Kuali Research (KR) System Updates and FAQs

SPA 360 programs provide research administration training, education, resources, and administrative support.

Periodically, communications are sent on the SPA listserv with tips, bug fixes, enhancements and other announcements related to our research administration system, Kuali Research (KR)*. These updates have been sent since 2017 and are now cataloged by calendar year. Click on the [ + ] header to view updates within a particular calendar year.

*In April of 2022, MSU transitioned to a new version of Kuali, and with the transition changed from Kuali Coeus to Kuali Research. Updates that refer to KC are from the prior version and may have slightly different functionality than KR.

System Implementation Updates

Issue 89: 00/00/24

Issue Topic One
Issue Topic Two
Issue Topic Three
Issue Topic Four

Issue 88: 00/00/24

Issue Topic One
Issue Topic Two
Issue Topic Three
Issue Topic Four

Issue 87: 9/20/24

Updated Rates for Faculty Summer Salary

Issue 86: 8/27/24

New Object Codes and TBN Descriptions in the KR Budget Module<
Changes to Current and Pending Report (RA029) in BI

Issue 85: 6/19/24

FY 24/25 Grad Student Fringe Benefit Rates Are Now in KR
New Columns in the Budget Table in PD
eRA Commons User IDs
HFH Annual COI Disclosure Dates Added to KR

Issue 84: 5/10/24

FY 24/25 Faculty & Staff Fringe Benefit Rates Are Now in KR
New Malign Foreign Talent Recruitment Column in COI Table
Inconsistencies in KR Budget Reports
Grants.gov Maintenance Outage

Issue 83: 11/28/23

New – Area of Research Fields in Kuali Research
Multiple PI Column Added to PD Search Results
CO-PD/PI Role Is Now Reflected in Personnel and Summary Options

Issue 82: 10/12/23

Grants.gov Maintenance Outage
Default PI Profile in Credit Allocation for Key Persons

Issue 81: 07/27/23

Changes to Standard Proposal Questionnaire in PD

Issue 80: 6/27/23

Identifier Added to HFH Faculty
Updates to the HFH + MSU HS Questions on Supplemental Info
Option to Change Organization Name on Senior/Key Person Form

Issue 79: 5/8/23

Updated Facilities & Administrative Rates
COI Disclosure Information on Summary/Submit Option
Changes to Budget Report #1
Pre-Proposal Can Be Selected as Proposal Type for S2S
"#psc">Fixed – Error Occuring For # Of PSC Participants

Issue 78: 3/14/23

Budget Overview Panel Has Been Added
Sync All Rates on Personnel Option Is Fixed

Issue 77: 2/10/23

Export to Excel Is Available on Some Budget Reports
Warning for Graduate Student Tuition Has Been Fixed
Error When Entering % Effort Less Than % Charged
Personnel Order Is Now Displaying Correctly
NIH Forms H Is Available
Research Associate (0-36 Months) Object Code Is Being Removed

Issue 76: 1/13/23

KR Unavailable 1/14/23–1/15/23 for Planned Maintenance
Grants.gov Maintenance Outage
Reminder – NIH Forms H Is Coming Soon

Issue 75: 12/16/22

Changes to Research Associate Fringe Benefits
Congressional District Change to MI-007
Random System Errors in PD and Budget Have Been Fixed
Delete Proposal and Delete Note Are Now Working
Reminder – List of KR Priorities Is on System Implementation Webpage
Reminder – NIH Forms H Is Coming Soon

Issue 74: 10/28/22

Budget Summary Option - Defaults To Expand All
Apply to Later Periods Feature Is Fixed
Error for Non-Domestic Addresses Has Been Fixed
List of KR Priorities Is Now on System Implementation Webpage
NIH Forms H Is Coming Soon

Issue 73: 9/30/22

Grants.gov Extended Downtime Is Over
Selecting HFH+MSU HS as an Applicant Organization
New Questions on Supplemental Information for HFH+MSU HS
Access/Permissions To Be Fixed
Staying In Edit Mode in the Budget Module
Change to Medusa in Proposal Development

