The Contract Details identify all of the compliance obligations associated with the overall award into five main areas. Included in those areas are Subcontracts listed for work subcontracted out on the project, Related Protocols, Associated Agreements, Terms & Conditions, as well as Milestones for the project due to the sponsor.
Information is displayed for the specific fund number for the date that is specified on the summary and overview pages. By default this is for the current month close date unless dates have been entered in the search criteria. Sections cannot be expanded (no ‘+’) if there is not data available. Generally there will be Terms & Conditions and Milestones information displayed.
Project Header
Caption |
Type |
Description |
Fund # |
Text |
Displays the PeopleSoft fund number. |
Status |
Text |
Displays the fund status – Active, Inactive, etc. |
PI Name |
Text |
The name of Principal Investigator of the Agreement |
Project Title |
Text |
The name of the Agreement (Project) |
Sponsor Name |
Text |
The name of the Sponsor |
Sponsor # |
Text |
The Sponsor number for the project |
Budget Start/End |
Text |
The Budget start and end dates |
Project Start/End |
Text |
The Project start and end dates |
Subcontracts
Subcontracts are based on Agreement subcontract data from the central Research Management database.
Caption |
Type |
Description |
Subcontract |
Label |
Displays the Subcontract panel when the Subcontract link is clicked |
Name |
Text |
Displays the Subcontractors Name |
Total Budget |
Text |
Displays the Budget Amount allocated for the Subcontract. The sum of these values represents the total Subcontractor line item in Budget Overview. |
Awarded to Date |
Text |
Displays the amount awarded to as of the last feed from Peoplesoft |
Related Protocols
Related protocols are based on Agreement cross-reference to Human or Animal studies.
Caption |
Type |
Description |
Name |
Text |
Displays the Protocol Short Title used in the Project. |
Number |
Hyper-link |
Displays the Related Protocol Number with a hyper-link which brings you to the Humans/Animals Module |
PI |
Text |
Displays the PI Name associated to the Protocol |
Overall Status |
Text |
Displays the status from Institutional Review Board |
Type |
Text |
Displays the Type of Protocol used in the Research |
Expiration Date |
Text |
Displays the Expiration Date of the Protocol |
Approved Number |
Text |
Displays the number of subjects/animals approved for the protocol |
Enrolled Number |
Text |
Displays the current number of subjects/animals enrolled in the protocol |
Associated Agreements
This section contains the information about:
Program Projects (Parent/Child Relationships)
Agreements with multiple Fund numbers, by Budget Year
Caption |
Type |
Description |
Type |
Text |
Displays the classification of the fund. Types include: Gift, Grant, Misc/Other, Subcontract or Trial. |
Status |
Text |
Displays the status of the fund |
Project Title |
Text |
Name of the project |
Project Start |
Text |
Displays the start date of the project |
Project End |
Text |
Displays the end date of the project |
Budget Start |
Text |
Displays the start date of the budget |
Budget End |
Text |
Displays the end date of the budget |
Fund # |
Text |
The PeopleSoft fund number assigned once an award notification is received. |
Sponsor |
Text |
Lists the Sponsor’s Name |
PI Name |
Text |
Lists the Principal Investigator’s Name |
Terms & Conditions
This section displays the terms and conditions of the grant or contract as provided by the sponsor during the time of award.
Caption |
Type |
Description |
Terms & Conditions |
Text |
Displays the Terms and Conditions. |
Milestones
This section displays the deliverable or milestones due to the sponsor of the grant or contract as provided during the time of award.
Caption |
Type |
Description |
Type |
Text |
Displays the type of milestone |
Description |
Text |
Displays the description of the milestone |
Date Expected |
Text |
Displays the expected completion date of the milestone. |
Date Completed |
Text |
Displays the completion date of the milestone. |
Status |
Text |
Displays the status of the milestone (i.e. pending, partially executed etc) |
Reports can be downloaded by clicking on the available download links.
Download to Excel
Download to PDF
The navigation trail keeps track of the path that the user came in from to allow for easy ‘back’ access to where they came from.
Agreement Summary >> Contract Details
The Contract Details page can be accessed from the following pages:
Sub-Modules
By clicking the Contact Details tab from the following pages:
Project Details
Transaction Details
Budget Details
Expense Details
Projections
Links
Agreement Summary by clicking any ‘Project Title’ link and then clicking on the Contract Details tab.
Financial Summary by clicking on any fund link and then clicking on Contact Details tab
From Contract Details the user can navigate to the following pages:
Sub-Modules
Project Details
Transaction Details
Salary Details
Budget Details
Expense Details
Projections
Agreement Summary
Financial Summary