Assign a Contact for Multiple Formula Award


Concept

In this topic, you will learn how to assign Federal Contacts in G5 for formula records.


Steps:

  1. Click the Performance Periods and ED Contacts menu item to begin the process of assigning Federal contacts to formula records.

    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 Vertical scrollbar to scroll down.

    Step 5
  6. Click the Select button to mark Schedule/Competition Number 2.

    Step 6
  7. Click the Assign Contacts button to assign a contact.

    Step 7
  8. The system displays the Award Applications for the schedule/competition you selected.

     

    Click the Select button to mark the first application.

    Step 8
  9. Click the Select button to mark the next application to which you want to assign a Federal contact.

    Step 9
  10. Click the Vertical scrollbar to scroll down.

    Step 10
  11. Click the button to the right of the Contact Name field to display the list of Federal contact names.

    Step 11
  12. Select the Roosevelt, Ed list item.

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

    Step 13
  14. After reviewing the summary information, click the Continue > button to move to confirm the contact you selected.

    Step 14
  15. NoteIf you want to assign additional Federal contacts, you can click the Done button and return to the search screen to repeat the process.

    Step 15
  16. Click the Go To Home button to return to the My Home Page screen.

    Step 16

Congratulations!

 

You have successfully assigned a Federal Contact to a formula record.