Credit Allocation

If maintained for your implementation, the Credit Allocation screen will present a table consisting of a list of the designated proposal personnel and units in rows, with one or more columns to enter a percentage for allocation. This table is configurable to meet local requirements.

 

A.  Refresh View button: click to clear all entries

B.  Column headers defining the different categories as locally defined

C.   Investigator row: enter the total proposal credit for this proposal in each category

D.  Investigator Unit row: enter the percentage credit distribution for each unit (must equal investigator total)

E.   (Investigator) Unit Total row: aggregate total of all unit amounts for the investigator.

F.   Investigator Total row: aggregate of all investigator totals.

 

Generic instructions for maintaining credit allocation are as follows:

The row where the person’s name appears should be maintained with their portion for the proposal project.

The rows below that person’s name should be maintained with the distribution between multiple units, if more than one unit.

The system can be configured to require the values to equal 100%. Meaning that the distributed amount for each person must aggregate to 100% per column, and each person’s unit distribution must equal 100%.