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general:setupgranttypes
Set up grant types
Grants and Projects > Tables > SSA Grants > Grant Types
Set up a list of grant types and descriptions that can be used to facilitate the appropriate workflows and member notifications for each grant. Grant types are tied to a Grant ID and Member on the Grant Maintenance page. Grant types cannot be changed once they are in use; however, grant descriptions can be changed at any time.
Additionally, you can use the grant amounts spyglass feature to maintain annual budget amounts for multi-year grant types.
❏ Click +Add to add a row.
| Grant Type | Type a unique user-defined grant type. This field can be a maximum of ten alphanumeric characters. | ||||||
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| Description | Type a user-defined grant type description. This field can be a maximum of 40 alphanumeric characters. | ||||||
| Grant Amount | Click  to display the Grant Amounts pop-up window. The Grant Amounts pop-up window allows you to maintain annual budget amounts for each year associated with the selected multi-year grant type.The selected Grant Type is displayed at the top of the pop-up window. You can add new years and budget amounts, or edit existing amounts as needed. Note: Future functionality will use this information to prevent the disbursement of reimbursements over the allotted annual budget amount. However, at this time, it is for informational purposes only. ❏ Click +Add to add a new row.
❏ Click OK to accept the changes and close the pop-up window. Otherwise, click X or Cancel to return to the Grant Types tab without making changes to the grant amounts.
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| Status | Click  to select the grant type status (A - Active or I - Inactive). |
❏ Click Save.
general/setupgranttypes.txt · Last modified: 2021/10/18 14:48 by emoreno