This page supports ReCaP, available in RME versions since 2018. A revised Costing and Pricing Tool was implemented in version 7.7.0 in mid-2021.
This page is used to set different rules for a particular type of project, if the university-level funding rules are not the right fit for a project type, for Research Costing and Pricing (ReCaP). You can set rule variations to different project types.
If a project variation value is set, it will override the university-level default values. For details, see Rule precedence.
To view existing project rule variations, click a project type listed in the grid.
Menu path: RME menu > Projects > Funding Rules (ReCaP) > Project Level - Variations
1. From the RME menu, go to Projects > Funding Rules (ReCaP) and open the Project Level - Variations related item.
2. In the toolbar, click the New button.
3. In the Project Type field, select a project type.
4. Complete the fields, using the table below as a guide.
5. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
Field |
Description |
Allow Salary Step Level |
Indicates whether to allow users to select their own salary step level from a dropdown in the Project Team - Existing Staff page to enable accurate costing calculation Yes = Users can select their own salary step level from a dropdown. Step values in the dropdown will depend on the selected Staff Type and Salary Award.
|
Allow User Override Rules |
Indicates whether to allow users to override default funding rules If you want to allow users to override default funding rules, slide this to Yes. If Yes, users will be able to edit the following fields on the Funding Parameters page in the Costing and Pricing Tool itself to set the rules per project: • Infrastructure Cost % • Include Contingency % • Include Profit % • Invoice Based on Milestones (as an indicator) • Custom Activity Breakdown Required • Comments |
Custom Activity Breakdown Required |
Used to control the display of custom activity fields in Project Team pages for projects of a specific type Options: • Default = Use the university-level custom activity fields, shown in the Custom Activity List • Yes = Override the university-level custom activities and in the Custom Activity List, edit the University-level activities to suit your project type. To add more activities, press the plus + icon. • No = Custom activities will not be displayed or used for the project type |
Do not Apply Infrastructure Cost |
Indicates whether to apply the Infrastructure Cost % set at either the university level or fund scheme applied to calculations for this project type If you don't want to apply the university level rules, slide this to Yes.
|
Invoice Based on Milestone |
Indicates whether invoicing will be based on specific milestones Options: • Default = Apply the university-level rule • Yes = Invoicing is based on milestones • No = Invoicing is not based on milestones
|
Override Default Contingency % |
Indicates whether to apply the Default Contingency % set at the university level for this project type If you don't want to apply the university level rule, slide this to Yes. |
Override Default Profit % |
Indicates whether to apply the Default Profit % set at the university level for this project type If you don't want to apply the university level rules, slide this to Yes. |
Project Type |
Read only Selected project type for the rule variation |
Product key: Research Costing and Pricing
Page ID: CNP002.htm