Cost Sharing

Cost sharing manages the funds in excess of the Sponsor's support, to be provided by another source, for the specific proposal.

Entering Cost Sharing by PI or Project Person

  1. Click on the Personnel line item to cost share.
  2. Click the Personnel Budget for Line Item icon or select Items > Personnel Budget…. The PERSONNEL BUDGET DETAILS dialog opens.
  3. Enter a percentage in the % Effort field that is greater than the percentage in the % Charged field.
  4. Example: A Professor/PI with a nine-month base salary of $90,000 ($10,000 per month) added to the budget for one summer month (7/1 – 7/31) at 100% Effort and 50% Charge generates $5,000 + EB + F&A in cost sharing.

  5. Click OK. The PERSONNEL BUDGET DETAILS dialog closes.
  6. Click the Save icon  or select File > Save. Coeus recalculates, saves, and refreshes the budget data.

Entering Cost Sharing Manually

  1. Double-click a Non-Personnel line item. The BUDGET – LINE ITEM DETAIL dialog opens.
  2. Enter the dollar value in the Cost Sharing field. The total cost sharing expense is added to the Period total, including any indirect expenses.
  3. Click OK. The BUDGET – LINE ITEM DETAIL dialog closes.
  4. Click the Save icon  or select File > Save. Coeus recalculates, saves, and refreshes the budget data.

Distributing Cost Sharing Expense

  1. Select Edit > Cost Sharing Distribution…. The MODIFY PROPOSAL COST SHARING dialog opens.
  2. Enter a percentage of the cost share expense in the Percentage column, or a dollar value in the Amount column for each fiscal year with a cost sharing expense.
  3. Enter an account number or source code in the Source Account field for each fiscal year that has a cost sharing expense. If the source account is yet to be determined, the below is a list of placeholder source accounts:
    0000001 – Institute
    0000002 – Provost
    0000003 – School
    0000004 – DLC
    0000005 – Tuition Subsidy
    0000006 – UROP
    0000007 – Unknown
  4. To split an amount among sources, click Add to add one or more lines to the Cost Sharing Distribution List. Make entries in the added lines using the Steps above.
  5. Click Delete to remove any lines that do not show distribution.
  6. Click OK. The MODIFY PROPOSAL COST SHARING dialog closes.
  7. Click the Save icon or select File > Save.