In this topic, you will learn how to upload formula allotment data in G5.
Steps:
Click the Formula Allotment menu item to begin the process of uploading formula allotments.
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 match the criteria.
Step 4Click the Select button to mark Schedule/Competition Number 4.
Step 5Click the Modify button to move to the Edit Formula Allotments and Allocations screen.
Step 6Click the Browse... button in the Edit Multiple Records box to search for the file to upload.
Step 7Select the UploadAllotmentData_TRNG list item.
Step 8Click the Open button to pull the file name into the Edit Multiple Records field.
Step 9Click the Upload Records button to load the allotment data from the file into the formula record(s).
Step 10Click the Vertical scrollbar to scroll down.
Step 11Note: The Allotment Amount, Allocation Amount and Student Count populates for each Award record. The system automatically calculates the Per Student Cost.
Step 12Click the Continue > button to move to the Abstract Details screen.
Step 13Click the button to the right of the Ed Program Contact Name field to display the list of Ed program contacts.
Step 14Select the Washington, Ed list item.
Step 15Click the button to the right of the Population Served field to display the list of population choices.
Step 16Select the Undergraduate list item.
Step 17Select the Veterinary Medicine list item.
Step 18Click the Vertical scrollbar to scroll down.
Step 19Click the Continue > button to move to the Formula Records Summary screen.
Step 20Click the Vertical scrollbar to scroll down.
Step 21Click the Submit button to submit the allotments to the system.
Step 22The system displays a message indicating that the information was successfully uploaded.
Click the Vertical scrollbar to scroll down.
Step 23Note: If you want to upload additional allotments, you can 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 uploaded allotment data.