Issue 72: 8/18/22

Grants.gov Extended Downtime in September - S2S Implications
Budget Report #3 Is Updated
NIH Validation & Image Services Are Back
New Resource To Help With PHS Human Subjects & Clinical Trial Form

Issue 71: 8/8/22

Notes Can Be Added to a PD While in Route
Performance Issues
Other Direct Costs Now Display on the R&R Budget Form
Grad Student Fringe Is Mapping Correctly to the R&R Budget Form
COI Disclosure Information Is Now in PD/IP/Award Modules

Issue 70: 7/8/22

Adding S2S Opportunities With Mandatory Unavailable Forms
FY 22/23 Fringe Benefit Rates Are Now in KR

Issue 69: 6/24/22

Automate Lines for Appointment
Designation for Faculty Owned/Conflict
Special Characters in Titles

Issue 68: 6/17/22

Proposal Search Has Been Updated
Copied Proposals

Issue 67: 6/10/22

OSP/BC Budget Approval Process
Known Issues in KR: 6/10/22
Issues That Have Been Fixed

Issue 66: 6/3/22

How to Complete Project Based Disclosures for COI
Known Issues in KR: 6/3/22
Issues That Have Been Fixed

Issue 65: 5/27/22

NIH PHS Human Subjects and Clinical Trials Form
NIH Validation Service
NIH e-Application
Known Issues in KR: 5/27/22
Issues That Have Been Fixed

Issue 64: 5/20/22

Additional Proposal Types
Attend a Lab Session
Include PD# in Subject of Helpdesk Emails
Known Issues in KR: 5/20/22
Issues That Have Been Fixed

Issue 63: 5/13/22

Attachments Form for S2S Opportunities
Errors With the R&R Personal Data Form for S2S
Known Issues in KR
Accessing the COI Module

Issue 62: 5/6/22

Problems With Project Based COI Disclosures
How to Enter a Summary Person in the KR Budget
Special Characters in Project Title
Known Issues in KR: 5/6/22
Issues That Have Been Fixed

Issue 61: 4/29/22

How to Mark Your Budget "Final"
Budget Reports
COI – Project Based Disclosures
Known Issues in KR
Accessing the COI Module

Issue 60: 12/22/21

NIH Forms-G Is Now Available in KC

Issue 59: Friday Updates, 11/12/21

Updating Fringe Rates in KC for Restored Retirement Contribution

Issue 58: 7/16/21

Transition to Unique Entity Identifier
Syncing Fringe Benefit Rates

Issue 57: 2/5/21

New Question on the Adding Sponsors Request Form

Issue 56: 8/28/20

Budgeting for MSU Wage Reductions in KC

Issue 55: 7/10/20

Syncing Rates and Budgeting for Temporary Retirement Reduction

Issue 54: 12/13/19

New Web Form for Adding ORCiD ID’s
Additional Guidance on the New PI Certification Question

Issue 53: 11/12/19

Addition to the PI Certification Questions
New Job Aid on How to Find Salary and Fringe Benefits

Issue 52: 8/16/19

New Question Added to Help Determine Single IRB Requirements
Affiliate Web Request Form
How to Add Fellows in KC

Issue 51: 5/24/19

Opportunity ID Now on Proposal Summary Tab
Updated and New KC Training Videos
Selecting the Correct S2S Attachment Type for Budget Justifications
Sponsor Notes
New Question When Adding a COI Financial Entity
Warning Message for Faculty Conflict/Ownership
IACUC Approvals Now Integrate With KC Award Module
Reminders for S2S Subaward Budgets

Issue 50: 2/22/19

System Implementation Updates
Identifying Co-PDs/PIs for all Proposal Submissions
Edits on the Budget Summary Tab

Issue 49: 1/18/19

Change to Future Approvals
New Human Subjects Exemptions
Budget Period Dates Added to Report 1, 2, and 4

Issue 48: 1/4/19

Accessing KC Web Forms on the SPA Website
Deleting PD Documents With Attachments

Issue 47: 12/14/18

How to Copy a Proposal Development Document
Change to the Sponsor Solicitation Attachment Type
Grants.gov Maintenance Outage
Only Active Units Will Display in the Lead Unit Dropdown
Change to PI Approval of Proposal

