Modify a Grant Schedule


Concept

In this topic, you will learn how to modify a grant schedule in G5.


Steps:

  1. Click the Grant Schedules menu item to begin the process of modifying a grant schedule.

    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 Number field.

     

    For this example, enter a valid value e.g. "469".

    Step 3
  4. Enter the search information into the SubProgram ID field.

     

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

    Step 4
  5. Click the Search button to search for the grant schedules which meet the criteria.

    Step 5
  6. Click the Vertical scrollbar to scroll down and view the results.

    Step 6
  7. Click the Select button to mark Schedule Number 3.

    Step 7
  8. Click the Modify button to modify the schedule you selected.

    Step 8
  9. NoteThis example will focus on updating the contacts information.  Any of the information may be updated by clicking the appropriate tab.

    Step 9
  10. Click the Contacts tab to review the contact information.

    Step 10
  11. Click the Delete button to delete the existing Primary Contact.

    Step 11
  12. Click the Add button to add a new Primary Contact.

    Step 12
  13. Click the Select button to mark Scott Filter.

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

    Step 14
  15. Click the Continue > button to move to the main Contacts tab.

    Step 15
  16. Click the Summary tab to move to the Summary screen.

    Step 16
  17. Click the Vertical scrollbar to scroll down and review the updated information.

    Step 17
  18. Click the Submit button to submit the changes to the system.

    Step 18
  19. The system displays a message indicating that the schedule has been successfully modified.

     

    Click the Vertical scrollbar to scroll down.

    Step 19
  20. NoteIf you want to modify additional grant schedules, you can click the Done button and return to the search screen to repeat the process.

    Step 20
  21. Click the Go To Home button to return to the My Home Page screen.

    Step 21

Congratulations!

 

You have successfully modified a grant schedule.