Default Field Label
(in alphabetical order)
Description
Comments
Any notes about salary cost allocation for the person
Funded by
Funder you want to allocate salary costs to
By default, the grid only displays rows for the primary fund scheme and your institution.
You can add rows if you want to allocate costs to other funders using the Add icon at the end of a row. To delete a funder row, use the Delete icon.
The dropdown lists all the fund schemes selected in the eForm. It displays the primary fund scheme first, then all other fund schemes in alphabetical order, then the institution.
If the primary fund scheme is not displayed in this dropdown it may mean that the item is excluded in the applicable Fund Scheme Level rules. In this case, costs are allocated to the institution by default. Each excluded cost can be re-allocated to any other fund scheme, if there are any, except the primary.
Funding Type
Default: Cash
Dropdown to select the type of funding, either Cash or In-kind
In-kind is a contribution that is not made directly in cash but that has a monetary value.
Name
Read only
Name of the investigator, new staff member or student
Open eForm Page
Displayed if you have read-only access or higher to the relevant page in the eForm
Link to open the relevant page in the eForm application for the project to make any required changes
This will open the first page in the form that you can access (i.e. not hidden by a visibility condition) that contains a Workload Commitment RIC grid.
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.
Organisation Name
Read Only; Only displays if the Fund Scheme Rules based on Funding Organisation? setting in CPT Configuration is Yes.
Organisation linked to the fund scheme, as selected in the eForm
Receivable by Year
Section to indicate the salary amounts each funding body will fund per year of the project (salary price)
Administrators: You can personalise this label in Global Label Preferences.
[Year]
One or more columns for each year of the project based on the project start and end dates, in ascending order, with pro-rata allocation based on the person's commitment for that year as entered in the eForm (as either FTE, Days or Hours)
If the eForm template was configured to allow zero as a valid workload commitment value, eForm users can enter 0 if they are not working on the project for that year. This will be reflected in the corresponding Year column on this page.
You can add rows if you want to allocate costs to other funders using the Add or Delete icons at the end of a row.
If there is more than one funder row for a team member, pro rata values will be split equally across funders and the person's workload commitment and years for the project. Due to rounding, there may a very minor difference in the last year column.
The total of all values allocated for a team member to funders across project years must equal the larger value out of Salary - Cost and Salary - Price.
Salary - Cost
Read only
Calculated cost of the salary for the person on the project
Note: If the Salary - Cost amount is greater than the total contribution by the funder, the cost value for your institution is automatically populated with the balance. For example, if the Salary - Cost is $10,000 but the funder is only providing $6,000 (in the Salary - Price column), then the cost values for your institution are auto-populated with the balance of $4,000.
Salary - Price
Read only for the institution, editable for funders
Calculated or entered value to seek funding for, to cover the true salary cost for the project team member
The calculation factors in the Salary - Cost as well as indirect cost recovery.
Business rules
- The Salary - Price is assigned to the primary fund scheme by default. If there is no primary fund scheme, it is assigned to the institution.
- If the Salary - Price for the primary funder is reduced, the difference is allocated to the institution as In-kind.
- If you add a new funder to the grid, any amount entered for it is taken from the primary fund scheme.
- If you enter an amount in the Salary- Price for any non-primary funder/s, the amount is taken from the institution In-kind value first, then the primary funder.
- If Salary - Price for non-primary funder/s is reduced, the difference is allocated to the Institution as In-kind.