to verify edited cells, Save Often· Copy/Paste in Grids - to copy to other rows, use Ctrl+C and Ctrl+V and allow the web application to access your clipboard
· All the Non-Salary Planning Grids are Fiscal Year based, remember to set the Year to 2014 and save the new filters for grids with new names.
Summary of Steps for Non-Salary Planning
Step 1 – Optional Priming or Prepopulating Non-Salary Plans
For the Next Fiscal Year, users may choose to utilize data from the current fiscal year to prepopulate the plan or specific keys in the plan via Scenario Copy features and then update and edit that information.
Step 2 - Enter/Edit in the Plan NonSal Expenses – Annual Spreading Working Plan Grid
Data Entry in this grid is at the bigger picture level, estimating expenses in each Expense Class for FY14. This information is then spread uniformly across months in the Monthly Planning Grid. This Grid is where general Non-Salary Planning begins for the upcoming Fiscal Year.
Step 3 - Examine and Refine Planning in the Monthly Planning Grid
Editing in this grid allows the user, where relevant, to refine planning of Non-Salary Expenses at the monthly level.
Step 4 - Plan Subaward MTDC Exclusions
Data Entry in this grid allows the user to plan for specific subaward exclusions from MTDC for the fiscal year.
Step 5 – Verify Data Entry Once Planning is Complete
Scan Active Keys in the No Planned Expenses Report Grid to determine if there are keys listed from your group that should have planned expenses. Review Total Planned Expenses in the Non-Salary Annual Spreading Grid filtering by Account Key, Contract, Fund Source and compare with budgets, expected budgets, general knowledge of the key project…
Planning Non-Salary Expenses
· HINT - Before planning Non-Salary expenses, complete FY14 Salary Plans. Your planned salary expenses with applied benefits, OH and CSC by account key populate the “reference” columns in the Plan Non-Salary Annual Spreading Grid for FY2014.
· NOTE - All non-salary expense are planned at the level of Account Key, Expense Class and Budget Type. For example:
o 123456 5200 MS New Funds $20,000
o 123456 5200 MS Committee Carryover $ 1,000
o 123456 5200 MS Fund Transfer $ 5,000
· Budget type is most critical in planning of Funds that are uploaded from the system, at this time uploads include only NCAR Indirects, CSC and NSF Target funds, but larger Cooperative Agreements may be added. In some cases you may choose to plan only to “New Funds”. Typically "Expected Funds" would be used for TBD and placeholder keys.