Kuali Session 1: Basics
January 28, 2025 1:00 pm - 3:00 pm ET
Via Zoom
Participants will learn how to navigate Kuali, initiate and complete a Proposal Development record. Topics covered include:
- How to get access and login
- Overview of the Kuali platform, user dashboard, and navigation
- Create a new Proposal Development record or copy an existing one
- Understand requirements of each Proposal subsection
- Add Key Personnel and Address Book entries
- Add additional units and complete RTF and Intellectual Credit splits
- Complete the compliance sections and the questionnaire
- Attach documents to fulfill UMass and Sponsor requirements
- Replace or download attachments
- Set up a summary budget and use budget settings
- Clear common errors and warnings
- Route a proposal for internal approvals
- What to expect during OPAS review and submission
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.