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RMS Upgrade – December 2020 Updates

Published December 7, 2020

Research Management System (RMS) Upgrade – December 2020

The Research Management System (RMS) upgrade is scheduled to begin at 5 p.m. on Friday, December 11, 2020.

Users will not be allowed to access RMS after 5 p.m. on Friday, December 11, 2020. All RMS activity required for applications that are due December 11-13 must be completed by 5:00 p.m. on December 11.

On December 14, you will be able to access the upgraded version of RMS.

Important Information About S2S Submissions That Are Due December 11:

  • These must be submitted to the agency and error free before 5 p.m. on December 11
  • Proposals not submitted and/or error free will not be able to be submitted until Monday, December 14, at which time the agency would consider them late
  • Please route for Partial and Full reviews before 5 p.m. on Tuesday, December 8
  • Please route for Final review before 5 p.m. on Thursday, December 10

Upgrade Notable Changes:

  • Budget Tab – Budget Excel doc updates (per RMS Super Users enhancement request)
    • Summary Tab:
      • Changes made to Summary Tab do not show in other tabs
      • Project Period added to Summary Tab
    • Personnel Tab:
      • Updated with new layout and column headers
      • Person Months (PM) and Percent Effort data retains decimals (ex: PM: 1.25 and Effort 8.333%)
    • Fully Loaded Budget Tab:
      • New tab that matches the selected Source View from the Budget Summary Tab of the record
  • Budget Tab – Bulk Entry for Non-Personnel Line items updated with new layout
  • Setup Questions Tab:
    • F&A Scheme no longer automatically updates with Program Type changes and is set by the initial Program Type selection on Setup Questions Tab
    • F&A Scheme changes need to be selected in the Budget > F&A Tab
  • Home Page – Search for Items – Ability to save and reuse search data
  • Home Page – Assignments/Things to Do – Will show additional record content details (primarily used by OSRS and SPA)
  • Proposal Tracking (PT) > Attachments – Document filename can be edited without having to re-upload the document (primarily OSRS and SPA functionality)

Training Materials:

  • User Guide is being updated for availability in early 2021
  • Training Videos in Learn@Work: The four videos will remain unchanged
    • Navigation and Portal Configurations
    • 7 steps and WU Set-up
    • PT/AT intro
    • Statuses and workflow

For more information, please see the prior RMS Upgrade announcement.

If you have any questions, please contact Teri Medley at

Please share these important dates with your faculty that may have a submission during this upgrade timeframe, as well as with any staff members that use RMS.