Copy a Grant Schedule


Concept

In this topic, you will learn how to copy a grant schedule in G5.


Steps:

  1. Click the Grant Schedules menu to copy a grant schedule.

    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 desired information into the CFDA Number field. 

     

    For this example, enter a valid value e.g. "003".

    Step 3
  4. Click the Search button to search for CFDA 003.

    Step 4
  5. Click the Vertical button of the scrollbar to scroll down.

    Step 5
  6. Click the Select button to mark Schedule Number 1.

    Step 6
  7. Click the Copy button to move to the Destination Subprogram tab.

    Step 7
  8. Enter the desired information into the Fiscal Year field.

     

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

    Step 8
  9. Enter the desired information into the CFDA Subprogram field.

     

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

    Step 9
  10. Click the Continue > button to move to the General tab.

    Step 10
  11. Enter the desired information into the Schedule Title field. 

     

    For this example, enter a valid value e.g. "School of Education".

    Step 11
  12. Click the button to the right of the Action Type field to display the list of action types.

    Step 12
  13. Select the New Competition item from the list.

    Step 13
  14. Click the Continue > button to move to the Estimates tab.

    Step 14
  15. NoteThe Estimates information populates from the schedule you are copying.

    Step 15
  16. Click the Vertical button of the scrollbar and scroll down to review the information in the fields.

    Step 16
  17. You can update any fields as needed before proceeding.

    Step 17
  18. Click the Continue > button to move to the ACCS tab.

    Step 18
  19. Click the Select option next to the first accounting string shown.

    Step 19
  20. Enter the correct amount into the Original Planned Amount field.

     

    For this example, enter a valid value e.g. "10000".

    Step 20
  21. Click the Vertical button of the scrollbar to scroll down.

    Step 21
  22. NoteYou may also add a new ACCS if needed.

    Step 22
  23. Click the Continue > button to move to the Team tab.

    Step 23
  24. Click the button to the right of the Grant Team field to display the list of grant teams.

    Step 24
  25. Click the EZ | Domestic Grant Team list item.

    Step 25
  26. Click the Continue > button to move to the Contacts tab.

    Step 26
  27. Click the Add button to add a Primary Contact.

    Step 27
  28. Click the Select button for the Ed Lincoln to mark it.

    Step 28
  29. Click the Continue > button to return to the main Contacts tab.

    Step 29
  30. Click the Vertical scrollbar to scroll down.

    Step 30
  31. Click the Continue > button to move to the Activities tab.

    Step 31
  32. Click the button to the right of the Schedule Templates field to display the list of schedule templates.

    Step 32
  33. Select the New Formula list item.

    Step 33
  34. You can add activities or copy the activities from the existing schedule.

     

    For this example, activities will be copied from the original schedule.

    Step 34
  35. Click the Copy Activity button to copy the activities from the existing grant schedule.

    Step 35
  36. Enter the search information into the Fiscal Year field.

     

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

    Step 36
  37. Enter the search information into the CFDA Number field.

     

    For this example, enter a valid value e.g. "003".

    Step 37
  38. Enter the search information into the SubProgram ID field.

     

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

    Step 38
  39. Enter the search information into the Schedule No field.

     

    For this example, enter a valid value e.g. "1".

    Step 39
  40. Click the Search button to display the schedule information.

    Step 40
  41. Click the Select button to mark CFDA/Subprogram 84.003J, Schedule Number 1.

    Step 41
  42. Click the Continue > button to pull the information onto the new schedule.

    Step 42
  43. Click the Vertical button of the scrollbar to scroll down and review the activities which were copied.

    Step 43
  44. NoteYou will need to update the dates to the correct dates for the new schedule as shown.

    Step 44
  45. Click the Continue > button to move to the Summary screen.

    Step 45
  46. Click the Vertical button of the scrollbar to scroll down and review the summary information.

    Step 46
  47. Click the Create Grant Schedule button to confirm the creation of the new schedule.

    Step 47
  48. The system displays a message indicating that the new grant schedule has been created.

     

    Click the Vertical button of the scrollbar to scroll down.

    Step 48
  49. Click the Done button to acknowledge the creation of the new schedule.

    Step 49
  50. If you want to copy additional grant schedules, you can repeat the process.

    Step 50
  51. Click the Home menu item to return to the My Home Page screen.

    Step 51

Congratulations!

 

You have successfully copied a grant schedule.