Cayuse

Cayuse is Marshall University’s new research management software that will streamline and enhance research administration processes. Cayuse offers a comprehensive suite of tools designed to simplify the entire research life cycle, from proposal development and submission to award management and compliance tracking.

Features of Cayuse Marshall University is currently utilizing:
Proposal Development with Cayuse SP: Researchers can easily create, collaborate on, and forward grant proposals for approval and submission using intuitive templates and integrated workflows.

Proposal Submission with Cayuse S2S: The Cayuse system integrates with Grants.gov, allowing for the electronic submission of grant applications to funding agencies.

Fund Manager with Cayuse: Provides centralized management of award budgets, financial tracking, and reporting to ensure compliance and transparency in grant administration. Go-Live date mid-March 2025.

Cayuse Sponsored Projects (SP)

The proposal record form in Cayuse Sponsored Projects (SP) serves as a critical component of the research administration process at the Marshall University Research Corporation. Before grant submission, the proposal record form must be fully routed with all necessary approvals signifying that internal institutional approval was given to submit on behalf of Marshall University.

The transition to Cayuse SP and utilizing its proposal record form brings about a transformative shift in how the research community will manage proposal submissions, offering numerous advantages:

Replacing Old PDF Routing Forms: No more cumbersome PDFs to fill out and pass around. With Cayuse SP, you’ll work with a user-friendly web application that streamlines the entire proposal submission process.
Automated Notifications and Routing: Say goodbye to chasing signatures! Cayuse SP automates notifications and routing, ensuring that your proposal moves smoothly through the approval process without any delays.
Messaging Within the Platform: Need to collaborate with colleagues? Cayuse SP lets you send messages and collaborate directly within the platform, keeping all communication organized and accessible.
Enhanced Tracking and System of Record: Keep tabs on your proposal’s progress with enhanced tracking features. Cayuse SP serves as an effective system of record, storing all proposal-related information in one centralized location for easy access and reference.
Immediate Visibility for MURC Administrators: No more waiting for email updates. With Cayuse SP, MURC Administrators have immediate visibility into proposal statuses, eliminating unnecessary wait times and speeding up the approval process.
Streamlined Approvals: With Cayuse SP, approvals are streamlined, allowing you to focus more on developing your grant project rather than navigating administrative hurdles.

Recorded Proposal Record Form training walkthrough from April 2024. Watch here.
Recorded introductory training from Dec. 2023 of Cayuse Sponsored Projects. Watch here.

This Quick Guide provides an introduction and general overview of Cayuse SP, including information about logging into Cayuse, adjusting web browser settings, accessing modules, navigating Cayuse SP, and accessing Cayuse Help Center resources.

Note: This guide will evolve as PIs begin testing the system. We welcome feedback and additions to the guide and email suggestions to cayusesupport@marshall.edu.
You will be alerted of any revisions to the guide.

Access the Cayuse SP Guide here.

Access here.

This is a quick step guide on how to approve PI’s Proposal Record Forms. Access here.

Once a proposal enters routing, the PI and Co-PIs will be required to certify the information included in the proposal form and contained in the documents attached to the form. Each PI/Co‐PI in the routing chain will receive an email message that contains a direct link to certify the proposal. Use this step-by-step guide to learn how to certify. Access here.

Cayuse System to System (S2S)

Cayuse S2S enables researchers to submit proposals directly from Cayuse SP to funding agencies’ electronic systems or portals. This direct integration streamlines the submission process, eliminating the need for manual data entry or reformatting of proposals. Researchers can submit their proposals efficiently, saving time and reducing the risk of errors. Note: Some Grants.gov submission may not go through Cayuse S2S, so please check with your grant officer to see if your proposal is eligible.

This training will show you how Cayuse S2S will streamline your Grants.gov submissions through a step-by-step tutorial.

Watch Training here.

This guide provides an overview of accessing the system, starting a proposal, and general features of the Cayuse Proposals (S2S) system for the Marshall University research community.

Note: This guide will evolve as PIs begin testing the system. We welcome feedback and additions to the guide, email suggestions to cayusesupport@marshall.edu.
You will be alerted of any revisions to the guide.

Access the Cayuse S2S Guide here.

Cayuse Fund Manager

Cayuse Fund Manager is an intuitive financial management tool designed to streamline the tracking and oversight of sponsored project funds. This platform provides real-time access to award financial data, enabling principal investigators, grant administrators, and research staff to efficiently manage project budgets and expenditures.

Key Features:

Real-time Budget Tracking: Access up-to-date financial information on active awards.
Transaction Details: View detailed line-item transactions and spending history.
Award Balance Overview: Easily monitor remaining balances across funding categories.
Compliance Integration: Align financial management with sponsor requirements and Marshall University policies.
User-Friendly Interface: Simplified navigation for quick access to critical financial data.
Training Availability: Comprehensive training sessions on the platform are available to assist users in understanding its functionality.

Accessing Cayuse Fund Manager: Access is granted through the Cayuse platform using institutional credentials. The expected go-live date is Mid-March 2025. A training environment is available for users interested in exploring the platform. Those interested in accessing the training environment need to contact Kristen Martin, Senior Finance Officer, for account setup.

Important Note: To access your funds, you must have Banner privileges. To request access, please complete the Banner Privilege Request Dynamic Form. The approval workflow within this form is used to authorize permissions in Cayuse.

For any questions related to Cayuse Fund Manager functions, please reach out to your department Grant Compliance Officer.

Cayuse Fund Manager in-app reporting allows you to create, save and export custom reports depending on your needs.
Please Note: You will only be able to access data that you’ve been given permission to access. For questions about your account permissions, please contact your Administrator.

View document here.

The Fund Dashboard within Cayuse Fund Manager provides a centralized view of key financial metrics for active awards. Users can quickly review award balances, pending transactions, and budget summaries. Customizable filters allow users to tailor their view based on project needs, while interactive charts provide visual insights into spending patterns. The Fund Dashboard enhances transparency and facilitates informed decision-making for project financial management.

View Document.

Cayuse Fund Manager allows users to view comprehensive sponsored fund details, including award budgets, encumbrances, and expenditure summaries. Users can drill down into individual transactions, review payment history, and generate detailed financial reports. This feature ensures that all financial activity is transparent and aligns with sponsor requirements and institutional policies.

View Document.

A walkthrough recorded video training of the Fund Manager platform from our Feb. 27th session. This session provides users with a guided tour of its key functionalities.

View Recording.