ECERT: How to Edit an Effort Report

• Go to ECERT.
• Log in using your UCSD Single Sign-On.

If you don't have a Single Sign-On account, contact your Departmental Security Administrator or self-register.

• Find the report in the Effort Report List, or see How to Search Effort Reports for help.

• If the values in the Original Payroll % column do not reasonably reflect the effort allocated to each activity, you can adjust the percentages.
  • Click in the corresponding box in the Adjusted Payroll % column.
  • Type the percentage you want, and click Update Calculation.
  • The Adjusted Total % column now reflects the new percentage.

Note: If the adjusted total does not equal 100%, the "totals" display changes to red.

• If payroll was not set up correctly, you may need to manually associate a sponsored project to an employee. To do this:
  • Click Add Additional Sponsored Projects. The Add Additional Projects window will pop up with a list of all the federal sponsored projects at UCSD.
  • Type in your search criteria, using any part of the project ID, project title, or PI name.
  • Click Filter. The screen will refresh, and your search results will appear.
  • To sort the search results by Project ID, Project Title, or PI, click on the appropriate column header.
  • To see IFOP information on a particular project, click the magnifying glass next to the project ID.
  • Locate the desired sponsored project in the list, and click Select to add the project to the effort report.

• If the effort report requires more than one person to certify:
  • Click in the checkbox next to Report requires multiple certifications in the Report Options section.
  • Click OK in the ERS Alert pop-up box
  • There is now a new column called Line Certified.

• When you make modifications to an effort report, you must enter a comment explaining the reason for the change.
  • Type your comment in the box provided.
  • Since this comment can not be edited or deleted once it's saved, confirm that it's correct, then click Save.
  • If more information is needed at a later time, you can add an additional comment.