Cayuse Fund Manager Navigation Guide
Kristen Martin
113 steps
14 minutes
1
Click "CAYUSE"
2
Click "LOGIN TO CAYUSE"
3
Click "Sign in to your account"
4
Cayuse Sponsored Projects - Proposal Module
5
Cayuse - Sponsored Projects - Award Module
6
Click "My Tasks | Cayuse Platform"
7
Click "My Tasks | Cayuse Platform"
8
Fund Dashboard - If you are not PI, will need to enter a Fund for data to populate
9
Click "Fund Summary" - Enter Grant Fund to see data
10
Click "Fund Detail" - Summary of PI grant funds
11
If you are MURC Admin or not the PI, you are not the Key Personnel (PI), so "X" the name out of the field, unless it's already blank, If you are the PI, keep their name in the field
12
Click "Filter & Report"
13
Click "Fund"
14
Click "Fund Field" (Funds are populated from Banner to Cayuse nightly)
15
Type Fund #, should see prepopulated Fund/Title as option "223278"
16
Click "Search"
17
Click "223278" - Hyperlink to expand fund data
18
Click "Separate IDC" - This tab separates Direct/Indirect only, you can see what makes up the totals but you cannot drill down into Banner transactions on this tab
19
Expand
20
Expand
21
Click "Group by Group 3" - This tab shows Budget, Expense, Encumbrances, Percentage of Remaining Balance and has hyperlinks to transactions for budget entries, expense transactions, and encumbrance details
22
Validate Budget Column vs. Banner
23
Click "MU Banner 9 Production (BANPROD)"
24
Click "Welcome"
25
Press [[Alt]] + [[Page Down]]
26
Press [[F7 Search]]
27
Press [[F8 Execute]]
28
For "Budget Codes" - compare Cayuse to Banner (add back $4,866 = $1M)
29
Click "$128,251.00"
30
Compare Budget Totals
31
Click "Adjusted Budget"
32
Compare Budget Totals
33
Click "$27,766.00"
34
Compare Budget Totals
35
Compare Budget Totals
36
Drill down into Expenses in Cayuse FM
37
Click "69999"
38
Click "CAYU007197"
39
Click "Back"
40
Cayuse Expense 1 business day behind
41
Click here
42
Click "71283"
43
Click "Back"
44
Click here
45
Current Invoicing Report (updated 9/25/25)
46
Click here
47
Click ""
48
Click "69999"
49
Click "Back"
50
Expand Fringe Benefits Pool Budget
51
Click "6999B"
52
Click "Back"
53
Expand Indirect Cost Pool Budget
54
Expand Other Pool Budget
55
Compare to Invoicing total for same period, Cayuse FM is includes more recent transactions than Invoicing Reports due to manual process to update
56
Click " Expand Salaries"
57
Click "60070"
58
Click "CAYU007197"
59
Click " Fund: 223278"
60
Click "Back"
61
Click "Back"
62
Click "223278"
63
Click here
64
Press [[Down]]
65
Press [[Return]]
66
Press [[Alt]] + [[Page Down]]
67
Banner Encumbrance Total = $597, 791.07
68
Cayuse Encumbrance Total = $601, 854.07 diff $4,063, a closed encumbrance in Banner, MURC & MU IT working to load closed encumbrances to Cayuse for accuracy
69
Click "70838"
70
Click "Back"
71
Click "Salary Distributions"
72
Click " Close"
73
Click "Fund Review"
74
Click here
75
Click here
76
Click "Closed Month"
77
Click here
78
Click here
79
Click "223278 - Expanding WV Cyber Security Center"
80
Click "CTN"
81
Click here
82
Click here
83
Click "D"
84
Click Down Arrow to reveal options
85
Click Field to choose options
86
Click " Mark as Reviewed"
87
Click here
88
Click "Back"
89
Click "To Do"
90
Click " Mark all as Done"
91
Click "Back"
92
Click "Reporting"
93
Click "Transaction Report"
94
Input Start Date (can be award date or monthly, quarterly, annual date)
95
Opens calendar for convenience
96
Click here
97
Input End Date
98
Opens calendar for convenience
99
Click here
100
Input PI if known or...
