Project Level Variations (ReCaP)

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

 

Add and configure a project-level rule variation

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.

Project Level - Variations: Fields

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.

The Step field is always shown on the Project Team - New Staff page.
If this Step dropdown is not  included on the External Staff page, the system will take the highest step for the related Salary Award for existing staff.

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.

This rule overrides both university level and fund scheme level rules

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

info-icon This is just an indicator, there is no associated functionality connected to it. You can set up project milestones in RME as Significant Events. For eForms in the RPR domain, add a Significant Events RIC to the eForm template.

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

 

Related topics

        Funding Rules

        University Level rules

        Fund scheme level rules

        Salary rates

 

Product key: Research Costing and Pricing

Page ID: CNP002.htm