In this topic, you will learn how to copy a grant schedule in G5.
Steps:
Click the Grant Schedules menu to copy a grant schedule.
Step 1Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 2Enter the desired information into the CFDA Number field.
For this example, enter a valid value e.g. "003".
Step 3Click the Search button to search for CFDA 003.
Step 4Click the Vertical button of the scrollbar to scroll down.
Step 5Click the Select button to mark Schedule Number 1.
Step 6Click the Copy button to move to the Destination Subprogram tab.
Step 7Enter the desired information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 8Enter the desired information into the CFDA Subprogram field.
For this example, enter a valid value e.g. "84.003J".
Step 9Click the Continue > button to move to the General tab.
Step 10Enter the desired information into the Schedule Title field.
For this example, enter a valid value e.g. "School of Education".
Step 11Click the button to the right of the Action Type field to display the list of action types.
Step 12Select the New Competition item from the list.
Step 13Click the Continue > button to move to the Estimates tab.
Step 14Note: The Estimates information populates from the schedule you are copying.
Step 15Click the Vertical button of the scrollbar and scroll down to review the information in the fields.
Step 16You can update any fields as needed before proceeding.
Step 17Click the Continue > button to move to the ACCS tab.
Step 18Click the Select option next to the first accounting string shown.
Step 19Enter the correct amount into the Original Planned Amount field.
For this example, enter a valid value e.g. "10000".
Step 20Click the Vertical button of the scrollbar to scroll down.
Step 21Note: You may also add a new ACCS if needed.
Step 22Click the Continue > button to move to the Team tab.
Step 23Click the button to the right of the Grant Team field to display the list of grant teams.
Step 24Click the EZ | Domestic Grant Team list item.
Step 25Click the Continue > button to move to the Contacts tab.
Step 26Click the Add button to add a Primary Contact.
Step 27Click the Select button for the Ed Lincoln to mark it.
Step 28Click the Continue > button to return to the main Contacts tab.
Step 29Click the Vertical scrollbar to scroll down.
Step 30Click the Continue > button to move to the Activities tab.
Step 31Click the button to the right of the Schedule Templates field to display the list of schedule templates.
Step 32Select the New Formula list item.
Step 33You can add activities or copy the activities from the existing schedule.
For this example, activities will be copied from the original schedule.
Step 34Click the Copy Activity button to copy the activities from the existing grant schedule.
Step 35Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 36Enter the search information into the CFDA Number field.
For this example, enter a valid value e.g. "003".
Step 37Enter the search information into the SubProgram ID field.
For this example, enter a valid value e.g. "J".
Step 38Enter the search information into the Schedule No field.
For this example, enter a valid value e.g. "1".
Step 39Click the Search button to display the schedule information.
Step 40Click the Select button to mark CFDA/Subprogram 84.003J, Schedule Number 1.
Step 41Click the Continue > button to pull the information onto the new schedule.
Step 42Click the Vertical button of the scrollbar to scroll down and review the activities which were copied.
Step 43Note: You will need to update the dates to the correct dates for the new schedule as shown.
Step 44Click the Continue > button to move to the Summary screen.
Step 45Click the Vertical button of the scrollbar to scroll down and review the summary information.
Step 46Click the Create Grant Schedule button to confirm the creation of the new schedule.
Step 47The system displays a message indicating that the new grant schedule has been created.
Click the Vertical button of the scrollbar to scroll down.
Step 48Click the Done button to acknowledge the creation of the new schedule.
Step 49If you want to copy additional grant schedules, you can repeat the process.
Step 50Click the Home menu item to return to the My Home Page screen.
Step 51Congratulations!
You have successfully copied a grant schedule.