Issue 46: 11/30/18

Renaming the Cancel Button
Change to the Order of Questions on Proposal Summary Tab
NIH NRSA Rates Have Been Updated in KC
Increased Size of the COI Certification Checkbox and Submit Button
COI Disclosure Report Updates
Apply Inflation to All Periods
Apply to Later Periods – Change and New Feature

Issue 45: 11/16/18

Grants.gov Maintenance Outage
Change to Late Notifications
New Validation Error for S2S Submissions

Issue 44: 11/2/18

New KC Training Videos
Are You Happy With Your Access in KC?
Budget Periods Over Twelve Months
Updates to Search Results

Issue 43: 10/19/18

System-To-System Change to the Grants.gov Header
Notes Added to Proposal, IP, and Award Lookups
Changes to Budget Report #2
Changes to Budget Report #4

Issue 42: 10/5/18

Combined Credit Split Changes
Creating a New Space Profile
Base Salary Buttons in KC Budget
October Raises in KC
Prime Sponsor on Summary Tab

Issue 41: 9/21/18

Two New Fields for Non-MSU Employees
Annual Disclosure Acknowledgements
Other Significant Contributor
Send Notification Message in KC

Issue 40: 9/7/18

eRA Commons User Name Field Changes
Citizenship Type
Protocol Number Validation
Two New Fields for Non-MSU Employees

Issue 39: 8/10/18

PI Profile Lookup
Grants.gov Outage
Late and At-Risk Email Notification

Issue 38: 7/27/18

S2S Fellowship Applications – When to Affiliate
Performance Issues
Budget Report #1
Question Related to Minors Has Been Added to the Questionnaire

Issue 37: 7/13/18

Update on Late and At-Risk Notification Emails
Grants.gov Maintenance Outage

Issue 36: 6/29/18

Reminder that Form D Reports Are Available
Late and At-Risk Notification Emails Will Be Sent Out of KC
Updated KC Budget Reports #4, #7, and #8
Name Change for Fee-for-Service F&A Rate Type
FY 18/19 Fringe Rates Will Soon Be in KC

Issue 35: 6/15/18

New – Initiator Proposal Search
Question Related to Minors Will Be Added to the Questionnaire
NIH Summer Salary Cap Object Code Is Now Available
Grants.gov Maintenance Outage

Issue 34: 6/1/18

Change to the "All My Proposals" Search
How to Budget Summer Salary for the NIH Salary Cap

Issue 33: 5/18/18

Update to the Modular Budget Job Aid
NIH NRSA Rates Have Been Updated in KC
Grants.gov Maintenance Outage
Adding Project Personnel to Object Codes

Issue 32: 5/4/18

Printing User Attached Forms
Adding Key Personnel to the Combined Credit Split at 0%
No Longer Able to Sync Budget Rates After Approval
New F&A Rate Type for NIFA Proposals

Issue 31: 4/20/18

Grants.gov Maintenance Outage
Instructions for Project Based COI Disclosures
How to Use the Negotiation Module

Issue 30: 4/6/18

Non-MSU Employees Have Been Removed From the Budget
Percent Employment Has Been Added to the Budget
Fringe Rate Has Been Added to the Budget
COI Disclosure Status Is Now Displayed in PD, IP and Award

Issue 29: 3/23/18

Job Title for Non-MSU Employees Is Now on Federal Form
Fringe Rate Now Displays in Some Budget Reports
Excel Version of the Budget Summary Total Report Has Been Fixed
Grants.gov Maintenance Outage
COI Disclosure Status Will Be Displayed in PD/IP/Award
MSU Email Service Alert on March 22nd

Issue 28: 3/9/18

Changes to the Approve, Disapprove, Return Emails
Excel Budget Reports Are Now on the Proposal Summary Tab
Use of Special Characters in the PHS Human Subjects Form
F&A Base Is Now in Budget Report #5
Replacing Proposal Attachments When in Route

