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Trace: • Fiscal Year - BAM2200 • ASCENDER - TRS and Summer School Payments Process • Object Maintenance - GRT3010
grantsprojects:maintenance:membergrants:objectmaint

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grantsprojects:maintenance:membergrants:objectmaint [2021/04/13 16:05] – emorenograntsprojects:maintenance:membergrants:objectmaint [2021/10/18 15:30] (current) – emoreno
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 //**Grants and Projects > Maintenance > Member Grants > Object Maintenance**// //**Grants and Projects > Maintenance > Member Grants > Object Maintenance**//
  
-<WRAP round intro>This tab allows fiscal agents, members, approvers, and MemberPortal users to view and maintain various object class details related to a specific grant record.</WRAP>+<WRAP round intro>This tab allows fiscal agents to add budget details allocated by object class for a specified year and grant ID. Amounts can be added until the original budget is saved. After the original budget is saved, a budget adjustment or revision is required.
  
- 
-====View a record:==== 
- 
- 
-^ Field                                        ^ Description   ^  /*Table with two rows*/ 
-^Year |Type a four-digit grant year.  | 
-^Grant ID|Begin typing a grant ID or description. As you type the data, a drop-down list of corresponding data is displayed. Select a grant ID. If the grant ID or description is not known, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a grant ID from the [[general:grantid_lookup|Grant ID lookup]] or press the Spacebar to view a list of grant IDs.\\  \\  The grant ID list in the autosuggest and the Grant ID lookup is based on the **Year** field. For example, if you type 2020 in the **Year** field and tab to the **Grant ID** field, only active 2020 grant IDs are displayed. | 
- 
-VCV Click **Retrieve**. The grant record is displayed.   
- 
-<div indent>If the grant information is not known, click [[general:grants_directory|Directory]] to perform a search of all active grants.  
-</div> 
-\\ 
-<WRAP Box> 
-**Notes**:  
-  * If you retrieved an existing record, only the **Over Expend %** field can be edited. All other fields are read-only.  
-  * If you are adding a new record, only the **Total Award** and **Over Expend %** fields can be edited. All other fields are read-only.  
 </WRAP> </WRAP>
  
  
-The **Year**, **Grant ID**, and **Member** fields are populated for the selected **Grant ID**. Or, if adding a new record, only the **Year** field is populated. +====View a record:==== 
 +{{page>general:grantsprojects:maintenance:membergrants:objectmaintbody1}}
  
 ====Add a record:==== ====Add a record:====
- +{{page>general:grantsprojects:maintenance:membergrants:objectmaintbody2}}
-^Object|Displays a list of the six predefined object classes for each year and grant ID: //61XX//, //62XX//, //63XX//, //64XX//, //65XX//, and //66XX//. |  +
- +
-Complete the following for each object class, as needed:  +
- +
-^Total Award|Type the total award amount, which includes the original amount of the award plus or minus any amendments that have been approved (posted).  |  +
-^Reimbursements|Displays the reimbursement amounts that have been paid.|    +
-^Pending Reimbursements|Displays the pending reimbursement amounts that have been approved but not paid.  |  +
-^Eligible Remaining|Displays the eligible remaining amount of the award (calculated **Total Award** - **Reimbursements** and **Pending Reimbursements** = **Eligible Remaining**). |  +
-^Matching Funds|Displays the total amount of matching funds.  |  +
-^Over Expend %|Type the maximum percentage allowed for expenditures over the originally indicated amount of the grant. Valid values are 0-999%. | +
- +
- +
- +
- +
-VCV Click **Save**.  +
- +
-<div indent>This **Save** button saves any changes that were made to the Grant Maintenance and Object Maintenance tabs. +
-</div> +
-\\+
  
 ====Other functions and features:==== ====Other functions and features:====
grantsprojects/maintenance/membergrants/objectmaint.1618329952.txt.gz · Last modified: 2021/04/13 11:05 (external edit)

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