Lab Resources Salary And Effort Labfund

• List of different Labfunds which may be used.

• Fields

• Save As New Labfund
• Save Labfund
• Delete Labfund
• Refresh Labfund
• Clear Labfund
• Close Labfund
• Create Budget Table
• Clear Budget Table
• Add Row To Budget
• Clone Row In Budget
• Remove Row From Budget
• Search By Owner
• Search By Date
• Search By List
• Report
• Text Report All
• Record XML Dump
• Bulk XML Dump
• Add Image
• Add Image from the Web
• Display Image in the Board
• Display Image in its Associated Application
• Edit Image User Label
• Save Image
• Remove Image
• Link Image
• Add File
• Add File from the Web
• Display File in the Board
• Display File in its Associated Application
• Edit File User Label And Type
• Save File
• Remove File
• Link File

• General Comments
• See Also

Fields

• The upper part of the Labfund window is the Search Result window. Users are able to search through the records of the Default Lab based on a variety of criteria. The Labfund records fitting the search criteria are then returned within the Search Result window. The bottom part of the window will show all the data for the selected Labfund.
  • Item No is the Labfund No.
  • Title is the Nickname of the Labfund.
• The bottom part of the Labfund window shows all the data for the Labfund selected in the upper part of the Labfund window.
  • Labfund No is the unique database number in a Sesame instance for the Labfund.
  • Created By Date is the Username of the person who created the Labfund, and the date and time of the event.
  • Modified By Date is the Username of the person who last modified the Labfund, and the date and time of the event.
  • Lab Name is the current Default Lab.
  • Status is the Lab Resources Status for the Labfund.
  • Type is the Lab Resources Type for the Labfund.
  • Choosable sets if the Labfund is selectable in other Views.
  • Nickname is the nickname of the Labfund.
  • Title is the title of the Labfund.
  • PI is the name of the Principal Investigator.
  • Description is the description of the Labfund.
  • Agency is the granting agency for the Labfund.
  • Agency Code is the granting agency code for the Labfund.
  • Start Date is the start date for the Labfund.
  • End Date is the end date for the Labfund.
  • Info is the Labfund related notes.
  • Budget is the budget details for the Labfund.
    • Year is the budget year. Must correspond one to one, to Effective Start Date - Effective End Date time periods.
    • Effective Start Date is the date from when the funds of this budget year can be used. It can be different from the administrative start of the budget year. The Effective Start Date must be equal to one of the Start Dates in Lab Resources Salary And Effort Pay Period.
    • Effective End Date is the date until when the funds of this budget year can be used. It can be different from the administrative end of the budget year. The Effective End Date must be equal to one of the End Dates in Lab Resources Salary And Effort Pay Period.
    • Award ID is the award id for the budget year.
    • Fund-Project ID is the fund-project id for the budget year.
    • Total Effort (%) is the total effort for the budget year.
    • Any subset of the Budget Category columns,
      • Salaries/Wages/Fringe
      • Salaries and Wages
      • Fringe Benefits
      • Supplies
      • Travel
      • Travel - Domestic
      • Travel - Foreign
      • Other Direct Charges
      • Sub-Agreements
      • Equipment and Other Capital
      • Tuition Remission
      • Rentals and Leases for Space and/or Land
      • Equipment Rentals and Leases
      • Patient Care Costs
      • Grant/Aid/Lump Sum Awards/Research Support
      • Student Aid/Tuition and Fees
      • Alteration and Renovation Costs
      • Sub-Agreements (Non-MTDC)
      • Exempt Direct Charges
      • Other Direct Charges
      • Direct Costs
      • MTDC Costs
      • Indirect Costs
      • Total Costs
      to keep track of the initial amounts and category to category transfers for the budget year.
    • Username is the Username of the person who last edited the row.
    • Date And Time is the date and time when the row was last edited.
  • Images are the images attached to the Labfund.
    • Image No is the unique database number in a Sesame instance for the Image.
    • Added By is the Username of the person who added the Image to the Labfund, and the date and time when this happened.
    • File Name is the file name of the Image.
    • User Label is the user label of the Image.
  • Files are the files attached to the Labfund.
    • File No is the unique database number in a Sesame instance for the File.
    • Added By is the Username of the person who added the File to the Labfund, and the date and time when this happened.
    • File Name is the file name of the File.
    • User Label is the user label of the File.
    • File Type is the Lab Resources File Type of the File.

