In this topic, you will learn how to enter key personnel in G5.
Steps:
Click the Budget Data and Abstracts menu item to begin the process of entering key personnel.
Step 1Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 2Enter the search information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.003A".
Step 3Enter the search information into the Schedule No. field.
For this example, enter a valid value e.g. "2".
Step 4Click the Search button to search for PR/Award applications which meet the criteria.
Step 5Click the Select option to mark the first application.
Step 6Click the Maintain Budget button to open the Budget Details tab.
Step 7Click the Vertical scrollbar to scroll down.
Step 8Click the Modify Key Personnel button to display the Personnel screen.
Step 9Note: When you are entering key personnel, you can either choose a Title from the existing drop-down list or add a title if it is not listed in the drop-down menu.
Step 10Enter the person's first name into the First Name field.
For this example, enter a valid value e.g. "Liz".
Step 11Enter the person's last name into the Last Name field.
For this example, enter a valid value e.g. "Aylor".
Step 12Click the button to the right of the Title field to display the list of titles.
Step 13Note: For this example, the Project Director will be entered. The Project Director is required in order to mark the budget as complete. Other key personnel may be entered as needed.
Step 14Select the Project Director list item.
Step 15Enter the correct information into the Level of Effort field.
For this example, enter a valid value e.g. "85".
Step 16Click the Add button to add the person to the key personnel list.
Step 17Click the Vertical scrollbar to scroll down.
Step 18Note: As each key person is entered, you must click on the GSA web site link to ensure that the person is not in the EPLS.
Step 19Click the Certification button to mark the person you entered as certified according to GSA policy.
Step 20The system displays a message asking you to acknowledge the certification.
Click the Yes button to confirm.
Step 21Click the Vertical scrollbar to scroll down.
Step 22Note: As soon as the Yes button is clicked, the system marks the Certification Complete check box.
Step 23Click the Continue > button to return to the Budget Details tab.
Step 24Click the Vertical scrollbar to scroll down.
Step 25Click the Continue > button to move to the Summary tab.
Step 26Click the Vertical scrollbar to scroll down.
Step 27Click the Submit Budget button to submit the updates to the system.
Step 28The system displays a message indicating that the budget was updated successfully with the information.
Click the Vertical scrollbar to scroll down.
Step 29Note: If you want to enter personnel for additional schedules/competitions, click the Done button and return to the search screen to repeat the process.
Step 30Click the Go To Home button to return to the My Home Page screen.
Step 31Congratulations!
You have successfully entered key personnel.