KFS Effort Certification doc routes to PI from KC Award

When KC is implemented along with KFS, the KFS Effort Certification document routes to the Principal Investigator associated with the KC Award document instead of the Project Director associated with the KFS Award document.  This essentially makes KC the system of record for defining Project Directors in KFS. 

Role Differentiation:  The derivation of the members assigned to the KFS Contracts and Grants Project Director role will be changed to the Principal Investigator (PI) on the KC Award document (Award Person table displayed on the Contacts page of the Award document), itself derived from the linked KC Proposal Development document.

Figure 1573  Project Director Lookup in KFS now linked to KC Award PI table

 

KFS Workflow Routing for Effort Certification Document:  In the KFS Effort Certification document, when KC has been implemented, KFS will perform a lookup on the account number and associated principal investigator on the award and then route the document to the PI upon submission.

Figure 1574  KFS Workflow – Project Management Example Before KC Integration

 

Award Hierarchy Considerations:  In the case of an award hierarchy, the Effort Certification doc is routed to the project director of the parent award node.  If the accounts are not the same, then it is routed to the project director of the specific award node.

Figure 1575  Award Hierarchy Multi-Node Example where parent node is same PI