  Coeus @ Purdue |
| Welcome to the New Coeus @ Purdue Web Site! |
 A-Z Index |
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Site Map |
| The entire Coeus @ Purdue site right at your fingertips! |
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General Information |
| General information about Coeus and how it's used at Purdue |
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Overview and Advantages |
| What is Coeus and why use it? |
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History of Coeus |
| Where does Coeus come from? |
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The Future of Coeus |
| Where is Coeus going? |
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Coeus and SAP |
| How does Coeus fit into the grants management life cycle at Purdue? |
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Requests |
| Some tasks in Coeus can only be performed by an administrator - these are the ones requested most often |
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User Access Request Form |
| Ready to get started using Coeus? Submit the access request form. |
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Add a Sponsor |
| Developing a proposal or protocol for a sponsor that's not in the database? Let us know here. |
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Training |
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Training Instance |
| Launch a special instance of Coeus for learning in a totally consequence-free environment. |
 People and Appointments |
| A list of all the fake people and their appointment data in the training instance |
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User ID's |
| A list of all the user ID's available to log in to the training instance |
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Schedule of Training Events |
| A list of upcoming training sessions and what they will cover |
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Training Sign-Up Form |
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Evaluation Form |
| Help us improve! Send us your comments and feedback on a training session you attended. |
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Downloads |
| Links to launch Coeus as well as download the software that supports it |
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User's Guide to Coeus |
| Tips, tutorials, and instructions on the nuts and bolts |
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Full User's Guide Index |
| Save some clicks: go directly to a topic or browse the options from one list. |
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General Functionality |
| Some of the basic tips that affect just about everyone who uses Coeus |
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Logging In and Access Types |
| How to launch and log in, and what you'll be able to do in the system |
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Getting Around in Coeus |
| Common menu items and toolbar shortcuts |
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Searching in Coeus |
| How to find what you’re looking for using Coeus’ built-in inquiry method |
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Modify vs. Display |
| Why double-clicking in Coeus can be a gray area |
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Rolodex |
| The open list of any people or addresses outside of Purdue and how you can add to it |
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Personnel and Appointments |
| What employee information is in Coeus, how it got there, and what it’s used for |
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Unit Hierarchy |
| What is a "unit," how is that related to a department, and why does Coeus need to have Purdue's entire organization structure anyway? |
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Sponsor |
| How Coeus stores information about external organizations and how you use it |
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Printing |
| How to get information out of Coeus |
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The Coeus Modules |
| Detailed information, tips, and tutorials for using all the specialized functions in Coeus that we use at Purdue |
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About the Different Modules |
| How the modules relate and how data marches among them |
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Proposal Development and Budgets |
| The bulk of Purdue’s work in Coeus |
 Creating a New Development Proposal |
| The basics on starting a new record in the system |
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Copying a Development Proposal |
| Don’t want to start from scratch? Make a copy of an entire proposal and all its components with just a couple of mouse clicks. |
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Core Data: The Proposal Tabs |
| How core proposal attribute information is categorized on your screen |
 Main Proposal Tab |
| The first tab with most of the basic info about the project |
 Proposal Types |
| The proposal types at Purdue and what they mean |
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Activity Types |
| The activity types at Purdue and what they mean |
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Organization Tab |
| Info for the sponsor about Purdue and how to contact us |
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Mailing Info Tab |
| Info for the SPS proposal office about how to submit the proposal |
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Investigator Tab |
| List the PI and co-PI’s as well as any departments receiving credit for the proposal |
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Key Persons Tab |
| Anyone on the budget who is not an investigator |
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Special Review Tab |
| How to flag the proposal record for regulatory compliance review |
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Science Code Tab |
| Skip right past this one – we don’t use this tab at Purdue. |
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Other Tab |
| All of Purdue’s unique information used for either proposal processing or reporting |
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Credit Split Window |
| How to give credit for Discovery Park and multidisciplinary proposals |
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Credit Split Instructions |
| How to give credit to home departments and Discovery Park |
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Credit Split Guidelines |
| Terms, definitions, and the rules for assigning credit (including Discovery Park centers) |
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Credit and the Investigator Tab |
| How the credit split window is related to the investigator tab |
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Impact on Reporting |
| How the information here affects university reporting |
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Budget |
| Everything you ever wanted to know about working with Coeus budgets |
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Creating a New Budget |
| The basics on starting a new budget |
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Copying a Budget |
| How to make a copy of an existing budget |
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Marking Final and Complete |
| The uses and importance of running different versions of a budget |
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Cost Elements |
| A list of all the Coeus cost elements and how they're classified |
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Budget Persons |
| How to include people and salaries |
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Adding Budget Persons and Appointments |
| The personnel “laundry list:” finding the people to use in your budget |
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Fiscal Year Appointments |
| How to budget for a fiscal year salary |
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Academic Year Appointments |
| How to budget for an academic year and include summers |
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Deleting a person from the budget |
| How to remove someone from your budget |
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Budget Periods |
| Timing is everything: how to manipulate the budget periods |
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Adding Line Items |
| The nuts and bolts: how to add the detail |
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Rates |
| Making adjustments to the many automatic calculations in a Coeus budget |
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Rate Classes |
| Details about the different kinds of rates and how your budget gets the rates it does |
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Changing Rates on a Budget |
