enter the percentage of effort that should be distributed to this account as an integer (no decimal).

5. Click Add button to add the distribution line.

Kuali Financials determines whether the account is federal or federal pass through and adds it to the appropriate section. Kuali Financials also calculates the appropriate salary amount and updates the totals.

pencil-small If adding the line to the Effort Details section, the system also displays the object code and position number and calculated fringe benefit amount.

6. If needed, adjust the object code now that the new line has been added.

pencil-small Remember that the object code may be modified only if multiple object codes already appear on existing lines.

7. If needed, adjust the position number on the newly added line.

pencil-small Remember that position number may be modified only if multiple position numbers already appear on existing lines.

8. In the Notes and Attachments tab, type a note explaining the change.

9. Click the Add button.