Rollover a Performance Report Package


Concept

In this topic, you will learn how to rollover a performance report package.


Steps:

  1. Click the Package Maintenance menu item to begin the process of rolling a performance report package.

    Step 1
  2. Note:  You may search using any of the fields, including the required fields.  This example will focus on a search by subprogram.

    Step 2
  3. Enter the information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2010".

    Step 3
  4. Enter the information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.407W".

    Step 4
  5. Click the Search button to search for performance report packages which meet the criteria.

    Step 5
  6. Click the Select button to mark the Performance Year 1 package.

    Step 6
  7. Click the Rollover button to rollover the package you selected.

    Step 7
  8. Enter the information into the Rollover To Fiscal Year field.

     

    For this example, enter a valid value e.g. "2011".

    Step 8
  9. Enter the information into the Rollover To CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.407W".

    Step 9
  10. Enter the information into the Rollover To Schedule No. field.

     

    For this example, enter a valid value e.g. "1".

    Step 10
  11. Click the button to the right of the Report Type field to display the list of report types.

    Step 11
  12. Select the Annual Performance list item.

    Step 12
  13. Click the Continue > button to continue to the Summary tab.

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

    Step 14
  15. The system displays a message asking if you are certain that you want to rollover the report package.

     

    Click the Yes option to confirm.

    Step 15
  16. Click the Submit button to submit and save your work.

    Step 16
  17. The system displays a message indicating that the report package was successfully rolled.

     

    Click the Vertical scrollbar to scroll down.

    Step 17
  18. Note:  If you would like to rollover additional packages, you may click Done and return to the search screen to repeat the process.

    Step 18
  19. Click the Go To Home button to return to the My Home Page screen.

    Step 19

Congratulations!

 

You have successfully rolled a performance report package.