AOU Level Funding Rules - CPT
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About this page
This page is used to set rules for defined administrative organisational
units (AOUs or org. units as an abbreviation) to apply when marked as
primary in the project. You can set rules for different primary AOUs.
AOU level rules will override institution level default rules, however,
applicable fund scheme or project level rules may apply. See: Rule
precedence
AOU level rules only apply if the AOU is marked as the primary for the
project because if there is more than one, the system would not know which
one to use as the base for funding rules.
This page supports the Costing and Pricing
Tool (CPT), which was implemented in version 7.7.0 in mid-2021. Research
Costing and Pricing (ReCaP)
is a separate tool.
Menu path: RME menu > Projects > Funding Rules
> AOU Level
View an existing AOU level rule
1. To view an
existing AOU rule, go to RME > Projects >
Funding Rules.
2. Select the
AOU Level tab.
3. Next to the
AOU rule, click the Open icon.
For field descriptions, refer to the field table below.
Add and configure an AOU level rule
1. Go to the
Funding Rules page and open the AOU Level tab.
2. In the toolbar, click the New button.
3. Complete the fields, using the table below as a guide.
4. In the toolbar, click Save. To
go back to the previous page, click it in the breadcrumb trail or use
your browser Back button.
AOU Level: Fields
Consumable
and Capital Item Groups: Fields
When you save the rule, the grid in this section displays the default
institution level consumable and capital item groups and items.
To create different consumable and capital groups and/or items to apply
to projects from the AOU selected in the rule, you can override the institution
level groups and items. When you set different groups and items, the Overidden label displays at the
top left of this section to indicate that institution level consumable
and capital items are no longer applied.
If you want to remove AOU-specific items and return to the default items
from the institution level, click the Revert
Override option.
To create different groups of consumable and capital items for the AOU,
and define items for each group, follow these steps:
1. Click Add above the Consumable and Capital Items Groups
grid. The Create Consumable and Capital Item Groups popup displays.
2. Enter a name for the group of similar items in the Name
field (mandatory). Examples: Travel, Facilities/Buildings
3. In the Display Order field,
enter a number to indicate the sort order of the group in the grid. 1
is at the top.
4. For the Outward Expenses?
slider, indicate if the new group is for expenses that are related to
sub-contract work, other services or costs that will be paid out for the
project. Any costs for items in this group will be deducted from the total
price received from an external funder (not including: a) salary of externals,
b) cash consumable and capital items identified as outward expenses, and
c) disbursements to external organisations) to calculate the amount
of funding remaining with the institution in a Staying
with the Institution field in an RPR eForm used for CPT.
5. In the Items field, click
the down arrow to display a list of items. Select one or more items to
add to the group, then click Close
to close the list. 
6. If you want to create a new group after saving, click the Create
another checkbox.
7. Click Save. If creating another
group, repeat steps 2 to 4 above. At any time if you change your mind
and no longer want to create a group, click Close.
Edit a group
You can edit a group however changes will not be applied to existing
projects that have had a costing initiated.
• To delete an
entire group, go to the Consumable and Capital Items Groups grid, select
the checkbox to the left of the item and click Delete
at the top right of the grid.
To change the details for a group, click the linked item in the first
column in the grid for the group to open the group and make one of the
following changes:
• To change the
group name, place your cursor in the field and edit it directly.
• To change the
order of the group in the grid, place your cursor in the field and edit
it directly.
• To remove an
item from the group, click the cross (x)
at the top right of the item.
• To add items
to the group in the Items field,
click the down arrow to display a list of items. Select one or more items
to add to the group, then click Close
to close the list.
• To re-name
or add new items that do not appear in the Items field list, go to the
Finance Category Types category
under RME > Setup > Categories > Common
Categories > Finance Category Types.
• You can enter
guidelines for an item that display in an eForm from the Help
icon (?). See: Consumable and Capital Item Guidelines.
Change funding rules
When you configure funding rules, they are stored as a master copy in
RME. When a costing record is created for a project, the system determines
the applicable rules based on the project details, AOU, project type and/or
fund scheme, as relevant. The rules that are applicable are collated and
copied as a kind of “snapshot” from the RME master and saved as an internal
copy to that individual costing record in CPT. The saved internal rules
are then used for all costing and pricing calculations for that project.
Once a costing has been initiated for an existing project in CPT, changes
to the master funding rules are not updated in the internal copy in the
record unless new rules are applied
to a project in the Funding Rules page in CPT, or the Primary
AOU field, Project
Type field and/or Primary Fund
Scheme field has been changed, for which different funding
rules may now apply.
• If new funding
rules are applied to a project in the Funding Rules page in CPT, previous
funding rule values will be replaced with new values noted in the page.
The project costing and pricing is recalculated based on the new rules,
which is confirmed with a message.
• If a primary
AOU, Project
Type or primary Fund Scheme
field is changed, internal funding rules are updated and changes are applied
to all existing records, except for changes to Consumable and Capital
Items.
• Changes to
the configuration of the Consumable and Capital Items in RME (rename a
group, add a new group or item, delete a group or item) will not be updated
for existing costing records in CPT.
• If there are
no changes to the Primary AOU, Project
Type or Primary Fund Scheme
fields, changed funding rules will only be applied to newly-created Project
records in CPT.
Manage AOU Level records
You access or delete these records from the Funding
Rules page.
To delete, select records in the grid via the checkbox on the left and
click the Delete button on the
toolbar.
To view rules that are applicable to a specific combination via the
Applied Rules button.
You can also export details
in the grid.
Related topics
• Applied
Rules, including rule precedence
• Consumable
and Capital Item Guidelines
• Costing
and Pricing Tool
• Fund
Scheme Level
• Funding
Rules - Institution Level
• Indirect
Cost Recovery Variation
• Outputs
Configuration
• Project
Type Level
Product Key:
Costing and Pricing Tool
Page ID: CPT002.htm