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This page is used to enter and manage guidelines that display from a Help icon in eForms to guide users about entering total costs for consumable or capital items.
The grid on this page displays all consumable and capital item categories set up under RME > Setup > Categories > Common Categories > Finance Category Types that have guidelines text and/or text in the Description field of the category item record.
Guidelines entered for an item display in an eForm from the Help (?) icon next to the item. If the Guidelines field in this page and the Description field in the category record are blank for an item, the Help (?) icon will not display next to the item in an eForm.
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 (search) > Project > Funding Rules > Consumable and Capital Item Guidelines
To enter guidelines for an item, follow the steps below.
1. In the toolbar, click the New button.
2. In the Item lookup, search for and select the item.
• Consumable or capital items already displayed in the grid on this page are not shown in the Item lookup. In this case, open the existing item and edit it.
• If the item is not displayed in the grid and also not listed in the lookup, it means that the item has not been set up as a category item. In this case, go to RME > Setup > Categories > Common Categories > Finance Category Types and add a new category item.
3. In the Guidelines text box, enter the guideline text for the item. You can use the text editing toolbar to format the content (using HTML tags).
4. If you want to add guidelines for another item, select the Create another checkbox.
5. Click Save. If you selected the
Create another checkbox, the popup
will remain open and the fields will be cleared. Repeat steps 2 to 6,
as needed.
Results: The guideline text will display
for users from a Help
(?) icon in an eForm used for
CPT. In Category records in RME, the Description field for the category item will also
show the guideline text (Path: RME
> Setup > Categories > Common Categories > Finance Category
Types).
To delete an item from the grid, select it via the checkbox on the left and click the Delete button on the toolbar. Users will no longer see a guideline for the item in eForms.
This only deletes it from this grid; it does not remove the category item from the system. Manage consumable and capital items in RME > Setup > Categories > Common Categories > Finance Category Types. See: Categories
• Consumable and Capital Item Groups
• Funding Rules - Institution Level
• Indirect Cost Recovery Variation
Product key: Costing and Pricing Tool
Page ID: CPT024.htm