Add a Receipt Date to a Performance Report


Concept

In this topic, you will learn how to add a receipt date to a performance report.


Steps:

  1. Hover over the Grant Maintenance menu item and click the Performance Monitoring function to the monitor performance report screen.

    Step 1
  2. Enter the desired information into the Fiscal Year (YYYY)* field. Enter "2013".

    Step 2
  3. Enter the desired information into the CFDA/Subprogram field.

     

    In this example, enter "84.420C".

    Step 3
  4. Click the Search Awards button to search for the desired award.

    Step 4
  5. Click the Vertical scrollbar to scroll down the page.

    Step 5
  6. Mark the desired award by clicking the Select button.

     

    In this example, click the Select button to mark award Z420C130001-13.

    Step 6
  7. Click the Modify Performance button to access the performance details for the desired award.

    Step 7
  8. Click the Report Details tab to view performance milestones.

    Step 8
  9. Click the Vertical scrollbar to scroll down the page.

    Step 9
  10. Mark the desired report type by clicking the Select button.

     

    In this example, click the Select button to mark the Annual Financial report.

    Step 10
  11. Click in the Modify button to modify the performance report details.

    Step 11
  12. Click the Vertical scrollbar to scroll down the page.

    Step 12
  13. You can enter the receipt date manually by typing in the field or select a date from the calendar.

     

    In this example, click the Show Calendar icon to view the calendar.

    Step 13
  14. Select the desired date on the calendar.

     

    In this example, select the September 4 cell.

    Step 14
  15. Click the Update button to update the Receipt Date field.

    Step 15
  16. Click the Vertical scrollbar to scroll down the page.

    Step 16
  17. Click the Continue button to move to the Summary tab.

    Step 17
  18. Click the Vertical scrollbar to scroll down the page.

    Step 18
  19. Click the Submit button to submit and save your work.

    Step 19
  20. Click the Vertical scrollbar to scroll down the page.

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

    Step 21

Congratulations!

 

You have successfully added a receipt date to a Performance Report.