PI Quick Guide to Cayuse / Evisions

Cayuse424 / Evisions system has replaced TERA-PAMS. This document provides guidance on how to move through the system.

 

Evisions URL for log in

 

Log in to the system using your net id (e.g., abc123) and password. NOTE: Not all UTM employees are automatically included in Evisions -- if you cannot log in or cannot find a person you wish to add to a record, contact Jennifer Cooper at jlcooper@utm.edu in the ORGC immediately for assistance.

Start page

After you log in, there are two choices; click on the one for Cayuse SP. (The other choice, Cayuse 424, is used for certain federal grant proposals -- the ORGC will take care of Cayuse 424 entries for you.)

 

Cayuse SP and Cayuse 424 links with an arrow to the top, or Cayuse SP, link.

General info page

(first page of the proposal entry)

 

Image of the keyword box with 'not listed' in the text area.

 

  • Sponsor: If, after searching, you cannot find the name of the sponsor, type “not listed” in the search box and click on the Search button. This will produce a popup containing “sponsor not listed” for you to select. (ORGC will work with Evisions to get the sponsor name added to the database, and correct the entry.)

    Image with 'sponsor not listed' circled.

  • Admin Unit: ALWAYS Select the Project Directors Admin Unit.
  • Primary Administrative Contact: Select the P.I. as the Primary Administrative Contact. If you cannot find the person you wish to add, contact ORGC for assistance.

    Image of the Primary Administrative Contact text box

  • Submission Method: Select the appropriate method from the drop down menu. If you are unsure, just select “other.” ORGC will make corrections if needed.

    image of the submission method drop down menu

  • “Paired” vs. “Unpaired”: At the bottom of the page are three radio buttons – just ignore them. If anything needs to be done about them, ORGC will handle it for you.

    Image of the paired and unpaired radio buttons

Investigator/research team page

  • Not all UTM employees are automatically included in Evisions -- if the search doesn’t locate the person you wish to add, contact Jennifer Cooper at jlcooper@utm.edu in the ORGC immediately for assistance.
  • Required: Person Months (how many months per year a person will work on the project). Evisions includes a person-months calculator to help you figure this number.
  • Required: Sponsored Effort % is required. Enter the percent time the person will work on the project.
  • Optional (but requested): Cost Shared Effort %. If applicable, list the % effort to be cost-shared by each person.
  • Optional: (but requested): Allocation of credit. Identify what percent of responsibility each person will have for the project.

    image of the Personal Information form

Budget Page

Overview Section:

The budget page defaults to “Summary” for the form and “1” for the # of periods – leave these items as the default. Enter the same dates for the “Current Period” as are entered for “Entire Project”

 

Image of the overview section with the Summary and # of Budget Periods drop downs circled

Cost Sharing Section:

Internal Cost Sharing: For UTM cost-sharing, fill in the appropriate details for each department/unit contributing cost-sharing. Enter the total amount for the entire project to be cost-shared by the department/unit (don’t break the amount into separate years.)

 

Image of the internal cost sharing form

 

Third-Party Cost Sharing: For non-UTM cost-sharing, fill in the appropriate details for each organization that is contributing cost-sharing. Enter the total amount for the entire project to be cost-shared by the organization. Use the “Comment” box to provide additional details on the cost sharing.

 

Image of the third party cost sharing form

 

If, after searching, you cannot find the name of the organization providing cost sharing, type “not listed” in the search box and click on the Search button. This will produce a popup containing “sponsor not listed” for you to select. (ORGC will work with Evisions to get the sponsor name added to the database, and correct the entry.) (This is the same procedure you do on the General Information page, if the sponsor name is not listed in the database.)

F&A rate section

Only one rate is needed (Evisions has room for three rates, to accommodate needs on the different UT campuses.) Click on the top rate.

 

Image of the rate section with the top rate circled

 

A popup chart appears, listing the federally-negotiated F&A rates for all the UT campuses.

 

Image of popup chart with the F&A Rate percentage and the change rate button circled

 

You may have to expand the popup to see UTM’s rates, which are toward the bottom; choose the appropriate number (53% on campus, 20% off campus as of July 1, 2016.)

Budget categories section

Under “current period” enter the total direct costs for all years of the project and the total F&A base for all years (circled in red on the example below.) Evisions will calculate the remaining portions of the budget (circled in blue on the example below):

 

Image of the budget categories section with the total F&A base for all years and remaining portions of budget circled

Subcontractor page

If the Subcontractor Is Not in the Database: If, after searching, you cannot find the name of the subcontractor, type “not listed” in the search box and click on the Search button. This will produce a popup containing “sponsor not listed” for you to select. (ORGC will work with Evisions to get the subcontractor name added to the database, and correct the entry.)

 

image of the subcontractor search with the keywords circled
Subcontractor page with 'sponsor not listed' circled

Community benefits page

All questions must be answered; it is possible to choose “None” as an option.

Location of sponsored activities page

On-Campus Locations: The database includes buildings on all UT campuses. To quickly get to the top of the UTM section of the list, type “M” in the search box.

 

Image of sponsored activities page with the locations drop down circled

Access Evisions

Access Evisions >

 

Help Documents and Video Tutorials

View Help Documents and Video Tutorials >