Kuali Session 2: Budgeting

Tuesday, September 27, 2022 -
1:00pm to 3:00pm


Via Zoom

Register here through Workplace Learning and Development

This workshop is offered via Zoom.  The Zoom meeting connection information will be sent out to attendees a day prior to the training. If you have not received the link by that time, please check your "Junk" folder. 

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:

  1. Kuali Proposal Development - Basics and Proposal Submission
  2. Kuali Proposal Development - Budgeting
  3. Kuali Proposal Development - Advanced Budgeting - S2S