Save As New Labfund

This saves the Labfund as new in the database.

1. Make the Labfund window active in the Board.
2. On the Labfund menu click Save As New Labfund.

Note

• This will create a new Labfund record with a unique Labfund No in the database.

Save Labfund

This saves the Labfund in the database.

1. Make the Labfund window active in the Board.
2. On the Labfund menu click Save Labfund.

Note

• This will update the the current Labfund record in the database.

Delete Labfund

This deletes the Labfund from the database.

1. Make the Labfund window active in the Board.
2. On the Labfund menu click Delete Labfund.
3. Click Remove Labfund in 'Are You Sure?' popup.

Note

• This will permanently delete the Labfund from the database.
• A Labfund used elsewhere can not be deleted. Otherwise, the data consistency of the records using the Labfund would be violated.
• To prevent users to select a Labfund, instead of deleting it, uncheck the Choosable field.

Refresh Labfund

This reverts the data for the Labfund to the version in the database.

1. Make the Labfund window active in the Board.
2. On the Labfund menu click Refresh Labfund.

Note

• This will reload the Labfund from the database.
• If the content of the View has been modified since the last Save operation, the user will be given an option to proceed and discard the changes, or to cancel the operation.

Clear Labfund

This clears the Labfund data, i.e. the bottom part of the Labfund window.

1. Make the Labfund window active in the Board.
2. On the Labfund menu click Clear Labfund.

Note

• The View will be initialized with the default data.
• If the content of the View has been modified since the last Save operation, the user will be given an option to proceed and discard the changes, or to cancel the operation.

Close Labfund

This closes the window.

1. Make the Labfund window active in the Board.
2. On the Labfund menu click Close Labfund, or click the X button on the window's Title bar.

Note

• If the content of the View has been modified since the last Save operation, the user will be given an option to proceed and discard the changes, or to cancel the operation.

Create Budget Table

This configures the columns, and creates the Budget Table.

1. Make the Labfund window active in the Board.
2. On the Edit menu click Create Budget Table.
3. In the 'Create Budget Table' popup select the Budget Category columns the budget table should contain.
   Choices:
   • Salaries/Wages/Fringe
   • Salaries and Wages
   • Fringe Benefits
   • Supplies
   • Travel
   • Travel - Domestic
   • Travel - Foreign
   • Other Direct Charges
   • Sub-Agreements
   • Equipment and Other Capital
   • Tuition Remission
   • Rentals and Leases for Space and/or Land
   • Equipment Rentals and Leases
   • Patient Care Costs
   • Grant/Aid/Lump Sum Awards/Research Support
   • Student Aid/Tuition and Fees
   • Alteration and Renovation Costs
   • Sub-Agreements (Non-MTDC)
   • Exempt Direct Charges
   • Other Direct Charges
   • Direct Costs
   • MTDC Costs
   • Indirect Costs
   • Total Costs
4. Click Create in the popup.
5. Click OK in 'Are You Sure?' popup.

Note

• The column configuration of the existing Budget table will be replaced with the new configuration, and all the data it may contain will be wiped out.
• The column configuration of an existing Budget table can not be modified without losing all the data it may contain.

Clear Budget Table

This resets the column configuration to the default one, and clears the data.

1. Make the Labfund window active in the Board.
2. On the Edit menu click Clear Budget Table.
3. Click OK in 'Delete' popup.

Note

• The column configuration of the existing Budget table will be reset to default, and all the data it may contain will be wiped out.

Add Row To Budget

This adds a new row to the Budget table.

1. Make the Labfund window active in the Board.
2. On the Edit menu click Add Row To Budget.
3. Set the Year in 'Add Row' popup, for the new row.
4. Click OK in 'Add Row' popup.

Note

• The new row will be added as the last row for the particular year.
• If the resulting row was added to a wrong year, remove it, then add a new row with the correct year.

Clone Row In Budget

This clones an existing Budget table row into the target year.

1. Make the Labfund window active in the Board.
2. Select the row to be cloned in the Budget field.
3. On the Edit menu click Clone Row In Budget.
4. Set the Year in 'Target Year' popup for the new row.
5. Click OK in 'Target Year' popup.

