Our Services: Accounts Payable Accounting Business Office Capital Asset Accounting Cashier's Office Controls & Accountability Costing Policy & Analysis Education & Support Services Equipment Management Employee ID Card Program Extramural Funds Accounting Faculty Home Loan Program General Accounting Internal Control Materiel Management Payroll Project Management Office Student Accounting Systems Development Systems Operations Tax Accounting Travel Management

Feedback Comments, questions or
  suggestions? Let us know.

Home  ·  FAQ  ·  Forms  ·  Search

How to Process Effort Commitment Transactions

Use these step-by-step instructions to process transactions in the Effort Commitment system. Any effort commitment taking place as of 7/1/05 or later should be entered.

Instructions on the Cost Share Tracking system are available here.

Additional information on system use is available in the Best Practices section.

	What to do	How to do it
1	Log into the system.	Accessible in DaFIS Decision Support by clicking on the FIS Web Applications link
2	Enter the Effort Commitment information.	Click on the Effort Commitment link. On the Effort Commitment Maintenance search screen, enter the OP Fund or account number. Note: If searching by the Faculty Name field only, keep in mind that the individual may be listed on several different cost share accounts. The search results may include information that is not relevant for your particular entry. On the Effort Commitment Maintenance entry screen, all fields are required, except for the account field. Lookups can be performed by clicking on the button next to the entry field. This screen should be used to enter actual commitments on sponsored projects. Commitments can be entered to two decimal places. If you need assistance in determining the appropriate effort commitment amount to enter, click here. The start and end dates should reflect the award budget period. If entering an account, it must be assigned to the same OP Fund that is listed in the header section of the screen. Direct charged and cost shared effort commitments should be entered and recorded as such in the Type field. Click here for more information. If desired, a note can be added for an effort commitment entry. Click Add Notes and add information, such as why an entry or change was made. This information may be helpful for others involved in the project. You can enter both awarded (active) and pending cost share transactions; however, you are only required to enter awarded transactions. Note: If entering pending transactions, use OP Fund 00000, not the OP Fund that may be awarded. Once the award is official, the actual OP Fund should be indicated. Note: To commit changes, click the Save Changes button. Changes are not recorded until the Save Changes button is pressed. The Effort Commitment system automatically logs when changes were made and who made the changes.

Back to Effort Commitment & Cost Sharing Help Index