In this topic, you will learn how to add or delete a budget period in G5 for a formula record.
Steps:
Click the Formula Record menu item to begin the process of adding or deleting a budget period.
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 formula PR/Award Numbers which meet the criteria.
Step 4Click the Vertical scrollbar to scroll down and view the search results.
Step 5Click the Select button to mark Schedule No. 3 and PR/Award No. Z003J090005.
Step 6Click the Modify button to move to the Details tab.
Step 7Click the Vertical scrollbar to scroll down.
Step 8Click the Modify Budget Periods button to modify the budget periods.
Step 9Enter the information into the Start Date field.
For this example, enter a valid value e.g. "10/01/2008".
Step 10Enter the information into the End Date field.
For this example, enter a valid value e.g. "09/30/2009".
Step 11Click the Add button to add a budget period.
Step 12Enter the information into the End Date field.
For this example, enter a valid value e.g. "09/30/2010".
Step 13Note: You can add up to 5 budget periods. For this example, the remaining budget periods have been entered.
Step 14Click the Vertical scrollbar to scroll down.
Step 15Click the Calculate button to calculate the remaining information in the Performance Period Information region of the screen.
Step 16Note: The rest of the Performance Period Information is now populated.
Step 17Click the Vertical scrollbar to scroll down.
Step 18Click the Continue > button to return to the Details tab.
Step 19Click the Vertical scrollbar to scroll down.
Step 20Click the Continue > button to move to the Summary tab.
Step 21Click the Vertical scrollbar to scroll down and review the Summary information.
Step 22Click the Submit button to submit the budget periods to the system.
Step 23The system displays a message indicating that the budget information was saved successfully.
Click the Vertical scrollbar to scroll down.
Step 24Note: 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 25Click the Go To Home button to return to the My Home Page screen.
Step 26Congratulations!
You have successfully added or deleted a budget period for a formula record.