Issue 27: 2/23/18

Animal Subjects and Intl. Activities Validations Are Now in PD
Validation Warning for Attaching Required Forms Has Been Removed
Reminder to Pull in the Correct Opportunity Announcement for S2S

Issue 26: 2/9/18

Non-Employees Should Not Be Budgeted as Personnel
Updates to KC Training Videos
Forms-E Update

Issue 25: 1/26/18

New Validations Have Been Added to Proposal Development
KC Training Materials Have Been Moved to SPA’s Website
Frequently Asked COI Questions

Issue 24: 1/12/18

NIH Forms-E Has Been Fixed for Clinical Trials
*New* - PHS Human Subject and Clinical Trial Information Guide
Reject Option Has Been Replaced With Return
S2S Pre-Proposals
Negative Unrecovered F&A Warning Has Been Revised

Issue 23: 12/29/17

NIH Forms E Is Now Available in KC
KC System Updates Webpage Now Includes Contents

Issue 22: 12/15/17

Delete All Feature Has Been Added to the Budget Module
New - COI Disclosure Report
Budget Status Is Changing in the Budget Module

Issue 21: 12/1/17

Project Title Is Now Included in Proposal Approval Emails
Rates Tab in the Budget Now Only Shows the Applicable F&A Rate
Only the Applicable F&A Rate Now Displays on Proposal Summary
College/Dept Name Now Displays in the Route Log
Excel Exports Will Now Be in Currency Format
Budget Costshare Summary Report Can Be Exported to Excel

Issue 20: 11/10/17

Period Type Will Now Auto-Populate
Budget Summary Total Report Can Be Exported to Excel
CFDA Number Is No Longer an Editable Field
Grants.gov Maintenance Outage
Medusa – The Link between PD, IP, Award and Negotiation
Change to the Ordering of Key Personnel

Issue 19: 11/3/17

Updates to the Proposal Summary Tab
Personnel in the Budget Are Now Numbered
9 Month and Summer Dates Will Auto-Populate in the Budget
Sponsor Deadline Type Is Now a Required Field
EBS Portal Unavailable During Scheduled Maintenance

Issue 18: 10/27/17

New - Sponsor Deadline Type is Becoming a Required Field
New - Salary Look-Up for Budgeting
Approval Email Updates
New - Excel Export Option
Institutional Proposal Search
How to Distinguish between the Address Book, Organization Table and Sponsor Table

Issue 17: 10/13/17

VIP Mobile Phone App for Two-Factor Authentication
Reminder – Descriptions for Proposal Attachments
Not Receiving Notification Emails? Check these things…
October Raises in KC
Grants.gov Forms will now Print Prior to Completion
Clearing Pessimistic Locks
Grants.gov Maintenance Outage
New – View the Route Log Directly from Proposal Search
Searching Proposals by Unit

Issue 16: 9/29/17

How to Budget a Part Time Employee
How to Budget Subcontracts
How Is Inflation Calculated
Using the Group Feature for Personnel
How to Budget Faculty Who Are over the NIH Salary Cap

Issue 15: 9/15/17

Grants.gov Maintenance Outage
System Changes for COI Project Based Disclosures
F&A Rate Type for Modular Budgets Updated
NIH R-Series Checklist for S2S Proposals
EBS Maintenance on 9-23 and 9-24

Issue 14: 9/1/17

New - Budget Salary Report
Upcoming Conflict of Interest Changes
Home Unit for Key Personnel Is Now Editable
EBS Maintenance on 9-5-17
Fixed – F&A Rate and Rate Type Are Now Displaying Correctly in Budget Reports

Issue 13: 8/18/17

New - Budget Summary Report
Key Personnel Certification Questions Now on the Summary Tab
F&A Rate Type and Rate Displaying Incorrectly in Budget Reports
Friday Updates Are Changing in Name and Frequency

Issue 12: 8/11/17

Activity Type & Proposal Type Definitions on the Web
How to Budget Fringe Benefits When Opting Out of Retirement
Implications of the Change for Co-PD/PI and Co-Investigator Roles
Where to See the Status of S2S Proposal Submissions

