To Assign Summary Personnel

The summary option allows you to add an uncalculated salary expense line to the budget. You will not select a person, and both the effort% and charge% fields will not be editable because you will enter the salary amount in the Details section after the Summary line is added to the budget period.

To add a Summary personnel line:

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 summary line to the budget period:

•      Person: Click in the field to display the eligible Project Personnel. Select Summary from the list.

•      (Appointment Type): This field will remain blank when summary is selected.

•      (Salary Effective Date) This field will remain blank when summary is selected.

•      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: If appropriate, 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 %: This field will remain blank when summary is selected.

•      Charged %: This field will remain blank when summary is selected.

•      Period Type: This field will remain blank when summary is selected.

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

•      The Summary salary detail line will be added to the budget period with $0 – ZERO dollars as the requested salary. You must open the Details window to type in the Requested Salary.

•      Click the [Details] button to open the Edit Assigned Personnel window.

o  Enter the dollar amount for this line in the Requested Salary field

o  Click the [Save Changes] button; the requested salary and associated fringe expense will populate to the person row.