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general:grantprojectsoverview_setupuserprofiles

Set up user profiles

District Administration > Maintenance > User Profiles > Grants and Projects

This tab is used to assign specific grant codes to individual users. After a grant code is assigned to a user, the user has access to view the details associated with the grant code in the Grants and Projects application.

❏ Click Drop Down Arrow to select an employee and click Retrieve User.

Grants and Projects User Profile

❏ Click +Add to add a grant code to user. The Grants and Projects Directory is displayed.

Grants and Projects Directory

  • Select one or more grant codes to assign to the selected user. Only active grant codes that exist on the Tables > Grant/Project Profile page in the Grants and Projects application are displayed.
  • Type data in the Search field to narrow the list of grant codes displayed in the list.
  • Click OK to continue and return to the Grants and Projects tab.
  • Click Cancel to return to the Grants and Projects tab without making a selection.

Grants and Projects User Profile

Field Description
Grant CodeThe user-defined grant code is displayed.
DescriptionThe user-defined grant code description is displayed.
ActiveIndicates the grant code status.

❏ Click Save.

general/grantprojectsoverview_setupuserprofiles.txt · Last modified: 2021/05/21 13:17 by emoreno