Add or Delete a Budget Period for a Formula Record


Concept

In this topic, you will learn how to add or delete a budget period in G5 for a formula record.


Steps:

  1. Click the Formula Record menu item to begin the process of adding or deleting a budget period.

    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 formula PR/Award Numbers which meet the criteria.

    Step 4
  5. Click the Vertical scrollbar to scroll down and view the search results.

    Step 5
  6. Click the Select button to mark Schedule No. 3 and PR/Award No. Z003J090005.

    Step 6
  7. Click the Modify button to move to the Details tab.

    Step 7
  8. Click the Vertical scrollbar to scroll down.

    Step 8
  9. Click the Modify Budget Periods button to modify the budget periods.

    Step 9
  10. Enter the information into the Start Date field.

     

    For this example, enter a valid value e.g. "10/01/2008".

    Step 10
  11. Enter the information into the End Date field.

     

    For this example, enter a valid value e.g. "09/30/2009".

    Step 11
  12. Click the Add button to add a budget period.

    Step 12
  13. Enter the information into the End Date field.

     

    For this example, enter a valid value e.g. "09/30/2010".

    Step 13
  14. NoteYou can add up to 5 budget periods.  For this example, the remaining budget periods have been entered.

    Step 14
  15. Click the Vertical scrollbar to scroll down.

    Step 15
  16. Click the Calculate button to calculate the remaining information in the Performance Period Information region of the screen.

    Step 16
  17. Note:  The rest of the Performance Period Information is now populated.

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

    Step 18
  19. Click the Continue > button to return to the Details tab.

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

    Step 20
  21. Click the Continue > button to move to the Summary tab.

    Step 21
  22. Click the Vertical scrollbar to scroll down and review the Summary information.

    Step 22
  23. Click the Submit button to submit the budget periods to the system.

    Step 23
  24. The system displays a message indicating that the budget information was saved successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 24
  25. Note:  If you want to add budget periods for additional records, click the Done button to return to the search screen and repeat the process.

    Step 25
  26. Click the Go To Home button to return to the My Home Page screen.

    Step 26

Congratulations!

 

You have successfully added or deleted a budget period for a formula record.