Hands On Training

KC Proposal Basics


Learn how to create a proposal and route it for internal approval in Kuali Coeus. During this hands-on course, participants will have an opportunity to apply what they learn through exercises for both System to System (S2S) and non-S2S proposals (i.e., foundations). 

Topics include:

  • Proposal details, including Sponsor, Dates, Deadline, etc.  
  • connection (when applicable)
  • Add PI and Key Personnel
  • Upload/Attach proposal documents
  • Budget development (examples of both Detailed and Summary budgets)
  • Validations and Submission screen

(Note: This class replaces prior offerings of the individual KC S2S and non-S2S classes. If you took either or both of those classes previously, you have met the requirements of this latest offering.)

  • Duration: 6 hours
  • Location: NE18-913

Register for KC Proposal Basics

Budget Development Rates & Personnel


This course is scenario based, following the PI's initial budget request through several revisions, incorporating hands-on exercises to resolve challenging situations and best practices for budget creation. We will address the following issues:

Topics include:

  • Sponsor permits indirect cost of 20% TDC (resulting in underrecovery). 
  • Sponsor requires cost sharing minimum of 10% direct costs.
  • Personnel have an anticipated salary increases, and vacation that must not be charged to sponsor
  • Extending the duration of the project, thus adding a project period.
  • Adding a Summary person (without a Base Salary and Effort)
  • Using 66% of tuition subsidy for cost sharing 

Upon completion of this training, participants will be able to:

  • utilize the KC Budget module to handle budgetary issues 
  • understand the full functionality and limitations of the KC module and apply this knowledge when preparing budgets

Pre-requisites: Individuals who plan to attend this course must have completed KC: Proposal Basics before attending. This class is best suited for people with experience creating proposals with budgets in KC.

  • Duration: 3.5 hours
  • Location: NE18-913

Register for Budget Development Rates & Personnel

Email if you have questions about these courses.