Changes to costing details

Project Type changed in an eForm

A different funding rule may be applicable for the new project type, or if no rule, the next applicable level rule will be applied. See: Rule precedence.

Salaries, cost, price and institution contribution may be recalculated.

Consumable and capital item and team member cost allocation may be impacted.

Project Location changed in an eForm

Only applies if the CPT Configuration option Use Project Location for Indirect Cost Recovery? is Yes

Different Indirect Cost Recovery percentages defined for the location may be applied from funding rules.

Price and institution contribution may be recalculated.

Project Start Date and/or End Date changed in an eForm

Workload commitment, salaries, facility usage, cost, price and institution contribution are recalculated.

Consumable and capital item, facility usage, and team member costs may need re-allocation.

Primary fund scheme replaced in an eForm via the Replace button, or is deleted and a new one added

The tool checks to see if a different funding rule is applicable for the new fund scheme (which may also have excluded consumable and capital items, if defined), or if no rule, the next applicable level rule to be applied. See: Rule precedence.

Salaries, cost, price and institution contribution may be recalculated.

Costs allocated to the previous primary fund scheme are allocated to the new primary fund scheme.

Users can re-allocate consumable and capital item, facility usage, and team member costs may need re-allocation.

A Revisit indicator and message displays for pages in the tool that may be potentially impacted or display new options, such as the new fund scheme. These are intended to prompt users to review the page and consider if cost allocation should be changed.

If the Organisation field is used in the tool and the corresponding field in the eForm is read-only, it may be auto-populated based on the primary fund scheme, if information is available.

If a consumable or capital item that was previously available for the applicable fund scheme rule is not available in the new rule, the item is removed from both the eForm and CPT. Any amount/s allocated to the item is totally removed. This applies to allocations for the primary funder, any other fund scheme or the institution. New groups and/or items will be added in the eForm. If selected and an amount entered, the group and item display in CPT for cost allocation.

If a new Fund Scheme Level rule is applied where a previously selected consumable or capital item is defined as “Excluded” the 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.

Non-primary fund scheme replaced (or deleted and a new one added) in an eForm

Costs from the deleted non-primary fund scheme are allocated to the institution.

Salaries, cost, price and institution contribution may be recalculated.

Users can re-allocated consumable and capital item, facility usage, and team member costs  to the new non-primary fund scheme.

New fund scheme added in an eForm

There is no change to existing data in an eForm or the tool provided no change is made to the existing Primary fund scheme settings.

The fund scheme will be available for cost allocation in the tool.

Primary AOU changed in an eForm

A different funding rule may be applicable for the new administrative organisational unit (AOU), or if no rule, the next applicable level rule will be applied. See: Rule precedence.

Cost, price and institution contribution may be recalculated.

Consumable and capital item cost allocation may be impacted.

Facilities changed, added or removed in an eForm

Facilities will be either added or removed in the Facility Usage page in CPT accordingly. Facility usage cost allocation may be impacted.

Cost, price and institution contribution may be recalculated, especially if the Cost of Usage values are changed.

Investigator added in an eForm and Included for Costing? is selected

New investigator/s are displayed in the Project Team page.

Salary costs will be re-allocated.

Salary, cost, price and institution contribution will be recalculated.

Investigator removed and Included for Costing? was selected, or Included for Costing? is deselected in an eForm

Investigator/s no longer display in the Project Team page.

Salary costs will be re-allocated.

Salary, cost, price and institution contribution will be recalculated.

Job title change and Include for Costing? is selected in an eForm

Allowances may be impacted.

Team member cost allocation may be impacted.

Salary, price and institution contribution may be recalculated.

External salary package or manually-entered salary amount changed and Include for Costing? is selected in an eForm

Team member cost allocation will be impacted.

Salary, price and institution contribution will be recalculated.

Scholarship or manually-entered base salary is changed in an eForm

Team member cost allocation may be impacted.

Salary, cost, price and institution contribution may be recalculated.

Allowance amounts changed in an Allowance RIC in the eForm

Team member cost allocation may be impacted.

Salary, cost, price and institution contribution may be recalculated.

Investigator's involvement period changed in a Workload Commitment RIC in an eForm

Team member cost allocation will be impacted.

Salary, cost, price and institution contribution will be recalculated.

Consumable and capital item is selected in an eForm after costing has been generated (Costing Status is not New)

Consumable and capital item cost allocation will be impacted.

Cost, price and institution contribution may be recalculated.

Consumable and capital item is deselected in an eForm after costing has been generated (Costing Status is not New)

Consumable and capital item cost allocation will be impacted. The cost of the previously selected item is removed.

Cost, price and institution contribution will be recalculated.