| Be your own budget: how to deviate from the standard rates |
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Generating All Periods |
| Let Coeus do the work: how to get the ball rolling and watch the numbers crunch themselves |
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Adding Line Items After Generating Periods |
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Customizing the View |
| Show or hide columns and calculations in the budget window |
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Budget Summary Reports |
| Show your work: how to put your budget into various report formats |
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Budget Summary by Period |
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Cumulative Budget |
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Industrial Budget by Period |
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Industrial Cumulative Budget |
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Budget Total |
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Cost Sharing Summary by Period |
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Cost Sharing |
| How to indicate cost sharing by line item and by budget period |
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Adding Cost Sharing to a Line Item |
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Cost Sharing F&A |
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Using the Cost Sharing Distribution Window |
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Multi-Disciplinary Budgets |
| How to use Coeus for separate budgets in the same proposal |
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Proposal Access |
| How to restrict or grant access by other users to a proposal |
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Uploading Attachments with the Narrative |
| Save the trees: storing your files centrally in Coeus |
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Abstracts |
| Adding text descriptions for the technical proposal |
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General Comments |
| A free text area to add notes that will display on the submission form |
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Yes/No Questions |
| New questions for a new age of proposal processing |
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Validation Rules |
| Checking it twice: having Coeus do a cursory check of your proposal before SPS does |
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Sponsor Forms |
| Put that typewriter away: using Coeus to print the more commonly used sponsor forms |
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The Proposal Submission Form |
| Welcome to the brave new world of proposal routing and submission |
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Purpose of the PSF |
| What is the form and how is it used? |
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Saying Goodbye to the Check Sheet |
| The yellow Transmittal Check Sheet is a thing of the past. Learn how the PSF replaced it (and how it didn't). |
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From Coeus to PSF: Data Mapping |
| Locating your Coeus data on the PSF and vicé versa |
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Revisions |
| How to do a revision on a proposal that has already been submitted |
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Proposal Data Worksheet |
| An optional tool for collecting proposal and budget information from the PI |
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Grants.gov Submissions Through Coeus |
| System-to-system subsmission and how we will use this functionality |
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Proposal Log |
| The alternative to proposal development and "quasi-module" precursor to the Institute Proposal and Negotiation modules |
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About the Log and Permanent vs. Temporary |
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Proposal Log and the Institute Proposal Module |
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Proposal Log and the Negotiation Module |
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Creating a New Permanent Log |
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Creating a New Temporary Log |
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Merging a Temporary Log |
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Institute Proposal |
| SPTS' successor: the new official system of record for proposal data |
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The Importance of Institute Proposal Data |
| We’re not in development any more: why data integrity is king in the IP module |
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IP vs. Proposal Development |
| Simplifying the budget: how data gets converted from development |
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Numbering Conventions |
| Making sense of all the codes in Coeus and recognizing an institute or development proposal by its ID number |
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Development to IP Data Flow |
| How development data becomes official university record: going from point A to point B |
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Routing and Approval |
| Coeus' electronic approval system: how we use it now, how we don't… and how we will |
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Medusa |
| The aptly named system where proposals come together |
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Creating a New Institute Proposal |
| How an IP record is created in Coeus |
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Creating from Proposal Development |
| Most IP records should follow this path, which uses routing and approval (in some way) |
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Creating from the Proposal Log |
| A shortcut to proposals: how to bypass the development process altogether |
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Proposal Inquiry Through Coeus |
| Avoiding Brio: use Coeus to get your statistics and build a quick report |
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Negotiations |
| Using Coeus to track the progress of communications with sponsors |
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Negotiations and the Institute Proposal |
| A tale of two modules: how the Negotiations module is an offshoot of Institute Proposal… and how it's not |
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Starting a New Negotiation |
| Let the games begin: how to set up a new negotiation thread |
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Negotiation Module Overview |
| Information about the different fields in the Negotiation module |
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Who Uses the Negotiation Module? |
| What is the negotiations module used for, by whom, and why should I care? |
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How to Find the Status of a Negotiation |
| Only a few people will add comments, but everyone can (and should) watch the fun |
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IRB |
| Welcome Coeus' newest module: the Institutional Review Board |
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Frequently Asked Questions |
| A collection of the more common questions, problems, and concerns experienced by other users |
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Known Issues |
| Bugs, quirks, foibles, and maddening eccentricities in the system |
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Other Resources |
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News and Announcements |
| Late-breaking news and user group email archives |
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Upgrade to Version 4.1.1 |
| Learn about the next generation of Coeus: new features, and old functionality we're using in new ways |
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About the Upgrade |
| What's going on with Coeus in 2006, why it's being upgraded, and what it all means |
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The Upgrade Project Team |
| All the happy people who worked so hard to bring you the new Coeus |
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New and Different Features in Coeus 4.1.1 |
| A quick list with most of the things that have changed since Coeus 3.8 |
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Contacts |
| Some of the folks at Purdue who work with Coeus regularly. Got a question? This is the place to start. |
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Coeus @ Purdue Mailing List |
| Information about Purdue’s Coeus users mailing list, including what it’s used for and how to subscribe or unsubscribe |
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Other Useful Links |
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