Mark Budget as Complete for a Discretionary Award


Concept

In this topic, you will learn how to mark a discretionary budget as complete in G5.


Steps:

  1. Click the Budget Data and Abstracts menu to begin the process of marking a discretionary budget as complete.

    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/Award applications which meet the criteria.

    Step 5
  6. Click the Select option to mark the second application.

    Step 6
  7. Click the Maintain Budget button to open the Budget Details tab.

    Step 7
  8. Before marking the budget complete please make sure the following steps have been completed:

     

    1. A budget data worksheet (or worksheets) was(were) previously entered and saved in G5.

     

    2. At minimum, the Project Director has been entered, saved and SAM certified on the Key Personnel list.

     

    3. The FAPISS Certification has been certified yes.

    Step 8
  9. Click the Mark as Complete button to mark the budget as complete.

    Step 9
  10. NoteThe Mark as Complete button changes to Mark as Incomplete and the system automatically marks the Complete check box.

     

    In order to modify the budget, the Mark as Incomplete button must be clicked.  However, you may only modify up until the time that the slate is approved.

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

    Step 11
  12. Click the Continue button to move to the Summary tab.

    Step 12
  13. Click the Vertical scrollbar to scroll down.

    Step 13
  14. Click the Submit Budget button to submit the updates to the system.

    Step 14
  15. The system displays a message indicating that the budget was saved successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 15
  16. NoteIf you want to mark additional budgets as complete, you can click the Done button and return to the search screen to repeat the process.

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

    Step 17

Congratulations!

 

You have successfully marked a discretionary budget as complete.