Issue 11: 8/4/17

User Attached Forms Webpage
How to Budget Graduate Students
Stipend Object Code for NIH Senior Fellows (F33)
Updates to the Budget Summary Total Report
Co-PD/PI and Co-Investigator Roles
Personal Data Form Will Now Accept More Than 4 Co-PD/PIs

Issue 10: 7/28/17

Changes to the Rejection Notification Email
Salary Budget Builder Is Going Away on 7/31/2017
Budget Summary Total Report
User Attached Forms May Be Replaced During Route

Issue 9: 7/21/17

Enter Direct Costs and F&A in Summary Budgets
NIH Fellowship S2S Submissions
Pre-Doctoral Fellows – Access to KC
Questionnaire – Newer Version Message
Salary Budget Builder is Going Away on 7/31/2017
Budget Warning to Sync Rates

Issue 8: 7/14/17

Grants.gov Maintenance Outage
Pre-doctoral Fellowship S2S Submissions
Revisions to the Notification Emails and the Action List
REMINDER – Salary Budget Builder is going away on 7/31/2017
The Deadline Policy and S2S Submissions

Issue 7: 7/7/17

Sponsor Naming Conventions
File Names
Descriptions for Proposal Attachments

Issue 6: 6/30/17

Reminder - KC System Outage
Object Code for Unrecovered F&A
Does this Proposal Include Subawards(s)?
Salary for Part Time Employees Is Now Annualized
FY17/18 SI Rates Are Now in KC
Salary Budget Builder Is Going Away on July 31st

Issue 5: 6/23/17

KC System Outage
Video Demonstrations on Reporting
Using the Summary Option in Budgets
Unit Contacts – Remember to Sync
Does this Proposal Include Subaward(s)?
FY17/18 Faculty/Staff SI Rates are now in KC

Issue 4: 6/16/17

Grants.gov Maintenance Outage
Marking Budgets Complete
Budget Name Over 40 Characters
Unrecovered F & A

Issue 3: 6/9/17

Grants.gov Maintenance Outage
Statement of Commitment Attachment
Subaward Budgets for S2S Submissions
NIH Multi-PI Submissions with Non-MSU employees
Completing a Project Disclosure in the COI Module

Issue 2: 6/2/17

Opting Out of Future Approvals
Entering the F&A Rate Type and Rate for Summary Budgets
Click "Sync Rates" and "Default Periods" when Changing Project Period Dates
Verify S2S Forms Are Checked to Be Included with the Proposal
Non-MSU Employees Must Be Added as Key Persons
Summary and Detailed Budgets Cannot Be Entered Simultaneously

Issue 1: 5/26/17

Steps for Downloading a System-to-System (S2S) Opportunity
Entering USDA’S TFFA Rate in the KC Budget Module
CFDA Number for S2S Applications
RA Arm Form
Log-In for Web Forms
Future Faculty

Priority KR Fixes and Enhancements (Updated 6/9/23)

Following is a list of fixes/enhancements that the KR Technical team is either currently working on or they are considered higher priority:

HFH+MSU HS updates on the Supplemental Info, Personnel and Summary/Submit options
Updating reports 2, 7 and 8
Adding Areas of Research
Adding cost share display fields to the Personnel option
Update code base to bring in new fixes/features from Kuali
Automatically add PI Profile for MSU Key Persons included in the Credit Allocation

This list is continuously being adjusted for new issues that may arise with a higher priority. This is not an exhaustive list; there are other issues/enhancements that have been logged.

FAQs

How will faculty and department/college administrators access KR?

KR is accessible through the EBS portal and the Sponsored Programs Administration website, and will require two-factor authentication.

What educational opportunities are available to learn KR?

Support Materials: Support materials including job aids and videos are available on the KR Training Materials webpage.
ERA Electives: Additional training opportunities are available through the Essentials of Research Administration (ERA) series with KR specific electives on Beginner's Hands-On Budgeting in KR, Proposal Development in KR, and Advanced Hands-On Budgeting in KR. Please register through the ERA Registration System.
Questions: For assistance with the system, please contact the KR Help Desk at 517-355-2000 or krhelpdesk@msu.edu.

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