Note

• The new row will be added as the last row for the particular year.
• If the resulting row was added to a wrong year, remove it, then repeat the cloning with the correct year.

Remove Row From Budget

This removes the selected rows from the Budget table.

1. Make the Labfund window active in the Board.
2. Select the rows to be deleted from the Budget field.
3. On the Edit menu click Remove Row From Budget.
4. Click OK in 'Are You Sure?' popup.

Note

• Selection of Table Rows and Tree Nodes
• Refresh Labfund is the closest to an undelete, but with a caveat: all the changes after the last Save Labfund will be lost too.

Search By Owner

This searches the Labfund records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Labfund window.

1. Make the Labfund window active in the Board.
2. On the Search menu click By Owner.
3. Set the search criteria in 'Search by Owner' popup.
   • Owner is the Username of the person who created the Labfund. Wildcard Characters are allowed.
   • Nickame is the nickname of the Labfund. Wildcard Characters are allowed.
   • Title is the title of the Labfund. Wildcard Characters are allowed.
   • Agency is the granting agency for the Labfund. Wildcard Characters are allowed.
   • Agency Code is the granting agency code for the Labfund. Wildcard Characters are allowed.
   • Type is the Lab Resources Type of the Labfund.
   • Status is the Lab Resources Status of the Labfund.
   • Choosable marks if the Labfund is selectable in other Views.
4. Click Search in the search popup.

Note

• The AND logical operator is used between the search criteria, i.e. only those Labfunds will be returned that fit all of them.
• To exclude a search criteria, set it to an '*'.
• If an '*' is in every field, all the Labfunds will be returned.
• To open a returned Labfund, click on it in the upper part of the Labfund window.

Search By Date

This searches the Labfund records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Labfund window.

1. Make the Labfund window active in the Board.
2. On the Search menu click By Date.
3. Set the search criteria in 'Search by Date' popup.
   • Created By is the Username of the person who created the Labfund. Wildcard Characters are allowed.
   • Created Start Date is the earliest date the Labfund was created. To set this field to an '*', click on it, then clear, or, enter an '*' into, any of the Year, Month or Day fields.
   • Created End Date is the latest date the Labfund was created. To set this field to an '*', click on it, then clear, or, enter an '*' into, any of the Year, Month or Day fields.
   • Modified By is the Username of the person who last modified the Labfund. Wildcard Characters are allowed.
   • Modified Start Date is the earliest date of the last modification of the Labfund. To set this field to an '*', click on it, then clear, or, enter an '*' into, any of the Year, Month or Day fields.
   • Modified End Date is the latest date of the last modification of the Labfund. To set this field to an '*', click on it, then clear, or, enter an '*' into, any of the Year, Month or Day fields.
   • Type is the Lab Resources Type of the Labfund.
   • Status is the Lab Resources Status of the Labfund.
4. Click Search in the search popup.

Note

• The AND logical operator is used between the search criteria, i.e. only those Labfunds will be returned that fit all of them.
• To exclude a search criteria, set it to an '*'.
• If an '*' is in every field, all the Labfunds will be returned.
• To open a returned Labfund, click on it in the upper part of the Labfund window.

Search By List

This searches the Labfund records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Labfund window.

1. Make the Labfund window active in the Board.
2. On the Search menu click By List.
3. Set the search criteria in 'Search by List' popup.
   • DB# List is the list of Labfund Nos. The numbers in the list can be separated by space, tab, comma, semicolumn, or end of line. Alternatively, if there are DBNo List (LI) records for Labfunds, they can be selected from the dropdown list.
4. Click Search in the search popup.

Note

• If the DB# List is empty, or contains an '*', all the Labfunds will be returned.
• To open a returned Labfund, click on it in the upper part of the Labfund window.

Report

This creates a Text report for the Labfund, and shows it in the Board.

1. Make the Labfund window active in the Board.
2. On the Report menu click Report.

Note

• The generated report for the selected Labfund will be in a Text Report window in the Board.

Text Report All

This creates a Text report for every Labfund in the Default Lab and saves it to the disk.

