Facility Usage

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About this page

This Costing and Pricing Tool page is used to allocate costs for facility usage to the relevant funder/s.  

It lists facilities selected in the eForm application. To add or delete a facility, go to the related eForm application, make the changes, then re-display this page.

Long values in the grid: For some values in the grid, if it is longer than the column width, it is truncated with ellipses (...). You can either change the column width to show the full value or mouse over it to view a tooltip of the full value.

The totals for each facility and year of the project that are displayed in grey, bold text are automatically calculated and are read-only.

You can use your keyboard to navigate the grid.

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

 

Prerequisites

This page only displays and is editable if all of the following criteria is met:

  1. One or more facilities are selected in the eForm.

  2. The Project Type, Start Date and End Date have been defined in the eForm.

  3. You have access to the Facility Usage page CPT015 via either a role or User Page Views. If not, contact your RME administrator.

  1. The corresponding eForm application is in an editable state for you.
    Background: If the eForm is read-only, this is usually because it is in a workflow state that does not involve you. For example, as a researcher, when you submit an eForm for Grants Office or Review, you can still view it but you can't edit it. In this case, when you go to CPT via the Costing and Pricing button in the eForm, CPT pages with editable elements will also be read-only.

 

Facility Usage: Fields

Default Field Label

(in alphabetical order)

Description

Add icon Add icon

Add a new row for a facility to split costs to other funders or the institution

Comments

Optional notes about the cost allocation

Cost

Read only

Calculated total cost of facility usage for the project, broken down into rows for funder/s and/or the institution, as relevant

Delete icon Delete icon

Only displays when more than one row exists for an item

Delete a cost allocation row for a facility

Facility Name

Read only

Name of the facility

Funded by

Funder or institution to allocate the facility cost, from a defined list of possible funders for the project: (in order) primary fund scheme, other fund scheme/s, and institution (abbreviation)

Funding Type

Default: Cash

Type of funding, from a defined list (Cash or In-kind)

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 that contains facility or facility usage details so you can make any required changes

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.

Organisation Name

Only if the Fund Scheme Rules based on Funding Organisation? setting in CPT Configuration is Yes.

Organisation for the fund scheme, as selected in the eForm

[Years]

Columns for each year of the project to allocate facility costs

By default, facility costs are allocated to the primary fund scheme as cash. If there is no primary fund scheme, it is allocated to the institution. The value can be 0.

You can add rows to split costs across other funders or the institution via the Add icon (+). Adjust values in each row accordingly. Total allocation per year cannot be more than the read-only amount shown in bold above the year column. Total allocation across all years for a facility cannot be more than the calculated cost shown in the Cost column.

 

Facility rates

        If facility rates are stored in RME, the cost per year is calculated based on the facility rates defined in the Facility record.

        If facility rates are not stored in RME, the cost per year is entered directly in the eForm in a Linked Facility RIC grid, Cost of Usage table element. These values are reflected in CPT exactly as entered in the eForm.

 

Toolbar options

Options

Description

Save

Saves your changes made in this page

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.

The Totals section at the bottom of the panel displays an overview of the project totals (read only). See: Project Summary, Totals

 

Related topics

Costing and Pricing Tool pages:

        Consumable and Capital Items

        Funding Rules

        ICR Item Override

        Institution Cash and In-kind Contribution

        Project Cost

        Project Price

        Project Price (adjustments)

        Project Summary

        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: CPT015.htm