The Kuali Research Proposal Budget will now provide automation for adding multiple appointment types which span a budget period. In the scenario where you have a faculty member with multiple appointments, for example a 9 month academic appointment and they will be working during both the summer and academic period, it is now possible to automatically add more than one budget line for the person.
Configuration options have been added to the Appointment Type maintenance table. The appointment types may now be associated with the relevant date range using the Start Date and End Date fields; and the default Budget Period Type associated.
The Person Extended Attributes has always allowed an HR feed to the user's profile or manual update of an appointment type to associate with personnel in the specific budget. If both of these maintenance tables are showing appointment type and dates, then when a budget user assigns personnel to a period that is under one of these Appointments, the system will display a checkbox to “Automate lines for appointment.”
If checked, upon click Assign to Period two or more lines will automatically be added to the budget for that person in the selected job code.
More information on the functionality can be found in the Maintenance - Appointment Type and Proposal Budget - Assign Personnel to Periods articles.
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