Assign Budget Periods for a Discretionary Award


Concept

In this topic, you will learn how to assign budget periods in G5.


Steps:

  1. Click the Slate menu item to begin the process of assigning budget periods.

    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 search information into the CFDA/Subprogram field.

     

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

    Step 3
  4. Enter the search information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "3".

    Step 4
  5. Click the Search button to search for the schedule/competition.

    Step 5
  6. Click the Select option to mark the schedule/competition which displays.

    Step 6
  7. Click the Assign Budget Periods button to open the Assign Budget tab.

    Step 7
  8. NoteThere are two ways to indicate which applications for which you are entering the budget periods.  You can type the last four digits of the PR/Award Numbers in the From and To Application Number fields, or you can check the check box for each.

     

    The latter choice is better if there are fewer applications for which you will enter budget periods.  For this example, the check boxes will be used.

    Step 8
  9. Click the Select option to mark the first application.

    Step 9
  10. Click the Select option to mark the second application.

    Step 10
  11. Click the Vertical scrollbar to scroll down.

    Step 11
  12. Click the Show Calendar button to display the calendar for the Budget Period Start Date for the first budget period.

    Step 12
  13. NoteFor this example, the calendar has been advanced to July 2009.

    Step 13
  14. Click the July 1, 2009 cell.

    Step 14
  15. Click the Show Calendar button to display the calendar for the Budget Period End Date for the first budget period.

    Step 15
  16. NoteFor this example, the calendar has been advanced to September 2009.

    Step 16
  17. Click the September 30, 2009 cell.

    Step 17
  18. NoteThe remaining periods and dates have been entered for this example.

    Step 18
  19. Click the Vertical scrollbar to scroll down.

    Step 19
  20. Click the Continue > button to move to the Summary tab.

    Step 20
  21. Click the Vertical scrollbar to scroll down through the Summary information.

    Step 21
  22. Click the Submit button to submit the budget periods to the system.

    Step 22
  23. The system displays a message indicating that the budget periods were saved successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 23
  24. NoteIf you want to assign budget periods for additional schedules/competitions, click the Done button to return to the search screen and repeat the process.

    Step 24
  25. Click the Go To Home button to return to the My Home Page screen.

    Step 25

Congratulations!

 

You have successfully assigned budget periods.