User Tools

Site Tools


Sidebar

Table of Contents

grantsprojects:maintenance:membergrants:objectmaint

This is an old revision of the document!


Object Maintenance - GRT3010

Grants and Projects > Maintenance > Member Grants > Object Maintenance

This tab allows fiscal agents to add budget details allocated by object class for a specified year and grant ID.

View a record:

Field Description
Year Type a four-digit grant year.
Grant IDBegin 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 Ellipsis Icon to select a grant ID from the 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.

❏ Click Retrieve. The grant record is displayed.

If the grant information is not known, click Directory to perform a search of all active grants.


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.

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.

Add a record:

ObjectDisplays 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 AwardType the total award amount, which includes the original amount of the award plus or minus any amendments that have been approved (posted).
ReimbursementsDisplays the reimbursement amounts that have been paid.
Pending ReimbursementsDisplays the pending reimbursement amounts that have been approved but not paid.
Eligible RemainingDisplays the eligible remaining amount of the award (calculated Total Award - Reimbursements and Pending Reimbursements = Eligible Remaining).
Matching FundsDisplays 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%.

❏ Click Save.

This Save button saves any changes that were made to the Grant Maintenance and Object Maintenance tabs.


Other functions and features:

Retrieve

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

Trashcan Icon

Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.

AddClick to add a grant. The Grant Maintenance tab is displayed.
DocumentsView or attach supporting documentation.
grantsprojects/maintenance/membergrants/objectmaint.1618330689.txt.gz · Last modified: 2021/04/13 11:18 (external edit)