In this topic, you will learn how to assign Federal performance periods to formula records in G5.
Steps:
Click the Performance Periods and ED Contacts menu item to begin the process of assigning Federal performance periods.
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. "84.003J".
Step 3Click the Search button to search for schedules/competitions which meet the criteria.
Step 4Click the Vertical scrollbar to scroll down.
Step 5Click the Select option to mark Schedule/Competition Number 2.
Step 6Click the Assign Performance Periods button to assign performance periods.
Step 7Note: You may type the last four digits of the first and last application in the Applications Parameters fields or you my check the Select box for each.
For this example, there are only two applications, so the check boxes will be selected.
Step 8Click the Select option to mark the first Award Application.
Step 9Click the Select option to mark the next Award Application.
Step 10Click the Vertical scrollbar to scroll down.
Step 11Note: The Maximum Months in Performance Period defaults from the schedule information.
Step 12Click the Show Calendar button to display the calendar for the Begin Date field.
Step 13Select the July 1, 2009 cell.
Step 14Click the Show Calendar button to display the calendar for the End Date field.
Step 15Select the September 30, 2013 cell.
Step 16Click the Calculate button to calculate the performance period months and end date.
Step 17Click the Vertical scrollbar to scroll down.
Step 18Note: The system calculates and populates the Actual Months in Performance Period and Maximum Performance Period End Date.
Step 19Click the Continue > button to move to the Summary screen.
Step 20Click the Vertical scrollbar to scroll down.
Step 21Click the Continue > button to confirm the data you have entered.
Step 22The system displays a message indicating that the performance periods were assigned successfully.
Click the Vertical scrollbar to scroll down.
Step 23Note: If you want to assign performance periods for additional schedules, you may click the Done button and return to the search screen to repeat the process.
Step 24Click the Go To Home button to return to the My Home Page screen.
Step 25Congratulations!
You have successfully assigned Federal performance periods to formula records.