Purpose:  This procedure demonstrates how to add or delete a budget period for a formula record in G5.  A budget period may only be added if the number of budget periods on the formula record is less than the maximum number of budget periods specified in the associated subprogram. 

 

 

G5 Role:  Program Office Staff (as long as their office is associated with the CFDA Subprogram) 

 

 

Navigation Path:  Grant Setup > Formula Grants > Formula Record 

 

 

Prerequisites:  The prerequisites for this topic are: 

 

1. A grant schedule with a selected grant team exists in G5 for the formula allotment.

2. Formula records are in "Approved" status in G5. 

3. The funding status must be less than "Obligated."


Table of Contents  Back

Add or Delete a Budget Period for a Formula Record Concept Pane