Enter a Formula Allotment Manually


Concept

In this topic, you will learn how to manually enter a formula allotment.


Steps:

  1. Click the Formula Allotment menu item to begin the process of entering allotments manually.

    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. "84.003J".

    Step 3
  4. Click the Search button to search for schedules/competitions which meet the criteria.

    Step 4
  5. Click the Select button to mark Schedule/Competition 5.

    Step 5
  6. Click the Modify button to modify the allotment records.

    Step 6
  7. Enter the allotment amount into the Allotment Amount field.

     

    For this example, enter a valid value e.g. "20000".

    Step 7
  8. Click the Edit Allocation Total link to enter the ACCS allocation or allocations.

    Step 8
  9. NoteEach award has an Allotment Total.  For each allotment, there may be one ACCS or several.  Each ACCS Amount is also considered an Allocation.  The total of all Allocations must equal the Allotment.

     

    This example uses one ACCS/Allocation.

    Step 9
  10. Enter the allocation amount into the ACCS Amount field.

     

    For this example, enter a valid value e.g. "20000".

    Step 10
  11. Click the Save Allocations button to save the allocation you have entered.

    Step 11
  12. NoteYou can repeat the process for each Award Applicant.

     

    For this example, the remaining allotment amounts have been completed.  Also, the Student Count for 2 of the Applications has been completed.

    Step 12
  13. Click the Vertical scrollbar to scroll down.

    Step 13
  14. Click the Update Totals button to update the Allotment Total and Allocation Total.

    Step 14
  15. Click the Vertical scrollbar to scroll down and review the Totals.

    Step 15
  16. Note:  The system has calculated the Per Student Costs for the Awards which have Student Counts entered.

     

    Also NoteThe Allotment and Allocation Amounts are equal for each award.

    Step 16
  17. Note:  The system has also calculated the Allotment Total and Allocation Total and displayed the difference between the two, if any.  Again, the Totals should be equal.

    Step 17
  18. Click the Continue > button to move to the Abstract Details screen.

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

    Step 19
  20. Click the button to the right of the Ed Program Contact Name field to display the list of Ed program contacts.

    Step 20
  21. Select the Washington, Ed list item.

    Step 21
  22. Click the button to the right of the Population Served field to display the population choices.

    Step 22
  23. Select the Undergraduate list item.

    Step 23
  24. Note:  You can select more than one Program Descriptor by holding down the Control Key on the keyboard and selecting each that apply.

     

    For this example, Marine Education and Statistical Survey have been selected.

    Step 24
  25. Click the Continue > button to move to the Formula Records Summary screen.

    Step 25
  26. Click the Vertical scrollbar to scroll down.

    Step 26
  27. Click the Submit button to submit the information you have entered.

    Step 27
  28. Click the Vertical scrollbar to scroll down.

    Step 28
  29. NoteIf you want to enter additional allotments, you can click the Done button to return to the search screen and repeat the process.

    Step 29
  30. Click the Go To Home button to return to the My Home Page screen.

    Step 30

Congratulations!

 

You have successfully entered a formula allotment manually.