(General) Details and Rates
Click the Details and Rates hyperlink in the cost object/group header row to open the maintenance window consisting of two (2) tabs: General tab and Rates. The action buttons (save changes, apply to later periods, and cancel) appear at the bottom of both tabs; clicking these buttons will save and apply changes made on both tabs.
Apply to Later Periods: Click this button to generate this expense line to one or more future budget periods, after the budget periods have been generated. This feature allows you to add or alter a line item to one budget period in an already generated budget, and have the system populate the remaining budget periods with the expense line
Save Changes: Click this button to save and apply changes made to the General and/or Rates tab.
Cancel: Click to close the window with making changes. You can also use the ‘x’ in the upper right corner of the window.
General tab: fields available to edit on this tab are:
• Budget Category: Click in the field to display the drop-down list of options available for this category.
• Notes: you may use this 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.
• Apply Inflation: This checkbox default (checked to apply inflation, unchecked to NOT apply) is determined by your local implementation. When checked to apply, the value will utilize the maintained inflation rate percentage in the Rates screen to inflate the value in later periods. Change the default by clicking in the square to check or uncheck the box. When your budget is auto-calculated to generate periods, or when it is next calculated, the calculation will either use the inflation rate for Apply, or remain static when unchecked.
• Submit Cost Sharing: When checked, any cost sharing incurred in the line item will be populated to S2S forms. Uncheck the box to omit the expense from the forms.
• On Campus: (checkbox): defaults to the centrally maintained status for this cost element. Uncheck to designate this as an off-campus item when no specified off-campus cost objects exist.
Rates tab: the Rate Classes tab is used to view and adjust indirect and fringe rate application on the selected line item(s). The columns list the rate class, type, the default application, the calculated rate, 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