1. Make the Labfund window active in the Board.
2. On the Report menu click Text Report All.
3. If you want to save the file in a different folder, locate and open the folder.
4. In the File Name box, type a name for the file.
5. Click Save.

Note

• The file created on the disk will contain the text reports for every Labfund in the Default Lab.
• This menu item is enabled for the Lab Master, or, for a Lab Member with a Can Do privilege.
• The Can Do Resource value is XML_LABFUND.

Record XML Dump

This creates an XML dump for the Labfund record, and saves it to the disk.

1. Make the Labfund window active in the Board.
2. In the Report menu click Record XML Dump.
3. Set the values in 'XML Report' popup.
   • Inline DTD determines if the Document Type Definition (DTD) should be included in the file.
   • Formatting (indents and newlines) determines if the resulting file should be formatted.
   • File Name is the name of the file. To set it, click on the field, then set the values in the 'Save' popup.
     • If you want to save the file in a different folder, locate and open the folder.
     • In the File Name box, type a name for the file.
     • Click Save.
4. Click Report.

Note

• The file created on the disk will contain the XML dump for the selected Labfund.

Bulk XML Dump

This creates an XML report for every Labfund in the Default Lab and saves it to the disk.

1. Make the Labfund window active in the Board.
2. In the Report menu click Bulk XML Dump.
3. Set the values in 'XML Report' popup.
   • Inline DTD determines if the Document Type Definition (DTD) should be included in the file.
   • Formatting (indents and newlines) determines if the resulting file should be formatted.
   • File Name is the name of the file. To set it, click on the field, then set the values in the 'Save' popup.
     • If you want to save the file in a different folder, locate and open the folder.
     • In the File Name box, type a name for the file.
     • Click Save.
4. Click Report.

Note

• The file created on the disk will contain the XML dump for every Labfund in the Default Lab.
• This menu item is enabled for the Lab Master, or, for a Lab Member with a Can Do privilege.
• The Can Do Resource values is XML_LABFUND.

Add Image

This uploads one or more Images from the disk and attaches them to the Labfund.

1. Make the Labfund window active in the Board.
2. Click on the button on the right side of the Images field.
3. Set the values in 'Add Row' popup.
   • User Label is the user label.
   • Format determines if one or more Images will be added. To set it, click on the field, then click the format that you want to use.
     • File if only the selected Image will be added.
     • Folder if all the Images from the selected Folder will be added.
     • Folder with Subfolders if all the Images from the selected Folder and all the Subfolders will be added.
   • File Name is the name of the file or folder depending on the selected Format. To set it, click on the field, then set the values in the 'Select Image' popup.
     • In the Look in list, click the drive or folder that contains the Images you want to add.
     • In the folder list, locate the folder that contains the Images, and if the Format is File, open it.
     • Click the Image if the Format is File, otherwise click the folder.
     • Click Select Image.
4. Click Add Image.

Note

• Only Images of JPEG, PNG and GIF formats can be added.
• For all practical purposes the size of added Images is not limited.
• For all practical purposes the number of added Images is not limited.
• An Image added to a record can be linked to any number of different records. See Link Image.

Add Image from the Web

This gets an Image from the Web and attaches it to the Labfund.

1. Make the Labfund window active in the Board.
2. Click on the button on the right side of the Images field.
3. Set the values in 'Add Row' popup.
   • User Label is the user label.
   • URL is the Web address of the Image. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
4. Click Add Image.

Note

• Only Images of JPEG, PNG and GIF formats can be added.
• For all practical purposes the size of added Images is not limited.
• For all practical purposes the number of added Images is not limited.
• An Image added to a record can be linked to any number of different records. See Link Image.

Display Image in the Board

This displays an Image attached to the Labfund in the Board.

1. Make the Labfund window active in the Board.
2. Alternatively, you can
   • select an Image (a row) in the Images field, then click on the button on the right side of the Images field, or
   • drag an Image (a row) from the Images field to an open area of the Board and drop it, or
   • double-click on an Image (a row) in the Images field.

Note

• The Image will be in an Image window in the Board.

Display Image in its Associated Application

This opens an Image attached to the Labfund using its associated application .

1. Make the Labfund window active in the Board.
2. Alternatively, you can
   • select an Image (a row) in the Images field, then click on the button on the right side of the Images field, or
   • right-click on an Image (a row) in the Images field.
3. Click OK in 'Open with...' popup.

