{"id":136,"date":"2025-10-27T22:01:57","date_gmt":"2025-10-27T22:01:57","guid":{"rendered":"https:\/\/www.research.colostate.edu\/osp\/?page_id=136"},"modified":"2026-03-31T17:05:56","modified_gmt":"2026-03-31T17:05:56","slug":"kuali-research","status":"publish","type":"page","link":"https:\/\/www.research.colostate.edu\/osp\/kuali-research\/","title":{"rendered":"Kuali Research"},"content":{"rendered":"\n
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Kuali Research (KR<\/a>) is the software system used by CSU in support of proposal, award, and subaward management. KR addresses the full sponsored projects lifecycle, providing a single resource for all proposal and award information, and allows for complex workflow as part of the proposal review and approval process. Together with the Kuali Financial System (KFS), KR provides award management from development to closeout.<\/p>\n<\/div>\n\n\n\n

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Links & Tools<\/h3>\n\n\n\n

Kuali Research Production environment<\/a> (the Real World)
<\/em>Department Contacts List and KR PD Stakeholders<\/a> 
Sub-recipient Object Code Calculation Tool<\/a>
Person-month to Percent Effort Conversion Tool<\/a>
CSU Financial Aid website: Tuition & Fees<\/a><\/p>\n\n\n\n

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Training<\/h3>\n\n\n\n

Small group (4 people) or one-on-one training and assistance can be provided by appointment. Contact Chris Carsten <\/a>to coordinate.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

CSU Modules for Sponsored Programs<\/summary>\n

Kuali Research Proposal Development (KR PD)<\/strong>: KR PD allows users to construct and route a proposal and related budget information for department, college, and OSP review, approval, and submission.<\/p>\n\n\n\n

Kuali Research Institutional Proposal (KR IP):<\/strong> Summary data of all proposals that have been reviewed and approved by OSP is contained within the KR PD Institutional Proposal (IP) module. An IP record is created by OSP from the KR PD record. IP records are searchable by unique IP#s and information is reportable by requested budget, start and end dates, and sponsor information. Once a proposal is funded, IP data is linked to the existing award.<\/p>\n\n\n\n

Kuali Research Negotiations:<\/strong> Incoming new awards and modifications for existing awards are tracked using the Negotiations module from receipt in OSP through setup of a new award\/account or modification of an existing award\/account. OSP also uses Negotiations to track activities related to \u2018unfunded\u2019 agreement types such as MTAs, NDAs, Data Use Agreements, etc., that are managed through OSP.<\/p>\n\n\n\n

Kuali Research Award (KR Award): <\/strong>Funded proposals are managed from award setup to project closeout in the KR Award module. A unique award record is set up to record obligated funding, payment terms, sponsor terms & conditions, and reporting requirements. Award information, department administrator, and budget information are fed to KFS to create the sponsored project account, where expenditures are managed.<\/p>\n\n\n\n

Kuali Research Subaward:<\/strong> The Subaward module contains records of agreements with external organizations to perform a portion of the work under a sponsored award and facilitates CSU\u2019s subrecipient monitoring responsibilities.<\/p>\n<\/details>\n\n\n\n

KR PD Access & Stakeholder Assistance<\/summary>\n

KR PD Production Environment:<\/a> Clicking here will open the Kuali landing page in a new tab. This application requires Shibboleth authentication with a CSU NetID login. Choose the Research Home tile to get to the Kuali Research Dashboard. Use Common Tasks in the Research Home left navigation menu to go to the page where the option to Create Proposal is located.<\/p>\n\n\n\n

Kuali Research is a web-based application that requires a current version of a supported browser application to work as intended.
\u2013 Windows: Chrome, Edge, or Firefox browsers are supported. Internet Explorer is not supported. 
\u2013 Mac: Safari and Chrome browsers are supported. <\/p>\n\n\n\n

Pop-ups must be allowed for functionality to work properly.<\/p>\n\n\n\n

Department Contacts List and KR PD Stakeholders<\/a>:  Representatives of CSU\u2019s colleges who participate in decision-making about KR PD functionality and serve as college-level resources for department administrators regarding use of KR PD.<\/p>\n<\/details>\n\n\n\n

