Page 3 - Tips and Tricks: Grants

Tips and Tricks: Grants

Nothing is showing up in my Print Report...
In order for something to show in your print report, you have to have selected at least one budget
category, even if the budget amount in that category is zero.

EPEX – Project Page

Should I add a project to split PI Credit?
No. PI credit should NOT be broken out by project. 100% of PI credit goes to the Primary project
checked.

How do I know how many projects I should have?
You should have the number of projects that are necessary for the work. Collaborative splits should
only be done if the $$ amount meets or exceeds $5K. Please let OSP know up front (to the best of your
ability) how many projects you would like established. Project establishment after award generate will
be done sparingly.

Which Roles trigger workflow?
PI, Co-PI, Co-Investigator, Key Personnel, Multi-Investigator, Named Investigator and Mentor/Sponsor

Is there a limit on number of attachments? File type restrictions?
There is no limit on the number of attachments that can be loaded and the system will accept any type
of file. Any document that requires Institutional endorsement, however, should be in Word format.

My attachments won't save...
If your attachments won't save, it's likely that your file name is too long. Try shortening the name and
see if that works.

What values that I setup in EPEX are used downstream on the Award?
Most of what is entered in EPEX will become the framework for your Award; however, the values with
the biggest impact are:
1) # of Projects
2) Project Department – this becomes your SpeedType Department ID
3) F&A Distribution – this becomes the department that your F&A will be funded to
4) Professionals
5) F&A Information – F&A Base, Type, and Rate are all critical to setup on the Award. Please note the
Effective Date should remain what is defaulted into the system.

EPEX – Budget Page

The sponsor does not allow F&A and the F&A Rate won't zero out.
F&A must be entered correctly before entering budget lines. Select the correct F&A Rate Type > For the
F&A Base, select NONE > Rate Eff dt will populate for you > the F&A Rate % will populate the correct
rate based on Type selected. By putting NONE in the Base, Sponsor F&A will be zero. If you entered
budget lines and realized that the F&A is wrong, please delete all budget lines, save, update the F&A
Rate, and enter the budget lines again.

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Emory Confidential and Proprietary Last Revised on 2/19/2018 Visit www.emory.edu for latest version