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versions

Coeus has the ability to create multiple versions of a budget within the same proposal record. This is beneficial and highly recommended when variations to a budget are desired. By creating a new version of a budget when a revision is desired, it allows the option to return to any past version without the need of manually altering a single budget each time.

versions

bullet Create a New Budget Version

1. Any budget version must first be open.

2. Click on the "Budget Versions" link found in the left navigation pane

3. Click the "Add New Version" link

budget_version_new

4. The screen will return to the original version.

5. Again, click on the "Budget Versions" link found in the left navigation pane

6. The new blank budget version will now be available for completion

bulletMake a Copy of an Existing Version

1. Any budget version must first be open.

2. Click on the "Budget Versions" link found in the left navigation pane

3. Click the "Copy" link next to the version you wish copied.

budget_version_copy

4. New window will open that will allow you to designate if only Period 1 will be copied to allow for adjustment and a generation of all periods -or- copy all periods to make an exact duplicate of the existing budget version.

5. The screen will return to the original version.

6. Again, click on the "Budget Versions" link found in the left navigation pane

7. The new copied budget version will now be available for completion

bullet Navigate to Different Budget Versions

1. Any budget version must first be open.

2. Click on the "Budget Versions" link found in the left navigation pane

3. Click the "Open" link next to the version you wish to review or revise.

budget_version_open

bullet Designate a Final Budget Version

Once a specific budget version is determined to be the one for sponsor submission, it is critical that the designated version is marked as "Final". This will prevent confusion between budget versions as the proposal moves through the internal University process.

Option 1

1. The budget version that is final must first be open.

2. Click on the "Budget Summary" link found in the left navigation pane

budget_final_a

3. Click the check box labeled as "Final"

4. Click "Save"

Option 2

1. Any budget version must first be open.

2. Click on the "Budget Versions" link found in the left navigation pane

budget_final_b

3. Click the check box labeled as "Final" next to the desired budget version.

4. Click "Save"