Note

• Currently this option only works on Microsoft Windows and Apple OS X operating systems.

Edit Image User Label

This updates the User Label for an Image attached to the Labfund.

1. Make the Labfund window active in the Board.
2. Select an Image (a row) in the Images field, then click on the button on the right side of the Images field.
3. Set the values in 'Edit Image Information' popup.
   • User Label is the user label.
4. Click Update.

Note

• The User Label will be changed only for the Image attached to the Labfund.
• The User Label of the other links to the Image will be not changed.

Save Image

This saves Images attached to the Labfund to the disk.

1. Make the Labfund window active in the Board.
2. Select an Image (a row) in the Images field, then click on the button on the right side of the Images field.
3. If you want to save the Image in a different folder, locate and open the folder, or, in the File Name box, type the name for the folder.
4. Click Save.

Note

• The Image will be saved in the selected folder under the name from the File Name field.
• You can save more than one Image at a time.
• To select consecutive Images, click the first item, press and hold down SHIFT, and then click the last item. To select nonconsecutive Images, press and hold down CTRL, and then click each item. To select all Images, click on an Image, then use keyboard shortcut CTRL+A.

Remove Image

This removes an Image from the Labfund.

1. Make the Labfund window active in the Board.
2. Select an Image (a row) in the Images field, then click on the button on the right side of the Images field.
3. Click Remove Image in 'Are You Sure?' popup.

Note

• If an Image is attached, i.e. linked, to multiple records, this will remove the Image, i.e. the link, only from the current record, and the Image will be not deleted.
• The Image will be deleted permanently if and only if it is attached to only one record.
• You can remove more than one Image at a time.
• To select consecutive Images, click the first item, press and hold down SHIFT, and then click the last item. To select nonconsecutive Images, press and hold down CTRL, and then click each item. To select all Images, click on an Image, then use keyboard shortcut CTRL+A.
• If more the one Image was selected, in 'Are You Sure?' popup click Yes To All to delete all of them, or, click Yes for those you want to delete, and No for those you do not want to delete.
• Only the user who attached the Image to the Labfund, i.e. the user form the Added By field, can remove it.
• When the Labfund is deleted, all the attached Images will be deleted.

Link Image

This adds an Image already attached to a record to the Labfund.

1. Make the Labfund window visible in the Board.
2. Make the other window that contains the record that has the Image already attached active in the Board.
3. Select an Image (a row) in the Images field of the other record, then drag and drop it to the Labfund window's Title bar.

Note

• For all practical purposes the number of added Images is not limited.
• For all practical purposes the number of links to an Image is not limited.

Add File

This uploads one or more Files from the disk and attaches them to the Labfund.

1. Make the Labfund window active in the Board.
2. Click on the button on the right side of the Files field.
3. Set the values in 'Add Row' popup.
   • User Label is the user label.
   • Format determines if one or more Files will be added. To set it, click on the field, then click the format that you want to use.
     • File if only the selected File will be added.
     • Folder if all the Files from the selected Folder will be added.
     • Folder with Subfolders if all the Files from the selected Folder and all the Subfolders will be added.
   • File Name is the name of the file or folder depending on the selected Format. To set it, click on the field, then set the values in the 'Select File' popup.
     • In the Look in list, click the drive or folder that contains the Files you want to add.
     • In the folder list, locate the folder that contains the Files, and if the Format is File, open it.
     • Click the File if the Format is File, otherwise click the folder.
     • Click Select File.
   • File Type is the Lab Resources File Type of the File.
4. Click Add File.

Note

• For all practical purposes the size of added Files is not limited.
• For all practical purposes the number of added Files is not limited.
• A File added to a record can be linked to any number of different records. See Link File.

Add File from the Web

This gets a File from the Web and attaches it to the Labfund.

1. Make the Labfund window active in the Board.
2. Click on the button on the right side of the Files field.
3. Set the values in 'Add Row' popup.
   • User Label is the user label.
   • URL is the Web address of the File. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
   • File Type is the Lab Resources File Type of the File.
4. Click Add File.

Note

• For all practical purposes the size of added Files is not limited.
• For all practical purposes the number of added Files is not limited.
• A File added to a record can be linked to any number of different records. See Link File.

