Add a CER in CER View

When you open a proposal in CER View, you can add CERs to it at the task level or proposal level.

Add a task CER

  1. On the Proposals page, select a proposal and click More > CER View.
  2. At the top of CER View, click Add > Add CER > Add Task CER.
  3. Select a CER from the proposal's CER table.
  4. Enter a unique CER ID or name.
  5. Select the task the CER will be added to.
  6. Enter a base amount cap for the base resource hours, equivalent heads, etc. (Optional)
    • When a base resource reaches the base amount cap, the CER stops calculating the base's derivative resources.
  7. If you entered a base amount cap, you can change the cap timescale from None to Annual. (Optional)
    • Without a cap timescale, derivative amounts are calculated according to the base resources' total amount in all years. Once the cap is reached in a task, the calculation stops.
  8. Click Create. The task CER will appear on the CER Data (Tasks) tab in CER View.

Add a proposal CER

  1. On the Proposals page, select a proposal and click More > CER View.
  2. At the top of CER View, click Add > Add CER > Add Proposal CER.
  3. Select a CER from the proposal's CER table.
  4. Select the position the CER will be placed in when it is added to tasks that already have CERs. If your new CER is based on resources in another CER, position it before or after existing CERs to control how its derivative resources are calculated.
  5. Select a task selection to add the CER to specific tasks. (Optional)
    1. Without a task selection, the CER will be added to all proposal tasks that contain its base resources.
  6. Enter a base amount cap for the base resource hours, equivalent heads, etc. (Optional)
    • When a base resource reaches the base amount cap, the CER stops calculating the base's derivative resources.
  7. If you entered a base amount cap, you can change the cap timescale from None to Annual. (Optional)
    • Without a cap timescale, derivative amounts are calculated according to the base resources' total amount in all years. Once the cap is reached in a task, the calculation stops.
  8. Click Create. The proposal CER will appear on the CER Data (Proposal) tab in CER View.