Inquire and Modify Budget Period Dates for a Formula Record


Concept

In this topic, you will learn how to modify budget period dates for a formula record in G5.


Steps:

  1. Click the Formula Record menu item to begin the process of modifying budget period dates.

    Step 1
  2. Enter the search information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 2
  3. Enter the search information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.003J".

    Step 3
  4. Click the Search button to search for formula PR/Award Numbers which meet the criteria.

    Step 4
  5. Click the Vertical scrollbar to scroll down and review the search results.

    Step 5
  6. Click the Select button to mark Schedule No. 3 and PR/Award No. Z003J090005.

    Step 6
  7. Click the Modify button to move to the Details tab.

    Step 7
  8. Click the Vertical scrollbar to scroll down.

    Step 8
  9. Click the Modify Budget Periods button to modify the budget periods.

    Step 9
  10. Click in the Start Date field to highlight the Start Date.

    Step 10
  11. Press [Delete] to delete the existing Start Date.

    Step 11
  12. Enter the new date into the Start Date field.

     

    For this example, enter a valid value e.g. "07/01/2009".

    Step 12
  13. Click the Calculate button to re-calculate the Performance Period Information.

    Step 13
  14. Click the Vertical scrollbar to scroll down.

    Step 14
  15. Click the Continue > button to return to the Details tab.

    Step 15
  16. Click the Vertical scrollbar to scroll down.

    Step 16
  17. Click the Continue > button to move to the Summary tab.

    Step 17
  18. Click the Vertical scrollbar to scroll down and review the Summary information.

    Step 18
  19. Click the Submit button to submit the changes to the system.

    Step 19
  20. The system displays a message indicating that the updates were saved successfully.

     

    Click the Vertical scrollbar to scroll down.

     

    Step 20
  21. NoteIf you want to modify budget period dates for additional records, click the Done button and return to the search screen to repeat the process.

    Step 21
  22. Click the Go To Home button to return to the My Home Page screen.

    Step 22

Congratulations!

 

You have successfully modified a budget period date for a formula record.