Project Set-up

An award within Compass is set-up with a minimum of one project and no system maximum.   A project can be thought of as a repository driven by programmatic, budgeting, billing, and/or reporting purposes.  Projects can be set-up up for various purposes including:

  • Tracking budgets in different buckets due to agency requirements or restrictions on an award.  
    • A NIH “P” award that has Core A, Core B, Core C, etc.  In this example each Core would be a separate project.
    • A NIH R01 which receives a minority supplement.  These funds are restricted for use for the minority and their related expenses.
  • An award in which Emory does not have automatic carry-over authority.  Separate projects are created for each budget year to segregate annual funds. If a carry-over letter is submitted and approved by the agency, a new project would be created with the approved carry-over budget or funds would be transferred to the current year’s project funds.
  • To track internal collaboration on an award based on the Emory Collaboration policy (when work crosses multiple schools,  http://policies.emory.edu/7.10)
  • To track budgets in different buckets for internal reporting purposes (necessary for some foundation awards).
  • If an award has multiple billing methods.  On few occasions awards are received where a part of the money is paid by patient and/or task and another part is billed based on expenses incurred by the award.  In these cases, each billing method would be set-up as a separate project under the same award.

For most awards, the number of projects needed, their budgets, titles and associated effort for individuals are inputted on the EPEX proposal.  If an additional project(s) is needed after the eNOA is received, then a New Projects After Award Request should be completed using SAM Kiosk.  An OGCA representative for review and approval.