Project Summary

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About this page

This Costing and Pricing Tool page displays read-only project overview details, including the status of the eForm application.

To add or delete any of the items listed, such as project team members, facilities or consumable and capital items, go to the related eForm application, make the changes, then re-display this page.

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: Access CPT via a toolbar button in a Project record or button/link in an RPR eForm application

 

Project Summary: Fields (read only)

Default Field Label
(in alphabetical order)

Description

End Date

Date that the project will end, as entered in the originating eForm for the project

Open eForm Page

Displayed if you have read-only access or higher to the relevant page in the eForm

Link to open the page containing the project title and dates in the related eForm (whichever is first if these fields are on separate pages)

If the page is hidden due to visibility conditions applied in the eForm process, it will open the first page that you can access.

To return to CPT from the eForm, use your browser Back button or the Costing and Pricing Tool button/link in the eForm.

Start Date

Date that the project will begin, as entered in the originating eForm for the project

Status

Current stage of the eForm application

Title

Name of the project, as entered in the originating eForm for the project

 

Toolbar options

Options

Description

Outputs

Costing and pricing outputs available for the project and your role

Outputs with CPT data are created and managed by your RME administrators or office staff. They can be provided for different purposes, funders or stakeholders.

For output filter configuration, see: Output Configuration

Close

Returns you to the eForm costing and pricing summary page that has the button/link to open the tool

 

Navigation panel

The panel on the left includes a list of the pages available. Page status indicators are used to inform you about the status of each page.

 

Totals

The Totals section at the bottom of the panel displays an overview of the project cost and price totals (read only).

Totals: Fields

Default Field Label

Description

Direct Cost

Calculated Total Direct Cost from the Project Cost page

This factors in salary costs for investigators and new staff, and other direct costs such as consumable and capital items, facility costs, and total calculated cost of external investigator salaries

Values are rounded to two decimal places in calculations.

Total Price

Calculated Total Cash Contribution and Total In-kind Contribution provided by external funders from the Project Price page

This includes direct and indirect cost recovery, and any applied contingency, margin, and markup or discount for external fund schemes.

Indirect Cost Recovery is not applied to in-kind contributions.

Values are rounded to two decimal places in calculations.

Total Price incl. GST

Calculated Total Cash Contribution and GST (if GST is applied) and Total In-kind Contribution provided by external funders from the Project Price page

The GST percentage is defined in  System Preferences. GST is applied to the total cash contribution.

Values are rounded to two decimal places in calculations.

Institution Cash Contribution

Calculated Total Cash Contribution from the Institution Cash and In-kind Contributions page provided by the institution

Indirect Cost Recovery is not applied to internal cash contributions.

Values are rounded to two decimal places in calculations.

Institution In-kind Contribution

Calculated Total In-kind Contribution from the Institution Cash and In-kind Contributions page provided by the institution

Indirect Cost Recovery is not applied to in-kind contributions.

Values are rounded to two decimal places in calculations.

Total Project Amount (excl. GST) 

The total amount for the project without GST

[Total Price] + [Institution Cash Contribution] + [Institution In-kind Contribution] (above values)

 

Related topics

Costing and Pricing Tool pages:

        Consumable and Capital Items

        Facility Usage

        Funding Rules

        ICR Item Override

        Institution Cash and In-kind Contribution

        Project Cost

        Project Price

        Project Price (adjustments)

        Project Team

        Quotation Builder

 

Reference:

        CPT page status indicators

        CPT terminology

 

Costing and Pricing Tool configuration:

        Funding Rules configuration

        Salary and Indexation configuration

 

Product key: Costing and Pricing Tool

Page ID: CPT012.htm