KR Quick Guides<\/summary>\n

Reference<\/strong>
Proposal Types<\/a> \u2013 Definitions and Use Cases, UPDATED SEP 2025<\/em>
Activity Types<\/a>, UPDATED September 2023<\/em>
Kuali Research Cloud Navigation<\/a>, UPDATED March 2024<\/em><\/p>\n\n\n\n

Proposal<\/strong>
Creating a Proposal Record<\/a> (Updated May 2022)
Add <\/a>Principal Investigator<\/a>
PI Certification<\/a> (includes instructions for during routing and before routing)
Attachments<\/a>
Adding <\/a>Subrecipients<\/a> <\/a>(includes budgeting instructions)
Animal, Human, Biosafety Compliance Entry<\/a>
Assign <\/a>Proposal<\/a> Access Roles<\/a> (with table of roles\/descriptions)
Using \u2018Send Notifications\u2019 in KR PD<\/a><\/p>\n\n\n\n

Proposal Hierarchy<\/strong>
Basics<\/a><\/p>\n\n\n\n

Budget<\/strong>
Creating<\/a> a Budget Version<\/a>
Modify<\/a> <\/a>Budget Rates<\/a>
Change Budget Settings<\/a>
Personnel Budgeting \u2013 Appointment Type<\/a>
Personnel<\/a> Budgeting \u2013 Groups<\/a>
Cost-share Budgeting<\/a>
Budgeting Salary Cap or 1% minimum effort<\/a>
Using Budget-SoW Update proposal type<\/a><\/p>\n\n\n\n

Navigation, Workflow, Approvals<\/strong>
Basic Navigation<\/a>
Pre-Proposal with Detailed Budget<\/a>\u00a0(new Feb 2025)
Approval Routing<\/a>\u00a0(updated Feb 2025)
Pessimistic Lock<\/a><\/p>\n<\/details>\n\n\n\n

KR PD Training<\/summary>\n

KR PD Training Environment<\/a> \u2013 This link will open the new Kuali cloud SBX (sandbox\/training) environment. Choose Research Home<\/strong> to navigate to the Sponsored Programs modules. Access requires Shibboleth (CSU eID login) and DUO 2fa authentication. Chrome and Firefox browsers are recommended.<\/p>\n\n\n\n

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Training Guides:<\/h3>\n\n\n\n

Proposal<\/strong> User Guide<\/a>, UPDATED February 2025<\/em><\/p>\n\n\n\n

S2S<\/strong> (system-to-system) Training Guide<\/a><\/p>\n\n\n\n

Proposal Hierarchy<\/strong> Training Guide<\/a> UPDATED June 2022<\/em><\/p>\n\n\n\n

Proposal<\/a> Budget<\/strong> User Guide<\/a> UPDATED February 2025<\/em><\/p>\n\n\n\n

Training Videos:<\/h3>\n\n\n\n

Proposal<\/h4>\n\n\n\n

KR PD Intro and Lifecycle 2022<\/a><\/p>\n\n\n\n

 Navigation in the Cloud environment<\/a><\/p>\n\n\n\n

 Create Proposal and Add Key Personnel<\/a><\/p>\n\n\n\n

 Open a PD record + Add Access<\/a><\/p>\n\n\n\n

 Questionnaire + Supplemental Info<\/a><\/p>\n\n\n\n

Budget<\/h4>\n\n\n\n

 Proposal Budget<\/strong> Training Video<\/a> <\/p>\n\n\n\n

 Adding Personnel to the Proposal Budget<\/a> NEW July 2024<\/em><\/p>\n\n\n\n

 Budgeting Non-Personnel Costs<\/a> NEW July 2024<\/em><\/p>\n\n\n\n

 Changing Budget Settings in Proposal Development<\/a>  NEW July 2024<\/em><\/p>\n<\/details>\n","protected":false},"excerpt":{"rendered":"

Kuali Research (KR) is the software system used by CSU in support of proposal, award, and subaward management. KR addresses the full sponsored projects lifecycle, providing a single resource for all proposal and award information, and allows for complex workflow as part of the proposal review and approval process. Together with the Kuali Financial System […]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"microsite":[],"class_list":["post-136","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages\/136","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/comments?post=136"}],"version-history":[{"count":0,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages\/136\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/media?parent=136"}],"wp:term":[{"taxonomy":"microsite","embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/microsite?post=136"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}