Kuali Session 2 - Budgeting

Thursday, September 19, 2019 -
9:00am to 11:00am

W.E.B. Du Bois Library 1667

IMPORTANT: This is offered through Workplace Learning & Development.  Registration required.

Workshops are geared towards administrators engaged in proposal development and faculty and graduate students who build their own proposals.

Participants will learn how to create a budget in Kuali, including:

  • A review of Kuali's basic budget concepts and tour of the budget module
  • How to create budget versions and export budgets to Excel
  • Learn how cost of living increases and inflation work and are calculated
  • How to add and assign personnel to budget periods
  • How to add non-employees (consultants, other significant contributors, etc.)
  • How to budget academic (AY) and summer faculty effort
  • How to calculate other personnel effort, including grad students
  • How to add non-personnel budget items
  • How to replicate budget periods

Participants will receive a Kuali Training Certificate of Completion if they complete all three proposal development trainings. The trainings are progressive in content and it is strongly encouraged that users take them sequentially.

  1. Kuali Proposal Development - Basics
  2. Kuali Proposal Development - Budgeting Part 1
  3. Kuali Proposal Development - Budgeting Part 2