Defining Award Personnel

You can use Award Personnel (GM03.1) to identify employees who have key roles for the award. Examples of award personnel include: Principal Investigator (PI), co-PIs, grant administrator, and researchers. PI is an important role to define as it prints on several Grant Management reports and determines routing in some Infor Process Automation processes.

You can select personnel for an award by activity. You can assign personnel to a posting, contract, or summary level activity. The application starts at the posting level and reads up the activity structure to find personnel. For example, if you have several posting activities under a contract activity and they all have the same PI, you can assign the PI to the contract activity.

You can assign ownership percentages and/or committed percentages to individual role/employees. These numbers are for display on various reports.

  • The Ownership percentage represents the amount of responsibility an employee has for the activity.

  • The Committed Effort represents the overall percentage of an employee's effort committed to a project/grant. It differs from the planned effort in that planned effort can vary over the life of a grant, depending on the pace of the project. However, by the end of the project, planned and actual effort for the grant should equal or exceed the committed effort.

    Committed effort should remain constant through the life of a grant, unless renegotiated with the awarding sponsor.

Note: Assigning award personnel is the same as using the roles functionality (Roles (AC03.8)) in Project Accounting. If you already assigned roles to the grant activity using Role Assignment (AC03.7), you do not need to repeat the action by setting up personnel on Award Personnel (GM03.1).

Before you can assign an employee to an award, he or she must be defined on Employee (HR11.1).

To define award personnel

  1. Access Award Personnel (GM03.1).
  2. Select the grant activity. This can be a summary, contract, or posting level activity, but the activity must be set as an award (the Award field is Yes on Activity (AC10.1), Award tab).
  3. Assign personnel to the grant activity. Use the following guidelines to enter field values.
    Role

    Select a role to associate with the grant activity. You define roles on Roles (AC03.8).

    Co (company)

    Select the Human Resources company associated with the employee.

    Employee

    Select or type the employee you are assigning the role to.

    Committed Effort

    Type the percentage of effort committed to this project/grant for this employee. This number should remain constant through the life of the grant unless renegotiated with the awarding sponsor.

    Percent Ownership

    This field is information only. Type the amount of responsibility this employee has for the grant or project. In the case of co-PIs, you can enter the percent ownership for the co-PI.

    Conflict Flag

    Select whether this employee has a conflict of interest. This field is for informational purposes only.

    An employee has a conflict of interest when he or she has a significant financial interest in the outcome of the project and is in a position to profit substantially.