Cayuse

Cayuse MU

Cayuse is Marshall University’s 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.

 

Login to Cayuse

 

 

 

Training Resources

 

Cayuse Sponsored Projects (SP)

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.

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)

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

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.

Cayuse Fund Manager Navigation Guide (Scribe)

Cayuse Fund Manager Navigation Guide (.pdf) 

Learn how to navigate Cayuse Fund Manager—from accessing the platform to validating budgets/expenses, reviewing monthly activity, and exporting reports to Excel. Presenter Kristen Martin walks through the Fund Manager dashboard, drilling into transactions, encumbrances, and compliance workflows.

What you’ll learn

  • How to access Cayuse (SSO via MURC website) and confirm your Fund Manager role visibility
  • The Cayuse ecosystem: Proposal ManagementAward ManagementFund Manager
  • Using the dashboard to view direct/indirect costs, available balances, and personnel
  • Validating budgets, expenses, encumbrances (Banner ↔ Cayuse nightly sync)
  • Transaction drill-downs (payroll, journals, payments) using Cayuse IDs
  • Running monthly reviews (mark reviewed, request transfers, flag for compliance)
  • Building custom reports and exporting to Excel for tracking & audits

View Recording.
Training Outline

 

FAQs

General Questions

Marshall University and MURC currently utilize:

  • Cayuse SP (Sponsored Projects) – Proposal routing, approvals, and award records
  • Cayuse S2S (System-to-System) – Direct proposal submissions to Grants.gov
  • Cayuse Fund Manager – Post-award financial management and fund monitoring

 

Access Cayuse through the MURC website: www.marshall.edu/murc/cayuse

You must have an active Marshall University account and the appropriate permissions to access specific modules.

For Cayuse questions, contact:

MURC
📧 cayusesupport@marshall.edu

Or reach out directly to your assigned MURC Grants Officer.

 

Cayuse SP (Sponsored Projects)

Cayuse SP is the proposal and award management system used to route proposals for internal approval and maintain sponsored project records. This replaced our previous paper Authorization Form.

A PRF is required for:

  • All grant proposals
  • Contracts seeking external funding
  • Cooperative agreements
  • Certain no-cost extensions and modifications, when applicable

MURC follows the 10-5-3 Submission Policy:

  • 10 Business Days Prior: Notify MURC of intent to submit
  • 5 Business Days Prior: Final budget and routing initiated
  • 3 Business Days Prior: Final proposal documents submitted to MURC

Approval routing varies by project but typically includes:

  • Principal Investigator
  • Department Chair (if applicable)
  • Dean
  • Vice President/Unit Leader
  • MURC

Yes. Cayuse SP allows users to view routing status and determine where a proposal is within the approval process.

You will receive automated notifications from Cayuse once routing has been completed.

 

Cayuse S2S (System-to-System)

Cayuse S2S allows MURC to prepare and submit proposals directly to Grants.gov and participating federal agencies.

No. All proposals submitted through Cayuse S2S must be reviewed and submitted by authorized MURC personnel.

Many federal sponsors utilize S2S submissions, including:

  • NIH
  • NSF
  • Department of Education
  • Department of Defense
  • USDA
  • HRSA
  • Other Grants.gov participating agencies

Yes. Cayuse performs validation checks to identify errors or missing information before submission.

 

Cayuse Fund Manager

Fund Manager is MURC’s post-award financial management system that allows Principal Investigators and administrators to monitor grant expenditures and balances.

Users can view:

  • Award balances
  • Budget information
  • Expenditures
  • Encumbrances
  • Personnel expenses
  • Transaction details
  • Financial activity by fund

Financial data is updated through integrations with Banner. Updates generally occur overnight.

Yes. Access may be granted to department administrators, grant managers, and other authorized personnel as approved.

Common reasons include:

  • Access has not been granted
  • Banner permissions have not been approved
  • The award has not yet been activated
  • The fund has not yet been loaded into Fund Manager

Contact your MURC Grants Compliance Officer for assistance.

Yes. Many Fund Manager reports can be exported for additional review and analysis.