Training

Award Closeout

** There are UPAY (PPS) references in the videos but the majority of the contents are still consistent with current business processes.

BFS Procedures

Budget Upload

Cost Share

Effort Reporting System (ERS)

Effort Reporting Briefings

UC Learning Center

Module 1: Welcome to ERS - How to use the controls and how to login to the ERS System
Module 2: Introduction to ERS - Introduction to effort reporting, policy, roles, reporting schedules
Module 3: Setting Up Searches in ERS - Subscribe to a principal investigator's My Projects search, creating a search, manage saved searches
Module 4: Working With Effort Reports - The effort report list, the review process, tolerance threshold, how to modify and save an effort report
Module 5: Other Effort Report Options - Cost sharing, adding a sponsored project, multiple certifications, version number of an effort report, recertification process, ERS notifications
Module 6: The Effort Report Coordinator - ERC departmental management responsibilities, ERC campus responsibilities, notifications, managing the certification process
Final Quiz: This quiz must be successfully completed before access to the ERS system can be granted.

User Guides

Program Income

Project Costing Chartfields

RA Grants Workcenter

Managing awards finances using the RA Grants WorkCenter (PDF)

Custom Training

Contracts and Grants Accounting can arrange department-specific training sessions upon request. Please email CGAawards@berkeley.edu to discuss your training needs and goals.