JANUARY MONTHLY TIPS
JANUARY 20, 2016
Tip #1: If you are required to enter percentage of effort, go to the ‘% Effort’ field and enter
the percentage as a decimal (ex: enter 0.10 for 10%). For more detailed information and
instruction refer to the Standard Operating Procedure “Entry of % Effort for Project Personnel
in ePD”.
Tip #2: Existing documents can be replaced during Approval Routing by the Aggregator and
the SPO Analyst. To replace a document, click on the file to be replaced. This will prompt the
‘Upload New File’ to appear. Click on ‘Upload New File’, click on ‘Choose’ file to browse for the
new attachment to upload, then click on ‘Save’. You can also update the Description, which is
a useful tool for letting someone what has changed. Additionally, “placeholder” documents
should be added for documents that will need to be uploaded, but aren’t yet available. When
the document becomes available, the existing “placeholder” document can be swapped out.
Copyright 2015 The Regents of the University of California. All Rights Reserved.
1|P a g e
Tip #3: Did you know that if you change the “End Date” on the General Info screen after you
have already created a budget, you will not be able to adjust the budget periods manually?
You will need to add a new version of the budget. Click on ‘Budget’, click on ‘Budget
Versions’, mark version 1 incomplete, click on ‘Add New Version’. You will see that the new
end date has been adjusted.
Copyright 2015 The Regents of the University of California. All Rights Reserved.
2|P a g e
Copyright 2015 The Regents of the University of California. All Rights Reserved.
3|P a g e