Workplace Learning & Development

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

Kuali Session 2: Budgeting

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 Session 1 - Basics
2.  Kuali Session 2 - Budgeting 
3.  Kuali Session 3 - Advanced Budgeting, Grants.Gov

The trainings are progressive in content and it is strongly encouraged that users take them sequentially. 

Available To: 
UMass faculty and staff
Group Facilitator: 
Research and Engagement Administrators
Prerequisites: 
For administrators engaged in proposal development, and faculty and graduate students who build their own proposals.
Category: 
Research and Engagement
Working At UMass