Project Personnel

The Project Personnel tab always displays ‘(All Periods)’ in the tab label. Changes made to this tab must be saved prior to adding details to the budget. For deletions, you must delete from the details first, then confirm the delete action on the Project Personnel tab to complete the delete process.

Figure 253 Add Project Personnel Selection Area

Table 124 Add Project Personnel Selection Area Descriptions

Field	Description
Add Project Personnel section, Person column
Employee Search	Use the lookup to search for and return the desired employees from the HR database.
Non-employee Search	Use the lookup to search for and return the desired non-employees from the Rolodex database.
To be named	Use the employee table lookup and button as necessary to specify positions to be hired or identified once the award is made. For example, returns values such as “TBA Research Assistant” or “TBA Res. Scientist.”

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Caution: Changes made in the Project Personnel section must be saved before the corresponding results are reflected in the Personnel Details section.

Figure 254 Budget Document > Personnel Page > Project Personnel (All Periods) Section – Example

Table 125 Budget Document > Personnel Page > Project Personnel (All Periods) Section - Field Descriptions

Field	Description
#	Displays sequential line item number for each table row in ascending, top-to-bottom order. Also serves as a line selection/addition row label.
Person	Display-only. The specific individual identified as part of the proposal. Names are fed from the Key Personnel in the Proposal document.
Job Code	Enter the 6-digit alphanumeric value for the Human Resources position identifier directly associated with the individual named in the Person column.
Appointment Type	Required. Select from the list the Type of employee or duration of the appointment for the individual names in the Person column.
Base Salary	Required. Calculation base. The individual's current salary less any special pays (administrative supplements)
Salary Effective Date	Required. Use the calendar function to locate and select a date, or enter one in mm/dd/yyyy format. This represents the date of the employee's annual increase.
Actions	Click to remove an individual. Note: you must delete from the details first, then confirm the delete action on the Project Personnel tab to complete the delete process.
sync personnel	The system brings forth the information associated with any individuals added to the Key Personnel section after a budget version (and therefore Project Personnel section) has already been created. The sync button only adds information; it does not delete any. Therefore, if a user deleted an individual from the Key Personnel section, pressing sync on the Project Personnel section would not delete the corresponding entry on the Project Personnel section.