Kuali Coeus Tips
Routing for Key Personnel
If a detailed budget is created in Kuali Coeus, the units of all personnel included on the
budget will pull into the routing automatically. If only a summary budget is completed and
personnel are added on the Key Personnel tab, you must also add their unit(s) to the
Other IU Units panel on the Proposal tab so that the document will route appropriately.
We are currently working on improving the Output Forms for printing a budget and printing
basic proposal information. Look for improvements in these output forms in the near future!
Remember to Use the Close Button!
When exiting the system, click on the Close Button rather than using the back-arrow. You
can also click on the browser "X" to close the browser. The use of the back-arrow may
cause an error. Closing the browser with the "X", locks the document and others will not be
able to edit it.
Abstracts and Attachments Tab
Attaching an Internal Budget: Click on the Abstracts and Attachments Tab > Click on the
Internal Attachments Panel > Select Attachment Type > Select Internal Budget > Complete
the Description Field > Attach the budget document > Click Add
Personnel Attachments: Click on the Abstracts and Attachments Tab > Click on the
Personnel Attachments Panel > Select a Person > Select Attachment Type > Complete the
Description Field > Attach the Personnel Attachment > Click Add
Help is just a phone call or e-mail away!
Please be sure to look at the KC Support and Help
information found on the ORA Website
under KC Systems: