Workplace Learning & Development

Promoting Employee and Organizational Growth and Development
(413) 545-1787

June 2019

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Kuali Proposal Development - Budgeting Part 2

Kuali Proposal Development - Budgeting Part 2

Workshop Date: 
Tuesday 6/4/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Tuesday 6/4/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Wednesday 6/5/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Kuali Proposal Development – Basics - 3hrs - LIBR 1667 
Participants will learn how to navigate Kuali and complete the Proposal Development record, including: 
·        An overview of the Kuali platform, user dashboard, key concepts, and how to create a new proposal
·        How to enter preliminary proposal details – sponsor, grant type, grant period, etc.
·        How to fill out investigators RTF and intellectual credit splits
·        How to fill out the compliance sections and the questionnaire (IPF)

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Wednesday 6/5/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Thursday 6/6/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

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

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Thursday 6/6/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Summit Financials Reporting - Jun

Summit Financials Reporting - Jun

Workshop Date: 
Thursday 6/6/19
Time: 
2:30pm - 4pm
Location: 
Whitmore Building
Room: 
115B

This training gives a comprehensive overview of financials reporting in Summit, including how to access fund and grant balances, summaries, and transactional detail with ease. It is useful for anyone who needs to review financial activity on their grants or funds.

 
 
Understanding Union Contracts

Understanding Union Contracts

Workshop Date: 
Thursday 6/6/19
Time: 
9:00am - Noon
Location: 
Campus Center
Room: 
904-08

More than 90 percent of UMass Amherst employees, including many supervisors, work under union contracts. 

We will focus on the basic structure of a collective-bargaining agreement, develop a working knowledge of non-faculty contracts (PSU/MTA, AFSCME and USA/MTA), and applying agreements to situations from your workplace.

 
 
 
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BuyWays Requisitioning - Jun

BuyWays Requisitioning - Jun

Workshop Date: 
Tuesday 6/11/19
Time: 
9:00am - 1:00pm
Location: 
Whitmore Building
Room: 
115B

This is hands-on training session, for UMass PO Data Entry Operators and Liaisons, covers the new BuyWays Requisitioning which will include; shopping and creating requisitions, inquiring on purchasing and payables transactions.

 
 
Kuali Proposal Development - Budgeting Part 2

Kuali Proposal Development - Budgeting Part 2

Workshop Date: 
Tuesday 6/11/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Tuesday 6/11/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Wednesday 6/12/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Kuali Proposal Development – Basics - 3hrs - LIBR 1667 
Participants will learn how to navigate Kuali and complete the Proposal Development record, including: 
·        An overview of the Kuali platform, user dashboard, key concepts, and how to create a new proposal
·        How to enter preliminary proposal details – sponsor, grant type, grant period, etc.
·        How to fill out investigators RTF and intellectual credit splits
·        How to fill out the compliance sections and the questionnaire (IPF)

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Wednesday 6/12/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Thursday 6/13/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

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

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Thursday 6/13/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Travel Q&A Session

Travel Q&A Session

Workshop Date: 
Thursday 6/13/19
Time: 
10am - Noon
Location: 
Whitmore Building
Room: 
115B

Having trouble with a Travel and Expense Report?  Or, do you have a question about a specific travel policy?

Please sign-up and an Accounts Payable staff member from the Controller's Office will be available to answer your questions.

(Note: This is NOT a substitute for Travel and Expense Module Training which is mandatory before access to the module is granted, you need to sign up for those trainings separately.)

 
 
 
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Kuali Proposal Development - Budgeting Part 2

Kuali Proposal Development - Budgeting Part 2

Workshop Date: 
Tuesday 6/18/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Tuesday 6/18/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Employee Travel/Business Reimbursement T101-B

Employee Travel/Business Reimbursement T101-B

Workshop Date: 
Wednesday 6/19/19
Time: 
9:30am - 11:30am
Location: 
Fine Arts Center (FAC)
Room: 
444

This is the second session of the Employee Travel/ Business Reimbursement training - T101. Please take T101-A (OWL) first, if possible.   To receive an invitation to access T101-A, please sign up for this T101-B workshop and you will be contacted. ( Please remember to print and bring your T101-A OWL training certificate to show completion of this prerequisite.)

In this T101-B you will learn:

 
 
Journal Workflow Training - Jun
 
 
Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Wednesday 6/19/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Kuali Proposal Development – Basics - 3hrs - LIBR 1667 
Participants will learn how to navigate Kuali and complete the Proposal Development record, including: 
·        An overview of the Kuali platform, user dashboard, key concepts, and how to create a new proposal
·        How to enter preliminary proposal details – sponsor, grant type, grant period, etc.
·        How to fill out investigators RTF and intellectual credit splits
·        How to fill out the compliance sections and the questionnaire (IPF)

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Wednesday 6/19/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

 Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Thursday 6/20/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

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

 
 
Kuali Research Open Labs

Kuali Research Open Labs

Workshop Date: 
Thursday 6/20/19
Time: 
1pm - 4pm
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will have an opportunity to explore and begin building proposals in the system. Research and Engagement staff will be present to troubleshoot and answer questions.

 
 
 
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Kuali Proposal Development - Budgeting Part 2

Kuali Proposal Development - Budgeting Part 2

Workshop Date: 
Tuesday 6/25/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Wednesday 6/26/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Kuali Proposal Development – Basics - 3hrs - LIBR 1667 
Participants will learn how to navigate Kuali and complete the Proposal Development record, including: 
·        An overview of the Kuali platform, user dashboard, key concepts, and how to create a new proposal
·        How to enter preliminary proposal details – sponsor, grant type, grant period, etc.
·        How to fill out investigators RTF and intellectual credit splits
·        How to fill out the compliance sections and the questionnaire (IPF)

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Thursday 6/27/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

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

 
 
Travel Q&A Session

Travel Q&A Session

Workshop Date: 
Thursday 6/27/19
Time: 
10am - Noon
Location: 
Whitmore Building
Room: 
115B

Having trouble with a Travel and Expense Report?  Or, do you have a question about a specific travel policy?

Please sign-up and an Accounts Payable staff member from the Controller's Office will be available to answer your questions.

(Note: This is NOT a substitute for Travel and Expense Module Training which is mandatory before access to the module is granted, you need to sign up for those trainings separately.)

 
 
 
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