Enter Budget Periods for a Discretionary Award


Concept

In this topic, you will learn how to enter budget periods for discretionary awards.


Steps:

  1. Click the Budget Data and Abstracts menu item to begin the process of entering 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. "2".

    Step 4
  5. Click the Search button to search for PR/Awards which meet the criteria.

    Step 5
  6. Click the Select button to mark PR/Award Number Z003A090002.

    Step 6
  7. Click the Maintain Budget button to display the award and budget information.

    Step 7
  8. Click the Show Calendar button to display the calendar for the Budget Period Start Date.

    Step 8
  9. NoteYou can change the year and month to the correct date.  For this example, the calendar has been advanced to July 2009.

    Step 9
  10. Select the July 1, 2009 cell.

    Step 10
  11. Click the Show Calendar button to display the calendar for the Budget Period End Date.

    Step 11
  12. NoteYou can change the year and month to the correct date.  For this example, the calendar has been advanced to September 2009.

    Step 12
  13. Select the September 30, 2009 cell.

    Step 13
  14. Click the Add button to add another budget period.

     

    NoteYou may enter budget periods until the number of budget periods is equal to the number of budget periods specified on the associated subprogram.

    Step 14
  15. NoteThe Budget Period Start Date for the next budget period defaults based on the End Date of the previous budget period.

     

    Click the Show Calendar button to display the calendar for the Budget Period End Date for the new budget period.

    Step 15
  16. NoteYou can change the year and month to the correct date.  For this example, the calendar has been advanced to September 2010.

    Step 16
  17. Select the September 30, 2010 cell.

    Step 17
  18. Click the Continue > button to move to the Budget Details tab.

    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.

    Step 21
  22. Click the Submit Budget button to submit the budget periods to the system and move to the Confirmation tab.

    Step 22
  23. The system displays a message confirming that the budget periods have been saved successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 23
  24. NoteIf you want to enter budget periods for additional PR/Awards, click the Done button and return to the search screen to 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 entered budget periods for discretionary awards.