101
Start to type PI last name, prepopulated in the system, selection should appear
102
Input Fund # (populated in system) (must input PI or Fund, but do not have to enter both)
103
Click here
104
Click "GO"
105
Click "OBJECT CODE"
106
Click "Export"
107
Click "T"
108
Click "Open"
109
Data Sort & Subtotal by Object Code
110
Subtotal all categories - Sum Expense, Encumbrance, Budgets columns
111
Click "A1"
112
View expanded transactions, Save monthly tabs in Grant Worksheet and create Grant Award history without manual excel tracking
113
Step
Cayuse Fund Manager Navigation Guide
Kristen Martin
113 steps
14 minutes
1
Click "CAYUSE"
2
Click "LOGIN TO CAYUSE"
3
Click "Sign in to your account"
4
Cayuse Sponsored Projects - Proposal Module
5
Cayuse - Sponsored Projects - Award Module
6
Click "My Tasks | Cayuse Platform"
7
Click "My Tasks | Cayuse Platform"
8
Fund Dashboard - If you are not PI, will need to enter a Fund for data to populate
9
Click "Fund Summary" - Enter Grant Fund to see data
10
Click "Fund Detail" - Summary of PI grant funds
11
If you are MURC Admin or not the PI, you are not the Key Personnel (PI), so "X" the name out of the field, unless it's already blank, If you are the PI, keep their name in the field
12
Click "Filter & Report"
13
Click "Fund"
14
Click "Fund Field" (Funds are populated from Banner to Cayuse nightly)
15
Type Fund #, should see prepopulated Fund/Title as option "223278"
16
Click "Search"
17
Click "223278" - Hyperlink to expand fund data
18
Click "Separate IDC" - This tab separates Direct/Indirect only, you can see what makes up the totals but you cannot drill down into Banner transactions on this tab
19
Expand
20
Expand
21
Click "Group by Group 3" - This tab shows Budget, Expense, Encumbrances, Percentage of Remaining Balance and has hyperlinks to transactions for budget entries, expense transactions, and encumbrance details
22
Validate Budget Column vs. Banner
23
Click "MU Banner 9 Production (BANPROD)"
24
Click "Welcome"
25
Press [[Alt]] + [[Page Down]]
26
Press [[F7 Search]]
27
Press [[F8 Execute]]
28
For "Budget Codes" - compare Cayuse to Banner (add back $4,866 = $1M)
29
Click "$128,251.00"
30
Compare Budget Totals
31
Click "Adjusted Budget"
32
Compare Budget Totals
33
Click "$27,766.00"
34
Compare Budget Totals
35
Compare Budget Totals
36
Drill down into Expenses in Cayuse FM
37
Click "69999"
38
Click "CAYU007197"
39
Click "Back"
40
Cayuse Expense 1 business day behind
41
Click here
42
Click "71283"
43
Click "Back"
44
Click here
45
Current Invoicing Report (updated 9/25/25)
46
Click here
47
Click ""
48
Click "69999"
49
Click "Back"
50
Expand Fringe Benefits Pool Budget
51
Click "6999B"
52
Click "Back"
53
Expand Indirect Cost Pool Budget
54
Expand Other Pool Budget
55
Compare to Invoicing total for same period, Cayuse FM is includes more recent transactions than Invoicing Reports due to manual process to update
56
Click " Expand Salaries"
57
Click "60070"
58
Click "CAYU007197"
59
Click " Fund: 223278"
60
Click "Back"
61
Click "Back"
62
Click "223278"
63
Click here
64
Press [[Down]]
65
Press [[Return]]
66
Press [[Alt]] + [[Page Down]]
67
Banner Encumbrance Total = $597, 791.07
68
Cayuse Encumbrance Total = $601, 854.07 diff $4,063, a closed encumbrance in Banner, MURC & MU IT working to load closed encumbrances to Cayuse for accuracy
69
Click "70838"
70
Click "Back"
71
Click "Salary Distributions"
72
Click " Close"
73
Click "Fund Review"
74
Click here
75
Click here
76
Click "Closed Month"
77
Click here
78
Click here
79
Click "223278 - Expanding WV Cyber Security Center"
80
Click "CTN"
81
Click here
82
Click here
83
Click "D"
84
Click Down Arrow to reveal options
85
Click Field to choose options
86
Click " Mark as Reviewed"
87
Click here
88
Click "Back"
89
Click "To Do"
90
Click " Mark all as Done"
91
Click "Back"
92
Click "Reporting"
93
Click "Transaction Report"
94
Input Start Date (can be award date or monthly, quarterly, annual date)
95
Opens calendar for convenience
96
Click here
97
Input End Date
98
Opens calendar for convenience
99
Click here
100
Input PI if known or...
101
Start to type PI last name, prepopulated in the system, selection should appear
102
Input Fund # (populated in system) (must input PI or Fund, but do not have to enter both)
103
Click here
104
Click "GO"
105
Click "OBJECT CODE"
106
Click "Export"
107
Click "T"
108
Click "Open"
109
Data Sort & Subtotal by Object Code
110
Subtotal all categories - Sum Expense, Encumbrance, Budgets columns
111
Click "A1"
112
View expanded transactions, Save monthly tabs in Grant Worksheet and create Grant Award history without manual excel tracking
113
Step
