On & Off Campus Indirect Cost Groups

How to Create a Group to Budget Personnel using On- and Off-Campus Indirect Cost Rates

Overview: Kuali creates groups for personnel on the Assign Personnel to Periods page based on their object codes (i.e., PI/Sr. Pers Academic, PI/Sr. Pers Summer). For example, all personnel with summer salary are automatically placed in the same group (PI/Sr. Pers Summer) with the same details and rates. A new group needs to be created for a person that is working off campus so that the budget will reflect the off campus indirect cost rate for that person. In the screenshot below, Gronkowski and Brady are in the same group with the same details and rates. Gronkowski will be working on campus, while Brady will be working off campus during the summer. Gronkowski and Brady need to be placed in separate groups because they need to have different details and rates.

STEP 1 – Navigate to Budget and open your budget. Go to Personnel Costs, then Assign Personnel to Periods, the Assign Personnel as you normally would. Click Assign to Period 1. As you can see below, Gronkowski’s group is set to default so the on campus indirect rate will be applied.

STEP 2 – An off campus indirect cost rate group needs to be created for Brady. In the Add Personnel to Period section, select Create New Group in the dropdown list next to Group. A New Group Name field will appear under the Group field. Type a name for your new group. Click the Assign to Period 1 button. Please note that a group can only be created when you initially add the person to the budget. If the person already exists in the budget then you will need to delete them and add them back in and create a new group or select an existing group from the dropdown list.

The new group will appear on the Assign Personnel to Periods page.

STEP 3 – Navigate to and click on the Details & Rates hyperlink for your new group (highlighted below in yellow).

The Details & Rates dialog box will appear. Under the General tab, uncheck On Campus. Then click Save Changes. The indirect cost rate for Brady is now set to the off campus rate of 26%.