In this topic, you will learn how to assign Federal Contacts in G5 for formula records.
Steps:
Click the Performance Periods and ED Contacts menu item to begin the process of assigning Federal contacts to formula records.
Step 1Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 2Enter the search information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.003J".
Step 3Click the Search button to search for schedules/competitions which meet the criteria.
Step 4Click the Vertical scrollbar to scroll down.
Step 5Click the Select button to mark Schedule/Competition Number 2.
Step 6Click the Assign Contacts button to assign a contact.
Step 7The system displays the Award Applications for the schedule/competition you selected.
Click the Select button to mark the first application.
Step 8Click the Select button to mark the next application to which you want to assign a Federal contact.
Step 9Click the Vertical scrollbar to scroll down.
Step 10Click the button to the right of the Contact Name field to display the list of Federal contact names.
Step 11Select the Roosevelt, Ed list item.
Step 12Click the Continue > button to move to the Summary tab.
Step 13After reviewing the summary information, click the Continue > button to move to confirm the contact you selected.
Step 14Note: If you want to assign additional Federal contacts, you can click the Done button and return to the search screen to repeat the process.
Step 15Click the Go To Home button to return to the My Home Page screen.
Step 16Congratulations!
You have successfully assigned a Federal Contact to a formula record.