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grantlist [2021/06/18 18:23] – emorenograntlist [2021/07/22 20:24] (current) – emoreno
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 //**MemberPortal > Grant List**// //**MemberPortal > Grant List**//
  
-<WRAP round intro>This page is used to view the details related to your assigned member grants. You can view a list of outstanding budget revision and reimbursement requests. Additionally, depending on your access, you can create new budget revision and reimbursement requests. Your fiscal agent is responsible for assigning your member information, grant type(s), and level of accessibility.</WRAP>+<WRAP round intro>This page is used to view the details related to your assigned member grants. You can view a list of existing budget adjustment requests, budget revision requests, and reimbursement requests.  
 + 
 +Additionally, depending on your access, you can create new budget revision and reimbursement requests. If you only have access to enter and save requests, you can only update requests that you created. 
 + 
 +Your fiscal agent is responsible for assigning your member information, grant type(s), and level of accessibility.</WRAP>
  
 ====Retrieve grant list:==== ====Retrieve grant list:====
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 VCV Click **Retrieve**. A list of grants for the specified status and/or year is displayed under **Grant Status**. Otherwise, a list of grants for all statuses to which you have access is displayed with the following details: VCV Click **Retrieve**. A list of grants for the specified status and/or year is displayed under **Grant Status**. Otherwise, a list of grants for all statuses to which you have access is displayed with the following details:
  
-^Detail|Click {{:images:mag_edit.png?16|Spyglass Icon}} to view the corresponding details for the grant and any documents attached to the transaction. | +^Detail|Click {{:images:mag_edit.png?16|Spyglass Icon}} to open a pop-up window with the corresponding grant details and transactions.\\  \\  Within the details pop-up window, click {{:images:mag_edit.png?16|Spyglass Icon}} again to view the transaction details. Depending on the transaction type, either the Budget Adjustment Request, Budget Revision Request, or the Reimbursement Request pop-up window opens with the request details.\\  \\  Click **Cancel** or X to close the pop-up window. | 
-^Year|The four-digit grant year is displayed. | +^Year|Displays the four-digit grant year. | 
-^Grant Type/ID|The grant type, description, and ID is displayed.  | +^Grant Type/ID|Displays the grant type, description, and ID.  | 
-^Total Award|The original amount of the award plus or minus any amendments for each object class that have been approved (posted) is displayed.  | +^Total Award|Displays the original amount of the award plus or minus any amendments for each object class that have been approved (posted).  | 
-^{{:images:file_icon.png?10|}} |Click to open the Budget Revision Request page for the selected grant. This icon only displays if you have access to enter, save, and submit budget revision requests.|+^{{:images:file_icon.png?10|}} |Click to open the [[budgetrevisionrequest|Budget Revision Request]] page for the selected grant. This icon only displays if you have access to enter, save, and submit budget revision requests.|
 ^Eligible Remaining|The eligible remaining amount of the award (Total Award - Reimbursements and Pending Reimbursements = Eligible Remaining) is displayed.  | ^Eligible Remaining|The eligible remaining amount of the award (Total Award - Reimbursements and Pending Reimbursements = Eligible Remaining) is displayed.  |
-^{{:images:paper_icon.jpg|Paper Icon}}|Click to open the Reimbursement Request page for the selected grant. This icon only displays if you have access to enter, save, and submit reimbursement requests.|+^{{:images:paper_icon.jpg|Paper Icon}}|Click to open the [[reimbursementrequest|Reimbursement Request]] page for the selected grant. This icon only displays if you have access to enter, save, and submit reimbursement requests.|
 ^Pending Approval|The total amount pending approval (Reimbursement Requests with a submitted status) is displayed. | ^Pending Approval|The total amount pending approval (Reimbursement Requests with a submitted status) is displayed. |
 ^Begin Date\\  End Date|The grant begin and end date is displayed in the MM-DD-YYYY format. | ^Begin Date\\  End Date|The grant begin and end date is displayed in the MM-DD-YYYY format. |
 ^Approval Cutoff\\  Next Pay Date|The grant approval cutoff date and next payment date is displayed in the MM-DD-YYYY format.  | ^Approval Cutoff\\  Next Pay Date|The grant approval cutoff date and next payment date is displayed in the MM-DD-YYYY format.  |
  
-VCV Under **Available to Submit**, a list of requests available to be submitted for the grants to which you have access is displayed. +VCV Under **Available to Submit**, a list of requests available for submission is displayed. If you have access to submit a request, you can click {{:images:mag_edit.png?16|Spyglass Icon}} to view, edit and submit the request.
  
-{{page>general:grantlistdetails}} +^Detail|Click {{:images:mag_edit.png?16|Spyglass Icon}} to open a pop-up window with the corresponding request details. Depending on the transaction type, either the [[general:grantsprojects_budgetrevisionrequest|Budget Revision Request]] or the [[general:grantsprojects_reimbursementrequest|Reimbursement Request]] pop-up window opens.|
-\\ +
 ^Doc|If documents exist for the transaction, a paperclip icon is displayed. Click the paperclip icon to open the Document Attachments pop-up and view the existing uploaded documents. The Document Attachments feature in this view is read-only.|  ^Doc|If documents exist for the transaction, a paperclip icon is displayed. Click the paperclip icon to open the Document Attachments pop-up and view the existing uploaded documents. The Document Attachments feature in this view is read-only.|
-^Date|The request date is displayed.| +^Date|Displays the request date.| 
-^Year|The four-digit grant year is displayed. | +^Year|Displays the four-digit grant year. | 
-^Grant Type/ID|The grant type, description, and ID is displayed.  | +^Grant Type/ID|Displays the grant type, description, and ID.  | 
-^Request Type|The request type is displayed.  |  +^Request Type|Displays the request type.  |  
-^Status|The request status is displayed. Requests will either be in a //Returned// or //Saved// status.  | +^Status|Displays the request status. Requests will either be in a //Returned// or //Saved// status.  | 
-^Budget Amount|The total amount of all object class budget amounts for the request is displayed.  | +^Budget Amount|Displays the total amount of all object class budget amounts for the request.  | 
-^Reimbursement Amount|The total amount of all object class reimbursement amounts for the request is displayed.  |+^Reimbursement Amount|Displays the total amount of all object class reimbursement amounts for the request.  | 
 + 
 + 
 +====Other functions and features:====
  
 +^Retrieve|{{page>general:retrieve}}| 
 +^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
  
  
grantlist.1624040592.txt.gz · Last modified: 2021/06/18 13:23 (external edit)

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