Purpose:  This procedure demonstrates how to upload formula allotment data in G5.  A formula allotment is the assignment of funds for a formula record that will calculate per student costs when a student count is entered.  The allotment amount entered for each formula record is generally for the total performance period for the formula record and is typically for a single budget period, though more than one budget period may exist for a single formula record.  In the rare case where additional budget periods are added, there could be additional funds allotted and obligated for the record.  The upload process also allocates the funds to the appropriate ACCS string(s).  The ACCS strings may include one or many ACCS strings as defined in the associated grant schedule. 

 

 

G5 Role:  Program Office Staff (as long as their office is associated with the CFDA Subprogram) 

 

 

Navigation Path:  Grant Setup > Formula Grants > Formula Allotment 

 

 

Prerequisites:  The prerequisites for this topic are: 

 

1. A grant schedule exists in G5 for the formula allotment.

2. Formula records are in "Received" status in G5. 


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Upload Formula Allotment Data Concept Pane