{"id":12740,"date":"2023-12-01T16:04:09","date_gmt":"2023-12-01T21:04:09","guid":{"rendered":"https:\/\/www.marshall.edu\/murc\/?page_id=12740"},"modified":"2026-07-13T12:57:23","modified_gmt":"2026-07-13T16:57:23","slug":"cayuse","status":"publish","type":"page","link":"https:\/\/www.marshall.edu\/murc\/cayuse\/","title":{"rendered":"Cayuse"},"content":{"rendered":"
\"Cayuse<\/a><\/h5>\n

Cayuse is Marshall University\u2019s 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.<\/p>\n

Features of Cayuse Marshall University is currently utilizing:
\nProposal Development with Cayuse SP<\/strong>: Researchers can easily create, collaborate on, and forward grant proposals for approval and submission using intuitive templates and integrated workflows.<\/p>\n

Proposal Submission with Cayuse S2S<\/strong>: The Cayuse system integrates with Grants.gov, allowing for the electronic submission of grant applications to funding agencies.<\/p>\n

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

 <\/p>\n\t\t\n\t\tLogin to Cayuse<\/span>\n\t<\/a>\n\t\n

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Training Resources<\/h2>\n

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Cayuse Sponsored Projects (SP)<\/h3>\n \n \n \n \n
\n Cayuse SP Guide\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
\n 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.<\/p>\n

Access the Cayuse SP Guide here.<\/a> \n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Cayuse SP Quick Reference Card\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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Access\u00a0here.<\/a>\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Reviewing and Approving a Proposal Record Form - Chairs, Directors and Deans\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
\n This is a quick step guide on how to approve PI’s Proposal Record Forms. Access here.<\/a>\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n
\n Certifying a Proposal Record Form - PIs and Co-PIs\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
\n 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.\u00a0<\/span>Each PI\/Co\u2010PI 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.\u00a0<\/span>Access\u00a0here.<\/a>\n\n <\/div>\n <\/div>\n <\/div>\n\n \n \n \n \n
\n Cayuse SP - Submitting a Proposal Record Form\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
\n This step-by-step guide walks users through the process of initiating a new proposal record in Cayuse Sponsored Projects (SP). Designed for faculty and research staff, the tutorial outlines how to access the system, complete required fields, and route the proposal for internal approvals. It ensures accurate proposal entry and supports efficient pre-award administration at MURC. Ideal for both new and returning users of Cayuse SP. <\/span><\/p>\n

Step by Step Walkthrough<\/a> <\/span>\n\n <\/div>\n <\/div>\n <\/div>\n\n \n \n \n \n

\n Cayuse S2S Guide \n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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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.<\/p>\n

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.
\nYou will be alerted of any revisions to the guide.\u00a0<\/strong><\/p>\n

Access the Cayuse S2S Guide here.<\/a>\n\n <\/div>\n <\/div>\n <\/div>\n\n

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Cayuse Fund Manager<\/h3>\n \n \n \n \n
\n Cayuse Fund Manager Navigation Guide\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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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.<\/p>\n

Cayuse Fund Manager Navigation Guide (Scribe)<\/a><\/p>\n

Cayuse Fund Manager Navigation Guide (.pdf)<\/a>\u00a0\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Recorded Training - Walkthrough of Cayuse Fund Manager Platform\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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Learn how to navigate\u00a0Cayuse Fund Manager<\/strong>\u2014from accessing the platform to validating budgets\/expenses, reviewing monthly activity, and exporting reports to Excel. Presenter\u00a0Kristen Martin<\/strong>\u00a0walks through the Fund Manager dashboard, drilling into transactions, encumbrances, and compliance workflows.<\/div>\n
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What you\u2019ll learn<\/p>\n