Display File in the Board

This displays a File attached to the Labfund in the Board.

1. Make the Labfund window active in the Board.
2. Alternatively, you can
   • select a File (a row) in the Files field, then click on the button on the right side of the Files field, or
   • drag a File (a row) from the Files field to an open area of the Board and drop it, or
   • double-click on a File (a row) in the Files field.

Note

• The generated report for the selected Labfund will be in a Text Report window in the Board.
• Text files will be displayed properly.
• Binary files will look like gibberish.

Display File in its Associated Application

This opens a File attached to the Labfund using its associated application .

1. Make the Labfund window active in the Board.
2. Alternatively, you can
   • select a File (a row) in the Files field, then click on the button on the right side of the Files field, or
   • right-click on a File (a row) in the Files field.
3. Click OK in 'Open with...' popup.

Note

• Currently this option only works on Microsoft Windows and Apple OS X operating systems.

Edit File User Label And Type

This updates the User Label and the File Type for a File attached to the Labfund.

1. Make the Labfund window active in the Board.
2. Select a File (a row) in the Files field, then click on the button on the right side of the Files field.
3. Set the values in 'Edit File Information' popup.
   • User Label is the user label.
   • File Type is the Lab Resources File Type of the File.
4. Click Update.

Note

• The User Label and the File Type will be changed only for the File attached to the Labfund.
• The User Label and the File Type of the other links to the File will be not changed.

Save File

This saves Files attached to the Labfund to the disk.

1. Make the Labfund window active in the Board.
2. Select a File (a row) in the Files field, then click on the button on the right side of the Files field.
3. If you want to save the File in a different folder, locate and open the folder, or, in the File Name box, type the name for the folder.
4. Click Save.

Note

• The File will be saved in the selected folder under the name from the File Name field.
• You can save more than one File at a time.
• To select consecutive Files, click the first item, press and hold down SHIFT, and then click the last item. To select nonconsecutive Files, press and hold down CTRL, and then click each item. To select all Files, click on a File, then use keyboard shortcut CTRL+A.

Remove File

This removes a File from the Labfund.

1. Make the Labfund window active in the Board.
2. Select a File (a row) in the Files field, then click on the button on the right side of the Files field.
3. Click Remove File in 'Are You Sure?' popup.

Note

• If a File is attached, i.e. linked, to multiple records, this will remove the File, i.e. the link, only from the current record, and the File will be not deleted.
• The File will be deleted permanently if and only if it is attached to only one record.
• You can remove more than one File at a time.
• To select consecutive Files, click the first item, press and hold down SHIFT, and then click the last item. To select nonconsecutive Files, press and hold down CTRL, and then click each item. To select all Files, click on a File, then use keyboard shortcut CTRL+A.
• If more the one File was selected, in 'Are You Sure?' popup click Yes To All to delete all of them, or, click Yes for those you want to delete, and No for those you do not want to delete.
• Only the user who attached the File to the Labfund, i.e. the user form the Added By field, can remove it.
• When the Labfund is deleted, all the attached Files will be deleted.

Link File

This adds a File already attached to a record to the Labfund.

1. Make the Labfund window visible in the Board.
2. Make the other window that contains the record that has the File already attached active in the Board.
3. Select a File (a row) in the Files field of the other record, then drag and drop it to the Labfund window's Title bar.

Note

• For all practical purposes the number of added Files is not limited.
• For all practical purposes the number of links to a File is not limited.

General Comments

• To open the Labfund window in the Board, on the Options menu select Lab Resources then click Labfund.
• This Lab Resource is accessible by the Lab Master, or, by a Lab Member with a Can Do privilege. By others it is not even viewable.
• The Can Do Resource value is LAB_RSC_LABFUND.
• The upper and bottom part of the Labfund window can be resized by dragging the divider between the two parts.

See also

• Lab Resources Can Do
• Lab Resources Salary And Effort Employee Record
• Lab Resources Salary And Effort Pay Period
• Lab Resources Status
• Lab Resources Type
• Selection of Table Rows and Tree Nodes
• System Resources Budget Category

Copyright © 1999-2009 Zsolt Zolnai, and the University of Wisconsin - Madison